AI Portfolio Summary
In 2025 Q4, Bouchey Financial Group Ltd maintained a portfolio of 167 distinct positions. The most significant new addition to the portfolio was VANECK ETF TRUST, which now represents 1.37% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 2668.3%. Conversely, Bouchey Financial Group Ltd completely exited their position in SSGA ACTIVE ETF TR.
Total Positions
167
Quarter
2025 Q4
Top Holding
VOO (11.4%)
Top 10 Concentration
66.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 167
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 11.42% | 0.41% |
#1
25
Prev: #26
|
9.0 | 234,063 | 2668.3% |
P
S
|
242,835 | $152,289,106 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 11.15% | 0.02% |
#2
145
Prev: #147
|
8.5 | 587,107 | 68507.2% |
P
S
|
587,964 | $148,707,855 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 7.23% | 17.53% |
#3
2
Prev: #1
|
3.9 | -221,714 | -58.5% |
P
S
|
157,000 | $96,446,757 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 6.11% | 6.18% |
#4
Prev: #4
|
3.4 | 20,456 | 1.0% |
P
S
|
2,144,055 | $81,538,402 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGRW
WISDOMTREE TR
|
ETF | 5.85% | 5.93% |
#5
Prev: #5
|
3.3 | 7,041 | 0.8% |
P
S
|
872,577 | $78,034,552 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 5.63% | 5.39% |
#6
1
Prev: #7
|
4.3 | 54,979 | 7.9% |
P
S
|
752,135 | $75,123,239 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 5.31% | 5.80% |
#7
1
Prev: #6
|
2.6 | -35,060 | -11.9% |
P
S
|
260,705 | $70,875,144 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 5.22% | 6.51% |
#8
5
Prev: #3
|
2.6 | -559,812 | -18.1% |
P
S
|
2,536,062 | $69,564,181 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 5.02% | 16.48% |
#9
7
Prev: #2
|
2.0 | -5,765,462 | -69.3% |
P
S
|
2,552,924 | $66,963,206 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 3.12% | 2.82% |
#10
2
Prev: #8
|
3.2 | 110,501 | 14.4% |
P
S
|
878,614 | $41,655,133 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 2.66% | 2.48% |
#11
1
Prev: #10
|
3.1 | 137,856 | 10.8% |
P
S
|
1,416,984 | $35,537,964 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.53% | 2.57% |
#12
3
Prev: #9
|
1.5 | 2,789 | 2.5% |
P
S
|
116,365 | $33,771,349 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHI
SCHWAB STRATEGI...
|
ETF | 2.46% | 2.33% |
#13
2
Prev: #11
|
3.0 | 118,990 | 9.1% |
P
S
|
1,427,118 | $32,780,905 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 2.22% | 2.09% |
#14
Prev: #14
|
2.9 | 42,993 | 9.1% |
P
S
|
517,009 | $29,663,044 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOCT
FIRST TR EXCHNG...
|
Unknown | 2.18% | 2.20% |
#15
3
Prev: #12
|
1.4 | -4,942 | -0.6% |
P
S
|
768,733 | $29,014,751 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.95% | 1.97% |
#16
1
Prev: #15
|
1.3 | -3,880 | -3.3% |
P
S
|
112,780 | $26,031,880 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSPT
INVESCO EXCHANG...
|
Unknown | 1.63% | 1.74% |
#17
1
Prev: #16
|
1.2 | -29,338 | -5.8% |
P
S
|
477,638 | $21,737,295 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 1.37% | — |
#18
Prev: #—
|
4.0 | 50,823 | no change |
NEW
|
50,823 | $18,302,979 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOCT
FIRST TR EXCHNG...
|
Unknown | 1.32% | 1.33% |
#19
1
Prev: #18
|
1.0 | -1,014 | -0.2% |
P
S
|
448,716 | $17,630,052 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HODL
VANECK BITCOIN ...
|
Bond/Debt | 1.27% | — |
#20
Prev: #—
|
4.0 | 686,899 | no change |
NEW
|
686,899 | $16,987,013 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NLR
VANECK ETF TRUS...
|
ETF | 1.23% | — |
#21
Prev: #—
|
4.0 | 131,760 | no change |
NEW
|
131,760 | $16,364,600 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.22% | 1.23% |
#22
3
Prev: #19
|
1.0 | -220 | -0.9% |
P
S
|
23,794 | $16,228,158 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.86% | 0.88% |
#23
3
Prev: #20
|
0.8 | -138 | -0.9% |
P
S
|
15,224 | $11,475,560 | 2014 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.76% | 0.77% |
#24
3
Prev: #21
|
0.8 | -158 | -0.5% |
P
S
|
30,110 | $10,094,928 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.61% | 0.62% |
#25
3
Prev: #22
|
0.7 | -3,978 | -1.4% |
P
S
|
285,831 | $8,140,472 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ULST
SSGA ACTIVE ETF...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #95) |
0.0 | -9,951 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #136) |
0.0 | -322 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #142) |
0.0 | -1,279 | -100.0% |
CLOSED
|
— | $— | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #145) |
0.0 | -726 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 167 holdings