Bush Investment Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed December 18, 2025), Bush Investment Group, LLC reported 37 stock positions worth $168.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 19.9% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 14.0%) and iShares Russell Top 200 Grow (IWY, 12.0%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 23 and reduced 7. The biggest buy was Ishrs AI in and Tech Act ETF (BAI, shares +173%) and the biggest sale iShares Russell Top 200 Grow (IWY, shares −19%).
- Most Recent 13F
- Q1 2026
- Location
- VALDOSTA, GA
- CIK
- 0001966640
- Portfolio Value
- $168.8M (Q3 2025)
- SEC Filing
- 0001966640-25-000006 ↗ filed Dec 18, 2025
Holdings Value
Holdings 37 stocks · $168.8M
| VTI VG Morningstar TS MKT ETF-US | 19.91% | 102,412 | $33.6M | Add +2.5% |
| SCHF Schwab Intl Equity ETF | 14.05% | 1,018,356 | $23.7M | Add +7.2% |
| IWY iShares Russell Top 200 Grow | 12.01% | 74,062 | $20.3M | Reduce -19.1% |
| SCHM Schwab US Mid Cap ETF | 6.62% | 377,021 | $11.2M | Add +4.3% |
| BAI Ishrs AI in and Tech Act ETF | 4.75% | 234,906 | $8.0M | Add +173.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.40% | 73,222 | $5.7M | Add +3.5% |
| GLDM SPDR Gold Minishares Trust | 3.31% | 73,182 | $5.6M | Add +42.9% |
| SPSB SS SPDR P St C Corp. ETF | 2.57% | 143,368 | $4.3M | Add +4.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.55% | 87,161 | $4.3M | Add +4.7% |
| SPHY SS SPDR P High Yield ETF | 2.52% | 177,505 | $4.2M | Add +3.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.47% | 70,370 | $4.2M | Add +7.2% |
| QUAL iShares MSCI USA Quality Fac | 2.40% | 20,782 | $4.0M | Reduce -3.0% |
| IVW iShares S&P 500 Growth ETF | 2.37% | 33,071 | $4.0M | Add +1.3% |
| XLG Invesco S&P 500 Top 50 ETF | 2.15% | 63,209 | $3.6M | Add +104.3% |
| SHLD Global X Defense Tech ETF | 1.99% | 47,710 | $3.4M | New |
| EFV iShares MSCI Eafe Value ETF | 1.98% | 49,272 | $3.3M | Reduce -18.5% |
| IVE iShares S&P 500 Value ETF | 1.77% | 14,469 | $3.0M | Add +5.8% |
| IEMG iShares Core MSCI Emerging | 1.50% | 38,505 | $2.5M | Reduce -7.3% |
| SCHZ Schwab US Aggregate Bond ETF | 1.22% | 87,925 | $2.1M | Add +8.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.22% | 44,128 | $2.1M | Reduce -15.9% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.19% | 43,244 | $2.0M | Add +9.0% |
| THRO iShares U.S. Thematic Rotati | 1.05% | 46,986 | $1.8M | Add +4.8% |
| AAPL Apple Inc. | 0.88% | 5,846 | $1.5M | No change |
| SO The Southern Co. | 0.88% | 15,621 | $1.5M | Add +40.9% |
| MBB iShares MBS ETF | 0.75% | 13,296 | $1.3M | Add +8.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.74% | 10,327 | $1.3M | Add +2.8% |
| AFL Aflac Inc. | 0.54% | 8,207 | $917K | Add +0.5% |
| IAGG iShares Intl Aggregate Bond | 0.54% | 17,795 | $912K | Add +10.4% |
| LOW Lowe's Cos Inc. | 0.49% | 3,301 | $830K | Reduce -15.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.47% | 15,011 | $799K | Add +14.4% |
| AVEM Avantis Emerging Markets Eq | 0.46% | 10,267 | $771K | New |
| NVDA Nvidia Corp. | 0.28% | 2,549 | $476K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.21% | 3,157 | $360K | Reduce -77.2% |
| GPN Global Payments Inc. | 0.21% | 4,194 | $348K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.19% | 3,296 | $314K | Add +11.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 5,792 | $299K | No change |
| VGSH Vanguard Short-Term Treasury | 0.16% | 4,601 | $271K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| IWY iShares Russell Top 200 Grow | Reduce -19.1% | 12.01% | −3.15 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -77.2% | 0.21% | −0.83 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.81 |
| EFV iShares MSCI Eafe Value ETF | Reduce -18.5% | 1.98% | −0.60 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -15.9% | 1.22% | −0.41 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.0% | 2.40% | −0.23 |
| IEMG iShares Core MSCI Emerging | Reduce -7.3% | 1.50% | −0.17 |
| LOW Lowe's Cos Inc. | Reduce -15.8% | 0.49% | −0.09 |
Portfolio Buys Q2 2025 → Q3 2025
| BAI Ishrs AI in and Tech Act ETF | Add +173.2% | 4.75% | +3.09 |
| SHLD Global X Defense Tech ETF | New | 1.99% | +1.99 |
| XLG Invesco S&P 500 Top 50 ETF | Add +104.3% | 2.15% | +1.07 |
| GLDM SPDR Gold Minishares Trust | Add +42.9% | 3.31% | +1.06 |
| AVEM Avantis Emerging Markets Eq | New | 0.46% | +0.46 |
| SO The Southern Co. | Add +40.9% | 0.88% | +0.19 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +7.2% | 2.47% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +14.4% | 0.47% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +11.2% | 0.19% | +0.00 |
| IAGG iShares Intl Aggregate Bond | Add +10.4% | 0.54% | −0.01 |
| THRO iShares U.S. Thematic Rotati | Add +4.8% | 1.05% | −0.02 |
| SPMO Invesco S&P 500 Momentum ETF | Add +2.8% | 0.74% | −0.02 |
| IVE iShares S&P 500 Value ETF | Add +5.8% | 1.77% | −0.02 |
| MBB iShares MBS ETF | Add +8.0% | 0.75% | −0.03 |
| AFL Aflac Inc. | Add +0.5% | 0.54% | −0.03 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +9.0% | 1.19% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Add +8.6% | 1.22% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Add +1.3% | 2.37% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.5% | 3.40% | −0.05 |
| SCHF Schwab Intl Equity ETF | Add +7.2% | 14.05% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Add +4.3% | 6.62% | −0.19 |
| SPSB SS SPDR P St C Corp. ETF | Add +4.3% | 2.57% | −0.21 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.7% | 2.55% | −0.21 |
| SPHY SS SPDR P High Yield ETF | Add +3.4% | 2.52% | −0.23 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.5% | 19.91% | −0.48 |
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 |