BUSH INVESTMENT GROUP, LLC — 13F Holdings & Portfolio
CIK 1966640 · latest 13F-HR filed 2026-08-03
BUSH INVESTMENT GROUP, LLC manages $183.0M in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (18.61%), SCHF (14.34%), IWY (10.69%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 4, added to 13, and trimmed 7.
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.
SUITE B
VALDOSTA, GA 31602
$183.0M
Long-equity book
38
Distinct positions
2026-03-31
Filed 2026-08-03
+4 / −4 / ↑13 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GLOBAL X FDS$2.7M +82.9%
- SCHWAB STRATEGIC TR$1.4M +5.4%
- SPDR SERIES TRUST$1.0M +17.7%
- VANGUARD CHARLOTTE FDS$654.4K +15.4%
- SCHWAB STRATEGIC TR$589.1K +5.2%
Top Trims
- WORLD GOLD TR-$3.5M -56.0%
- ISHARES INC-$2.1M -82.3%
- ISHARES TR-$1.2M -39.3%
- BLACKROCK ETF TRUST II-$119.0K -14.8%
- APPLE INC-$105.6K -6.6%
New Positions
- BLACKROCK ETF TRUST$2.8M
- ISHARES TR$2.6M
- BLACKROCK ETF TRUST$1.4M
- ISHARES TR$1.3M
Exited Positions
- INVESCO EXCHANGE TRADED FD T$3.8M
- ISHARES TR$324.8K
- BANK AMERICA CORP$318.6K
- SPDR GOLD TR$206.9K
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 | VANGUARD INDEX FDS | VTI | 922908769 | $34.1M | 18.61% | 106,153 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $26.2M | 14.34% | 1,060,554 | SH |
| 3 | ISHARES TR | IWY | 464289438 | $19.6M | 10.69% | 78,615 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $12.0M | 6.55% | 387,417 | SH |
| 5 | BLACKROCK ETF TRUST | BAI | 09290C780 | $8.5M | 4.64% | 257,512 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $6.9M | 3.77% | 96,904 | SH |
| 7 | SPDR SERIES TRUST | SPYM | 78464A854 | $6.9M | 3.76% | 89,864 | SH |
| 8 | GLOBAL X FDS | SHLD | 37960A529 | $5.9M | 3.21% | 82,997 | SH |
| 9 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $4.9M | 2.69% | 102,293 | SH |
| 10 | ISHARES TR | IVE | 464287408 | $4.6M | 2.53% | 21,946 | SH |
| 11 | SPDR SERIES TRUST | SPSB | 78464A474 | $4.6M | 2.52% | 153,188 | SH |
| 12 | SPDR SERIES TRUST | SPHY | 78468R606 | $4.4M | 2.42% | 189,715 | SH |
| 13 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $4.2M | 2.30% | 72,234 | SH |
| 14 | ISHARES TR | IVW | 464287309 | $3.9M | 2.13% | 34,463 | SH |
| 15 | BLACKROCK ETF TRUST | CORO | 09290C764 | $2.8M | 1.51% | 85,978 | SH |
| 16 | WORLD GOLD TR | GLDM | 98149E303 | $2.7M | 1.48% | 29,239 | SH |
| 17 | ISHARES TR | ACWX | 464288240 | $2.6M | 1.40% | 37,537 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $2.2M | 1.20% | 94,263 | SH |
| 19 | ISHARES TR | IUSB | 46434V613 | $2.2M | 1.19% | 47,230 | SH |
| 20 | BONDBLOXX ETF TRUST | XTEN | 09789C812 | $2.1M | 1.14% | 45,483 | SH |
| 21 | ISHARES TR | QUAL | 46432F339 | $2.1M | 1.12% | 10,705 | SH |
| 22 | ISHARES TR | EFV | 464288877 | $1.9M | 1.05% | 25,903 | SH |
| 23 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $1.9M | 1.01% | 16,559 | SH |
| 24 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $1.9M | 1.01% | 22,986 | SH |
| 25 | BLACKROCK ETF TRUST | THRO | 09290C806 | $1.8M | 1.00% | 50,761 | SH |
| 26 | SOUTHERN CO | SO | 842587107 | $1.5M | 0.82% | 15,612 | SH |
| 27 | APPLE INC | AAPL | 037833100 | $1.5M | 0.81% | 5,846 | SH |
| 28 | ISHARES TR | MBB | 464288588 | $1.4M | 0.77% | 14,761 | SH |
| 29 | BLACKROCK ETF TRUST | BLCR | 09290C855 | $1.4M | 0.76% | 33,944 | SH |
| 30 | ISHARES TR | GOVT | 46429B267 | $1.3M | 0.72% | 57,748 | SH |
| 31 | ISHARES TR | IAGG | 46435G672 | $1.0M | 0.55% | 20,192 | SH |
| 32 | AFLAC INC | AFL | 001055102 | $910.0K | 0.50% | 8,295 | SH |
| 33 | LOWES COS INC | LOW | 548661107 | $737.7K | 0.40% | 3,122 | SH |
| 34 | BLACKROCK ETF TRUST II | BINC | 092528603 | $687.2K | 0.38% | 13,233 | SH |
| 35 | ISHARES TR | IVV | 464287200 | $660.4K | 0.36% | 1,011 | SH |
| 36 | NVIDIA CORPORATION | NVDA | 67066G104 | $468.7K | 0.26% | 2,687 | SH |
| 37 | ISHARES INC | IEMG | 46434G103 | $454.8K | 0.25% | 6,520 | SH |
| 38 | GLOBAL PMTS INC | GPN | 37940X102 | $282.3K | 0.15% | 4,194 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-08-03 | $183.0M | 38 | 0001966640-26-000003 |
| 2025-12-31 | 2026-03-05 | $178.7M | 38 | 0001966640-26-000002 |
| 2025-09-30 | 2025-12-18 | $168.8M | 37 | 0001966640-25-000006 |