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
📉 Biggest Sells
Sector Breakdown
Other76.1%
ETF12.7%
Technology7.2%
Consumer2.3%
Financial0.6%
Healthcare0.4%
Industrial0.4%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW15 new positions
↑54 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022