2026 Q1 Portfolio Activity
In 2026 Q1, Bouchey Financial Group Ltd maintained a portfolio of 179 distinct positions. The most significant new addition was FIRST TR EXCHANGE-TRADED FD, now representing 2.92% of the total fund value. They heavily accumulated shares in VANECK ETF TRUST, increasing the position by 61.0%. Conversely, Bouchey Financial Group Ltd completely exited their position in SCHWAB STRATEGIC TR.
Position History
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Total Positions
179
Quarter
2026 Q1
Top Holding
QQQM (11.3%)
Top 10 Concentration
64.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 179
Bouchey Financial Group Ltd Full Holdings List — 2026 Q1
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
QQQM
INVESCO EXCH TR...
|
ETF | 11.31% | 11.15% |
#1
1
Prev: #2
|
6.5 | 25,490 | 4.3% |
P
S
|
613,454 | $154,117,956 |
$251.94
-4.4%
|
2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 11.22% | 11.42% |
#2
1
Prev: #1
|
6.0 | 1,926 | 0.8% |
P
S
|
244,761 | $152,980,257 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 6.64% | 7.23% |
#3
Prev: #3
|
4.2 | -8,581 | -5.5% |
P
S
|
148,419 | $90,564,040 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 6.04% | 6.11% |
#4
Prev: #4
|
3.4 | 17,254 | 0.8% |
P
S
|
2,161,309 | $82,324,276 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 5.82% | 5.85% |
#5
Prev: #5
|
3.3 | 1,942 | 0.2% |
P
S
|
874,519 | $79,388,871 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AGG
ISHARES TR
|
ETF | 5.64% | 5.63% |
#6
Prev: #6
|
2.8 | 19,947 | 2.7% |
P
S
|
772,082 | $76,814,423 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 5.35% | 5.22% |
#7
1
Prev: #8
|
2.6 | -179,398 | -7.1% |
P
S
|
2,356,664 | $72,915,182 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 4.99% | 5.31% |
#8
1
Prev: #7
|
2.5 | 249 | 0.1% |
P
S
|
260,954 | $67,975,789 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 4.72% | 5.02% |
#9
Prev: #9
|
2.4 | -101,131 | -4.0% |
P
S
|
2,451,793 | $64,359,570 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 3.16% | 3.12% |
#10
Prev: #10
|
1.8 | 34,198 | 3.9% |
P
S
|
912,812 | $43,011,715 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FTCB
FIRST TR EXCHAN...
|
Bond/Debt | 2.92% | — |
#11
Prev: #—
|
4.7 | 1,888,276 | — |
NEW
|
1,888,276 | $39,767,090 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.58% | 2.53% |
#12
Prev: #12
|
1.5 | 1,747 | 1.5% |
P
S
|
118,112 | $35,225,802 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 2.58% | 1.37% |
#13
5
Prev: #18
|
4.0 | 31,000 | 61.0% |
P
S
|
81,823 | $35,209,365 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHI
SCHWAB STRATEGI...
|
ETF | 2.46% | 2.46% |
#14
1
Prev: #13
|
1.5 | 43,126 | 3.0% |
P
S
|
1,470,244 | $33,477,459 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 2.24% | 2.22% |
#15
1
Prev: #14
|
1.4 | 12,374 | 2.4% |
P
S
|
529,383 | $30,598,360 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XOCT
FIRST TR EXCHNG...
|
Unknown | 2.14% | 2.18% |
#16
1
Prev: #15
|
1.4 | -2,165 | -0.3% |
P
S
|
766,568 | $29,190,910 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.00% | 1.95% |
#17
1
Prev: #16
|
1.3 | 3,645 | 3.2% |
P
S
|
116,425 | $27,202,702 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
RSPT
INVESCO EXCHANG...
|
Unknown | 1.67% | 1.63% |
#18
1
Prev: #17
|
1.2 | -3,860 | -0.8% |
P
S
|
473,778 | $22,741,329 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
HODL
VANECK BITCOIN ...
|
Bond/Debt | 1.43% | 1.27% |
#19
1
Prev: #20
|
3.1 | 270,698 | 39.4% |
P
S
|
957,597 | $19,544,555 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NLR
VANECK ETF TRUS...
|
ETF | 1.40% | 1.23% |
#20
1
Prev: #21
|
2.6 | 8,321 | 6.3% |
P
S
|
140,081 | $19,126,668 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOCT
FIRST TR EXCHNG...
|
Unknown | 1.31% | 1.32% |
#21
2
Prev: #19
|
1.0 | 900 | 0.2% |
P
S
|
449,616 | $17,791,306 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.19% | 1.22% |
#22
Prev: #22
|
1.0 | 5 | 0.0% |
P
S
|
23,799 | $16,183,604 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.74% | 0.76% |
#23
1
Prev: #24
|
0.8 | -151 | -0.5% |
P
S
|
29,959 | $10,049,793 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.73% | 0.86% |
#24
1
Prev: #23
|
0.8 | -1,796 | -11.8% |
P
S
|
13,428 | $9,938,794 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.54% | 0.55% |
#25
1
Prev: #26
|
0.7 | 496 | 0.5% |
P
S
|
99,725 | $7,354,719 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.51% | 0.51% |
#26
2
Prev: #28
|
0.7 | 1,582 | 3.3% |
P
S
|
48,945 | $6,953,623 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.39% | 0.52% |
#27
Prev: #27
|
0.7 | -21 | -0.1% |
P
S
|
14,285 | $5,329,487 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.38% | 0.45% |
#28
1
Prev: #29
|
0.7 | -3,506 | -11.0% |
P
S
|
28,454 | $5,232,900 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GMAR
FIRST TR EXCHNG...
|
Unknown | 0.33% | 0.35% |
#29
2
Prev: #31
|
0.6 | -9,423 | -8.2% |
P
S
|
105,076 | $4,484,120 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.31% | 0.33% |
#30
2
Prev: #32
|
0.6 | -109 | -1.3% |
P
S
|
8,588 | $4,166,898 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.25% | 0.23% |
#31
4
Prev: #35
|
2.1 | 787 | 7.9% |
P
S
|
10,696 | $3,406,583 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IWM
ISHARES TR
|
ETF | 0.24% | 0.23% |
#32
2
Prev: #34
|
1.1 | no change | no change |
P
S
|
12,623 | $3,306,722 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.23% | 0.23% |
#33
3
Prev: #36
|
0.6 | -520 | -3.2% |
P
S
|
15,579 | $3,085,883 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.20% | 0.19% |
#34
4
Prev: #38
|
0.6 | 1 | 0.0% |
P
S
|
17,542 | $2,678,089 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.19% | 0.21% |
#35
2
Prev: #37
|
0.6 | -417 | -4.8% |
P
S
|
8,323 | $2,588,541 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.16% | 0.07% |
#36
28
Prev: #64
|
3.1 | 3,705 | 146.7% |
P
S
|
6,231 | $2,211,421 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.16% | 0.27% |
#37
4
Prev: #33
|
0.1 | -4,620 | -40.6% |
P
S
|
6,767 | $2,140,943 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.15% | 0.16% |
#38
1
Prev: #39
|
0.6 | 605 | 0.8% |
P
S
|
77,969 | $2,088,785 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.15% | 0.10% |
#39
7
Prev: #46
|
0.6 | 211 | 4.5% |
P
S
|
4,887 | $2,060,443 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.14% | 0.13% |
#40
1
Prev: #41
|
0.6 | 238 | 3.2% |
P
S
|
7,727 | $1,940,637 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.14% | 0.11% |
#41
3
Prev: #44
|
0.6 | 300 | 4.1% |
P
S
|
7,666 | $1,849,960 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.13% | 0.61% |
#42
17
Prev: #25
|
0.1 | -226,266 | -79.2% |
P
S
|
59,565 | $1,835,794 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.13% | 0.13% |
#43
1
Prev: #42
|
1.1 | no change | no change |
P
S
|
12,000 | $1,784,040 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.11% | 0.14% |
#44
4
Prev: #40
|
2.0 | 339 | 8.2% |
P
S
|
4,495 | $1,553,562 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XDEC
FIRST TR EXCHNG...
|
Unknown | 0.11% | 0.05% |
#45
30
Prev: #75
|
3.0 | 19,687 | 127.0% |
P
S
|
35,188 | $1,452,738 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TOTL
SSGA ACTIVE ETF...
|
ETF | 0.10% | 0.11% |
#46
1
Prev: #45
|
0.5 | -372 | -1.0% |
P
S
|
35,389 | $1,408,499 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.09% | 0.09% |
#47
5
Prev: #52
|
1.0 | no change | no change |
P
S
|
38,980 | $1,266,071 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.09% | 0.12% |
#48
5
Prev: #43
|
0.5 | -4,510 | -15.9% |
P
S
|
23,915 | $1,260,574 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.09% | 0.09% |
#49
1
Prev: #50
|
0.5 | 27 | 0.4% |
P
S
|
7,482 | $1,211,034 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.09% | 0.08% |
#50
5
Prev: #55
|
2.0 | 2,275 | 10.7% |
P
S
|
23,552 | $1,183,724 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 179 holdings