Bouchey Financial Group, Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Bouchey Financial Group, Ltd. reported 173 stock positions worth $1.4 billion. Its top holding was Invesco Nasdaq 100 ETF (QQQM) at 11.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 11.2%) and Invesco QQQ Trust Series 1 (QQQ, 6.6%). Compared with Q4 2025, it opened 16 new positions, sold out of 6, added to 79 and reduced 39. The biggest buy was a new position in FT Core Investment Grade ETF (FTCB) and the biggest sale an exit from Schwab Intermediate-Term US (SCHR).
- Most Recent 13F
- Q2 2026
- Location
- TROY, NY
- CIK
- 0001599054
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001951757-26-000587 ↗ filed Apr 13, 2026
Holdings Value
Holdings 173 stocks · $1.4B
| QQQM Invesco Nasdaq 100 ETF | 11.31% | 613,454 | $154.1M | Add +4.3% |
| VOO Vanguard S&P 500 ETF | 11.22% | 244,761 | $153.0M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 6.64% | 148,419 | $90.6M | Reduce -5.5% |
| DUHP Dimensional US High Profi Et | 6.04% | 2,161,309 | $82.3M | Add +0.8% |
| DGRW Wisdomtree U.S. Quality Divi | 5.82% | 874,519 | $79.4M | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 5.64% | 772,082 | $76.8M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 5.35% | 2,356,664 | $72.9M | Reduce -7.1% |
| AAPL Apple Inc. | 4.99% | 260,954 | $68.0M | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 4.72% | 2,451,793 | $64.4M | Reduce -4.0% |
| JCPB JPMorgan Core Plus Bond ETF | 3.16% | 912,812 | $43.0M | Add +3.9% |
| FTCB FT Core Investment Grade ETF | 2.92% | 1,888,276 | $39.8M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.58% | 118,112 | $35.2M | Add +1.5% |
| SMH Vaneck Semiconductor ETF | 2.58% | 81,823 | $35.2M | Add +61.0% |
| SCHI Schwab 5-10 Year Corporate B | 2.46% | 1,470,244 | $33.5M | Add +3.0% |
| JEPI JPMorgan Equity Premium Inco | 2.24% | 529,383 | $30.6M | Add +2.4% |
| XOCT FT Vest US Equity Enhance & | 2.14% | 766,568 | $29.2M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.00% | 116,425 | $27.2M | Add +3.2% |
| RSPT Invesco S&P 500 Equal Weight | 1.67% | 473,778 | $22.7M | Reduce -0.8% |
| HODL Vaneck Bitcoin ETF | 1.43% | 957,597 | $19.5M | Add +39.4% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.40% | 140,081 | $19.1M | Add +6.3% |
| GOCT FT Vest US Equity Moderate B | 1.31% | 449,616 | $17.8M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 23,799 | $16.2M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.74% | 29,959 | $10.0M | Reduce -0.5% |
| VGT Vanguard Info Tech ETF | 0.73% | 13,428 | $9.9M | Reduce -11.8% |
| BND Vanguard Total Bond Market | 0.54% | 99,725 | $7.4M | Add +0.5% |
| XLK SS Technology Select Sector | 0.51% | 48,945 | $7.0M | Add +3.3% |
| MSFT Microsoft Corp. | 0.39% | 14,285 | $5.3M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.38% | 28,454 | $5.2M | Reduce -11.0% |
| GMAR FT Vest US Equity Moderate B | 0.33% | 105,076 | $4.5M | Reduce -8.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 8,588 | $4.2M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.25% | 10,696 | $3.4M | Add +7.9% |
| IWM iShares Russell 2000 ETF | 0.24% | 12,623 | $3.3M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 15,579 | $3.1M | Reduce -3.2% |
| VYM Vanguard High DVD Yield ETF | 0.20% | 17,542 | $2.7M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.19% | 8,323 | $2.6M | Reduce -4.8% |
| AVGO Broadcom Inc. | 0.16% | 6,231 | $2.2M | Add +146.7% |
| GOOG Alphabet Inc. Class C | 0.16% | 6,767 | $2.1M | Reduce -40.6% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 77,969 | $2.1M | Add +0.8% |
| MU Micron Technology Inc. | 0.15% | 4,887 | $2.1M | Add +4.5% |
| UNP Union Pacific Corp. | 0.14% | 7,727 | $1.9M | Add +3.2% |
| JNJ Johnson & Johnson | 0.14% | 7,666 | $1.8M | Add +4.1% |
| SCHA Schwab US Small-Cap ETF | 0.13% | 59,565 | $1.8M | Reduce -79.2% |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 12,000 | $1.8M | No change |
| TSLA Tesla Inc. | 0.11% | 4,495 | $1.6M | Add +8.2% |
| XDEC FT Vest US Equity Enhance & | 0.11% | 35,188 | $1.5M | Add +127.0% |
| TOTL SS Doubleline TR Tact ETF | 0.10% | 35,389 | $1.4M | Reduce -1.0% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 38,980 | $1.3M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 23,915 | $1.3M | Reduce -15.9% |
| PM Philip Morris International | 0.09% | 7,482 | $1.2M | Add +0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.09% | 23,552 | $1.2M | Add +10.7% |
| MCD McDonald's Corp. | 0.08% | 3,676 | $1.1M | Add +4.9% |
| NUE Nucor Corp. | 0.08% | 6,158 | $1.1M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.08% | 1,165 | $1.1M | Add +3.7% |
| XLV SS Health Care Select Sector | 0.08% | 7,452 | $1.1M | Reduce -2.3% |
| VUSB Vanguard Ultra Short Bond Et | 0.08% | 22,239 | $1.1M | Reduce -12.5% |
| GDEC FT Vest US Equity Moderate B | 0.08% | 28,527 | $1.1M | Add +146.8% |
| CAT Caterpillar Inc. | 0.07% | 1,298 | $1.0M | Add +32.5% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,476 | $1.0M | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.07% | 1,602 | $1.0M | Add +3.3% |
| ABBV Abbvie Inc. | 0.07% | 4,689 | $996K | Reduce -2.9% |
| AMD Advanced Micro Devices | 0.07% | 4,148 | $982K | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.07% | 11,730 | $979K | Add +23.6% |
| HD Home Depot Inc. | 0.07% | 2,883 | $979K | Add +8.9% |
| VNQ Vanguard Real Estate ETF | 0.07% | 10,425 | $967K | No change |
| GE General Electric filed as GE AEROSPACE | 0.07% | 2,976 | $932K | Add +2.2% |
| AAUA Alpha Architect US Equ 3 ETF | 0.07% | 17,822 | $915K | New |
| ET Energy Transfer LP | 0.06% | 41,402 | $790K | No change |
| LMT Lockheed Martin Corp. | 0.06% | 1,242 | $775K | Add +10.6% |
| XOM Exxon Mobil Corp. | 0.06% | 4,970 | $771K | Add +6.3% |
| VXF Vanguard Extended Market ETF | 0.06% | 3,561 | $765K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 5,699 | $745K | No change |
| PULS Pgim Ultra Short Bond ETF | 0.05% | 14,908 | $739K | New |
| GEV GE Vernova Inc. | 0.05% | 763 | $739K | Add +8.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 3,076 | $730K | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.05% | 7,193 | $675K | No change |
| NEE Nextera Energy Inc. | 0.05% | 7,013 | $663K | Add +7.7% |
| XAUG FT Vest US Equity Enhance & | 0.05% | 17,327 | $656K | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.05% | 7,576 | $652K | Reduce -0.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 8,228 | $650K | No change |
| V Visa Inc. Class A | 0.05% | 2,107 | $649K | Add +5.3% |
| AMGN Amgen Inc. | 0.05% | 1,825 | $649K | Add +3.6% |
| VZ Verizon Communications Inc. | 0.05% | 13,518 | $646K | Add +5.2% |
| IGM iShares Expanded Tech Sector | 0.05% | 5,070 | $645K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 2,978 | $604K | Reduce -26.3% |
| WMT Walmart Inc. | 0.04% | 4,662 | $602K | Add +66.6% |
| MPLX MPLX LP | 0.04% | 10,568 | $596K | No change |
| PG The Procter & Gamble Co. | 0.04% | 3,933 | $577K | Add +18.2% |
| HACK Amplify Cybersecurity ETF | 0.04% | 7,605 | $569K | No change |
| MO Altria Group Inc. | 0.04% | 8,339 | $566K | Add +3.9% |
| COST Costco Wholesale Corp. | 0.04% | 547 | $565K | Add +37.1% |
| EPS Wisdomtree US Large Cap Fund | 0.04% | 7,815 | $557K | No change |
| RTX RTX Corp. | 0.04% | 2,711 | $551K | Add +1.4% |
| TRTX TPG Re Finance Trust Inc. | 0.04% | 65,616 | $536K | New |
| CVX Chevron Corp. | 0.04% | 2,710 | $516K | Add +54.3% |
| ILCG iShares Morningstar Growth E | 0.04% | 5,060 | $512K | No change |
| LRCX Lam Research Corp. | 0.04% | 1,940 | $502K | Add +7.2% |
| GAUG FT Vest US Equity Moderate B | 0.04% | 12,069 | $479K | Reduce -0.3% |
| HON Honeywell International Inc. | 0.03% | 1,957 | $462K | Add +3.4% |
| DE Deere & Co. | 0.03% | 743 | $460K | Add +49.5% |
| XLF SS Financial Select Sector | 0.03% | 8,937 | $459K | Add +14.5% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHR Schwab Intermediate-Term US | Sold out | 0.00% | −2.66 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.5% | 6.64% | −0.59 |
| SCHA Schwab US Small-Cap ETF | Reduce -79.2% | 0.13% | −0.48 |
| DFAS Dimensional US Small Cap ETF | Reduce -91.7% | 0.03% | −0.34 |
| SCHB Schwab US Broad Market ETF | Reduce -4.0% | 4.72% | −0.30 |
| VGT Vanguard Info Tech ETF | Reduce -11.8% | 0.73% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.1% | 0.39% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -40.6% | 0.16% | −0.11 |
| NVDA Nvidia Corp. | Reduce -11.0% | 0.38% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -63.8% | 0.03% | −0.06 |
| XOCT FT Vest US Equity Enhance & | Reduce -0.3% | 2.14% | −0.03 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Reduce -15.9% | 0.09% | −0.02 |
| GMAR FT Vest US Equity Moderate B | Reduce -8.2% | 0.33% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 0.31% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.8% | 0.19% | −0.02 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.74% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.02 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -12.5% | 0.08% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -26.3% | 0.04% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.9% | 0.07% | −0.01 |
| AXP American Express Co. | Reduce -17.8% | 0.02% | −0.01 |
| VFH Vanguard Financials ETF | Reduce -21.2% | 0.02% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -2.3% | 0.08% | −0.01 |
| SPGI S&P Global Inc. | Reduce -2.0% | 0.02% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.2% | 0.05% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.2% | 0.23% | −0.00 |
| TOTL SS Doubleline TR Tact ETF | Reduce -1.0% | 0.10% | −0.00 |
| URI United Rentals Inc. | Reduce -0.3% | 0.02% | −0.00 |
| GJUL FT Vest US Equity Moderate B | Reduce -2.9% | 0.03% | −0.00 |
| XAUG FT Vest US Equity Enhance & | Reduce -0.2% | 0.05% | −0.00 |
| GAUG FT Vest US Equity Moderate B | Reduce -0.3% | 0.04% | −0.00 |
| XJUN FT Vest U.S. Equity Enhance | Reduce -0.3% | 0.02% | −0.00 |
| KEY Keycorp | Reduce -1.8% | 0.03% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.1% | 0.03% | +0.00 |
| ANET Arista Networks Inc. | Reduce -2.8% | 0.02% | +0.00 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.1% | 0.02% | +0.00 |
| AEP American Electric Power | Reduce -1.4% | 0.02% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.6% | 0.03% | +0.00 |
| AMD Advanced Micro Devices | Reduce -0.6% | 0.07% | +0.01 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -0.8% | 1.67% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.1% | 5.35% | +0.13 |
Portfolio Buys Q4 2025 → Q1 2026
| FTCB FT Core Investment Grade ETF | New | 2.92% | +2.92 |
| SMH Vaneck Semiconductor ETF | Add +61.0% | 2.58% | +1.21 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +6.3% | 1.40% | +0.18 |
| HODL Vaneck Bitcoin ETF | Add +39.4% | 1.43% | +0.16 |
| QQQM Invesco Nasdaq 100 ETF | Add +4.3% | 11.31% | +0.16 |
| AVGO Broadcom Inc. | Add +146.7% | 0.16% | +0.10 |
| AAUA Alpha Architect US Equ 3 ETF | New | 0.07% | +0.07 |
| XDEC FT Vest US Equity Enhance & | Add +127.0% | 0.11% | +0.06 |
| PULS Pgim Ultra Short Bond ETF | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.5% | 2.58% | +0.05 |
| MU Micron Technology Inc. | Add +4.5% | 0.15% | +0.05 |
| GDEC FT Vest US Equity Moderate B | Add +146.8% | 0.08% | +0.05 |
| AMZN Amazon.com Inc. | Add +3.2% | 2.00% | +0.04 |
| TRTX TPG Re Finance Trust Inc. | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +32.5% | 0.07% | +0.03 |
| JCPB JPMorgan Core Plus Bond ETF | Add +3.9% | 3.16% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| CBU Community Financial System I | New | 0.02% | +0.02 |
| JNJ Johnson & Johnson | Add +4.1% | 0.14% | +0.02 |
| WMT Walmart Inc. | Add +66.6% | 0.04% | +0.02 |
| ULST SS Ultra Short TM Bond ETF | New | 0.02% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +2.4% | 2.24% | +0.02 |
| GEV GE Vernova Inc. | Add +8.1% | 0.05% | +0.02 |
| NOC Northrop Grumman Corp. | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +54.3% | 0.04% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +7.9% | 0.25% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | Add +23.6% | 0.07% | +0.02 |
| SXI Standex International Corp. | New | 0.02% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| DE Deere & Co. | Add +49.5% | 0.03% | +0.02 |
| LMT Lockheed Martin Corp. | Add +10.6% | 0.06% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.02% | +0.02 |
| COP Conocophillips | New | 0.02% | +0.02 |
| KLAC KLA Corp. | New | 0.02% | +0.02 |
| TPL Texas Pacific Land Corp. | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +37.1% | 0.04% | +0.02 |
| XOM Exxon Mobil Corp. | Add +6.3% | 0.06% | +0.01 |
| MRK Merck & Co. Inc. | Add +68.3% | 0.03% | +0.01 |
| LRCX Lam Research Corp. | Add +7.2% | 0.04% | +0.01 |
| UNP Union Pacific Corp. | Add +3.2% | 0.14% | +0.01 |
| NEE Nextera Energy Inc. | Add +7.7% | 0.05% | +0.01 |
| VZ Verizon Communications Inc. | Add +5.2% | 0.05% | +0.01 |
| NUE Nucor Corp. | Add +0.2% | 0.08% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.0% | 0.20% | +0.01 |
| MO Altria Group Inc. | Add +3.9% | 0.04% | +0.01 |
| PG The Procter & Gamble Co. | Add +18.2% | 0.04% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.7% | 0.09% | +0.01 |
| KO The Coca-Cola Co. | Add +28.2% | 0.02% | +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 |