Bouchey Financial Group, Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Bouchey Financial Group, Ltd. reported 191 stock positions worth $1.5 billion. Its top holding was Invesco Nasdaq 100 ETF (QQQM) at 11.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 11.2%) and Invesco QQQ Trust Series 1 (QQQ, 7.0%). Compared with Q1 2026, it opened 29 new positions, sold out of 12, added to 74 and reduced 53. The biggest buy was a new position in PIMCO Active Bond Exchange-T (BOND) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, NY
- CIK
- 0001599054
- Portfolio Value
- $1.5B (Q2 2026)
- SEC Filing
- 0001951757-26-001070 ↗ filed Jul 27, 2026
Holdings Value
Holdings 191 stocks · $1.5B
| QQQM Invesco Nasdaq 100 ETF | 11.51% | 588,006 | $178.1M | Reduce -4.2% |
| VOO Vanguard S&P 500 ETF | 11.24% | 253,312 | $174.0M | Add +3.5% |
| QQQ Invesco QQQ Trust Series 1 | 7.02% | 147,528 | $108.7M | Reduce -0.6% |
| DGRW Wisdomtree U.S. Quality Divi | 5.47% | 885,297 | $84.7M | Add +1.2% |
| AAPL Apple Inc. | 4.81% | 257,515 | $74.5M | Reduce -1.3% |
| SCHB Schwab US Broad Market ETF | 4.54% | 2,424,447 | $70.2M | Reduce -1.1% |
| FTCB FT Core Investment Grade ETF | 3.95% | 2,928,857 | $61.1M | Add +55.1% |
| JCPB JPMorgan Core Plus Bond ETF | 3.82% | 1,261,080 | $59.2M | Add +38.1% |
| DUHP Dimensional US High Profi Et | 3.76% | 1,393,666 | $58.2M | Reduce -35.5% |
| SMH Vaneck Semiconductor ETF | 3.50% | 82,577 | $54.2M | Add +0.9% |
| BOND PIMCO Active Bond Exchange-T | 3.25% | 545,883 | $50.3M | New |
| AIPO Defiance AI & Power Infr ETF | 2.68% | 1,241,131 | $41.5M | New |
| PVAL Putnam Focused LRG Cap Value | 2.54% | 772,527 | $39.4M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.47% | 473,770 | $38.2M | Add +0.3% |
| DRAM Roundhill Memory ETF | 2.24% | 468,719 | $34.6M | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.20% | 931,941 | $34.0M | New |
| JEPI JPMorgan Equity Premium Inco | 2.01% | 551,039 | $31.1M | Add +4.1% |
| MSFT Microsoft Corp. | 2.00% | 82,867 | $30.9M | Add +480.1% |
| RSPT Invesco S&P 500 Equal Weight | 1.96% | 471,353 | $30.4M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.81% | 117,848 | $28.1M | Add +1.2% |
| SCHI Schwab 5-10 Year Corporate B | 1.69% | 1,153,981 | $26.1M | Reduce -21.5% |
| AGG iShares Core U.S. Aggregate | 1.17% | 182,758 | $18.1M | Reduce -76.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 23,671 | $17.7M | Reduce -0.5% |
| HODL Vaneck Bitcoin ETF | 1.06% | 983,628 | $16.3M | Add +2.7% |
| SCHD Schwab US DVD Equity ETF | 1.05% | 514,953 | $16.3M | Reduce -78.2% |
| VGT Vanguard Info Tech ETF | 0.82% | 106,026 | $12.7M | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 29,334 | $10.9M | Reduce -2.1% |
| XLK SS Technology Select Sector | 0.59% | 48,058 | $9.2M | Reduce -1.8% |
| BND Vanguard Total Bond Market | 0.45% | 94,818 | $7.0M | Reduce -4.9% |
| NVDA Nvidia Corp. | 0.41% | 31,545 | $6.3M | Add +10.9% |
| MU Micron Technology Inc. | 0.38% | 5,127 | $5.9M | Add +4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 9,014 | $4.5M | Add +5.0% |
| GMAR FT Vest US Equity Moderate B | 0.28% | 97,140 | $4.3M | Reduce -7.5% |
| GOOGL Alphabet Inc. Class A | 0.27% | 11,555 | $4.1M | Add +8.0% |
| IWM iShares Russell 2000 ETF | 0.24% | 12,624 | $3.8M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 15,458 | $3.3M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.18% | 8,495 | $2.8M | Add +2.1% |
| VYM Vanguard High DVD Yield ETF | 0.18% | 17,542 | $2.8M | No change |
| AVGO Broadcom Inc. | 0.18% | 7,216 | $2.7M | Add +15.8% |
| GOOG Alphabet Inc. Class C | 0.17% | 7,561 | $2.7M | Add +11.7% |
| AMD Advanced Micro Devices | 0.16% | 4,386 | $2.5M | Add +5.7% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 76,337 | $2.2M | Reduce -2.1% |
| TSLA Tesla Inc. | 0.14% | 5,240 | $2.2M | Add +16.6% |
| UNP Union Pacific Corp. | 0.14% | 8,030 | $2.2M | Add +3.9% |
| SCHA Schwab US Small-Cap ETF | 0.13% | 55,387 | $2.0M | Reduce -7.0% |
| JNJ Johnson & Johnson | 0.12% | 7,596 | $1.9M | Reduce -0.9% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 11,000 | $1.7M | Reduce -8.3% |
| CSCO Cisco Systems Inc. | 0.10% | 12,919 | $1.5M | Add +10.1% |
| LLY Eli Lilly & Co. | 0.09% | 1,183 | $1.4M | Add +1.6% |
| BAC Bank of America Corp. | 0.09% | 24,723 | $1.4M | Add +3.4% |
| PM Philip Morris International | 0.09% | 7,746 | $1.4M | Add +3.5% |
| NUE Nucor Corp. | 0.09% | 6,191 | $1.4M | Add +0.5% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 35,980 | $1.3M | Reduce -7.7% |
| TOTL SS Doubleline TR Tact ETF | 0.08% | 32,987 | $1.3M | Reduce -6.8% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 3,451 | $1.3M | Add +16.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 24,709 | $1.2M | Add +4.9% |
| HD Home Depot Inc. | 0.08% | 3,432 | $1.2M | Add +19.0% |
| GOCT FT Vest US Equity Moderate B | 0.07% | 27,402 | $1.1M | Reduce -93.9% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,476 | $1.1M | No change |
| TRTX TPG Re Finance Trust Inc. | 0.07% | 126,761 | $1.1M | Add +93.2% |
| ABBV Abbvie Inc. | 0.07% | 4,326 | $1.1M | Reduce -7.7% |
| VUSB Vanguard Ultra Short Bond Et | 0.07% | 20,991 | $1.0M | Reduce -5.6% |
| MCD McDonald's Corp. | 0.07% | 3,779 | $1.0M | Add +2.8% |
| AAUA Alpha Architect US Equ 3 ETF | 0.07% | 17,822 | $1.0M | No change |
| VNQ Vanguard Real Estate ETF | 0.06% | 10,425 | $1.0M | No change |
| GEV GE Vernova Inc. | 0.06% | 841 | $988K | Add +10.2% |
| LRCX Lam Research Corp. | 0.06% | 2,224 | $964K | Add +14.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 3,336 | $938K | Add +8.4% |
| PANW Palo Alto Networks Inc. | 0.06% | 2,664 | $908K | Add +4.1% |
| META Meta Platforms Inc. Class A | 0.06% | 1,595 | $899K | Reduce -0.4% |
| VXF Vanguard Extended Market ETF | 0.06% | 3,561 | $877K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 5,699 | $845K | No change |
| V Visa Inc. Class A | 0.05% | 2,434 | $835K | Add +15.5% |
| IGM iShares Expanded Tech Sector | 0.05% | 5,070 | $829K | No change |
| HACK Amplify Cybersecurity ETF | 0.05% | 7,605 | $798K | No change |
| ET Energy Transfer LP | 0.05% | 41,402 | $792K | No change |
| AMAT Applied Materials Inc. | 0.05% | 1,086 | $785K | Add +25.3% |
| CAT Caterpillar Inc. | 0.05% | 727 | $774K | Reduce -44.0% |
| AMGN Amgen Inc. | 0.05% | 1,938 | $702K | Add +6.2% |
| INTC Intel Corp. | 0.04% | 4,992 | $697K | Add +32.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 7,193 | $694K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 8,228 | $689K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 4,999 | $684K | Add +0.6% |
| MO Altria Group Inc. | 0.04% | 9,411 | $682K | Add +12.9% |
| MRVL Marvell Technology Inc. | 0.04% | 2,239 | $667K | New |
| WFC Wells Fargo & Co. | 0.04% | 8,021 | $663K | Add +5.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 2,864 | $624K | Reduce -3.8% |
| NEE Nextera Energy Inc. | 0.04% | 7,049 | $619K | Add +0.5% |
| LMT Lockheed Martin Corp. | 0.04% | 1,207 | $615K | Reduce -2.8% |
| EPS Wisdomtree US Large Cap Fund | 0.04% | 7,815 | $608K | No change |
| TQQQ Proshares Ultrapro QQQ | 0.04% | 7,414 | $601K | Reduce -0.1% |
| MPLX MPLX LP | 0.04% | 10,568 | $595K | No change |
| ILCG iShares Morningstar Growth E | 0.04% | 5,060 | $592K | No change |
| RTX RTX Corp. | 0.04% | 2,904 | $551K | Add +7.1% |
| PULS Pgim Ultra Short Bond ETF | 0.03% | 10,882 | $540K | Reduce -27.0% |
| MS Morgan Stanley | 0.03% | 2,560 | $535K | Add +8.9% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,242 | $516K | Add +23.8% |
| DE Deere & Co. | 0.03% | 812 | $516K | Add +9.3% |
| WMT Walmart Inc. | 0.03% | 4,531 | $513K | Reduce -2.8% |
| XLV SS Health Care Select Sector | 0.03% | 3,198 | $507K | Reduce -57.1% |
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -76.3% | 1.17% | −4.47 |
| SCHD Schwab US DVD Equity ETF | Reduce -78.2% | 1.05% | −4.29 |
| DUHP Dimensional US High Profi Et | Reduce -35.5% | 3.76% | −2.28 |
| XOCT FT Vest US Equity Enhance & | Reduce -98.4% | 0.03% | −2.11 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Sold out | 0.00% | −1.40 |
| GOCT FT Vest US Equity Moderate B | Reduce -93.9% | 0.07% | −1.23 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -21.5% | 1.69% | −0.77 |
| SCHB Schwab US Broad Market ETF | Reduce -1.1% | 4.54% | −0.19 |
| AAPL Apple Inc. | Reduce -1.3% | 4.81% | −0.17 |
| XDEC FT Vest US Equity Enhance & | Sold out | 0.00% | −0.11 |
| BND Vanguard Total Bond Market | Reduce -4.9% | 0.45% | −0.09 |
| GDEC FT Vest US Equity Moderate B | Reduce -72.8% | 0.02% | −0.06 |
| GMAR FT Vest US Equity Moderate B | Reduce -7.5% | 0.28% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -57.1% | 0.03% | −0.05 |
| XAUG FT Vest US Equity Enhance & | Sold out | 0.00% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 1.14% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.1% | 0.70% | −0.04 |
| GAUG FT Vest US Equity Moderate B | Sold out | 0.00% | −0.04 |
| XJUL FT Vest US Equity Enhance & | Sold out | 0.00% | −0.03 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.03 |
| GJUL FT Vest US Equity Moderate B | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Reduce -44.0% | 0.05% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -8.3% | 0.11% | −0.02 |
| XJUN FT Vest U.S. Equity Enhance | Sold out | 0.00% | −0.02 |
| PULS Pgim Ultra Short Bond ETF | Reduce -27.0% | 0.03% | −0.02 |
| TOTL SS Doubleline TR Tact ETF | Reduce -6.8% | 0.08% | −0.02 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.02 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -2.8% | 0.04% | −0.02 |
| COP Conocophillips | Sold out | 0.00% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.06% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -11.6% | 0.03% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.21% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -5.6% | 0.07% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -8.8% | 0.03% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.12% | −0.01 |
| WMT Walmart Inc. | Reduce -2.8% | 0.03% | −0.01 |
| T AT&T Inc. | Reduce -16.4% | 0.01% | −0.01 |
| CVX Chevron Corp. | Reduce -5.6% | 0.03% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -14.5% | 0.03% | −0.01 |
| PEP Pepsico Inc. | Reduce -9.9% | 0.02% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.1% | 0.15% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -7.7% | 0.09% | −0.01 |
| GLDM SPDR Gold Minishares Trust | Reduce -4.2% | 0.02% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -7.0% | 0.13% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.1% | 0.02% | −0.01 |
| XLF SS Financial Select Sector | Reduce -7.9% | 0.03% | −0.01 |
| VFH Vanguard Financials ETF | Reduce -14.3% | 0.02% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.8% | 0.04% | −0.00 |
| IWL iShares Russell Top 200 ETF | Reduce -9.1% | 0.02% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| BOND PIMCO Active Bond Exchange-T | New | 3.25% | +3.25 |
| AIPO Defiance AI & Power Infr ETF | New | 2.68% | +2.68 |
| PVAL Putnam Focused LRG Cap Value | New | 2.54% | +2.54 |
| DRAM Roundhill Memory ETF | New | 2.24% | +2.24 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 2.20% | +2.20 |
| MSFT Microsoft Corp. | Add +480.1% | 2.00% | +1.61 |
| FTCB FT Core Investment Grade ETF | Add +55.1% | 3.95% | +1.03 |
| SMH Vaneck Semiconductor ETF | Add +0.9% | 3.50% | +0.92 |
| JCPB JPMorgan Core Plus Bond ETF | Add +38.1% | 3.82% | +0.67 |
| MU Micron Technology Inc. | Add +4.9% | 0.38% | +0.23 |
| AMD Advanced Micro Devices | Add +5.7% | 0.16% | +0.09 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| TRTX TPG Re Finance Trust Inc. | Add +93.2% | 0.07% | +0.03 |
| TSLA Tesla Inc. | Add +16.6% | 0.14% | +0.03 |
| INTC Intel Corp. | Add +32.1% | 0.04% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +4.1% | 0.06% | +0.03 |
| CSCO Cisco Systems Inc. | Add +10.1% | 0.10% | +0.03 |
| LRCX Lam Research Corp. | Add +14.6% | 0.06% | +0.03 |
| AMAT Applied Materials Inc. | Add +25.3% | 0.05% | +0.03 |
| STX Seagate Technology Holdings | New | 0.02% | +0.02 |
| NVDA Nvidia Corp. | Add +10.9% | 0.41% | +0.02 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | New | 0.02% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.02% | +0.02 |
| SNDK Sandisk Corp. | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | New | 0.02% | +0.02 |
| NXPI NXP Semiconductors NV | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +8.0% | 0.27% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 11.24% | +0.02 |
| BKAG BNY Mellon Core Bond ETF | New | 0.02% | +0.02 |
| MMM 3M Co. | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +11.7% | 0.17% | +0.02 |
| TRV The Travelers Cos Inc. | New | 0.02% | +0.02 |
| GE General Electric | Add +16.0% | 0.08% | +0.01 |
| ORCL Oracle Corp. | New | 0.01% | +0.01 |
| TRST Trustco Bank Corp. NY | New | 0.01% | +0.01 |
| QQEW First TR Nasdaq-100 Sel Eq | New | 0.01% | +0.01 |
| AXON Axon Enterprise Inc. | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +15.8% | 0.18% | +0.01 |
| BKNG Booking Holdings Inc. | New | 0.01% | +0.01 |
| DFAC Dimensional US Core Equity 2 | New | 0.01% | +0.01 |
| ROK Rockwell Automation Inc. | New | 0.01% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | New | 0.01% | +0.01 |
| ADI Analog Devices Inc. | New | 0.01% | +0.01 |
| BNY Bank of New York Mellon Corp. | New | 0.01% | +0.01 |
| APP AppLovin Corp. Class A | New | 0.01% | +0.01 |
| ED Consolidated Edison Inc. | New | 0.01% | +0.01 |
| KLAC KLA Corp. | Add +13.9% | 0.03% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +23.8% | 0.03% | +0.01 |
| LLY Eli Lilly & Co. | Add +1.6% | 0.09% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 191 | $1.5B | QQQM, VOO, QQQ, DGRW, AAPL |
| Q1 2026 | 173 | $1.4B | QQQM, VOO, QQQ, DUHP, DGRW |
| Q4 2025 | 163 | $1.3B | VOO, QQQM, QQQ, DUHP, DGRW |
| Q3 2025 | 152 | $1.3B | QQQ, SCHB, SCHD, DUHP, DGRW |
| Q2 2025 | 142 | $1.2B | QQQ, SCHB, SCHD, DUHP, DGRW |
| Q1 2025 | 138 | $1.1B | QQQ, SCHB, SCHD, DGRW, DUHP |
| Q4 2024 | 148 | $1.1B | QQQ, SCHB, SCHD, AAPL, DGRW |
| Q3 2024 | 153 | $1.1B | QQQ, SCHB, DGRW, SCHD, AAPL |
| Q2 2024 | 148 | $1.1B | QQQ, SCHB, DGRW, AAPL, SCHD |
| Q1 2024 | 149 | $1.0B | QQQ, SCHB, SCHD, DUHP, AAPL |