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

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.3B $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.5B Q2 2026

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%
IWL iShares Russell Top 200 ETF 0.03% 2,255 $375K No change
MS Morgan Stanley 0.03% 2,268 $361K No change
VFH Vanguard Financials ETF 0.03% 2,721 $357K No change
GJUL FT Vest US Equity Moderate B 0.03% 8,793 $357K New
FAST Fastenal Co. 0.03% 7,159 $351K Add +1.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 1,136 $350K No change
URI United Rentals Inc. 0.03% 363 $347K Add +0.3%
UNH Unitedhealth Group Inc. 0.03% 1,003 $346K Add +4.3%
T AT&T Inc. 0.03% 12,218 $345K Reduce -6.2%
ABT Abbott Laboratories 0.03% 2,539 $340K Reduce -3.8%
VIG Vanguard Dividend Apprec ETF 0.03% 1,518 $328K No change
AIVL Wisdomtree US AI Enhanced Va 0.03% 2,840 $325K No change
KEY Keycorp 0.03% 17,345 $324K Add +16.1%
PEP Pepsico Inc. 0.02% 2,300 $323K Add +13.8%
ALL Allstate Corp. 0.02% 1,489 $321K Add +1.6%
MDY State Street SPDR S&P Midcap 0.02% 536 $320K No change
VCR Vanguard Consumer Discre ETF 0.02% 786 $311K No change
GSEW Goldman Sachs Eql WGHT Large 0.02% 3,605 $307K No change
VWO Vanguard Ftse Emerging Marke 0.02% 5,468 $296K No change
PLTR Palantir Technologies Inc. Class A 0.02% 1,554 $283K New
SPGI S&P Global Inc. 0.02% 579 $282K Reduce -1.0%
ANET Arista Networks Inc. 0.02% 1,875 $273K New
XJUN FT Vest U.S. Equity Enhance 0.02% 6,427 $271K New
SCHK Schwab 1000 Index ETF 0.02% 8,378 $269K No change
ONEQ Fidelity Nasdaq Comp Indx 0.02% 2,931 $261K No change
LRGF iShares US Equity Factor ETF 0.02% 3,745 $259K No change
XT Ishar Fture Exp Tech ETF-Usd 0.02% 3,588 $258K No change
DHR Danaher Corp. 0.02% 1,282 $254K Add +1.9%
SCHG Schwab US Large-Cap Growth 0.02% 7,972 $254K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 624 $251K No change
LGLV SPDR US LC Low Vol Idx 0.02% 1,400 $249K No change
TSM Taiwan Semiconductor-SP ADR 0.02% 892 $249K New
GLDM SPDR Gold Minishares Trust 0.02% 3,146 $241K New
AEP American Electric Power 0.02% 2,067 $233K Add +0.1%
MCHP Microchip Technology Inc. 0.02% 3,612 $232K No change
AXON Axon Enterprise Inc. 0.02% 322 $231K Reduce -2.1%
DE Deere & Co. 0.02% 500 $229K Add +4.4%
IMCV iShares Morningstar Mid-Cap 0.02% 2,808 $226K No change
IHF iShares U.S. Healthcare Prov 0.02% 4,497 $222K No change
ESGV Vanguard ESG US Stock ETF 0.02% 1,867 $221K New
BBAG JPMorgan Betabuilders US Agg 0.02% 4,721 $220K No change
BX Blackstone Inc. 0.02% 1,279 $219K New
MA Mastercard Inc. Class A 0.02% 380 $216K No change
SHW The Sherwin-Williams Co. 0.02% 623 $216K Reduce -0.9%
ADP Automatic Data Processing 0.02% 726 $214K Reduce -2.0%
XDEC FT Vest US Equity Enhance & 0.02% 5,323 $213K New
QQQM Invesco Nasdaq 100 ETF 0.02% 857 $212K New
DFUS Dimensional US Eq MKT ETF 0.02% 2,890 $209K New
BIBL Inspire 100 ETF 0.02% 4,660 $207K New
NOBL Proshares S&P 500 Dividend A 0.02% 1,950 $201K New
BBDC Barings BDC Inc. 0.01% 10,276 $90K No change
PLUG Plug Power Inc. 0.00% 10,293 $24K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 191$1.5BQQQM, VOO, QQQ, DGRW, AAPL
Q1 2026 173$1.4BQQQM, VOO, QQQ, DUHP, DGRW
Q4 2025 163$1.3BVOO, QQQM, QQQ, DUHP, DGRW
Q3 2025 152$1.3BQQQ, SCHB, SCHD, DUHP, DGRW
Q2 2025 142$1.2BQQQ, SCHB, SCHD, DUHP, DGRW
Q1 2025 138$1.1BQQQ, SCHB, SCHD, DGRW, DUHP
Q4 2024 148$1.1BQQQ, SCHB, SCHD, AAPL, DGRW
Q3 2024 153$1.1BQQQ, SCHB, DGRW, SCHD, AAPL
Q2 2024 148$1.1BQQQ, SCHB, DGRW, AAPL, SCHD
Q1 2024 149$1.0BQQQ, SCHB, SCHD, DUHP, AAPL