Bush Investment Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Bush Investment Group, LLC reported 35 stock positions worth $132.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 21.7% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 16.3%) and Schwab Intl Equity ETF (SCHF, 12.7%). Compared with Q4 2024, it opened 5 new positions, sold out of 3, added to 17 and reduced 11. The biggest buy was a new position in SS SPDR P St C Corp. ETF (SPSB) and the biggest sale Schwab US Mid Cap ETF (SCHM, shares −4%).
- Most Recent 13F
- Q1 2026
- Location
- VALDOSTA, GA
- CIK
- 0001966640
- Portfolio Value
- $132.7M (Q1 2025)
- SEC Filing
- 0001966640-25-000003 ↗ filed Apr 29, 2025
Holdings Value
Holdings 35 stocks · $132.7M
| VTI VG Morningstar TS MKT ETF-US | 21.70% | 104,786 | $28.8M | Add +6.5% |
| IWY iShares Russell Top 200 Grow | 16.33% | 102,748 | $21.7M | Add +0.5% |
| SCHF Schwab Intl Equity ETF | 12.68% | 850,615 | $16.8M | Add +1.9% |
| SCHM Schwab US Mid Cap ETF | 7.30% | 369,990 | $9.7M | Reduce -4.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.82% | 117,564 | $7.7M | Reduce -4.1% |
| SPSB SS SPDR P St C Corp. ETF | 3.09% | 136,460 | $4.1M | New |
| GLDM SPDR Gold Minishares Trust | 3.06% | 65,628 | $4.1M | Add +85.7% |
| SPHY SS SPDR P High Yield ETF | 3.02% | 171,391 | $4.0M | Add +2.3% |
| IVW iShares S&P 500 Growth ETF | 2.88% | 41,190 | $3.8M | Add +1.3% |
| QUAL iShares MSCI USA Quality Fac | 2.60% | 20,225 | $3.5M | Add +11.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.37% | 64,493 | $3.1M | Add +1.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.25% | 64,786 | $3.0M | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 1.88% | 13,104 | $2.5M | Add +35.7% |
| EFV iShares MSCI Eafe Value ETF | 1.68% | 37,737 | $2.2M | Reduce -21.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.46% | 83,818 | $1.9M | Add +3.1% |
| EFG iShares MSCI Eafe Growth ETF | 1.03% | 13,735 | $1.4M | Reduce -47.5% |
| AAPL Apple Inc. | 0.98% | 5,846 | $1.3M | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.93% | 22,323 | $1.2M | Reduce -3.8% |
| IYW iShares Ustechnology ETF | 0.88% | 8,362 | $1.2M | Reduce -0.9% |
| MBB iShares MBS ETF | 0.86% | 12,174 | $1.1M | Reduce -10.4% |
| SO The Southern Co. | 0.81% | 11,735 | $1.1M | Add +1.2% |
| IEMG iShares Core MSCI Emerging | 0.79% | 19,392 | $1.0M | Add +73.1% |
| LOW Lowe's Cos Inc. | 0.71% | 4,030 | $940K | Add +10.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.69% | 9,899 | $916K | Add +4.0% |
| AFL Aflac Inc. | 0.68% | 8,117 | $903K | Add +0.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.67% | 19,085 | $889K | New |
| XLG Invesco S&P 500 Top 50 ETF | 0.66% | 19,078 | $878K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.50% | 12,628 | $661K | Add +4.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.37% | 13,376 | $485K | New |
| GPN Global Payments Inc. | 0.31% | 4,269 | $418K | Reduce -0.0% |
| VGSH Vanguard Short-Term Treasury | 0.26% | 5,877 | $345K | Reduce -7.2% |
| NVDA Nvidia Corp. | 0.20% | 2,501 | $271K | Reduce -0.8% |
| EMB iShares JP Morgan Usd Emergi | 0.19% | 2,821 | $256K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 5,792 | $242K | Reduce -4.0% |
| CAT Caterpillar Inc. | 0.16% | 630 | $208K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SCHM Schwab US Mid Cap ETF | Reduce -4.1% | 7.30% | −1.04 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -47.5% | 1.03% | −0.94 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.1% | 5.82% | −0.77 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.44 |
| EFV iShares MSCI Eafe Value ETF | Reduce -21.0% | 1.68% | −0.28 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.27 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.17 |
| IYW iShares Ustechnology ETF | Reduce -0.9% | 0.88% | −0.17 |
| MBB iShares MBS ETF | Reduce -10.4% | 0.86% | −0.11 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -3.8% | 0.93% | −0.08 |
| NVDA Nvidia Corp. | Reduce -0.8% | 0.20% | −0.06 |
| GPN Global Payments Inc. | Reduce -0.0% | 0.31% | −0.06 |
| VGSH Vanguard Short-Term Treasury | Reduce -7.2% | 0.26% | −0.03 |
| BAC Bank of America Corp. | Reduce -4.0% | 0.18% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| SPSB SS SPDR P St C Corp. ETF | New | 3.09% | +3.09 |
| GLDM SPDR Gold Minishares Trust | Add +85.7% | 3.06% | +1.63 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.67% | +0.67 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.66% | +0.66 |
| SCHF Schwab Intl Equity ETF | Add +1.9% | 12.68% | +0.63 |
| IVE iShares S&P 500 Value ETF | Add +35.7% | 1.88% | +0.44 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.37% | +0.37 |
| IEMG iShares Core MSCI Emerging | Add +73.1% | 0.79% | +0.33 |
| EMB iShares JP Morgan Usd Emergi | New | 0.19% | +0.19 |
| QUAL iShares MSCI USA Quality Fac | Add +11.1% | 2.60% | +0.07 |
| SO The Southern Co. | Add +1.2% | 0.81% | +0.07 |
| AFL Aflac Inc. | Add +0.5% | 0.68% | +0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.1% | 1.46% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +4.1% | 0.50% | +0.01 |
| LOW Lowe's Cos Inc. | Add +10.3% | 0.71% | +0.00 |
| SPMO Invesco S&P 500 Momentum ETF | Add +4.0% | 0.69% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +0.3% | 2.25% | −0.03 |
| SPHY SS SPDR P High Yield ETF | Add +2.3% | 3.02% | −0.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.9% | 2.37% | −0.16 |
| IVW iShares S&P 500 Growth ETF | Add +1.3% | 2.88% | −0.34 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.5% | 21.70% | −0.55 |
| IWY iShares Russell Top 200 Grow | Add +0.5% | 16.33% | −2.44 |
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 |