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Bouchey Financial Group, Ltd. — 13F Holdings & Portfolio

CIK 1599054 · latest 13F-HR filed 2026-07-27

Backtest portfolio

Bouchey Financial Group, Ltd. manages $1.55B in 13F-reported U.S. long-equity assets across 191 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQM (11.51%), VOO (11.24%), QQQ (7.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 13, added to 101, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1819 5TH AVE
TROY, NY 12180
Phone
(518) 859-3331
Filing Manager
Bouchey Financial Group, Ltd.
TROY, NY
Signatory
David Clarke
Chief Compliance Officer
Loading holdings…
AUM

$1.55B

Long-equity book

Holdings

191

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+31 / −13 / ↑101 / ↓33

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICROSOFT CORP$25.6M +480.0%
  • INVESCO EXCH TRADED FD TR II$24.0M +15.6%
  • FIRST TR EXCHANGE-TRADED FD$21.3M +53.6%
  • VANGUARD INDEX FDS$21.0M +13.7%
  • VANECK ETF TRUST$19.0M +53.8%
Show all 101 →

Top Trims

  • ISHARES TR-$58.7M -76.5%
  • SCHWAB STRATEGIC TR-$56.6M -77.6%
  • FIRST TR EXCHNG TRADED FD VI-$28.7M -98.3%
  • DIMENSIONAL ETF TRUST-$24.2M -29.4%
  • FIRST TR EXCHNG TRADED FD VI-$16.7M -93.6%
Show all 33 →

New Positions

  • PIMCO ETF TR$50.3M
  • TIDAL TRUST II$41.5M
  • PUTNAM ETF TRUST$39.4M
  • ROUNDHILL ETF TRUST$34.6M
  • FIRST TR EXCHNG TRADED FD VI$34.0M
Show all 31 →

Exited Positions

  • VANECK ETF TRUST$19.1M
  • FIRST TR EXCHNG TRADED FD VI$1.5M
  • FIRST TR EXCHNG TRADED FD VI$656.3K
  • FIRST TR EXCHNG TRADED FD VI$478.9K
  • HONEYWELL INTL INC$462.0K
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $178.1M 11.51% 588,006 SH
2 VANGUARD INDEX FDS VOO 922908363 $174.0M 11.24% 253,312 SH
3 INVESCO QQQ TR QQQ 46090E103 $108.7M 7.02% 147,528 SH
4 WISDOMTREE TR DGRW 97717X669 $84.7M 5.47% 885,297 SH
5 APPLE INC AAPL 037833100 $74.5M 4.81% 257,515 SH
6 SCHWAB STRATEGIC TR SCHB 808524102 $70.2M 4.54% 2,424,447 SH
7 FIRST TR EXCHANGE-TRADED FD FTCB 33738D788 $61.1M 3.95% 2,928,857 SH
8 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $59.2M 3.82% 1,261,080 SH
9 DIMENSIONAL ETF TRUST DUHP 25434V831 $58.2M 3.76% 1,393,666 SH
10 VANECK ETF TRUST SMH 92189F676 $54.2M 3.50% 82,577 SH
11 PIMCO ETF TR BOND 72201R775 $50.3M 3.25% 545,883 SH
12 TIDAL TRUST II AIPO 88636R479 $41.5M 2.68% 1,241,131 SH
13 PUTNAM ETF TRUST PVAL 746729300 $39.4M 2.54% 772,527 SH
14 VANGUARD INDEX FDS VO 922908629 $38.2M 2.47% 473,770 SH
15 ROUNDHILL ETF TRUST DRAM 77926X320 $34.6M 2.24% 468,719 SH
16 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $34.0M 2.20% 931,941 SH
17 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $31.1M 2.01% 551,039 SH
18 MICROSOFT CORP MSFT 594918104 $30.9M 2.00% 82,867 SH
19 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $30.4M 1.96% 471,353 SH
20 AMAZON COM INC AMZN 023135106 $28.1M 1.81% 117,848 SH
21 SCHWAB STRATEGIC TR SCHI 808524698 $26.1M 1.69% 1,153,981 SH
22 ISHARES TR AGG 464287226 $18.1M 1.17% 182,758 SH
23 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $17.7M 1.14% 23,671 SH
24 VANECK BITCOIN ETF HODL 92189K105 $16.3M 1.06% 983,628 SH
25 SCHWAB STRATEGIC TR SCHD 808524797 $16.3M 1.05% 514,953 SH
26 VANGUARD WORLD FD VGT 92204A702 $12.7M 0.82% 106,026 SH
27 VANGUARD INDEX FDS VTI 922908769 $10.9M 0.70% 29,334 SH
28 SELECT SECTOR SPDR TR XLK 81369Y803 $9.2M 0.59% 48,058 SH
29 VANGUARD BD INDEX FDS BND 921937835 $7.0M 0.45% 94,818 SH
30 NVIDIA CORPORATION NVDA 67066G104 $6.3M 0.41% 31,545 SH
31 MICRON TECHNOLOGY INC MU 595112103 $5.9M 0.38% 5,127 SH
32 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.5M 0.29% 9,014 SH
33 FIRST TR EXCHNG TRADED FD VI GMAR 33740F482 $4.3M 0.28% 97,140 SH
34 ALPHABET INC GOOGL 02079K305 $4.1M 0.27% 11,555 SH
35 ISHARES TR IWM 464287655 $3.8M 0.25% 12,624 SH
36 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $3.3M 0.21% 15,458 SH
37 JPMORGAN CHASE & CO JPM 46625H100 $2.8M 0.18% 8,495 SH
38 VANGUARD WHITEHALL FDS VYM 921946406 $2.8M 0.18% 17,542 SH
39 BROADCOM INC AVGO 11135F101 $2.7M 0.18% 7,216 SH
40 ALPHABET INC GOOG 02079K107 $2.7M 0.17% 7,561 SH
41 ADVANCED MICRO DEVICES INC AMD 007903107 $2.5M 0.16% 4,386 SH
42 SCHWAB STRATEGIC TR SCHX 808524201 $2.2M 0.15% 76,337 SH
43 TESLA INC TSLA 88160R101 $2.2M 0.14% 5,240 SH
44 UNION PAC CORP UNP 907818108 $2.2M 0.14% 8,030 SH
45 SCHWAB STRATEGIC TR SCHA 808524607 $2.0M 0.13% 55,387 SH
46 JOHNSON & JOHNSON JNJ 478160104 $1.9M 0.12% 7,596 SH
47 SPDR SERIES TRUST SDY 78464A763 $1.7M 0.11% 11,000 SH
48 CISCO SYS INC CSCO 17275R102 $1.5M 0.10% 12,919 SH
49 ELI LILLY & CO LLY 532457108 $1.4M 0.09% 1,183 SH
50 BANK OF AMER CORP BAC 060505104 $1.4M 0.09% 24,723 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $1.55B 191 0001951757-26-001070
2026-03-31 2026-04-13 $1.36B 173 0001951757-26-000587
2025-12-31 2026-01-16 $1.33B 163 0001951757-26-000213