Bush Investment Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Bush Investment Group, LLC reported 33 stock positions worth $128.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.2% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 18.8%) and Schwab Intl Equity ETF (SCHF, 12.0%). Compared with Q3 2024, it opened 2 new positions, added to 18 and reduced 8. The biggest buy was a new position in SPDR Gold Minishares Trust (GLDM) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −10%).
- Most Recent 13F
- Q1 2026
- Location
- VALDOSTA, GA
- CIK
- 0001966640
- Portfolio Value
- $128.1M (Q4 2024)
- SEC Filing
- 0001966640-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 33 stocks · $128.1M
| VTI VG Morningstar TS MKT ETF-US | 22.25% | 98,356 | $28.5M | Reduce -1.2% |
| IWY iShares Russell Top 200 Grow | 18.77% | 102,206 | $24.0M | Reduce -1.4% |
| SCHF Schwab Intl Equity ETF | 12.05% | 834,429 | $15.4M | Add +2.1% |
| SCHM Schwab US Mid Cap ETF | 8.35% | 385,929 | $10.7M | Add +0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.60% | 122,640 | $8.5M | Reduce -0.6% |
| IVW iShares S&P 500 Growth ETF | 3.22% | 40,651 | $4.1M | Add +3.6% |
| SPHY SS SPDR P High Yield ETF | 3.07% | 167,496 | $3.9M | Add +2.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.53% | 63,290 | $3.2M | Add +5.2% |
| QUAL iShares MSCI USA Quality Fac | 2.53% | 18,206 | $3.2M | Add +6.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.28% | 64,623 | $2.9M | Reduce -10.0% |
| EFG iShares MSCI Eafe Growth ETF | 1.98% | 26,151 | $2.5M | Add +7.4% |
| EFV iShares MSCI Eafe Value ETF | 1.96% | 47,744 | $2.5M | Add +9.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.44% | 81,331 | $1.8M | Add +6.2% |
| IVE iShares S&P 500 Value ETF | 1.44% | 9,655 | $1.8M | Add +5.8% |
| GLDM SPDR Gold Minishares Trust | 1.43% | 35,349 | $1.8M | New |
| AAPL Apple Inc. | 1.14% | 5,846 | $1.5M | No change |
| IYW iShares Ustechnology ETF | 1.05% | 8,438 | $1.3M | Reduce -1.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.00% | 23,202 | $1.3M | Add +8.4% |
| MBB iShares MBS ETF | 0.97% | 13,589 | $1.2M | Add +6.9% |
| SO The Southern Co. | 0.74% | 11,594 | $954K | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.71% | 9,520 | $904K | New |
| LOW Lowe's Cos Inc. | 0.70% | 3,652 | $901K | Reduce -9.5% |
| AFL Aflac Inc. | 0.65% | 8,074 | $835K | Add +0.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.49% | 12,126 | $631K | Add +4.8% |
| IEMG iShares Core MSCI Emerging | 0.46% | 11,200 | $585K | Add +5.2% |
| TLT iShares 20+ Year Treasury BD | 0.44% | 6,428 | $561K | Add +9.4% |
| GPN Global Payments Inc. | 0.37% | 4,270 | $478K | Reduce -7.6% |
| VGSH Vanguard Short-Term Treasury | 0.29% | 6,336 | $369K | Reduce -34.1% |
| IFRA iShares US Infrastructure | 0.27% | 7,575 | $351K | Add +4.1% |
| NVDA Nvidia Corp. | 0.26% | 2,521 | $338K | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 6,032 | $265K | No change |
| CAT Caterpillar Inc. | 0.18% | 630 | $229K | No change |
| CMI Cummins Inc. | 0.17% | 630 | $220K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -10.0% | 2.28% | −0.43 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.2% | 22.25% | −0.28 |
| LOW Lowe's Cos Inc. | Reduce -9.5% | 0.70% | −0.17 |
| VGSH Vanguard Short-Term Treasury | Reduce -34.1% | 0.29% | −0.17 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.6% | 6.60% | −0.06 |
| GPN Global Payments Inc. | Reduce -7.6% | 0.37% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -1.1% | 1.05% | +0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -1.4% | 18.77% | +0.54 |
Portfolio Buys Q3 2024 → Q4 2024
| GLDM SPDR Gold Minishares Trust | New | 1.43% | +1.43 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.71% | +0.71 |
| IVW iShares S&P 500 Growth ETF | Add +3.6% | 3.22% | +0.22 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +5.2% | 2.53% | +0.15 |
| QUAL iShares MSCI USA Quality Fac | Add +6.1% | 2.53% | +0.07 |
| NVDA Nvidia Corp. | Add +0.0% | 0.26% | +0.02 |
| IFRA iShares US Infrastructure | Add +4.1% | 0.27% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +5.8% | 1.44% | −0.00 |
| MBB iShares MBS ETF | Add +6.9% | 0.97% | −0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +4.8% | 0.49% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +6.2% | 1.44% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Add +9.4% | 0.44% | −0.02 |
| IEMG iShares Core MSCI Emerging | Add +5.2% | 0.46% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +8.4% | 1.00% | −0.04 |
| EFV iShares MSCI Eafe Value ETF | Add +9.0% | 1.96% | −0.06 |
| AFL Aflac Inc. | Add +0.5% | 0.65% | −0.07 |
| SPHY SS SPDR P High Yield ETF | Add +2.4% | 3.07% | −0.08 |
| EFG iShares MSCI Eafe Growth ETF | Add +7.4% | 1.98% | −0.12 |
| SCHM Schwab US Mid Cap ETF | Add +0.2% | 8.35% | −0.18 |
| SCHF Schwab Intl Equity ETF | Add +2.1% | 12.05% | −1.38 |
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 |