Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2025 data
BUSH INVESTMENT GROUP, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

BUSH INVESTMENT GROUP, LLC

•CIK: 1966640•Filing: Q3 2025

**BUSH INVESTMENT GROUP, LLC** manages $169M across a diversified portfolio of 37 positions. The fund exhibits significant allocations to broad market equity exposure, notably VTI at $33.6M and SCHF at $23.7M. Further concentration is evident in sector-specific plays, including IWY ($20.3M) and SCHM ($11.2M). The remaining capital is strategically deployed across fixed income, commodities, and thematic investments.

Total AUM
$168.8M
QoQ Performance
+13.3%
Positions
22
Top 10 Concentration
71.7%
Latest Filing
Q3 2025

Top Holdings Allocation

VTI
SCHF
IWY
SCHM
VTI19.9%
SCHF14.0%
IWY12.0%
SCHM6.6%
BAI4.8%
SPYM3.4%
GLDM3.3%
SPSB2.6%

📈 Biggest Buys

BAI
BLACKROCK ETF TRUST
+173.2%
4.8% of portfolio
SHLD
GLOBAL X FDS
NEW
2.0% of portfolio
XLG
INVESCO EXCHANGE TRADED FD T
+104.3%
2.2% of portfolio
GLDM
WORLD GOLD TR
+42.9%
3.3% of portfolio
SCHF
SCHWAB STRATEGIC TR
+7.1%
14.0% of portfolio

📉 Biggest Sells

IWY
ISHARES TR
-19.1%
12.0% of portfolio
EFG
ISHARES TR
-77.2%
0.2% of portfolio
EFV
ISHARES TR
-18.5%
2.0% of portfolio
IUSB
ISHARES TR
-15.9%
1.2% of portfolio
IEMG
ISHARES INC
-7.3%
1.5% of portfolio

Sector Breakdown

Other97.3%
Technology1.2%
Utilities0.9%
Consumer0.5%
Financial0.2%

🚪 Exited Positionssold since Q2 2025

IYW
ISHARES TR
SOLD
$1.2M

Changes from Q2 2025

NEW2 new positions
↑23 increased
↓7 decreased

Historical Filings

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

📌 Top Holdings

VTI19.9%
VANGUARD INDEX FDS
$33.6M
SCHF14.0%
SCHWAB STRATEGIC TR
$23.7M
IWY12.0%
ISHARES TR
$20.3M
SCHM6.6%
SCHWAB STRATEGIC TR
$11.2M
BAI4.8%
BLACKROCK ETF TRUST
$8.0M

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