Bush Investment Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 5, 2026), Bush Investment Group, LLC reported 38 stock positions worth $178.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 19.0% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 13.9%) and iShares Russell Top 200 Grow (IWY, 11.5%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 21 and reduced 11. The biggest buy was a new position in Dimensional US Small Cap ETF (DFAS) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −50%).
- Most Recent 13F
- Q1 2026
- Location
- VALDOSTA, GA
- CIK
- 0001966640
- Portfolio Value
- $178.7M (Q4 2025)
- SEC Filing
- 0001966640-26-000002 ↗ filed Mar 5, 2026
Holdings Value
Holdings 38 stocks · $178.7M
| VTI VG Morningstar TS MKT ETF-US | 19.01% | 101,350 | $34.0M | Reduce -1.0% |
| SCHF Schwab Intl Equity ETF | 13.93% | 1,035,545 | $24.9M | Add +1.7% |
| IWY iShares Russell Top 200 Grow | 11.48% | 74,112 | $20.5M | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 6.38% | 379,292 | $11.4M | Add +0.6% |
| BAI Ishrs AI in and Tech Act ETF | 4.53% | 243,329 | $8.1M | Add +3.6% |
| DFAS Dimensional US Small Cap ETF | 3.59% | 92,130 | $6.4M | New |
| GLDM SPDR Gold Minishares Trust | 3.45% | 72,210 | $6.2M | Reduce -1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.27% | 72,819 | $5.8M | Reduce -0.6% |
| IVE iShares S&P 500 Value ETF | 2.48% | 20,919 | $4.4M | Add +44.6% |
| SPSB SS SPDR P St C Corp. ETF | 2.46% | 145,459 | $4.4M | Add +1.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.43% | 71,279 | $4.3M | Add +1.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.38% | 88,179 | $4.3M | Add +1.2% |
| SPHY SS SPDR P High Yield ETF | 2.37% | 179,117 | $4.2M | Add +0.9% |
| IVW iShares S&P 500 Growth ETF | 2.24% | 32,534 | $4.0M | Reduce -1.6% |
| XLG Invesco S&P 500 Top 50 ETF | 2.13% | 64,332 | $3.8M | Add +1.8% |
| SHLD Global X Defense Tech ETF | 1.80% | 49,620 | $3.2M | Add +4.0% |
| EFV iShares MSCI Eafe Value ETF | 1.77% | 44,422 | $3.2M | Reduce -9.8% |
| IEMG iShares Core MSCI Emerging | 1.44% | 38,188 | $2.6M | Reduce -0.8% |
| QUAL iShares MSCI USA Quality Fac | 1.16% | 10,395 | $2.1M | Reduce -50.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.15% | 44,040 | $2.0M | Reduce -0.2% |
| SCHZ Schwab US Aggregate Bond ETF | 1.14% | 86,809 | $2.0M | Reduce -1.3% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.11% | 42,996 | $2.0M | Reduce -0.6% |
| THRO iShares U.S. Thematic Rotati | 1.02% | 47,496 | $1.8M | Add +1.1% |
| SPMO Invesco S&P 500 Momentum ETF | 1.02% | 15,279 | $1.8M | Add +48.0% |
| AAPL Apple Inc. | 0.89% | 5,846 | $1.6M | No change |
| AVEM Avantis Emerging Markets Eq | 0.84% | 19,555 | $1.5M | Add +90.5% |
| SO The Southern Co. | 0.76% | 15,661 | $1.4M | Add +0.3% |
| MBB iShares MBS ETF | 0.72% | 13,431 | $1.3M | Add +1.0% |
| IAGG iShares Intl Aggregate Bond | 0.51% | 18,297 | $915K | Add +2.8% |
| AFL Aflac Inc. | 0.51% | 8,250 | $910K | Add +0.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.45% | 15,277 | $806K | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.42% | 3,122 | $753K | Reduce -5.4% |
| NVDA Nvidia Corp. | 0.28% | 2,687 | $501K | Add +5.4% |
| IVV iShares Core S&P 500 ETF | 0.20% | 533 | $365K | New |
| EMB iShares JP Morgan Usd Emergi | 0.18% | 3,374 | $325K | Add +2.4% |
| GPN Global Payments Inc. | 0.18% | 4,194 | $325K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 5,792 | $319K | No change |
| GLD SPDR Gold Shares | 0.12% | 522 | $207K | New |
Portfolio Sells Q3 2025 → Q4 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -50.0% | 1.16% | −1.24 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.0% | 19.01% | −0.90 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.21 |
| EFV iShares MSCI Eafe Value ETF | Reduce -9.8% | 1.77% | −0.21 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.16 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.6% | 3.27% | −0.13 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 2.24% | −0.12 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -1.3% | 1.14% | −0.09 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -0.6% | 1.11% | −0.08 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.2% | 1.15% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -5.4% | 0.42% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -0.8% | 1.44% | −0.07 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.3% | 3.45% | +0.13 |
Portfolio Buys Q3 2025 → Q4 2025
| DFAS Dimensional US Small Cap ETF | New | 3.59% | +3.59 |
| IVE iShares S&P 500 Value ETF | Add +44.6% | 2.48% | +0.71 |
| AVEM Avantis Emerging Markets Eq | Add +90.5% | 0.84% | +0.39 |
| SPMO Invesco S&P 500 Momentum ETF | Add +48.0% | 1.02% | +0.28 |
| IVV iShares Core S&P 500 ETF | New | 0.20% | +0.20 |
| GLD SPDR Gold Shares | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | Add +5.4% | 0.28% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +2.4% | 0.18% | −0.00 |
| XLG Invesco S&P 500 Top 50 ETF | Add +1.8% | 2.13% | −0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +1.8% | 0.45% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Add +2.8% | 0.51% | −0.03 |
| THRO iShares U.S. Thematic Rotati | Add +1.1% | 1.02% | −0.03 |
| MBB iShares MBS ETF | Add +1.0% | 0.72% | −0.03 |
| AFL Aflac Inc. | Add +0.5% | 0.51% | −0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.3% | 2.43% | −0.04 |
| SO The Southern Co. | Add +0.3% | 0.76% | −0.11 |
| SPSB SS SPDR P St C Corp. ETF | Add +1.5% | 2.46% | −0.12 |
| SCHF Schwab Intl Equity ETF | Add +1.7% | 13.93% | −0.12 |
| SPHY SS SPDR P High Yield ETF | Add +0.9% | 2.37% | −0.15 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.2% | 2.38% | −0.17 |
| SHLD Global X Defense Tech ETF | Add +4.0% | 1.80% | −0.19 |
| BAI Ishrs AI in and Tech Act ETF | Add +3.6% | 4.53% | −0.22 |
| SCHM Schwab US Mid Cap ETF | Add +0.6% | 6.38% | −0.24 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 11.48% | −0.52 |
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 |