# Bouchey Financial Group, Ltd.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1599054. Source: https://holderbook.com/funds/1599054-bouchey-financial-group-ltd/

- Reported value: $1.5B
- Positions: 191
- Weight of the ten largest: 59.6%
- Filed: 2026-07-27

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $178.1M | 588,006 | 11.5% | 4 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $174.0M | 253,312 | 11.2% | 16 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $108.7M | 147,528 | 7.0% | 31 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $84.7M | 885,297 | 5.5% | 26 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $74.5M | 257,515 | 4.8% | 31 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $70.2M | 2,424,447 | 4.5% | 31 |
| FIRST TR EXCHANGE-TRADED FD | [FTCB](https://holderbook.com/stocks/FTCB/) | $61.1M | 2,928,857 | 3.9% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $59.2M | 1,261,080 | 3.8% | 5 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $58.2M | 1,393,666 | 3.8% | 14 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $54.2M | 82,577 | 3.5% | 3 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $50.3M | 545,883 | 3.3% | 1 |
| TIDAL TRUST II | [AIPO](https://holderbook.com/stocks/AIPO/) | $41.5M | 1,241,131 | 2.7% | 1 |
| PUTNAM ETF TRUST | [PVAL](https://holderbook.com/stocks/PVAL/) | $39.4M | 772,527 | 2.5% | 1 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $38.2M | 473,770 | 2.5% | 11 |
| ROUNDHILL ETF TRUST | - | $34.6M | 468,719 | 2.2% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $34.0M | 931,941 | 2.2% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $31.1M | 551,039 | 2.0% | 18 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $30.9M | 82,867 | 2.0% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSPT](https://holderbook.com/stocks/RSPT/) | $30.4M | 471,353 | 2.0% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $28.1M | 117,848 | 1.8% | 31 |
| SCHWAB STRATEGIC TR | [SCHI](https://holderbook.com/stocks/SCHI/) | $26.1M | 1,153,981 | 1.7% | 11 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $18.1M | 182,758 | 1.2% | 29 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $17.7M | 23,671 | 1.1% | 31 |
| VANECK BITCOIN ETF | [HODL](https://holderbook.com/stocks/HODL/) | $16.3M | 983,628 | 1.1% | 3 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $16.3M | 514,953 | 1.1% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $12.7M | 106,026 | 0.8% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $10.9M | 29,334 | 0.7% | 31 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $9.2M | 48,058 | 0.6% | 31 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $7.0M | 94,818 | 0.4% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $6.3M | 31,545 | 0.4% | 15 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $5.9M | 5,127 | 0.4% | 8 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.5M | 9,014 | 0.3% | 31 |
| FIRST TR EXCHNG TRADED FD VI | [GMAR](https://holderbook.com/stocks/GMAR/) | $4.3M | 97,140 | 0.3% | 9 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.1M | 11,555 | 0.3% | 30 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $3.8M | 12,624 | 0.2% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $3.3M | 15,458 | 0.2% | 26 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.8M | 8,495 | 0.2% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $2.8M | 17,542 | 0.2% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.7M | 7,216 | 0.2% | 9 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.7M | 7,561 | 0.2% | 30 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.5M | 4,386 | 0.2% | 13 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $2.2M | 76,337 | 0.1% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.2M | 5,240 | 0.1% | 14 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $2.2M | 8,030 | 0.1% | 31 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $2.0M | 55,387 | 0.1% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.9M | 7,596 | 0.1% | 31 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $1.7M | 11,000 | 0.1% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.5M | 12,919 | 0.1% | 12 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.4M | 1,183 | 0.1% | 12 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.4M | 24,723 | 0.1% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $1.4M | 7,746 | 0.1% | 31 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $1.4M | 6,191 | 0.1% | 22 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $1.3M | 35,980 | 0.1% | 25 |
| SSGA ACTIVE ETF TR | [TOTL](https://holderbook.com/stocks/TOTL/) | $1.3M | 32,987 | 0.1% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.3M | 3,451 | 0.1% | 12 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $1.2M | 24,709 | 0.1% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.2M | 3,432 | 0.1% | 20 |
| FIRST TR EXCHNG TRADED FD VI | [GOCT](https://holderbook.com/stocks/GOCT/) | $1.1M | 27,402 | 0.1% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.1M | 1,476 | 0.1% | 23 |
| TPG RE FIN TR INC | [TRTX](https://holderbook.com/stocks/TRTX/) | $1.1M | 126,761 | 0.1% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.1M | 4,326 | 0.1% | 20 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $1.0M | 20,991 | 0.1% | 16 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.0M | 3,779 | 0.1% | 20 |
| EA SERIES TRUST | [AAUA](https://holderbook.com/stocks/AAUA/) | $1.0M | 17,822 | 0.1% | 2 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $1.0M | 10,425 | 0.1% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $988.4K | 841 | 0.1% | 5 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $964.3K | 2,224 | 0.1% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $938.3K | 3,336 | 0.1% | 28 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $908.5K | 2,664 | 0.1% | 13 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $898.5K | 1,595 | 0.1% | 13 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $876.8K | 3,561 | 0.1% | 12 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $845.2K | 5,699 | 0.1% | 12 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $835.1K | 2,434 | 0.1% | 15 |
| ISHARES TR | [IGM](https://holderbook.com/stocks/IGM/) | $829.4K | 5,070 | 0.1% | 16 |
| AMPLIFY ETF TR | [HACK](https://holderbook.com/stocks/HACK/) | $798.0K | 7,605 | 0.1% | 10 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $791.6K | 41,402 | 0.1% | 14 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $785.2K | 1,086 | 0.1% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $774.0K | 727 | 0.1% | 12 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $701.8K | 1,938 | 0.0% | 15 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $697.1K | 4,992 | 0.0% | 2 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $693.8K | 7,193 | 0.0% | 27 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $689.1K | 8,228 | 0.0% | 13 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $683.5K | 4,999 | 0.0% | 15 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $682.2K | 9,411 | 0.0% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $667.0K | 2,239 | 0.0% | 1 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $662.9K | 8,021 | 0.0% | 22 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $624.2K | 2,864 | 0.0% | 30 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $618.7K | 7,049 | 0.0% | 19 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $614.9K | 1,207 | 0.0% | 18 |
| WISDOMTREE TR | [EPS](https://holderbook.com/stocks/EPS/) | $607.9K | 7,815 | 0.0% | 12 |
| PROSHARES TR | [TQQQ](https://holderbook.com/stocks/TQQQ/) | $600.5K | 7,414 | 0.0% | 11 |
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $595.3K | 10,568 | 0.0% | 4 |
| ISHARES TR | [ILCG](https://holderbook.com/stocks/ILCG/) | $592.1K | 5,060 | 0.0% | 12 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $551.1K | 2,904 | 0.0% | 9 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $540.2K | 10,882 | 0.0% | 2 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $535.1K | 2,560 | 0.0% | 10 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $516.2K | 1,242 | 0.0% | 19 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $516.1K | 812 | 0.0% | 12 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $513.2K | 4,531 | 0.0% | 12 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $507.4K | 3,198 | 0.0% | 17 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.5% | +14.8% | -0.4% | 96% |
| Q1 2026 | -2.8% | -4.6% | +1.8% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.4% | 100% |
| Q3 2025 | +6.8% | +7.8% | -1.0% | 100% |
| Q2 2025 | +6.8% | +10.5% | -3.7% | 100% |
| Q1 2025 | -3.9% | -4.6% | +0.6% | 100% |
| Q4 2024 | +0.9% | +2.1% | -1.2% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.5B | 191 |
| Q1 2026 | $1.4B | 173 |
| Q4 2025 | $1.3B | 163 |
| Q3 2025 | $1.3B | 152 |
| Q2 2025 | $1.2B | 142 |
| Q1 2025 | $1.1B | 138 |
| Q4 2024 | $1.1B | 148 |
| Q3 2024 | $1.1B | 153 |
| Q2 2024 | $1.1B | 148 |
| Q1 2024 | $1.0B | 149 |
| Q4 2023 | $933.5M | 136 |
| Q3 2023 | $815.8M | 125 |