BUSH INVESTMENT GROUP, LLC

Registered adviser

CIK

1966640

Location

VALDOSTA, GA

Portfolio Value

Small $182,569,185

Diversification

Diversified

Filing Date

Global Rank

#6,402 / 8,827 ▲ 166 · as of Mar 2026

Top Industry

Asset Management 25.6%

Period ended 7 months ago

Filed Aug 3, 2026 · 3mo

10 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 304262

Roster of Nov 1, 2026

Regulatory AUM

$258,367,857

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$258,367,857	Individuals and high net worth (96%)
Apr 2025 to Feb 2026	$213,112,663	Individuals and high net worth (96%)
Apr 2024 to Mar 2025	$180,305,473	Individuals and high net worth (96%)
May 2023 to Mar 2024	$157,363,210	Individuals and high net worth (94%)
Apr 2023	$157,363,210	Individuals and high net worth (94%)
Apr 2022 to Mar 2023	$163,212,435	Individuals and high net worth (94%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 93.5% of the book (60%+)

Turnover

Low turnover

22.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 8.1 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 91.0%; sector active share 82.9% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

View clone backtest

Portfolio Concentration

38 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.1%

+0.4 pts

Top 5

73.6%

+2.1 pts

Top 10

93.5%

+2.2 pts

HHI

1,314

Diversified+43

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.0%	$175,323,652	31
Financial Services	1.5%	$2,766,473	2
Technology	1.1%	$1,952,268	2
Utilities	0.8%	$1,506,870	1
Consumer Cyclical	0.4%	$737,666	1
Industrials	0.2%	$282,256	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SHLD	Global X Defense Tech ETF	+33,377	82,997	$5,879,507
SCHF	Schwab International Equity ETF	+25,009	1,060,554	$26,248,711
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+17,045	89,864	$6,878,190
BAI	BlackRock ETF Trust	+14,183	257,512	$8,485,020
BNDX	Vanguard Total International Bond ETF	+14,114	102,293	$4,915,178
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+10,598	189,715	$4,424,153
SCHM	Schwab U.S. Mid-Cap ETF	+8,125	387,417	$11,994,430
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+7,729	153,188	$4,606,363
SCHZ	Schwab U.S. Aggregate Bond ETF	+7,454	94,263	$2,188,786
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+4,803	106,153	$34,054,943
DFAS	Dimensional U.S. Small Cap ETF	+4,774	96,904	$6,892,781
—		+4,503	78,615	$19,562,556
AVEM	Avantis Emerging Markets Equity ETF	+3,431	22,986	$1,852,211
THRO		+3,265	50,761	$1,838,563
IUSB	iShares Core Universal USD Bond ETF	+3,190	47,230	$2,181,553
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	+2,487	45,483	$2,085,850
IVW	iShares S&P 500 Growth ETF	+1,929	34,463	$3,898,109
IAGG	iShares Core International Aggregate Bond ETF	+1,895	20,192	$1,010,407
MBB	iShares MBS ETF	+1,330	14,761	$1,401,556
SPMO	Invesco Ltd.	+1,280	16,559	$1,856,429
IVE	iShares S&P 500 Value ETF	+1,027	21,946	$4,633,897
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+955	72,234	$4,202,574
IVV	iShares Core S&P 500 ETF	+478	1,011	$660,395
QUAL	iShares MSCI USA Quality Factor ETF	+310	10,705	$2,053,326
AFL	Aflac Inc	+45	8,295	$910,044
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−42,971	29,239	$2,710,162
IEMG	iShares Trust	−31,668	6,520	$0
EFV	iShares MSCI EAFE Value ETF	−18,519	25,903	$1,925,888
BINC		−2,044	13,233	$687,189
SO	Southern Co	−49	15,612	$1,506,870
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CORO		85,978	$2,764,450
ACWX	iShares MSCI ACWI ex U.S. ETF	37,537	$2,570,158
BLCR		33,944	$1,393,740
GOVT	iShares U.S. Treasury Bond ETF	57,748	$1,323,006
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
XLG	Victory Portfolios II	64,332	$3,813,600
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	3,374	$324,848
BAC	Bank Of America Corp	5,792	$318,560
GLD	Spdr Gold Trust	522	$206,873
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $182,569,185 total · filing declares 38 positions · $183,024,068 · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	106,153	+4,803	$34,054,943	+0.2%	10	before history	18.65%
SCHF	Schwab International Equity ETF	Added	1,060,554	+25,009	$26,248,711	+5.4%	10	before history	14.38%
		Added	78,615	+4,503	$19,562,556	−4.7%	10	before history	10.72%
SCHM	Schwab U.S. Mid-Cap ETF	Added	387,417	+8,125	$11,994,430	+5.2%	10	before history	6.57%
BAI	BlackRock ETF Trust	Added	257,512	+14,183	$8,485,020	+4.7%	4	$29.44	4.65%
DFAS	Dimensional U.S. Small Cap ETF	Added	96,904	+4,774	$6,892,781	+7.4%	2	$69.16	3.78%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	89,864	+17,045	$6,878,190	+17.7%	10	before history	3.77%
SHLD	Global X Defense Tech ETF	Added	82,997	+33,377	$5,879,507	+82.9%	3	unpriced	3.22%
BNDX	Vanguard Total International Bond ETF	Added	102,293	+14,114	$4,915,178	+15.4%	4	$49.12	2.69%
IVE	iShares S&P 500 Value ETF	Added	21,946	+1,027	$4,633,897	+4.5%	10	before history	2.54%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	153,188	+7,729	$4,606,363	+4.9%	5	$29.98	2.52%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Added	189,715	+10,598	$4,424,153	+4.4%	8	$23.25	2.42%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	72,234	+955	$4,202,574	−3.0%	10	before history	2.30%
IVW	iShares S&P 500 Growth ETF	Added	34,463	+1,929	$3,898,109	−2.8%	9	unpriced	2.14%
CORO		NEW	85,978	NEW	$2,764,450	NEW	1	$32.94	1.51%
GLDM	World Gold Trust	Reduced	29,239	-42,971	$2,710,162	−56.0%	6	$58.79	1.48%
ACWX	iShares MSCI ACWI ex U.S. ETF	NEW	37,537	NEW	$2,570,158	NEW	1	unpriced	1.41%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	94,263	+7,454	$2,188,786	+7.9%	10	before history	1.20%
IUSB	iShares Core Universal USD Bond ETF	Added	47,230	+3,190	$2,181,553	+6.4%	10	before history	1.19%
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	Added	45,483	+2,487	$2,085,850	+5.0%	5	$45.64	1.14%
QUAL	iShares MSCI USA Quality Factor ETF	Added	10,705	+310	$2,053,326	−0.5%	10	before history	1.12%
EFV	iShares MSCI EAFE Value ETF	Reduced	25,903	-18,519	$1,925,888	−39.3%	10	before history	1.05%
SPMO	Invesco Ltd. Financial Services	Added	16,559	+1,280	$1,856,429	+1.8%	6	$104.57	1.02%
AVEM	Avantis Emerging Markets Equity ETF	Added	22,986	+3,431	$1,852,211	+23.0%	3	$75.24	1.01%
THRO		Added	50,761	+3,265	$1,838,563	+0.4%	4	$33.47	1.01%
SO	Southern Co Utilities	Reduced	15,612	-49	$1,506,870	+10.3%	10	before history	0.83%
AAPL	Apple Inc. Technology	Held	5,846	0	$1,483,656	−6.6%	9	$181.91	0.81%
MBB	iShares MBS ETF	Added	14,761	+1,330	$1,401,556	+9.6%	10	before history	0.77%
BLCR		NEW	33,944	NEW	$1,393,740	NEW	1	$42.84	0.76%
GOVT	iShares U.S. Treasury Bond ETF	NEW	57,748	NEW	$1,323,006	NEW	1	unpriced	0.72%
IAGG	iShares Core International Aggregate Bond ETF	Added	20,192	+1,895	$1,010,407	+10.4%	4	unpriced	0.55%
AFL	Aflac Inc Financial Services	Added	8,295	+45	$910,044	+0.0%	10	before history	0.50%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,122	0	$737,666	−2.0%	10	before history	0.40%
BINC		Reduced	13,233	-2,044	$687,189	−14.8%	10	before history	0.38%
IVV	iShares Core S&P 500 ETF	Added	1,011	+478	$660,395	+80.9%	2	unpriced	0.36%
NVDA	Nvidia Corp Technology	Held	2,687	0	$468,612	−6.5%	8	unpriced	0.26%
GPN	Global Payments Inc Industrials	Held	4,194	0	$282,256	−13.0%	8	$110.19	0.15%
IEMG	iShares Trust	Reduced	6,520	-31,668	$0	—	10	before history	0.00%

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.