Bush Investment Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 1, 2025), Bush Investment Group, LLC reported 36 stock positions worth $148.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 20.4% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 15.2%) and Schwab Intl Equity ETF (SCHF, 14.1%). Compared with Q1 2025, it opened 4 new positions, sold out of 3, added to 17 and reduced 13. The biggest buy was a new position in Vanguard Total Intl Bond ETF (BNDX) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −40%).
- Most Recent 13F
- Q1 2026
- Location
- VALDOSTA, GA
- CIK
- 0001966640
- Portfolio Value
- $148.9M (Q2 2025)
- SEC Filing
- 0001966640-25-000005 ↗ filed Jul 1, 2025
Holdings Value
Holdings 36 stocks · $148.9M
| VTI VG Morningstar TS MKT ETF-US | 20.40% | 99,942 | $30.4M | Reduce -4.6% |
| IWY iShares Russell Top 200 Grow | 15.16% | 91,566 | $22.6M | Reduce -10.9% |
| SCHF Schwab Intl Equity ETF | 14.10% | 950,444 | $21.0M | Add +11.7% |
| SCHM Schwab US Mid Cap ETF | 6.81% | 361,512 | $10.1M | Reduce -2.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.45% | 70,718 | $5.1M | Reduce -39.9% |
| SPSB SS SPDR P St C Corp. ETF | 2.79% | 137,440 | $4.1M | Add +0.7% |
| BNDX Vanguard Total Intl Bond ETF | 2.77% | 83,245 | $4.1M | New |
| SPHY SS SPDR P High Yield ETF | 2.74% | 171,682 | $4.1M | Add +0.2% |
| QUAL iShares MSCI USA Quality Fac | 2.63% | 21,415 | $3.9M | Add +5.9% |
| EFV iShares MSCI Eafe Value ETF | 2.58% | 60,450 | $3.8M | Add +60.2% |
| IVW iShares S&P 500 Growth ETF | 2.41% | 32,655 | $3.6M | Reduce -20.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.40% | 65,620 | $3.6M | Add +1.8% |
| GLDM SPDR Gold Minishares Trust | 2.25% | 51,199 | $3.4M | Reduce -22.0% |
| IVE iShares S&P 500 Value ETF | 1.79% | 13,677 | $2.7M | Add +4.4% |
| IEMG iShares Core MSCI Emerging | 1.67% | 41,543 | $2.5M | Add +114.2% |
| BAI Ishrs AI in and Tech Act ETF | 1.67% | 85,978 | $2.5M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.63% | 52,467 | $2.4M | Reduce -19.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.26% | 80,931 | $1.9M | Reduce -3.4% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.23% | 39,682 | $1.8M | Add +107.9% |
| XLG Invesco S&P 500 Top 50 ETF | 1.08% | 30,937 | $1.6M | Add +62.2% |
| THRO iShares U.S. Thematic Rotati | 1.07% | 44,849 | $1.6M | New |
| EFG iShares MSCI Eafe Growth ETF | 1.04% | 13,866 | $1.6M | Add +0.9% |
| IYW iShares Ustechnology ETF | 0.81% | 6,979 | $1.2M | Reduce -16.5% |
| AAPL Apple Inc. | 0.81% | 5,846 | $1.2M | No change |
| MBB iShares MBS ETF | 0.78% | 12,315 | $1.2M | Add +1.2% |
| SPMO Invesco S&P 500 Momentum ETF | 0.76% | 10,044 | $1.1M | Add +1.5% |
| SO The Southern Co. | 0.68% | 11,085 | $1.0M | Reduce -5.5% |
| LOW Lowe's Cos Inc. | 0.58% | 3,921 | $870K | Reduce -2.7% |
| AFL Aflac Inc. | 0.58% | 8,163 | $861K | Add +0.6% |
| IAGG iShares Intl Aggregate Bond | 0.55% | 16,122 | $824K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.47% | 13,125 | $694K | Add +3.9% |
| NVDA Nvidia Corp. | 0.27% | 2,549 | $403K | Add +1.9% |
| GPN Global Payments Inc. | 0.23% | 4,194 | $336K | Reduce -1.8% |
| EMB iShares JP Morgan Usd Emergi | 0.18% | 2,964 | $274K | Add +5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 5,792 | $274K | No change |
| VGSH Vanguard Short-Term Treasury | 0.18% | 4,601 | $270K | Reduce -21.7% |
Portfolio Sells Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -39.9% | 3.45% | −2.37 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.6% | 20.40% | −1.30 |
| IWY iShares Russell Top 200 Grow | Reduce -10.9% | 15.16% | −1.17 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.93 |
| GLDM SPDR Gold Minishares Trust | Reduce -22.0% | 2.25% | −0.81 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -19.0% | 1.63% | −0.62 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.3% | 6.81% | −0.49 |
| IVW iShares S&P 500 Growth ETF | Reduce -20.7% | 2.41% | −0.47 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.37 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -3.4% | 1.26% | −0.20 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.16 |
| SO The Southern Co. | Reduce -5.5% | 0.68% | −0.13 |
| LOW Lowe's Cos Inc. | Reduce -2.7% | 0.58% | −0.12 |
| GPN Global Payments Inc. | Reduce -1.8% | 0.23% | −0.09 |
| VGSH Vanguard Short-Term Treasury | Reduce -21.7% | 0.18% | −0.08 |
| IYW iShares Ustechnology ETF | Reduce -16.5% | 0.81% | −0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| BNDX Vanguard Total Intl Bond ETF | New | 2.77% | +2.77 |
| BAI Ishrs AI in and Tech Act ETF | New | 1.67% | +1.67 |
| SCHF Schwab Intl Equity ETF | Add +11.7% | 14.10% | +1.43 |
| THRO iShares U.S. Thematic Rotati | New | 1.07% | +1.07 |
| EFV iShares MSCI Eafe Value ETF | Add +60.2% | 2.58% | +0.90 |
| IEMG iShares Core MSCI Emerging | Add +114.2% | 1.67% | +0.89 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +107.9% | 1.23% | +0.56 |
| IAGG iShares Intl Aggregate Bond | New | 0.55% | +0.55 |
| XLG Invesco S&P 500 Top 50 ETF | Add +62.2% | 1.08% | +0.42 |
| SPMO Invesco S&P 500 Momentum ETF | Add +1.5% | 0.76% | +0.07 |
| NVDA Nvidia Corp. | Add +1.9% | 0.27% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.8% | 2.40% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +5.9% | 2.63% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.9% | 1.04% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +5.1% | 0.18% | −0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +3.9% | 0.47% | −0.03 |
| MBB iShares MBS ETF | Add +1.2% | 0.78% | −0.08 |
| IVE iShares S&P 500 Value ETF | Add +4.4% | 1.79% | −0.09 |
| AFL Aflac Inc. | Add +0.6% | 0.58% | −0.10 |
| SPHY SS SPDR P High Yield ETF | Add +0.2% | 2.74% | −0.28 |
| SPSB SS SPDR P St C Corp. ETF | Add +0.7% | 2.79% | −0.31 |
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 |