Bouchey Financial Group, Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Bouchey Financial Group, Ltd. reported 163 stock positions worth $1.3 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.4% of the portfolio, followed by Invesco Nasdaq 100 ETF (QQQM, 11.2%) and Invesco QQQ Trust Series 1 (QQQ, 7.2%). Compared with Q3 2025, it opened 15 new positions, sold out of 4, added to 52 and reduced 60. The biggest buy was Invesco Nasdaq 100 ETF (QQQM, shares +68507%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, NY
- CIK
- 0001599054
- Portfolio Value
- $1.3B (Q4 2025)
- SEC Filing
- 0001951757-26-000213 ↗ filed Jan 16, 2026
Holdings Value
Holdings 163 stocks · $1.3B
| VOO Vanguard S&P 500 ETF | 11.42% | 242,835 | $152.3M | Add +2668.3% |
| QQQM Invesco Nasdaq 100 ETF | 11.15% | 587,964 | $148.7M | Add +68507.2% |
| QQQ Invesco QQQ Trust Series 1 | 7.23% | 157,000 | $96.4M | Reduce -58.5% |
| DUHP Dimensional US High Profi Et | 6.11% | 2,144,055 | $81.5M | Add +1.0% |
| DGRW Wisdomtree U.S. Quality Divi | 5.85% | 872,577 | $78.0M | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 5.63% | 752,135 | $75.1M | Add +7.9% |
| AAPL Apple Inc. | 5.31% | 260,705 | $70.9M | Reduce -11.8% |
| SCHD Schwab US DVD Equity ETF | 5.22% | 2,536,062 | $69.6M | Reduce -18.1% |
| SCHB Schwab US Broad Market ETF | 5.02% | 2,552,924 | $67.0M | Reduce -69.3% |
| JCPB JPMorgan Core Plus Bond ETF | 3.12% | 878,614 | $41.7M | Add +14.4% |
| SCHR Schwab Intermediate-Term US | 2.66% | 1,416,984 | $35.5M | Add +10.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.53% | 116,365 | $33.8M | Add +2.5% |
| SCHI Schwab 5-10 Year Corporate B | 2.46% | 1,427,118 | $32.8M | Add +9.1% |
| JEPI JPMorgan Equity Premium Inco | 2.22% | 517,009 | $29.7M | Add +9.1% |
| XOCT FT Vest US Equity Enhance & | 2.18% | 768,733 | $29.0M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.95% | 112,780 | $26.0M | Reduce -3.3% |
| RSPT Invesco S&P 500 Equal Weight | 1.63% | 477,638 | $21.7M | Reduce -5.8% |
| SMH Vaneck Semiconductor ETF | 1.37% | 50,823 | $18.3M | New |
| GOCT FT Vest US Equity Moderate B | 1.32% | 448,716 | $17.6M | Reduce -0.2% |
| HODL Vaneck Bitcoin ETF | 1.27% | 686,899 | $17.0M | New |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.23% | 131,760 | $16.4M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.22% | 23,794 | $16.2M | Reduce -0.9% |
| VGT Vanguard Info Tech ETF | 0.86% | 15,224 | $11.5M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.76% | 30,110 | $10.1M | Reduce -0.5% |
| SCHA Schwab US Small-Cap ETF | 0.61% | 285,831 | $8.1M | Reduce -1.4% |
| BND Vanguard Total Bond Market | 0.55% | 99,229 | $7.3M | Reduce -1.4% |
| MSFT Microsoft Corp. | 0.52% | 14,306 | $6.9M | Add +3.1% |
| XLK SS Technology Select Sector | 0.51% | 47,363 | $6.8M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.45% | 31,960 | $6.0M | Add +11.3% |
| DFAS Dimensional US Small Cap ETF | 0.38% | 71,854 | $5.0M | Reduce -82.0% |
| GMAR FT Vest US Equity Moderate B | 0.35% | 114,499 | $4.7M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 8,697 | $4.4M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.27% | 11,387 | $3.6M | Add +3.4% |
| IWM iShares Russell 2000 ETF | 0.23% | 12,623 | $3.1M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.23% | 9,909 | $3.1M | Add +4.8% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 16,099 | $3.1M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.21% | 8,740 | $2.8M | Add +0.4% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 17,541 | $2.5M | No change |
| SCHX Schwab US Large-Cap ETF | 0.16% | 77,364 | $2.1M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.14% | 4,156 | $1.9M | Add +11.9% |
| UNP Union Pacific Corp. | 0.13% | 7,489 | $1.7M | Reduce -0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 12,000 | $1.7M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 28,425 | $1.6M | Add +0.6% |
| JNJ Johnson & Johnson | 0.11% | 7,366 | $1.5M | Add +1.6% |
| TOTL SS Doubleline TR Tact ETF | 0.11% | 35,761 | $1.4M | Reduce -7.3% |
| MU Micron Technology Inc. | 0.10% | 4,676 | $1.3M | Reduce -27.0% |
| VUSB Vanguard Ultra Short Bond Et | 0.10% | 25,409 | $1.3M | Add +4.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 2,559 | $1.2M | No change |
| LLY Eli Lilly & Co. | 0.09% | 1,123 | $1.2M | Add +3.1% |
| PM Philip Morris International | 0.09% | 7,455 | $1.2M | Reduce -1.3% |
| XLV SS Health Care Select Sector | 0.09% | 7,628 | $1.2M | Reduce -94.8% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 38,980 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.08% | 4,830 | $1.1M | Reduce -10.3% |
| MCD McDonald's Corp. | 0.08% | 3,503 | $1.1M | Reduce -3.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 21,277 | $1.1M | Reduce -25.6% |
| META Meta Platforms Inc. Class A | 0.08% | 1,551 | $1.0M | Add +16.9% |
| NUE Nucor Corp. | 0.08% | 6,146 | $1.0M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,459 | $1000K | Reduce -3.2% |
| VNQ Vanguard Real Estate ETF | 0.07% | 10,425 | $923K | Reduce -0.1% |
| HD Home Depot Inc. | 0.07% | 2,647 | $911K | Reduce -5.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,072 | $910K | Add +0.9% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 2,913 | $898K | Add +0.6% |
| AMD Advanced Micro Devices | 0.07% | 4,171 | $893K | Add +10.3% |
| AVGO Broadcom Inc. | 0.07% | 2,526 | $874K | Add +19.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 4,041 | $772K | No change |
| VXF Vanguard Extended Market ETF | 0.06% | 3,561 | $745K | No change |
| CSCO Cisco Systems Inc. | 0.05% | 9,494 | $731K | Add +2.9% |
| WFC Wells Fargo & Co. | 0.05% | 7,592 | $708K | Add +0.8% |
| V Visa Inc. Class A | 0.05% | 2,001 | $702K | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 5,699 | $685K | Reduce -0.2% |
| ET Energy Transfer LP | 0.05% | 41,402 | $683K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.05% | 7,193 | $677K | No change |
| IGM iShares Expanded Tech Sector | 0.05% | 5,070 | $655K | No change |
| XAUG FT Vest US Equity Enhance & | 0.05% | 17,358 | $650K | Reduce -1.2% |
| XDEC FT Vest US Equity Enhance & | 0.05% | 15,501 | $634K | Add +191.2% |
| HACK Amplify Cybersecurity ETF | 0.05% | 7,605 | $611K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 8,228 | $605K | No change |
| AMGN Amgen Inc. | 0.04% | 1,762 | $577K | Reduce -0.2% |
| MPLX MPLX LP | 0.04% | 10,568 | $564K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 4,674 | $562K | Add +3.3% |
| CAT Caterpillar Inc. | 0.04% | 980 | $561K | Add +4.7% |
| EPS Wisdomtree US Large Cap Fund | 0.04% | 7,815 | $554K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 1,123 | $543K | Reduce -2.4% |
| ILCG iShares Morningstar Growth E | 0.04% | 5,060 | $526K | No change |
| VZ Verizon Communications Inc. | 0.04% | 12,847 | $523K | Reduce -5.5% |
| NEE Nextera Energy Inc. | 0.04% | 6,513 | $523K | Add +1.6% |
| RTX RTX Corp. | 0.04% | 2,674 | $490K | Add +0.3% |
| PG The Procter & Gamble Co. | 0.04% | 3,327 | $477K | Reduce -1.8% |
| GAUG FT Vest US Equity Moderate B | 0.04% | 12,105 | $475K | Reduce -0.8% |
| MO Altria Group Inc. | 0.04% | 8,027 | $466K | Add +15.2% |
| GEV GE Vernova Inc. | 0.03% | 706 | $461K | Add +1.3% |
| MUB iShares National Muni Bond E | 0.03% | 4,263 | $457K | New |
| GDEC FT Vest US Equity Moderate B | 0.03% | 11,558 | $437K | New |
| PANW Palo Alto Networks Inc. | 0.03% | 2,340 | $431K | Add +0.0% |
| XLF SS Financial Select Sector | 0.03% | 7,806 | $428K | Reduce -0.5% |
| PAYX Paychex Inc. | 0.03% | 3,713 | $416K | Reduce -0.1% |
| MS Morgan Stanley | 0.03% | 2,312 | $410K | Add +1.9% |
| IWR iShares Russell Mid-Cap ETF | 0.03% | 4,251 | $409K | Reduce -1.1% |
| AXP American Express Co. | 0.03% | 1,097 | $406K | Reduce -10.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 1,562 | $403K | Reduce -0.9% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHB Schwab US Broad Market ETF | Reduce -69.3% | 5.02% | −11.46 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -58.5% | 7.23% | −10.30 |
| DFAS Dimensional US Small Cap ETF | Reduce -82.0% | 0.38% | −1.73 |
| XLV SS Health Care Select Sector | Reduce -94.8% | 0.09% | −1.49 |
| SCHD Schwab US DVD Equity ETF | Reduce -18.1% | 5.22% | −1.30 |
| AAPL Apple Inc. | Reduce -11.8% | 5.31% | −0.49 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -5.8% | 1.63% | −0.11 |
| ULST SS Ultra Short TM Bond ETF | Sold out | 0.00% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -25.6% | 0.08% | −0.03 |
| CVX Chevron Corp. | Reduce -54.1% | 0.02% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -1.4% | 0.55% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -0.9% | 0.86% | −0.02 |
| XOCT FT Vest US Equity Enhance & | Reduce -0.6% | 2.18% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -3.3% | 1.95% | −0.02 |
| HD Home Depot Inc. | Reduce -5.6% | 0.07% | −0.02 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.02 |
| WMT Walmart Inc. | Reduce -45.6% | 0.02% | −0.02 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 1.22% | −0.02 |
| ABBV Abbvie Inc. | Reduce -10.3% | 0.08% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.4% | 0.61% | −0.01 |
| TOTL SS Doubleline TR Tact ETF | Reduce -7.3% | 0.11% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.33% | −0.01 |
| ORCL Oracle Corp. | Reduce -2.2% | 0.02% | −0.01 |
| XLK SS Technology Select Sector | Reduce -1.2% | 0.51% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.76% | −0.01 |
| GMAR FT Vest US Equity Moderate B | Reduce -1.7% | 0.35% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.13% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -5.5% | 0.04% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -10.9% | 0.03% | −0.01 |
| GOCT FT Vest US Equity Moderate B | Reduce -0.2% | 1.32% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.23% | −0.01 |
| ANET Arista Networks Inc. | Reduce -16.3% | 0.02% | −0.01 |
| PAYX Paychex Inc. | Reduce -0.1% | 0.03% | −0.01 |
| MCD McDonald's Corp. | Reduce -3.3% | 0.08% | −0.00 |
| ABT Abbott Laboratories | Reduce -9.1% | 0.02% | −0.00 |
| PM Philip Morris International | Reduce -1.3% | 0.09% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.04% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -0.1% | 0.07% | −0.00 |
| T AT&T Inc. | Reduce -1.8% | 0.02% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 0.04% | −0.00 |
| HON Honeywell International Inc. | Reduce -0.4% | 0.03% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -3.2% | 0.07% | −0.00 |
| ALL Allstate Corp. | Reduce -4.2% | 0.02% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.02% | −0.00 |
| V Visa Inc. Class A | Reduce -3.8% | 0.05% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.5% | 0.16% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.1% | 0.03% | −0.00 |
| XAUG FT Vest US Equity Enhance & | Reduce -1.2% | 0.05% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| QQQM Invesco Nasdaq 100 ETF | Add +68507.2% | 11.15% | +11.13 |
| VOO Vanguard S&P 500 ETF | Add +2668.3% | 11.42% | +11.01 |
| SMH Vaneck Semiconductor ETF | New | 1.37% | +1.37 |
| HODL Vaneck Bitcoin ETF | New | 1.27% | +1.27 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 1.23% | +1.23 |
| JCPB JPMorgan Core Plus Bond ETF | Add +14.4% | 3.12% | +0.31 |
| AGG iShares Core U.S. Aggregate | Add +7.9% | 5.63% | +0.25 |
| SCHR Schwab Intermediate-Term US | Add +10.8% | 2.66% | +0.19 |
| JEPI JPMorgan Equity Premium Inco | Add +9.1% | 2.22% | +0.14 |
| SCHI Schwab 5-10 Year Corporate B | Add +9.1% | 2.46% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +3.4% | 0.27% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 0.23% | +0.06 |
| MUB iShares National Muni Bond E | New | 0.03% | +0.03 |
| NVDA Nvidia Corp. | Add +11.3% | 0.45% | +0.03 |
| GDEC FT Vest US Equity Moderate B | New | 0.03% | +0.03 |
| XDEC FT Vest US Equity Enhance & | Add +191.2% | 0.05% | +0.03 |
| LLY Eli Lilly & Co. | Add +3.1% | 0.09% | +0.03 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| HDV iShares Core High Dividend E | New | 0.02% | +0.02 |
| AMD Advanced Micro Devices | Add +10.3% | 0.07% | +0.02 |
| REGN Regeneron Pharmaceuticals | New | 0.02% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | New | 0.02% | +0.02 |
| MUNY Vanguard NY Tax-Ex Bond | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +11.9% | 0.14% | +0.01 |
| AVGO Broadcom Inc. | Add +19.0% | 0.07% | +0.01 |
| NUE Nucor Corp. | Add +0.2% | 0.08% | +0.01 |
| JNJ Johnson & Johnson | Add +1.6% | 0.11% | +0.01 |
| CAT Caterpillar Inc. | Add +4.7% | 0.04% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.9% | 0.05% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +27.7% | 0.02% | +0.01 |
| BAC Bank of America Corp. | Add +0.6% | 0.12% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +16.0% | 0.02% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.8% | 0.05% | +0.00 |
| SPGI S&P Global Inc. | Add +11.1% | 0.03% | +0.00 |
| MS Morgan Stanley | Add +1.9% | 0.03% | +0.00 |
| XOM Exxon Mobil Corp. | Add +3.3% | 0.04% | +0.00 |
| DHR Danaher Corp. | Add +1.7% | 0.02% | +0.00 |
| RTX RTX Corp. | Add +0.3% | 0.04% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +15.6% | 0.02% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.9% | 0.07% | +0.00 |
| NEE Nextera Energy Inc. | Add +1.6% | 0.04% | +0.00 |
| META Meta Platforms Inc. Class A | Add +16.9% | 0.08% | +0.00 |
| GEV GE Vernova Inc. | Add +1.3% | 0.03% | +0.00 |
| MA Mastercard Inc. Class A | Add +9.5% | 0.02% | +0.00 |
| PEP Pepsico Inc. | Add +3.5% | 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 |