Bouchey Financial Group, Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Bouchey Financial Group, Ltd. reported 152 stock positions worth $1.3 billion. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 17.5% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 16.5%) and Schwab US DVD Equity ETF (SCHD, 6.5%). Compared with Q2 2025, it opened 15 new positions, sold out of 5, added to 58 and reduced 44. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +1%) and the biggest sale Amazon.com (AMZN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, NY
- CIK
- 0001599054
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0001951757-25-001404 ↗ filed Nov 12, 2025
Holdings Value
Holdings 152 stocks · $1.3B
| QQQ Invesco QQQ Trust Series 1 | 17.53% | 378,714 | $227.4M | Reduce -0.3% |
| SCHB Schwab US Broad Market ETF | 16.48% | 8,318,386 | $213.9M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 6.51% | 3,095,874 | $84.5M | Add +1.6% |
| DUHP Dimensional US High Profi Et | 6.18% | 2,123,599 | $80.2M | Add +1.1% |
| DGRW Wisdomtree U.S. Quality Divi | 5.93% | 865,536 | $77.0M | Reduce -0.1% |
| AAPL Apple Inc. | 5.80% | 295,765 | $75.3M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 5.39% | 697,156 | $69.9M | Add +4.4% |
| JCPB JPMorgan Core Plus Bond ETF | 2.82% | 768,113 | $36.5M | Add +5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.57% | 113,576 | $33.4M | Add +0.9% |
| SCHR Schwab Intermediate-Term US | 2.48% | 1,279,128 | $32.1M | Add +5.2% |
| SCHI Schwab 5-10 Year Corporate B | 2.33% | 1,308,128 | $30.2M | Add +3.1% |
| XOCT FT Vest US Equity Enhance & | 2.20% | 773,675 | $28.5M | Reduce -1.5% |
| DFAS Dimensional US Small Cap ETF | 2.11% | 399,397 | $27.3M | Add +1.4% |
| JEPI JPMorgan Equity Premium Inco | 2.09% | 474,016 | $27.1M | Add +2.4% |
| AMZN Amazon.com Inc. | 1.97% | 116,660 | $25.6M | Reduce -0.3% |
| RSPT Invesco S&P 500 Equal Weight | 1.74% | 506,976 | $22.6M | Reduce -0.8% |
| XLV SS Health Care Select Sector | 1.58% | 146,957 | $20.5M | Add +1.7% |
| GOCT FT Vest US Equity Moderate B | 1.33% | 449,730 | $17.2M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 24,014 | $16.0M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.88% | 15,362 | $11.5M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 30,268 | $9.9M | Reduce -1.6% |
| SCHA Schwab US Small-Cap ETF | 0.62% | 289,809 | $8.1M | Reduce -1.2% |
| BND Vanguard Total Bond Market | 0.58% | 100,603 | $7.5M | Reduce -1.2% |
| MSFT Microsoft Corp. | 0.55% | 13,872 | $7.2M | Add +1.2% |
| XLK SS Technology Select Sector | 0.52% | 23,964 | $6.8M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.41% | 8,772 | $5.4M | Add +0.5% |
| NVDA Nvidia Corp. | 0.41% | 28,717 | $5.4M | Reduce -1.3% |
| GMAR FT Vest US Equity Moderate B | 0.36% | 116,500 | $4.7M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 8,734 | $4.4M | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 16,227 | $3.1M | Reduce -3.7% |
| IWM iShares Russell 2000 ETF | 0.24% | 12,621 | $3.1M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.21% | 8,703 | $2.7M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.21% | 11,009 | $2.7M | Add +1.2% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 17,541 | $2.5M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.18% | 9,456 | $2.3M | Add +0.6% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 77,734 | $2.0M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.14% | 7,503 | $1.8M | Add +0.7% |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 12,000 | $1.7M | No change |
| TSLA Tesla Inc. | 0.13% | 3,715 | $1.7M | Add +15.6% |
| TOTL SS Doubleline TR Tact ETF | 0.12% | 38,592 | $1.6M | Reduce -3.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 28,267 | $1.5M | Add +0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 28,584 | $1.4M | Add +1.1% |
| JNJ Johnson & Johnson | 0.10% | 7,249 | $1.3M | Add +0.8% |
| ABBV Abbvie Inc. | 0.10% | 5,383 | $1.2M | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 2,559 | $1.2M | Reduce -2.1% |
| PM Philip Morris International | 0.09% | 7,554 | $1.2M | Reduce -0.5% |
| VUSB Vanguard Ultra Short Bond Et | 0.09% | 24,405 | $1.2M | Reduce -3.7% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 38,980 | $1.2M | Add +1.0% |
| HD Home Depot Inc. | 0.09% | 2,804 | $1.1M | Add +1.6% |
| MCD McDonald's Corp. | 0.08% | 3,624 | $1.1M | Reduce -0.8% |
| MU Micron Technology Inc. | 0.08% | 6,407 | $1.1M | Reduce -10.1% |
| IVV iShares Core S&P 500 ETF | 0.08% | 1,507 | $1.0M | Add +7.9% |
| META Meta Platforms Inc. Class A | 0.08% | 1,327 | $975K | Add +3.0% |
| VNQ Vanguard Real Estate ETF | 0.07% | 10,435 | $954K | Reduce -0.0% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 2,895 | $871K | Add +22.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,045 | $859K | Reduce -2.6% |
| NUE Nucor Corp. | 0.06% | 6,134 | $834K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.06% | 1,089 | $831K | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 4,041 | $755K | Reduce -0.1% |
| VXF Vanguard Extended Market ETF | 0.06% | 3,561 | $745K | No change |
| ET Energy Transfer LP | 0.05% | 41,402 | $710K | No change |
| V Visa Inc. Class A | 0.05% | 2,079 | $710K | Add +1.3% |
| AVGO Broadcom Inc. | 0.05% | 2,123 | $700K | Reduce -3.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.05% | 7,193 | $684K | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 5,712 | $679K | Reduce -1.2% |
| HACK Amplify Cybersecurity ETF | 0.05% | 7,605 | $660K | No change |
| XAUG FT Vest US Equity Enhance & | 0.05% | 17,563 | $645K | Add +5.2% |
| IGM iShares Expanded Tech Sector | 0.05% | 5,070 | $639K | No change |
| WFC Wells Fargo & Co. | 0.05% | 7,534 | $631K | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.05% | 9,226 | $631K | Add +22.5% |
| AMD Advanced Micro Devices | 0.05% | 3,782 | $612K | Add +3.0% |
| VZ Verizon Communications Inc. | 0.05% | 13,589 | $597K | Reduce -1.0% |
| CVX Chevron Corp. | 0.05% | 3,829 | $595K | Reduce -0.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 8,228 | $587K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 1,151 | $575K | Add +3.0% |
| EPS Wisdomtree US Large Cap Fund | 0.04% | 7,815 | $539K | No change |
| WMT Walmart Inc. | 0.04% | 5,145 | $530K | Reduce -0.1% |
| MPLX MPLX LP | 0.04% | 10,568 | $528K | New |
| ILCG iShares Morningstar Growth E | 0.04% | 5,060 | $528K | No change |
| PG The Procter & Gamble Co. | 0.04% | 3,388 | $521K | Reduce -4.9% |
| XOM Exxon Mobil Corp. | 0.04% | 4,523 | $510K | Add +31.0% |
| AMGN Amgen Inc. | 0.04% | 1,766 | $498K | Add +4.3% |
| NEE Nextera Energy Inc. | 0.04% | 6,407 | $484K | Add +4.7% |
| PANW Palo Alto Networks Inc. | 0.04% | 2,339 | $476K | Add +1.0% |
| PAYX Paychex Inc. | 0.04% | 3,718 | $471K | Reduce -5.0% |
| GAUG FT Vest US Equity Moderate B | 0.04% | 12,198 | $471K | Add +13.7% |
| MO Altria Group Inc. | 0.04% | 6,966 | $462K | Add +0.2% |
| CAT Caterpillar Inc. | 0.03% | 936 | $447K | No change |
| RTX RTX Corp. | 0.03% | 2,666 | $446K | Add +4.3% |
| GEV GE Vernova Inc. | 0.03% | 697 | $429K | Add +30.5% |
| XLF SS Financial Select Sector | 0.03% | 7,843 | $423K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 4,299 | $415K | Add +1.9% |
| COST Costco Wholesale Corp. | 0.03% | 448 | $414K | Add +1.6% |
| AXP American Express Co. | 0.03% | 1,225 | $407K | No change |
| ULST SS Ultra Short TM Bond ETF | 0.03% | 9,951 | $405K | Add +38.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,577 | $401K | Reduce -3.8% |
| HON Honeywell International Inc. | 0.03% | 1,901 | $400K | Reduce -1.1% |
| XJUL FT Vest US Equity Enhance & | 0.03% | 10,388 | $399K | New |
| ORCL Oracle Corp. | 0.03% | 1,384 | $389K | Add +1.5% |
| TQQQ Proshares Ultrapro QQQ | 0.03% | 3,717 | $384K | Add +0.3% |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -0.3% | 1.97% | −0.16 |
| XOCT FT Vest US Equity Enhance & | Reduce -1.5% | 2.20% | −0.14 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.1% | 5.93% | −0.10 |
| GOCT FT Vest US Equity Moderate B | Reduce -2.0% | 1.33% | −0.07 |
| TSLX Sixth Street Specialty Lendi | Sold out | 0.00% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -1.2% | 0.58% | −0.05 |
| GMAR FT Vest US Equity Moderate B | Reduce -2.5% | 0.36% | −0.03 |
| PM Philip Morris International | Reduce -0.5% | 0.09% | −0.02 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.02 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.7% | 0.24% | −0.02 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.34% | −0.02 |
| TOTL SS Doubleline TR Tact ETF | Reduce -3.3% | 0.12% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 0.77% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -3.7% | 0.09% | −0.01 |
| PAYX Paychex Inc. | Reduce -5.0% | 0.04% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -2.6% | 0.07% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -4.9% | 0.04% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 0.06% | −0.01 |
| HON Honeywell International Inc. | Reduce -1.1% | 0.03% | −0.01 |
| AXON Axon Enterprise Inc. | Reduce -2.1% | 0.02% | −0.00 |
| T AT&T Inc. | Reduce -6.2% | 0.03% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 1.23% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.1% | 0.19% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.08% | −0.00 |
| SPGI S&P Global Inc. | Reduce -1.0% | 0.02% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -0.0% | 0.07% | −0.00 |
| ABT Abbott Laboratories | Reduce -3.8% | 0.03% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -1.0% | 0.05% | −0.00 |
| ADP Automatic Data Processing | Reduce -2.0% | 0.02% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 0.06% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.8% | 0.03% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -0.9% | 0.02% | −0.00 |
| WMT Walmart Inc. | Reduce -0.1% | 0.04% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.1% | 0.09% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.1% | 0.16% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 0.05% | −0.00 |
| CVX Chevron Corp. | Reduce -0.2% | 0.05% | +0.00 |
| AVGO Broadcom Inc. | Reduce -3.5% | 0.05% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.2% | 0.62% | +0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.24% | +0.01 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -0.8% | 1.74% | +0.01 |
| MU Micron Technology Inc. | Reduce -10.1% | 0.08% | +0.01 |
| VGT Vanguard Info Tech ETF | Reduce -1.5% | 0.88% | +0.02 |
| NVDA Nvidia Corp. | Reduce -1.3% | 0.41% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.3% | 17.53% | +0.10 |
| AAPL Apple Inc. | Reduce -0.1% | 5.80% | +0.75 |
Portfolio Buys Q2 2025 → Q3 2025
| SCHB Schwab US Broad Market ETF | Add +0.5% | 16.48% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +1.2% | 0.21% | +0.05 |
| TSLA Tesla Inc. | Add +15.6% | 0.13% | +0.04 |
| MPLX MPLX LP | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.18% | +0.04 |
| XJUL FT Vest US Equity Enhance & | New | 0.03% | +0.03 |
| GJUL FT Vest US Equity Moderate B | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.02% | +0.02 |
| ANET Arista Networks Inc. | New | 0.02% | +0.02 |
| XJUN FT Vest U.S. Equity Enhance | New | 0.02% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +1.4% | 2.11% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.02% | +0.02 |
| GLDM SPDR Gold Minishares Trust | New | 0.02% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | New | 0.02% | +0.02 |
| BX Blackstone Inc. | New | 0.02% | +0.02 |
| GE General Electric | Add +22.6% | 0.07% | +0.02 |
| XDEC FT Vest US Equity Enhance & | New | 0.02% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.02% | +0.02 |
| XLK SS Technology Select Sector | Add +0.0% | 0.52% | +0.02 |
| DFUS Dimensional US Eq MKT ETF | New | 0.02% | +0.02 |
| BIBL Inspire 100 ETF | New | 0.02% | +0.02 |
| NOBL Proshares S&P 500 Dividend A | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +0.1% | 0.10% | +0.01 |
| JNJ Johnson & Johnson | Add +0.8% | 0.10% | +0.01 |
| GEV GE Vernova Inc. | Add +30.5% | 0.03% | +0.01 |
| XOM Exxon Mobil Corp. | Add +31.0% | 0.04% | +0.01 |
| ULST SS Ultra Short TM Bond ETF | Add +38.8% | 0.03% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +7.9% | 0.08% | +0.01 |
| CSCO Cisco Systems Inc. | Add +22.5% | 0.05% | +0.01 |
| ORCL Oracle Corp. | Add +1.5% | 0.03% | +0.01 |
| TQQQ Proshares Ultrapro QQQ | Add +0.3% | 0.03% | +0.00 |
| URI United Rentals Inc. | Add +0.3% | 0.03% | +0.00 |
| AMD Advanced Micro Devices | Add +3.0% | 0.05% | +0.00 |
| HD Home Depot Inc. | Add +1.6% | 0.09% | +0.00 |
| GAUG FT Vest US Equity Moderate B | Add +13.7% | 0.04% | +0.00 |
| KEY Keycorp | Add +16.1% | 0.03% | +0.00 |
| RTX RTX Corp. | Add +4.3% | 0.03% | +0.00 |
| PEP Pepsico Inc. | Add +13.8% | 0.02% | +0.00 |
| FAST Fastenal Co. | Add +1.7% | 0.03% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.21% | +0.00 |
| NEE Nextera Energy Inc. | Add +4.7% | 0.04% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.41% | +0.00 |
| BAC Bank of America Corp. | Add +0.5% | 0.11% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +4.3% | 0.03% | +0.00 |
| MO Altria Group Inc. | Add +0.2% | 0.04% | +0.00 |
| LMT Lockheed Martin Corp. | Add +3.0% | 0.04% | +0.00 |
| XAUG FT Vest US Equity Enhance & | Add +5.2% | 0.05% | +0.00 |
| ALL Allstate Corp. | Add +1.6% | 0.02% | +0.00 |
| AEP American Electric Power | Add +0.1% | 0.02% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +1.9% | 0.03% | −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 |