Bush Investment Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed August 3, 2026), Bush Investment Group, LLC reported 38 stock positions worth $183.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 18.6% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 14.3%) and iShares Russell Top 200 Grow (IWY, 10.7%). Compared with Q4 2025, it opened 4 new positions, sold out of 4, added to 25 and reduced 5. The biggest buy was a new position in Ish Intl CTRY Rot Act ETF (CORO) and the biggest sale an exit from Invesco S&P 500 Top 50 ETF (XLG).
- Most Recent 13F
- Q1 2026
- Location
- VALDOSTA, GA
- CIK
- 0001966640
- Portfolio Value
- $183.0M (Q1 2026)
- SEC Filing
- 0001966640-26-000003 ↗ filed Aug 3, 2026
Holdings Value
Holdings 38 stocks · $183.0M
| VTI VG Morningstar TS MKT ETF-US | 18.61% | 106,153 | $34.1M | Add +4.7% |
| SCHF Schwab Intl Equity ETF | 14.34% | 1,060,554 | $26.2M | Add +2.4% |
| IWY iShares Russell Top 200 Grow | 10.69% | 78,615 | $19.6M | Add +6.1% |
| SCHM Schwab US Mid Cap ETF | 6.55% | 387,417 | $12.0M | Add +2.1% |
| BAI Ishrs AI in and Tech Act ETF | 4.64% | 257,512 | $8.5M | Add +5.8% |
| DFAS Dimensional US Small Cap ETF | 3.77% | 96,904 | $6.9M | Add +5.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.76% | 89,864 | $6.9M | Add +23.4% |
| SHLD Global X Defense Tech ETF | 3.21% | 82,997 | $5.9M | Add +67.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.69% | 102,293 | $4.9M | Add +16.0% |
| IVE iShares S&P 500 Value ETF | 2.53% | 21,946 | $4.6M | Add +4.9% |
| SPSB SS SPDR P St C Corp. ETF | 2.52% | 153,188 | $4.6M | Add +5.3% |
| SPHY SS SPDR P High Yield ETF | 2.42% | 189,715 | $4.4M | Add +5.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.30% | 72,234 | $4.2M | Add +1.3% |
| IVW iShares S&P 500 Growth ETF | 2.13% | 34,463 | $3.9M | Add +5.9% |
| CORO Ish Intl CTRY Rot Act ETF | 1.51% | 85,978 | $2.8M | New |
| GLDM SPDR Gold Minishares Trust | 1.48% | 29,239 | $2.7M | Reduce -59.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 1.40% | 37,537 | $2.6M | New |
| SCHZ Schwab US Aggregate Bond ETF | 1.20% | 94,263 | $2.2M | Add +8.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.19% | 47,230 | $2.2M | Add +7.2% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.14% | 45,483 | $2.1M | Add +5.8% |
| QUAL iShares MSCI USA Quality Fac | 1.12% | 10,705 | $2.1M | Add +3.0% |
| EFV iShares MSCI Eafe Value ETF | 1.05% | 25,903 | $1.9M | Reduce -41.7% |
| SPMO Invesco S&P 500 Momentum ETF | 1.01% | 16,559 | $1.9M | Add +8.4% |
| AVEM Avantis Emerging Markets Eq | 1.01% | 22,986 | $1.9M | Add +17.6% |
| THRO iShares U.S. Thematic Rotati | 1.00% | 50,761 | $1.8M | Add +6.9% |
| SO The Southern Co. | 0.82% | 15,612 | $1.5M | Reduce -0.3% |
| AAPL Apple Inc. | 0.81% | 5,846 | $1.5M | No change |
| MBB iShares MBS ETF | 0.77% | 14,761 | $1.4M | Add +9.9% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.76% | 33,944 | $1.4M | New |
| GOVT iShares US Treasury Bond ETF | 0.72% | 57,748 | $1.3M | New |
| IAGG iShares Intl Aggregate Bond | 0.55% | 20,192 | $1.0M | Add +10.4% |
| AFL Aflac Inc. | 0.50% | 8,295 | $910K | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.40% | 3,122 | $738K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.38% | 13,233 | $687K | Reduce -13.4% |
| IVV iShares Core S&P 500 ETF | 0.36% | 1,011 | $660K | Add +89.7% |
| NVDA Nvidia Corp. | 0.26% | 2,687 | $469K | No change |
| IEMG iShares Core MSCI Emerging | 0.25% | 6,520 | $455K | Reduce -82.9% |
| GPN Global Payments Inc. | 0.15% | 4,194 | $282K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −2.13 |
| GLDM SPDR Gold Minishares Trust | Reduce -59.5% | 1.48% | −1.97 |
| IEMG iShares Core MSCI Emerging | Reduce -82.9% | 0.25% | −1.19 |
| EFV iShares MSCI Eafe Value ETF | Reduce -41.7% | 1.05% | −0.72 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.18 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.18 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.12 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -13.4% | 0.38% | −0.08 |
| SO The Southern Co. | Reduce -0.3% | 0.82% | +0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| CORO Ish Intl CTRY Rot Act ETF | New | 1.51% | +1.51 |
| SHLD Global X Defense Tech ETF | Add +67.3% | 3.21% | +1.41 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 1.40% | +1.40 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.76% | +0.76 |
| GOVT iShares US Treasury Bond ETF | New | 0.72% | +0.72 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +23.4% | 3.76% | +0.49 |
| SCHF Schwab Intl Equity ETF | Add +2.4% | 14.34% | +0.41 |
| BNDX Vanguard Total Intl Bond ETF | Add +16.0% | 2.69% | +0.30 |
| DFAS Dimensional US Small Cap ETF | Add +5.2% | 3.77% | +0.17 |
| SCHM Schwab US Mid Cap ETF | Add +2.1% | 6.55% | +0.17 |
| AVEM Avantis Emerging Markets Eq | Add +17.6% | 1.01% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +89.7% | 0.36% | +0.16 |
| BAI Ishrs AI in and Tech Act ETF | Add +5.8% | 4.64% | +0.10 |
| SCHZ Schwab US Aggregate Bond ETF | Add +8.6% | 1.20% | +0.06 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.3% | 2.52% | +0.06 |
| MBB iShares MBS ETF | Add +9.9% | 0.77% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +4.9% | 2.53% | +0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +7.2% | 1.19% | +0.05 |
| SPHY SS SPDR P High Yield ETF | Add +5.9% | 2.42% | +0.04 |
| IAGG iShares Intl Aggregate Bond | Add +10.4% | 0.55% | +0.04 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +5.8% | 1.14% | +0.03 |
| SPMO Invesco S&P 500 Momentum ETF | Add +8.4% | 1.01% | −0.01 |
| AFL Aflac Inc. | Add +0.6% | 0.50% | −0.01 |
| THRO iShares U.S. Thematic Rotati | Add +6.9% | 1.00% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +3.0% | 1.12% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Add +5.9% | 2.13% | −0.11 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.3% | 2.30% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.7% | 18.61% | −0.41 |
| IWY iShares Russell Top 200 Grow | Add +6.1% | 10.69% | −0.80 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 38 | $183.0M | VTI, SCHF, IWY, SCHM, BAI |
| Q4 2025 | 38 | $178.7M | VTI, SCHF, IWY, SCHM, BAI |
| Q3 2025 | 37 | $168.8M | VTI, SCHF, IWY, SCHM, BAI |
| Q2 2025 | 36 | $148.9M | VTI, IWY, SCHF, SCHM, SPYM |
| Q1 2025 | 35 | $132.7M | VTI, IWY, SCHF, SCHM, SPYM |
| Q4 2024 | 33 | $128.1M | VTI, IWY, SCHF, SCHM, SPYM |
| Q3 2024 | 31 | $125.1M | VTI, IWY, SCHF, SCHM, SPYM |
| Q2 2024 | 30 | $116.5M | VTI, IWY, SCHF, SCHM, SPYM |
| Q1 2024 | 30 | $113.2M | VTI, IWY, SCHF, SCHM, SPYM |