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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
  1. INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF · 46138G649 · shares: $195,602,493
  2. VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $180,116,526
  3. INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $108,576,435
  4. WISDOMTREE TR · US QTLY DIV GRT · 97717X669 · shares: $86,489,323
  5. APPLE INC · COM · 037833100 · shares: $86,142,145
  6. SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $70,357,415
  7. FIRST TR EXCHANGE-TRADED FD · CORE INVESTMENT · 33738D788 · shares: $60,756,056
  8. J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF · 46641Q670 · shares: $59,787,173
  9. DFA INVT DIMENSIONS GROUP IN · U.S. HIGH RELATI · 25239Y196 · shares: $59,712,791
  10. PIMCO ETF TR · ACTIVE BD ETF · 72201R775 · shares: $52,751,933

Reported holdings

207 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
NUSHARES ETF TRNUVEEN ESG LRGVL67092P300 — 3,927 shares $206,757
WORLD GOLD TRSPDR GLD MINIS98149E303 — 2,475 shares $203,396
VANGUARD NY TAX FREE FDSTAX EXEMPT BD92204H400 — 2,086 shares $203,052
NORTHERN LTS FD TR IVINSPIRE 100 ETF66538H534 — 3,752 shares $202,834
ISHARES TRMBS ETF464288588 — 2,258 shares $202,362
ISHARES TRISHARES BIOTECH464287556 — 960 shares $202,109
TEXAS PACIFIC LAND CORPORATICOM88262P102 — 618 shares $201,363