Data as of Q4 2025 (Dec 31, 2025)

Bouchey Financial Group Ltd

•CIK: 1599054•Filing: Q4 2025

**Bouchey Financial Group Ltd** manages $1.3B across a diversified portfolio of 163 positions. The strategy exhibits a significant tilt toward broad market exposure, evidenced by top holdings including VOO ($152.3M) and QQQM ($148.7M). Further concentration is visible in sector and factor plays, notably NDQ ($96.4M) and DUHP ($81.5M). This structure suggests a core mandate focused on established indices while maintaining tactical allocations across growth and defensive sectors.

Total AUM
$1.3B
QoQ Performance
+2.8%
Positions
105
Top 10 Concentration
66.1%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
QQQM
NDQ
DUHP
DGRW
AGG
AAPL
SCHD
VOO11.4%
QQQM11.2%
NDQ7.2%
DUHP6.1%
DGRW5.9%
AGG5.6%
AAPL5.3%
SCHD5.2%

📈 Biggest Buys

QQQM
INVESCO EXCH TRADED FD TR II
+68507.2%
11.2% of portfolio
VOO
VANGUARD INDEX FDS
+2668.3%
11.4% of portfolio
SMH
VANECK ETF TRUST
NEW
1.4% of portfolio
HODL
VANECK BITCOIN ETF
NEW
1.3% of portfolio
NLR
VANECK ETF TRUST
NEW
1.2% of portfolio

📉 Biggest Sells

SCHB
SCHWAB STRATEGIC TR
-69.3%
5.0% of portfolio
NDQ
INVESCO QQQ TR
-58.5%
7.2% of portfolio
DFAS
DIMENSIONAL ETF TRUST
-82.0%
0.4% of portfolio
XLV
SELECT SECTOR SPDR TR
-94.8%
0.1% of portfolio
SCHD
SCHWAB STRATEGIC TR
-18.1%
5.2% of portfolio

Sector Breakdown

Other75.9%
ETF12.7%
Technology7.2%
Consumer2.3%
Financial0.9%
Healthcare0.4%
Industrial0.4%
Materials0.1%

🚪 Exited Positionssold since Q3 2025

ULST
SSGA ACTIVE ETF TR
SOLD
$404.9K
AXON
AXON ENTERPRISE INC
SOLD
$231.1K
BX
BLACKSTONE INC
SOLD
$218.5K
ADP
AUTOMATIC DATA PROCESSING IN
SOLD
$213.6K

Changes from Q3 2025

NEW15 new positions
↑54 increased
↓58 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO11.4%
VANGUARD INDEX FDS
$152.3M
QQQM11.2%
INVESCO EXCH TRADED FD TR II
$148.7M
NDQ7.2%
INVESCO QQQ TR
$96.4M
DUHP6.1%
DIMENSIONAL ETF TRUST
$81.5M
DGRW5.9%
WISDOMTREE TR
$78.0M

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