Bouchey Financial Group Ltd

CIK

1599054

Location

TROY, NY

Portfolio Value

Mid $1,473,426,498

Diversification

Diversified

Filing Date

Global Rank

#1,976 / 8,793 ▼ 58 · as of Jun 2026

Top Industry

Asset Management 45.3%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

142 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.2%

+0.8 pts

Top 5

48.9%

−5.6 pts

Top 10

71.6%

−9.9 pts

HHI

691

Diversified−133

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.2%	$1,078,779,386	42
Financial Services	13.1%	$192,356,657	19
Technology	9.1%	$133,581,391	26
Consumer Cyclical	2.2%	$32,977,945	6
Industrials	0.6%	$8,909,450	15
Communication Services	0.6%	$8,622,959	5
Healthcare	0.5%	$7,108,784	10
Consumer Defensive	0.3%	$4,258,195	7
Energy	0.2%	$3,029,446	6
Basic Materials	0.1%	$1,620,069	2
Utilities	0.1%	$1,121,227	3
Real Estate	0.1%	$1,060,989	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAAA	First Trust AAA CMBS ETF	+1,040,581	2,928,857	$61,081,312
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+369,891	1,816,806	$90,533,144
VB	Vanguard Morningstar Small-Cap ETF	+368,100	765,972	$224,497,040
EDV	Vanguard World Funds Extended Duration ETF	+95,611	114,640	$13,843,982
MSFT	Microsoft Corp	+68,582	82,867	$30,911,048
TRTX	TPG RE Finance Trust, Inc.	+61,145	126,761	$1,060,989
HODL	VanEck Bitcoin ETF	+26,031	983,628	$16,338,061
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+10,778	895,952	$85,632,436
—		+9,050	11,325	$310,418
NVDA	Nvidia Corp	+3,091	31,545	$6,311,839
—		+2,030	4,060	$228,009
GOOGL	Alphabet Inc.	+1,653	19,116	$6,800,938
AMZN	Amazon Com Inc	+1,423	117,848	$28,087,892
KLAC	Kla Corp	+1,288	1,412	$426,014
INTC	Intel Corp	+1,214	4,992	$697,032
CSCO	Cisco Systems, Inc.	+1,189	12,919	$1,517,465
VCRM	Vanguard Core Tax-Exempt Bond ETF	+1,157	24,709	$1,249,781
MO	Altria Group, Inc.	+1,072	9,411	$677,121
AVGO	Broadcom Inc.	+985	7,216	$2,725,844
KO	Coca Cola Co	+883	4,756	$386,520
BAC	Bank Of America Corp /De/	+808	24,723	$1,408,716
TSLA	Tesla, Inc.	+745	5,240	$2,203,944
HD	Home Depot, Inc.	+549	3,432	$1,210,397
GE	General Electric Co	+475	3,451	$1,289,742
WFC	Wells Fargo & Company/Mn	+445	8,021	$662,855
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−2,194,130	4,278,375	$118,845,276
DCOR	Dimensional US Core Equity 1 ETF	−762,889	1,407,253	$59,093,696
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−589,432	245,150	$28,340,718
AFGR	First Trust Active Factor Large Cap Growth ETF	−362,732	1,076,652	$40,278,753
AFK	VanEck Africa Index ETF	−139,327	82,577	$54,161,428
IVZ	Invesco Ltd.	−25,448	588,006	$178,148,177
BIV	Vanguard Intermediate-Term Bond ETF	−6,155	115,809	$8,005,520
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−5,141	51,256	$9,663,404
AAAD	PGIM AAA CLO Aggregate Duration ETF	−4,026	10,882	$539,203
AAPL	Apple Inc.	−3,439	257,515	$74,514,540
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−2,691	39,677	$1,572,472
ABI	VictoryShares Pioneer Asset-Based Income ETF	−2,546	486,811	$33,691,266
T	At&T Inc.	−2,036	10,349	$214,224
VZ	Verizon Communications Inc	−1,571	11,947	$505,835
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−1,000	11,000	$1,673,980
HON	Honeywell International Inc	−934	1,023	$229,049
—		−908	3,752	$217,165
QQQ	Invesco Qqq Trust, Series 1	−891	147,528	$108,639,619
STT	State Street Corp	−704	8,233	$441,371
CAT	Caterpillar Inc	−571	727	$774,182
PG	PROCTER & GAMBLE Co	−569	3,364	$493,296
ABBV	AbbVie Inc.	−363	4,326	$1,088,594
PEP	Pepsico Inc	−259	2,363	$319,950
CVX	Chevron Corp	−152	2,558	$424,014
WMT	Walmart Inc.	−131	4,531	$513,181
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BILZ	PIMCO Ultra Short Government Active ETF	545,883	$50,335,871
AIPO	Defiance AI & Power Infrastructure ETF	1,241,131	$41,466,186
MRVL	Marvell Technology, Inc.	2,239	$666,975
STX	Seagate Technology Holdings plc	391	$377,315
TXN	Texas Instruments Inc	1,156	$344,568
CRWD	CrowdStrike Holdings, Inc.	439	$335,018
SNDK	Sandisk Corp	130	$295,584
QCOM	Qualcomm Inc/De	1,450	$267,945
NXPI	NXP Semiconductors N.V.	950	$266,978
BKAG	BNY Mellon Core Bond ETF	5,898	$247,421
MMM	3M Co	1,497	$242,379
TRV	Travelers Companies, Inc.	708	$233,724
ORCL	Oracle Corp	1,562	$228,911
TRST	Trustco Bank Corp N Y	4,126	$226,558
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	1,412	$225,355
HONA	Honeywell Aerospace Inc.	1,017	$224,838
AXON	Axon Enterprise, Inc.	383	$214,713
BKNG	Booking Holdings Inc.	1,196	$213,175
ROK	Rockwell Automation, Inc	425	$210,409
TMO	Thermo Fisher Scientific Inc.	409	$205,056
BNY	Bank of New York Mellon Corp	1,415	$204,623
ADI	Analog Devices Inc	515	$204,542
APP	AppLovin Corp	395	$203,515
ED	Consolidated Edison Inc	1,812	$200,461
RDW	Redwire Corp	11,541	$141,146
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
FAST	Fastenal Co	7,730	$358,672
NOC	Northrop Grumman Corp /De/	369	$251,746
COP	Conocophillips	1,752	$231,264
NFLX	Netflix Inc	2,387	$229,510
PLUG	Plug Power Inc	12,551	$28,365
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

142 tracked positions · $1,473,426,498 total · filing declares 191 positions · $1,547,850,250 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 142 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	765,972	+368,100	$224,497,040	+35.8%	15.24%
IVZ	Invesco Ltd. Financial Services	Reduced	588,006	-25,448	$178,148,177	+22.2%	12.09%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	4,278,375	-2,194,130	$118,845,276	−31.2%	8.07%
QQQ	Invesco Qqq Trust, Series 1	Reduced	147,528	-891	$108,639,619	+26.8%	7.37%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	1,816,806	+369,891	$90,533,144	+23.7%	6.14%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	895,952	+10,778	$85,632,436	+10.2%	5.81%
AAPL	Apple Inc. Technology	Reduced	257,515	-3,439	$74,514,540	+12.5%	5.06%
CAAA	First Trust AAA CMBS ETF	Added	2,928,857	+1,040,581	$61,081,312	+54.3%	4.15%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	1,407,253	-762,889	$59,093,696	−26.2%	4.01%
AFK	VanEck Africa Index ETF	Reduced	82,577	-139,327	$54,161,428	+8.3%	3.68%
BILZ	PIMCO Ultra Short Government Active ETF	NEW	545,883	NEW	$50,335,871	NEW	3.42%
AIPO	Defiance AI & Power Infrastructure ETF	NEW	1,241,131	NEW	$41,466,186	NEW	2.81%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	1,076,652	-362,732	$40,278,753	−26.7%	2.73%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	486,811	-2,546	$33,691,266	+37.9%	2.29%
MSFT	Microsoft Corp Technology	Added	82,867	+68,582	$30,911,048	+484.6%	2.10%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	245,150	-589,432	$28,340,718	—	1.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	117,848	+1,423	$28,087,892	+15.8%	1.91%
SPY	Spdr S&P 500 ETF Trust	Reduced	23,671	-128	$17,676,792	+14.2%	1.20%
HODL	VanEck Bitcoin ETF	Added	983,628	+26,031	$16,338,061	−11.0%	1.11%
EDV	Vanguard World Funds Extended Duration ETF	Added	114,640	+95,611	$13,843,982	+598.8%	0.94%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	51,256	-5,141	$9,663,404	+27.2%	0.66%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	115,809	-6,155	$8,005,520	−5.3%	0.54%
GOOGL	Alphabet Inc. Communication Services	Added	19,116	+1,653	$6,800,938	+35.6%	0.46%
NVDA	Nvidia Corp Technology	Added	31,545	+3,091	$6,311,839	+27.2%	0.43%
MU	Micron Technology Inc Technology	Added	5,127	+240	$5,918,044	+258.4%	0.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	9,014	+426	$4,510,515	+9.6%	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,495	+172	$2,780,668	+13.6%	0.19%
VIGI	Vanguard International Dividend Appreciation ETF	Held	17,542	0	$2,772,162	+6.7%	0.19%
AVGO	Broadcom Inc. Technology	Added	7,216	+985	$2,725,844	+41.3%	0.19%
AMD	Advanced Micro Devices Inc Technology	Added	4,386	+238	$2,547,871	+201.9%	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,240	+745	$2,203,944	+31.9%	0.15%
UNP	Union Pacific Corp Industrials	Added	8,030	+303	$2,184,160	+16.5%	0.15%
JNJ	Johnson & Johnson Healthcare	Reduced	7,596	-70	$1,929,156	+2.9%	0.13%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	11,000	-1,000	$1,673,980	−4.4%	0.11%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	39,677	-2,691	$1,572,472	−6.9%	0.11%
CSCO	Cisco Systems, Inc. Technology	Added	12,919	+1,189	$1,517,465	+66.7%	0.10%
LLY	ELI LILLY & Co Healthcare	Added	1,183	+18	$1,418,925	+32.4%	0.10%
BAC	Bank Of America Corp /De/ Financial Services	Added	24,723	+808	$1,408,716	+20.8%	0.10%
PM	Philip Morris International Inc. Consumer Defensive	Added	7,746	+264	$1,401,328	+13.3%	0.10%
NUE	Nucor Corp Basic Materials	Added	6,191	+33	$1,379,045	+32.4%	0.09%
VIG	Vanguard Dividend Appreciation ETF	Added	11,945	+1	$1,364,944	+9.1%	0.09%
GE	General Electric Co Industrials	Added	3,451	+475	$1,289,742	+52.7%	0.09%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	24,709	+1,157	$1,249,781	+6.4%	0.08%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,432	+549	$1,210,397	+27.7%	0.08%
ABBV	AbbVie Inc. Healthcare	Reduced	4,326	-363	$1,088,594	+6.7%	0.07%
TRTX	TPG RE Finance Trust, Inc. Real Estate	Added	126,761	+61,145	$1,060,989	+107.0%	0.07%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,779	+103	$1,021,501	−10.6%	0.07%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	13,696	0	$1,015,479	+11.2%	0.07%
AAAA	Amplius Aggressive Asset Allocation ETF	Held	17,822	0	$1,014,428	+16.3%	0.07%
GEV	GE Vernova Inc. Industrials	Added	841	+78	$988,057	+48.4%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.