Bouchey Financial Group, Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Bouchey Financial Group, Ltd. reported 142 stock positions worth $1.2 billion. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 17.4% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 16.4%) and Schwab US DVD Equity ETF (SCHD, 6.7%). Compared with Q1 2025, it opened 14 new positions, sold out of 10, added to 52 and reduced 44. The biggest buy was a new position in JPMorgan Core Plus Bond ETF (JCPB) and the biggest sale an exit from FT Vest US Equity Enhance & (XDEC).
- Most Recent 13F
- Q2 2026
- Location
- TROY, NY
- CIK
- 0001599054
- Portfolio Value
- $1.2B (Q2 2025)
- SEC Filing
- 0001951757-25-001053 ↗ filed Aug 8, 2025
Holdings Value
Holdings 142 stocks · $1.2B
| QQQ Invesco QQQ Trust Series 1 | 17.43% | 380,017 | $209.7M | Add +0.4% |
| SCHB Schwab US Broad Market ETF | 16.40% | 8,275,927 | $197.2M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 6.71% | 3,046,323 | $80.7M | Add +1.8% |
| DUHP Dimensional US High Profi Et | 6.21% | 2,101,350 | $74.7M | Add +1.0% |
| DGRW Wisdomtree U.S. Quality Divi | 6.03% | 866,443 | $72.6M | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 5.51% | 667,768 | $66.2M | Add +22.5% |
| AAPL Apple Inc. | 5.05% | 296,206 | $60.8M | Add +2.0% |
| JCPB JPMorgan Core Plus Bond ETF | 2.86% | 731,461 | $34.4M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.62% | 112,549 | $31.5M | Add +0.3% |
| SCHR Schwab Intermediate-Term US | 2.53% | 1,215,695 | $30.4M | Reduce -5.3% |
| SCHI Schwab 5-10 Year Corporate B | 2.40% | 1,268,234 | $28.9M | Add +12.0% |
| XOCT FT Vest US Equity Enhance & | 2.33% | 785,338 | $28.1M | New |
| JEPI JPMorgan Equity Premium Inco | 2.19% | 463,019 | $26.3M | Add +2.3% |
| AMZN Amazon.com Inc. | 2.13% | 116,996 | $25.7M | Add +0.1% |
| DFAS Dimensional US Small Cap ETF | 2.09% | 394,009 | $25.1M | Add +0.8% |
| RSPT Invesco S&P 500 Equal Weight | 1.73% | 511,048 | $20.8M | Reduce -0.7% |
| XLV SS Health Care Select Sector | 1.62% | 144,531 | $19.5M | Add +2.8% |
| GOCT FT Vest US Equity Moderate B | 1.40% | 459,160 | $16.8M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 24,088 | $14.9M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.86% | 15,589 | $10.3M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.78% | 30,767 | $9.4M | Add +1.2% |
| BND Vanguard Total Bond Market | 0.62% | 101,812 | $7.5M | Reduce -2.7% |
| SCHA Schwab US Small-Cap ETF | 0.62% | 293,419 | $7.4M | Reduce -0.7% |
| MSFT Microsoft Corp. | 0.57% | 13,709 | $6.8M | Add +3.3% |
| XLK SS Technology Select Sector | 0.50% | 23,956 | $6.1M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.41% | 8,725 | $5.0M | Reduce -0.7% |
| GMAR FT Vest US Equity Moderate B | 0.39% | 119,425 | $4.7M | Reduce -1.5% |
| NVDA Nvidia Corp. | 0.38% | 29,092 | $4.6M | Add +12.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 8,754 | $4.3M | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 16,850 | $3.1M | Reduce -0.9% |
| IWM iShares Russell 2000 ETF | 0.23% | 12,630 | $2.7M | No change |
| JPM JPMorgan Chase & Co. | 0.21% | 8,696 | $2.5M | Add +2.0% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 17,550 | $2.3M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.16% | 10,882 | $1.9M | Add +2.5% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 77,799 | $1.9M | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.14% | 7,452 | $1.7M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.14% | 9,397 | $1.7M | Add +6.1% |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 12,000 | $1.6M | No change |
| TOTL SS Doubleline TR Tact ETF | 0.13% | 39,888 | $1.6M | Reduce -3.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.12% | 28,284 | $1.4M | No change |
| PM Philip Morris International | 0.12% | 7,588 | $1.4M | Add +2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 28,117 | $1.3M | Add +0.6% |
| VUSB Vanguard Ultra Short Bond Et | 0.11% | 25,351 | $1.3M | Reduce -10.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,615 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.09% | 7,195 | $1.1M | Reduce -4.9% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 38,610 | $1.1M | Add +0.5% |
| MCD McDonald's Corp. | 0.09% | 3,653 | $1.1M | Add +55.8% |
| TSLA Tesla Inc. | 0.08% | 3,213 | $1.0M | Add +10.0% |
| HD Home Depot Inc. | 0.08% | 2,761 | $1.0M | Add +39.2% |
| ABBV Abbvie Inc. | 0.08% | 5,375 | $998K | Add +36.7% |
| META Meta Platforms Inc. Class A | 0.08% | 1,289 | $951K | Add +8.4% |
| VNQ Vanguard Real Estate ETF | 0.08% | 10,436 | $929K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 3,127 | $922K | Add +0.1% |
| MU Micron Technology Inc. | 0.07% | 7,126 | $878K | Add +2.2% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,397 | $868K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.07% | 1,092 | $851K | Add +0.1% |
| NUE Nucor Corp. | 0.07% | 6,122 | $796K | Add +0.2% |
| ET Energy Transfer LP | 0.06% | 41,402 | $751K | No change |
| V Visa Inc. Class A | 0.06% | 2,052 | $729K | Add +6.3% |
| TSLX Sixth Street Specialty Lendi | 0.06% | 30,252 | $720K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 4,046 | $716K | No change |
| VXF Vanguard Extended Market ETF | 0.06% | 3,561 | $686K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 7,157 | $672K | No change |
| HACK Amplify Cybersecurity ETF | 0.05% | 7,605 | $657K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 5,779 | $632K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 2,361 | $608K | Add +34.1% |
| AVGO Broadcom Inc. | 0.05% | 2,200 | $606K | Add +9.6% |
| XAUG FT Vest US Equity Enhance & | 0.05% | 16,694 | $596K | New |
| WFC Wells Fargo & Co. | 0.05% | 7,433 | $595K | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.05% | 13,724 | $594K | Add +12.6% |
| IGM iShares Expanded Tech Sector | 0.05% | 5,070 | $570K | No change |
| PAYX Paychex Inc. | 0.05% | 3,914 | $569K | Add +1.2% |
| PG The Procter & Gamble Co. | 0.05% | 3,564 | $568K | Reduce -1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 8,228 | $553K | Reduce -0.4% |
| CVX Chevron Corp. | 0.05% | 3,837 | $549K | Add +192.2% |
| CSCO Cisco Systems Inc. | 0.04% | 7,529 | $522K | Add +5.9% |
| AMD Advanced Micro Devices | 0.04% | 3,673 | $521K | Reduce -3.7% |
| LMT Lockheed Martin Corp. | 0.04% | 1,117 | $517K | Reduce -0.5% |
| WMT Walmart Inc. | 0.04% | 5,151 | $504K | Reduce -1.3% |
| EPS Wisdomtree US Large Cap Fund | 0.04% | 7,815 | $500K | No change |
| ILCG iShares Morningstar Growth E | 0.04% | 5,060 | $490K | No change |
| PANW Palo Alto Networks Inc. | 0.04% | 2,315 | $474K | Reduce -6.5% |
| AMGN Amgen Inc. | 0.04% | 1,694 | $473K | Reduce -4.0% |
| HON Honeywell International Inc. | 0.04% | 1,922 | $448K | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.04% | 441 | $437K | Add +1.1% |
| NEE Nextera Energy Inc. | 0.04% | 6,119 | $425K | Add +1.4% |
| XLF SS Financial Select Sector | 0.03% | 7,843 | $411K | Add +0.9% |
| MO Altria Group Inc. | 0.03% | 6,951 | $409K | Add +2.8% |
| GAUG FT Vest US Equity Moderate B | 0.03% | 10,733 | $397K | New |
| AXP American Express Co. | 0.03% | 1,225 | $391K | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,640 | $389K | Add +1.4% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 4,219 | $388K | No change |
| T AT&T Inc. | 0.03% | 13,020 | $377K | Add +39.0% |
| RTX RTX Corp. | 0.03% | 2,557 | $373K | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.03% | 3,453 | $372K | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.03% | 936 | $363K | Add +17.4% |
| ABT Abbott Laboratories | 0.03% | 2,638 | $359K | Add +72.8% |
| VFH Vanguard Financials ETF | 0.03% | 2,721 | $346K | No change |
| IWL iShares Russell Top 200 ETF | 0.03% | 2,255 | $345K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 1,136 | $324K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| XDEC FT Vest US Equity Enhance & | Sold out | 0.00% | −2.41 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −2.40 |
| FDEC FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −1.35 |
| ULST SS Ultra Short TM Bond ETF | Reduce -96.0% | 0.02% | −0.63 |
| SCHO Schwab Short-Term US Treas | Reduce -96.6% | 0.02% | −0.53 |
| SCHR Schwab Intermediate-Term US | Reduce -5.3% | 2.53% | −0.35 |
| BND Vanguard Total Bond Market | Reduce -2.7% | 0.62% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.35% | −0.07 |
| DJUL FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -15.9% | 0.03% | −0.03 |
| GMAY FT Vest U.S. Equity Moderate | Sold out | 0.00% | −0.03 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.02 |
| DJAN FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.02 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -10.3% | 0.11% | −0.02 |
| JNJ Johnson & Johnson | Reduce -4.9% | 0.09% | −0.02 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Sold out | 0.00% | −0.02 |
| GMAR FT Vest US Equity Moderate B | Reduce -1.5% | 0.39% | −0.02 |
| GNOV FT Vest US Equity Moderate B | Sold out | 0.00% | −0.02 |
| GJAN FT Vest US Equity Moderate B | Sold out | 0.00% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.14% | −0.02 |
| TOTL SS Doubleline TR Tact ETF | Reduce -3.2% | 0.13% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.9% | 0.25% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.4% | 0.19% | −0.01 |
| AMGN Amgen Inc. | Reduce -4.0% | 0.04% | −0.01 |
| PEP Pepsico Inc. | Reduce -13.1% | 0.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.05% | −0.01 |
| AEP American Electric Power | Reduce -20.1% | 0.02% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.7% | 0.62% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.1% | 0.03% | −0.01 |
| FDS Factset Research Systems Inc. | Reduce -1.8% | 0.02% | −0.00 |
| SPGI S&P Global Inc. | Reduce -4.9% | 0.03% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -6.8% | 0.03% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -0.5% | 0.04% | −0.00 |
| DE Deere & Co. | Reduce -7.5% | 0.02% | −0.00 |
| URI United Rentals Inc. | Reduce -14.2% | 0.02% | −0.00 |
| PLUG Plug Power Inc. | Reduce -48.0% | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.03% | −0.00 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.04% | −0.00 |
| RTX RTX Corp. | Reduce -0.8% | 0.03% | +0.00 |
| WMT Walmart Inc. | Reduce -1.3% | 0.04% | +0.00 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -4.9% | 0.02% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.4% | 0.05% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -0.3% | 0.05% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.07% | +0.00 |
| PANW Palo Alto Networks Inc. | Reduce -6.5% | 0.04% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.0% | 0.16% | +0.00 |
| ORCL Oracle Corp. | Reduce -16.1% | 0.02% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 0.41% | +0.00 |
| TQQQ Proshares Ultrapro QQQ | Reduce -2.1% | 0.03% | +0.01 |
| AMD Advanced Micro Devices | Reduce -3.7% | 0.04% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| JCPB JPMorgan Core Plus Bond ETF | New | 2.86% | +2.86 |
| XOCT FT Vest US Equity Enhance & | New | 2.33% | +2.33 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.4% | 17.43% | +1.42 |
| GOCT FT Vest US Equity Moderate B | New | 1.40% | +1.40 |
| AGG iShares Core U.S. Aggregate | Add +22.5% | 5.51% | +0.64 |
| SCHB Schwab US Broad Market ETF | Add +0.5% | 16.40% | +0.40 |
| NVDA Nvidia Corp. | Add +12.8% | 0.38% | +0.13 |
| AMZN Amazon.com Inc. | Add +0.1% | 2.13% | +0.13 |
| MSFT Microsoft Corp. | Add +3.3% | 0.57% | +0.12 |
| SCHI Schwab 5-10 Year Corporate B | Add +12.0% | 2.40% | +0.11 |
| XAUG FT Vest US Equity Enhance & | New | 0.05% | +0.05 |
| GAUG FT Vest US Equity Moderate B | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +192.2% | 0.05% | +0.03 |
| ALL Allstate Corp. | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.2% | 0.78% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| MCD McDonald's Corp. | Add +55.8% | 0.09% | +0.02 |
| AXON Axon Enterprise Inc. | New | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 0.21% | +0.02 |
| MCHP Microchip Technology Inc. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +9.6% | 0.05% | +0.02 |
| SCHG Schwab US Large-Cap Growth | New | 0.02% | +0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.02% | +0.02 |
| GE General Electric | Add +34.1% | 0.05% | +0.02 |
| HD Home Depot Inc. | Add +39.2% | 0.08% | +0.02 |
| MU Micron Technology Inc. | Add +2.2% | 0.07% | +0.02 |
| KO The Coca-Cola Co. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | New | 0.02% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +8.4% | 0.08% | +0.02 |
| TSLA Tesla Inc. | Add +10.0% | 0.08% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +6.1% | 0.14% | +0.01 |
| ABT Abbott Laboratories | Add +72.8% | 0.03% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 0.16% | +0.01 |
| PM Philip Morris International | Add +2.6% | 0.12% | +0.01 |
| ABBV Abbvie Inc. | Add +36.7% | 0.08% | +0.01 |
| T AT&T Inc. | Add +39.0% | 0.03% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.08% | +0.01 |
| CAT Caterpillar Inc. | Add +17.4% | 0.03% | +0.01 |
| BAC Bank of America Corp. | Add +0.6% | 0.11% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 2.62% | +0.01 |
| CSCO Cisco Systems Inc. | Add +5.9% | 0.04% | +0.00 |
| MS Morgan Stanley | Add +4.7% | 0.03% | +0.00 |
| AXP American Express Co. | Add +1.0% | 0.03% | +0.00 |
| KEY Keycorp | Add +7.2% | 0.02% | +0.00 |
| ADP Automatic Data Processing | Add +10.4% | 0.02% | +0.00 |
| FAST Fastenal Co. | Add +0.9% | 0.02% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.4% | 0.03% | 0.00 |
| NUE Nucor Corp. | Add +0.2% | 0.07% | −0.00 |
| V Visa Inc. Class A | Add +6.3% | 0.06% | −0.00 |
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 |