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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
+1.58%
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
$1.33B
AUM Growth
+$36.2M
Cap. Flow
+$16M
Cap. Flow %
1.2%
Top 10 Hldgs %
66.08%
Holding
167
New
15
Increased
52
Reduced
60
Closed
4

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$148M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$145M
3
HODL icon
VanEck Bitcoin Trust
HODL
+$19.4M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$18.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.8M

Top Sells

Rank Stock Value
1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$150M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$136M
3
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$22.6M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$15.2M

Sector Composition

Rank Sector Weight
1 Technology 6.84%
2 Consumer Discretionary 2.26%
3 Financials 0.94%
4 Communication Services 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FAST icon
126
Fastenal
FAST
$54.7B
$295K 0.02%
7,350
+191
+3% +$8.04K
URI icon
127
United Rentals
URI
$67.2B
$295K 0.02%
364
+1
+0.3% +$868
VWO icon
128
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$294K 0.02%
5,468
– –
ABT icon
129
Abbott
ABT
$183B
$289K 0.02%
2,307
-232
-9% -$29.6K
HDV
130
iShares Core High Dividend ETF
HDV
$14.5B
$277K 0.02%
+11,375
New +$277K
SCHK icon
131
Schwab 1000 Index ETF
SCHK
$5.71B
$275K 0.02%
8,378
– –
XJUN icon
132
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$137M
$274K 0.02%
6,378
-49
-0.8% -$2.08K
GLDM icon
133
SPDR Gold MiniShares Trust
GLDM
$27.5B
$269K 0.02%
3,146
– –
ONEQ icon
134
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.4B
$268K 0.02%
2,931
– –
CVX icon
135
Chevron
CVX
$392B
$268K 0.02%
1,756
-2,073
-54% -$316K
ORCL icon
136
Oracle
ORCL
$374B
$264K 0.02%
1,353
-31
-2% -$7.38K
SCHG icon
137
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$260K 0.02%
7,972
– –
LRGF icon
138
iShares US Equity Factor ETF
LRGF
$3.58B
$260K 0.02%
3,745
– –
REGN icon
139
Regeneron Pharmaceuticals
REGN
$78.5B
$255K 0.02%
+330
New +$224K
XT icon
140
iShares Future Exponential Technologies ETF
XT
$3.82B
$250K 0.02%
3,588
– –
LGLV icon
141
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.2B
$246K 0.02%
1,400
– –
MCHP icon
142
Microchip Technology
MCHP
$40.3B
$240K 0.02%
3,771
+159
+4% +$9.81K
AEP icon
143
American Electric Power
AEP
$69.6B
$240K 0.02%
2,078
+11
+0.5% +$1.3K
MA icon
144
Mastercard
MA
$502B
$238K 0.02%
416
+36
+9% +$20.1K
DE icon
145
Deere & Co
DE
$160B
$232K 0.02%
497
-3
-0.6% -$1.41K
IMCV icon
146
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$231K 0.02%
2,808
– –
ESGV icon
147
Vanguard ESG US Stock ETF
ESGV
$13.1B
$226K 0.02%
1,867
– –
CRWD icon
148
CrowdStrike
CRWD
$194B
$220K 0.02%
+1,876
New +$239K
BBAG icon
149
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
$219K 0.02%
4,720
-1
-0% -$47
TJX icon
150
TJX Companies
TJX
$174B
$217K 0.02%
+1,415
New +$209K
3 4 5
6
7

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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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1WM
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Bouchey Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Bouchey Financial Group held 167 positions worth $1.33B, up 2.8% from $1.3B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Bouchey Financial Group's Q4 2025 filing shows 15 new, 52 increased, 60 reduced and 4 closed positions. Its largest new stake was VanEck Bitcoin Trust: 686,899 shares worth $17M. The largest sale was Schwab US Broad Market ETF, an estimated $150M.

By sector, the portfolio is most concentrated in Technology at 6.8% of assets, down from 7.3% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Bouchey Financial Group's largest Q4 2025 buy was VanEck Bitcoin Trust: 686,899 shares worth $17M.
  • Bouchey Financial Group added most to Invesco NASDAQ 100 ETF in Q4 2025, an estimated $148M increase.
  • Bouchey Financial Group's biggest Q4 2025 reduction was Schwab US Broad Market ETF, cutting an estimated $150M.
  • Bouchey Financial Group fully exited State Street Ultra Short Term Bond ETF in Q4 2025, selling an estimated $405K.
  • Bouchey Financial Group's ten largest holdings make up 66% of its $1.33B portfolio in Q4 2025.
  • Bouchey Financial Group opened 15 new positions and closed 4 in Q4 2025.
  • Bouchey Financial Group's portfolio value rose 2.8% quarter-over-quarter to $1.33B.

Based on Bouchey Financial Group's 13F filing for Q4 2025, filed 16 Jan 2026.