Bouchey Financial Group Ltd
CIK 1599054 · Holdings on Jun 30, 2026 · First reported Jul 27, 2026
Top ten holdings
Q2 2026- QQQM11.51%
- VOO11.24%
- QQQ7.02%
- DGRW5.47%
- AAPL4.81%
- SCHB4.54%
- FTCB3.95%
- JCPB3.82%
- DUHP3.76%
- SMH3.50%
Share classes counted separately59.62%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AGGWeight decreased · -4.47 pp5.64% → 1.17%Shares -589.32K (-76.33%)
- SCHDWeight decreased · -4.30 pp5.35% → 1.05%Shares -1.84M (-78.15%)
- DUHPWeight decreased · -2.28 pp6.04% → 3.76%Shares -767.64K (-35.52%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $178.15M | 11.51% | 588.01K shares | 11.31% → 11.51%+0.20 pp -25.45K (-4.15%) | Reduced | ▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $173.98M | 11.24% | 253.31K shares | 11.22% → 11.24%+0.02 pp +8.55K (+3.49%) | Added | ▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $108.66M | 7.02% | 147.53K shares | 6.64% → 7.02%+0.38 pp -891 (-0.60%) | Reduced | ▾ |
| 04 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $84.65M | 5.47% | 885.30K shares | 5.82% → 5.47%-0.35 pp +10.78K (+1.23%) | Added | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $74.51M | 4.81% | 257.51K shares | 4.99% → 4.81%-0.18 pp -3.44K (-1.32%) | Reduced | ▾ |
| 06 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $70.21M | 4.54% | 2.42M shares | 4.72% → 4.54%-0.18 pp -27.35K (-1.12%) | Reduced | ▾ |
| 07 | FTCBFT CORE INVESTMENT GRADE ETFCORE INVESTMENT View history and evidence | $61.08M | 3.95% | 2.93M shares | 2.92% → 3.95%+1.03 pp +1.04M (+55.11%) | Added | ▾ |
| 08 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $59.20M | 3.82% | 1.26M shares | 3.16% → 3.82%+0.66 pp +348.27K (+38.15%) | Added | ▾ |
| 09 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROF ETF View history and evidence | $58.16M | 3.76% | 1.39M shares | 6.04% → 3.76%-2.28 pp -767.64K (-35.52%) | Reduced | ▾ |
| 10 | SMHVANECK SEMICONDUCTOR ETFSEMICONDUCTR ETF View history and evidence | $54.16M | 3.50% | 82.58K shares | 2.58% → 3.50%+0.92 pp +754 (+0.92%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NLR VANECK URANI & NUCLR ETF-USD | Non-derivative | -140,081 | -$19.13M | SEC filing ↗ | SEC filing ↗ |
| XDEC FT VEST US EQUITY ENHANCE & | Non-derivative | -35,188 | -$1.45M | SEC filing ↗ | SEC filing ↗ |
| XAUG FT VEST US EQUITY ENHANCE & | Non-derivative | -17,327 | -$656.35K | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1599054 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1547850250
}Research all 191 reported holdings.
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