StockDrifts LogoStockDrifts

Bouchey Financial Group 13F Portfolio

Portfolio Manager
Bouchey Financial Group, Ltd.
Performance
+14.38% (2026 Q2)
AUM (13F)
$1.55B
# of Holdings
191
Performance Rank
Allocation (Top 20)
82.23%
Latest filing
Q2 2026

Bouchey Financial Group, Ltd. Holdings Map

Top 50 Bouchey Financial Group, Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQM
INVESCO EXCH TRADED FD TR II
11.51%588.0K$178.1M
-4.15%(-25.45K)
2025-Q2: 0 shares2025-Q3: 857 shares2025-Q4: 588.0K shares2026-Q1: 613.5K shares2026-Q2: 588.0K shares
$249.80(+20.67%)
2026-06-30
VOO
VANGUARD INDEX FDS
11.24%253.3K$174.0M
+3.49%(+8.55K)
2025-Q2: 8.7K shares2025-Q3: 8.8K shares2025-Q4: 242.8K shares2026-Q1: 244.8K shares2026-Q2: 253.3K shares
$616.23(+15.65%)
2026-06-30
QQQ
INVESCO QQQ TR
7.02%147.5K$108.7M
-0.60%(-891)
2025-Q2: 380.0K shares2025-Q3: 378.7K shares2025-Q4: 157.0K shares2026-Q1: 148.4K shares2026-Q2: 147.5K shares
$120.30(+508.91%)
2026-06-30
DGRW
WISDOMTREE TR
5.47%885.3K$84.7M
+1.23%(+10.78K)
2025-Q2: 866.4K shares2025-Q3: 865.5K shares2025-Q4: 872.6K shares2026-Q1: 874.5K shares2026-Q2: 885.3K shares
$62.03(+60.59%)
2026-06-30
AAPL
APPLE INC
4.81%257.5K$74.5M
-1.32%(-3.44K)
2025-Q2: 296.2K shares2025-Q3: 295.8K shares2025-Q4: 260.7K shares2026-Q1: 261.0K shares2026-Q2: 257.5K shares
$121.14(+152.08%)
2026-06-30
SCHB
SCHWAB STRATEGIC TR
4.54%2.42M$70.2M
-1.12%(-27.35K)
2025-Q2: 8.28M shares2025-Q3: 8.32M shares2025-Q4: 2.55M shares2026-Q1: 2.45M shares2026-Q2: 2.42M shares
$13.30(+125.70%)
2026-06-30
FTCB
FIRST TR EXCHANGE-TRADED FD
3.95%2.93M$61.1M
+55.11%(+1.04M)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.89M shares2026-Q2: 2.93M shares
$21.01(-1.80%)
2026-06-30
JCPB
J P MORGAN EXCHANGE TRADED F
3.82%1.26M$59.2M
+38.15%(+348.27K)
2025-Q2: 731.5K shares2025-Q3: 768.1K shares2025-Q4: 878.6K shares2026-Q1: 912.8K shares2026-Q2: 1.26M shares
$47.03(-1.74%)
2026-06-30
DUHP
DIMENSIONAL ETF TRUST
3.76%1.39M$58.2M
-35.52%(-767.64K)
2025-Q2: 2.10M shares2025-Q3: 2.12M shares2025-Q4: 2.14M shares2026-Q1: 2.16M shares2026-Q2: 1.39M shares
$32.80(+29.80%)
2026-06-30
SMH
VANECK ETF TRUST
3.5%82.6K$54.2M
+0.92%(+754)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.8K shares2026-Q1: 81.8K shares2026-Q2: 82.6K shares
$348.30(+68.77%)
2026-06-30

About Bouchey Financial Group, Ltd.โ€™s portfolio

Bouchey Financial Group, Ltd. reports $1.55B in US-listed equity holdings across 191 positions in its most recent 13F filing. Its largest disclosed positions are QQQM (11.5%), VOO (11.2%) and QQQ (7.0%). The top 20 holdings account for 82.23% of reported assets. Its disclosed equity book has returned +53.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
QQQM โ€” 12.3% ($178.15M)VOO โ€” 12.0% ($173.98M)QQQ โ€” 7.5% ($108.66M)DGRW โ€” 5.9% ($84.65M)AAPL โ€” 5.2% ($74.51M)SCHB โ€” 4.9% ($70.21M)FTCB โ€” 4.2% ($61.08M)JCPB โ€” 4.1% ($59.20M)DUHP โ€” 4.0% ($58.16M)SMH โ€” 3.7% ($54.16M)Other โ€” 36.1% ($521.84M)
64%in top 10
  • QQQM12.3%
  • VOO12.0%
  • QQQ7.5%
  • DGRW5.9%
  • AAPL5.2%
  • SCHB4.9%
  • FTCB4.2%
  • JCPB4.1%
  • DUHP4.0%
  • SMH3.7%
  • Other36.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
4
BONDPIMCO ETF TR3.3%
AIPOTIDAL TRUST II2.7%
PVALPUTNAM ETF TRUST2.5%
BUFRFIRST TR EXCHNG TRADED FD VI2.2%
Added to
25
MSFTMICROSOFT CORP+480.1%
FTCBFIRST TR EXCHANGE-TRADED FD+55.1%
JCPBJ P MORGAN EXCHANGE TRADED F+38.2%
VOOVANGUARD INDEX FDS+3.5%
+21 more
Trimmed
20
SCHDSCHWAB STRATEGIC TR-78.1%
AGGISHARES TR-76.3%
DUHPDIMENSIONAL ETF TRUST-35.5%
QQQMINVESCO EXCH TRADED FD TR II-4.1%
+16 more

Unlock alerts, watchlists & AI chat

Sign up free to track Bouchey Financial Group, Ltd., compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Bouchey Financial Group, Ltd.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599054). View Bouchey Financial Group, Ltd.โ€™s 13F filings on SEC

More 13F analyses

View all