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BFG

Bouchey Financial Group Portfolio holdings

AUM $1.55B
1-Year Est. Return 29.02%
This Fund
S&P 500
This Quarter Est. Return
+21.68%
1 Year Est. Return
+29.02%
3 Year Est. Return
+66.71%
5 Year Est. Return
+67.71%
10 Year Est. Return
+243.17%
AUM
$1.55B
AUM Growth
+$185M
Cap. Flow
+$31.4M
Cap. Flow %
2.03%
Top 10 Hldgs %
59.62%
Holding
203
New
30
Increased
72
Reduced
54
Closed
12

Top Buys

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$50.3M
2
AIPO
Defiance AI & Power Infrastructure ETF
AIPO
+$38.6M
3
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$38.4M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$33.4M
5
MSFT icon
Microsoft
MSFT
+$27.7M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$58.4M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$58.3M
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$30.6M
4
XOCT icon
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
+$29.3M
5
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$19.1M

Sector Composition

Rank Sector Weight
1 Technology 8.63%
2 Consumer Discretionary 2.13%
3 Financials 0.89%
4 Industrials 0.58%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
126
American Express
AXP
$229B
$357K 0.02%
1,054
+152
+17% +$48.7K
CBU icon
127
Community Bank
CBU
$3.5B
$356K 0.02%
5,269
+23
+0.4% +$1.46K
MGK icon
128
Vanguard Mega Cap Growth ETF
MGK
$31.8B
$353K 0.02%
4,020
– –
TXN icon
129
Texas Instruments
TXN
$255B
$345K 0.02%
+1,156
New +$321K
CRWD icon
130
CrowdStrike
CRWD
$183B
$335K 0.02%
+1,756
New +$249K
GSEW icon
131
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.89B
$333K 0.02%
3,525
-80
-2% -$7.28K
VWO icon
132
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$326K 0.02%
5,468
– –
PEP icon
133
PepsiCo
PEP
$191B
$320K 0.02%
2,363
-259
-10% -$38.7K
VCR icon
134
Vanguard Consumer Discretionary ETF
VCR
$5.92B
$318K 0.02%
802
+16
+2% +$6.22K
HDV
135
iShares Core High Dividend ETF
HDV
$14.5B
$310K 0.02%
11,325
-50
-0.4% -$1.36K
GDEC icon
136
FT Vest US Equity Moderate Buffer ETF December
GDEC
$437M
$309K 0.02%
7,766
-20,761
-73% -$812K
ANET icon
137
Arista Networks
ANET
$215B
$304K 0.02%
1,787
+261
+17% +$41K
ONEQ icon
138
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$303K 0.02%
2,931
– –
SCHK icon
139
Schwab 1000 Index ETF
SCHK
$5.66B
$302K 0.02%
8,378
– –
AEP icon
140
American Electric Power
AEP
$72.7B
$302K 0.02%
2,208
+158
+8% +$20.8K
SCHG icon
141
Schwab US Large-Cap Growth ETF
SCHG
$58.8B
$302K 0.02%
8,912
– –
SXI icon
142
Standex International
SXI
$3.75B
$300K 0.02%
840
– –
XT icon
143
iShares Future Exponential Technologies ETF
XT
$3.78B
$296K 0.02%
3,588
– –
SNDK
144
Sandisk
SNDK
$189B
$296K 0.02%
+130
New +$186K
GS icon
145
Goldman Sachs
GS
$309B
$284K 0.02%
280
+31
+12% +$30.2K
LRGF icon
146
iShares US Equity Factor ETF
LRGF
$3.54B
$283K 0.02%
3,745
– –
DHR icon
147
Danaher
DHR
$138B
$277K 0.02%
1,454
+148
+11% +$26.9K
ABT icon
148
Abbott
ABT
$182B
$276K 0.02%
3,046
+8
+0.3% +$730
TPL icon
149
Texas Pacific Land
TPL
$27.4B
$270K 0.02%
618
+51
+9% +$20.7K
ULST icon
150
State Street Ultra Short Term Bond ETF
ULST
$527M
$270K 0.02%
6,690
-289
-4% -$11.7K
4 5
6
7 8

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ZBNA
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BGCP
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MSA
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VWM
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IWA
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TNBTD
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Bouchey Financial Group's Q2 2026 Portfolio in Review

As of Q2 2026, Bouchey Financial Group held 203 positions worth $1.55B, up 14% from $1.36B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Bouchey Financial Group's Q2 2026 filing shows 30 new, 72 increased, 54 reduced and 12 closed positions. Its largest new stake was PIMCO Active Bond Exchange-Traded Fund: 545,883 shares worth $50.3M. The largest sale was Schwab US Dividend Equity ETF, an estimated $58.4M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, up from 6.5% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Bouchey Financial Group's largest Q2 2026 buy was PIMCO Active Bond Exchange-Traded Fund: 545,883 shares worth $50.3M.
  • Bouchey Financial Group added most to Microsoft in Q2 2026, an estimated $27.7M increase.
  • Bouchey Financial Group's biggest Q2 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $58.4M.
  • Bouchey Financial Group fully exited VanEck Uranium + Nuclear Energy ETF in Q2 2026, selling an estimated $19.1M.
  • Bouchey Financial Group's ten largest holdings make up 60% of its $1.55B portfolio in Q2 2026.
  • Bouchey Financial Group opened 30 new positions and closed 12 in Q2 2026.
  • Bouchey Financial Group's portfolio value rose 14% quarter-over-quarter to $1.55B.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.