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Bouchey Financial Group Ltd
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,594,442,062
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF · 46138G649 · shares: $195,602,493
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $180,116,526
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $108,576,435
- WISDOMTREE TR · US QTLY DIV GRT · 97717X669 · shares: $86,489,323
- APPLE INC · COM · 037833100 · shares: $86,142,145
- SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $70,357,415
- FIRST TR EXCHANGE-TRADED FD · CORE INVESTMENT · 33738D788 · shares: $60,756,056
- J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF · 46641Q670 · shares: $59,787,173
- DFA INVT DIMENSIONS GROUP IN · U.S. HIGH RELATI · 25239Y196 · shares: $59,712,791
- PIMCO ETF TR · ACTIVE BD ETF · 72201R775 · shares: $52,751,933
Reported holdings
207 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 65339F101 | — | 7,442 shares | $563,658 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 2,114 shares | $558,540 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 11,267 shares | $558,327 |
| WALMART INC | COM | 931142103 | — | 5,284 shares | $549,072 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,924 shares | $546,935 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 4,116 shares | $530,676 |
| RTX CORPORATION | COM | 75513E101 | — | 2,829 shares | $525,282 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 4,075 shares | $510,379 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,901 shares | $503,290 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 2,663 shares | $500,858 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 757 shares | $498,371 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,343 shares | $493,075 |
| COCA COLA CO | COM | 191216100 | — | 5,597 shares | $483,815 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,042 shares | $475,751 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 1,842 shares | $456,688 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 4,245 shares | $452,984 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 486 shares | $442,629 |
| SPDR SERIES TRUST | ST NUVE TERM ETF | 78468R739 | — | 9,463 shares | $441,449 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U679 | — | 10,743 shares | $438,264 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F367 | — | 10,719 shares | $433,048 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 4,263 shares | $430,990 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 1,071 shares | $415,131 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 5,361 shares | $415,049 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 7,687 shares | $410,486 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 735 shares | $405,100 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 1,136 shares | $399,673 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 4,902 shares | $397,847 |
| AT&T INC | COM | 00206R102 | — | 16,195 shares | $395,158 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,920 shares | $390,893 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 6,877 shares | $386,625 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 | — | 2,026 shares | $385,265 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,533 shares | $382,129 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 413 shares | $381,233 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 4,020 shares | $372,453 |
| ALLSTATE CORP | COM | 020002101 | — | 1,660 shares | $370,094 |
| DANAHER CORP DEL | COM | 235851102 | — | 1,662 shares | $368,748 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 | — | 2,840 shares | $363,360 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 12,852 shares | $359,342 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,520 shares | $354,646 |
| KEYCORP | COM | 493267108 | — | 17,193 shares | $345,061 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 5,722 shares | $339,372 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 499 shares | $337,061 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | — | 3,110 shares | $329,163 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 8,997 shares | $323,247 |
| QUALCOMM INC | COM | 747525103 | — | 1,727 shares | $317,838 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 4,035 shares | $313,802 |
| SPDR SERIES TRUST | ST STR SP500FF | 78468R796 | — | 4,990 shares | $311,776 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 408 shares | $309,404 |
| KLA CORP | COM NEW | 482480100 | — | 1,580 shares | $307,990 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,098 shares | $307,539 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | — | 8,378 shares | $307,138 |
| ISHARES TR | FUTU EXPO TE ETF | 46434V381 | — | 3,623 shares | $302,159 |
| BNY MELLON ETF TRUST | CORE BOND ETF | 09661T602 | — | 7,465 shares | $299,108 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | — | 802 shares | $292,474 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 | — | 3,745 shares | $291,549 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 2,884 shares | $285,026 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 920 shares | $279,772 |
| PEPSICO INC | COM | 713448108 | — | 2,189 shares | $277,441 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,068 shares | $277,334 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 2,044 shares | $277,024 |
| NETFLIX INC. | COM | 64110L106 | — | 3,954 shares | $275,120 |
| S&P GLOBAL INC | COM | 78409V104 | — | 692 shares | $272,974 |
| COMMUNITY FINANCIAL SYSTEM I | COM | 203607106 | — | 4,531 shares | $271,530 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 759 shares | $270,504 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 9,817 shares | $269,673 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 298 shares | $268,749 |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 381430438 | — | 2,879 shares | $267,978 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 1,122 shares | $267,608 |
| 3M CO | COM | 88579Y101 | — | 1,628 shares | $267,237 |
| SSGA ACTIVE ETF TR | ST STR UL BD ETF | 78467V707 | — | 6,625 shares | $266,624 |
| SANDISK CORP | COM | 80004C200 | — | 151 shares | $262,724 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 | — | 2,808 shares | $257,633 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 3,279 shares | $253,303 |
| ISHARES TR | US HLTHCR PR ETF | 464288828 | — | 4,591 shares | $252,000 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 2,061 shares | $244,518 |
| SPDR SERIES TRUST | ST STR R1K LOWV | 78468R804 | — | 1,400 shares | $244,034 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 1,926 shares | $241,064 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 1,475 shares | $240,293 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 2,890 shares | $239,957 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 1,599 shares | $238,331 |
| ANALOG DEVICES INC | COM | 032654105 | — | 600 shares | $238,026 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 4,733 shares | $237,644 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 732 shares | $236,634 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,113 shares | $234,777 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 2,580 shares | $233,336 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 1,383 shares | $232,925 |
| CITIGROUP INC | COM NEW | 172967424 | — | 1,779 shares | $230,345 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ-100 SEL | 337344105 | — | 1,412 shares | $229,775 |
| STANDEX INTL CORP | COM | 854231107 | — | 840 shares | $229,371 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 3,944 shares | $228,822 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 425 shares | $228,800 |
| AMCOR PLC | COM NEW | G0250X149 | — | 5,423 shares | $227,007 |
| TRUSTCO BK CORP N Y | COM NEW | 898349204 | — | 4,126 shares | $225,651 |
| D R HORTON INC | COM | 23331A109 | — | 1,610 shares | $220,007 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 3,595 shares | $219,763 |
| PHILLIPS 66 | COM | 718546104 | — | 856 shares | $218,546 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 1,472 shares | $212,896 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 4,781 shares | $212,516 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q241 | — | 4,810 shares | $210,799 |
| TJX COS INC NEW | COM | 872540109 | — | 1,591 shares | $210,506 |