StockDriftsStockDriftsTop 38 Bush Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 19.01% | 101.3K | $34.0M | -1.04%(-1.06K) | $231.14(+49.36%) | 2025-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 13.93% | 1.04M | $24.9M | +1.69%(+17.19K) | $18.57(+42.67%) | 2025-12-31 | |
| IWY | ISHARES TR | 11.48% | 74.1K | $20.5M | +0.07%(+50) | $165.40(+65.64%) | 2025-12-31 | |
| SCHM | SCHWAB STRATEGIC TR | 6.38% | 379.3K | $11.4M | +0.60%(+2.27K) | $24.14(+36.71%) | 2025-12-31 | |
| BAI | BLACKROCK ETF TRUST | 4.53% | 243.3K | $8.1M | +3.59%(+8.42K) | $29.46(+34.34%) | 2025-12-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.59% | 92.1K | $6.4M | new | $69.06(+8.96%) | 2025-12-31 | |
| GLDM | WORLD GOLD TR | 3.45% | 72.2K | $6.2M | -1.33%(-972) | $59.32(+60.00%) | 2025-12-31 | |
| SPYM | SPDR SERIES TRUST | 3.27% | 72.8K | $5.8M | -0.55%(-403) | $53.85(+52.99%) | 2025-12-31 | |
| IVE | ISHARES TR | 2.48% | 20.9K | $4.4M | +44.58%(+6.45K) | $186.14(+17.12%) | 2025-12-31 | |
| SPSB | SPDR SERIES TRUST | 2.46% | 145.5K | $4.4M | +1.46%(+2.09K) | $30.00(+0.32%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.23% |
Bush Investment Group, Llc reports $178.72M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are VTI (19.0%), SCHF (13.9%) and IWY (11.5%). The top 20 holdings account for 89.45% of reported assets. Its disclosed equity book has returned +36.00% cumulatively over 8 quarters. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bush Investment Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966640). View Bush Investment Group, Llc’s 13F filings on SEC