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CIK: 0001599054
Total reported value
$1.5B
$1.5B
152 檔
44.1%
At the close of Q3 2025, Bouchey Financial Group, Ltd. disclosed equity holdings valued at approximately $1.5B, spread across 152 reported holdings.
In Q3 2025, Bouchey Financial Group, Ltd. displayed an active expansion posture, initiating 26 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 17.53% | +0.38% | -0.34% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 16.48% | -0.18% | +0.51% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.51% | -4.29% | +1.63% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.18% | -2.28% | +1.06% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.93% | -0.35% | -0.10% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.80% | -0.18% | -0.15% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.39% | -4.47% | +4.40% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.82% | +0.66% | +5.01% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.57% | -0.11% | +0.91% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.48% | — | +5.22% | |
| 11 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.33% | -0.77% | +3.15% | |
| 12 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 2.20% | -2.11% | -1.49% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.11% | — | +1.37% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.09% | -0.23% | +2.38% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.97% | -0.19% | -0.29% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.74% | +0.29% | -0.80% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.58% | -0.05% | +1.68% | |
| 18 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 1.33% | -1.24% | -2.05% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | -0.05% | -0.31% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.88% | +0.09% | -1.46% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.04% | -1.62% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | — | -1.23% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.58% | -0.09% | -1.19% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +1.61% | +1.19% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | +0.08% | +0.03% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | +0.54% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.03% | -1.29% | |
| 28 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.36% | -0.05% | -2.45% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | -0.23% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.24% | -0.02% | -3.70% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | — | -0.07% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | +0.08% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.01% | +1.17% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.02% | -0.05% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | +0.63% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | -0.08% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.14% | — | +0.68% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.13% | -0.02% | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | +0.03% | +15.62% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.12% | -0.02% | -3.25% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.11% | — | +0.53% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.11% | -0.01% | +1.06% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.02% | +0.75% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | — | +0.15% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.09% | — | -2.14% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.09% | — | -0.45% | |
| 47 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.09% | -0.01% | -3.73% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.09% | — | +0.96% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | +0.01% | +1.56% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.08% | -0.01% | -0.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.5% | -0.34% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.5% | +4.40% | Add |
| 3 | SCHB | Schwab US Broad Market ETF | +0.5% | +0.51% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | -1.29% | Add |
| 5 | RSPT | Invesco S&p 500 Equal Weight | +0.2% | -0.80% | Trim |
| 6 | VGT | Vanguard Info Tech ETF | +0.1% | -1.46% | Trim |
| 7 | MSFT | Microsoft CORP | +0.1% | +1.19% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.1% | +0.03% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +1.17% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.63% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +15.62% | Add |
| 12 | SCHI | Schwab 5-10 Year Corporate B | 0% | +3.15% | Add |
| 13 | GE | General Electric | 0% | +22.62% | Add |
| 14 | MU | Micron Technology Inc | 0% | -10.09% | Trim |
| 15 | ABBV | Abbvie Inc | 0% | +0.15% | Add |
| 16 | CVX | Chevron CORP | 0% | -0.21% | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.62% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | 0% | +0.08% | Add |
| 19 | HD | Home Depot Inc | 0% | +1.56% | Add |
| 20 | AVGO | Broadcom Inc | 0% | -3.50% | Add |
| 21 | META | Meta Platforms Inc-class A | 0% | +2.95% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.31% | Trim |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | -0.07% | Trim |
| 24 | MCD | Mcdonald's CORP | 0% | -0.79% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +7.87% | Add |
| 26 | AMD | Advanced Micro Devices | 0% | +2.97% | Trim |
| 27 | CSCO | Cisco Systems Inc | 0% | +22.54% | Add |
| 28 | CAT | Caterpillar Inc | 0% | — | Add |
| 29 | IGM | Ishares Expanded Tech Sector | 0% | — | Unchanged |
| 30 | TQQQ | Proshares Ultrapro Qqq | 0% | +0.27% | Trim |
| 31 | ORCL | Oracle CORP | 0% | +1.47% | Trim |
| 32 | ABT | Abbott Laboratories | 0% | -3.75% | Add |
| 33 | MS | Morgan Stanley | 0% | — | Add |
| 34 | URI | United Rentals Inc | 0% | +0.28% | Trim |
| 35 | FAST | Fastenal Co | 0% | +1.72% | Add |
| 36 | T | At&t Inc | 0% | -6.16% | Add |
| 37 | DFAS | Dimensional US Small Cap ETF | — | +1.37% | Add |
| 38 | SCHA | Schwab US Small-cap ETF | — | -1.23% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | — | +0.54% | Trim |
| 40 | SCHX | Schwab US Large-cap ETF | — | -0.08% | Trim |
| 41 | BAC | Bank Of America CORP | — | +0.53% | Add |
| 42 | VUG | Vanguard Growth ETF | — | -2.14% | Trim |
| 43 | SCHM | Schwab US Mid Cap ETF | — | +0.96% | Add |
| 44 | VXF | Vanguard Extended Market ETF | — | — | Unchanged |
| 45 | ILCG | Ishares Morningstar Growth E | — | — | Unchanged |
| 46 | HACK | Amplify Cybersecurity ETF | — | — | Unchanged |
| 47 | RTX | Rtx CORP | — | +4.26% | Add |
| 48 | KEY | Keycorp | — | +16.07% | Add |
| 49 | WFC | Wells Fargo & Co | — | +1.36% | Add |
| 50 | XOM | Exxon Mobil CORP | — | +30.99% | Add |
According to official SEC Form 13F filings, Bouchey Financial Group, Ltd. reported a total U.S. public equity portfolio value of $1.5B across 152 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHB, SCHD) accounted for 44.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
JCPB
市值: $36.5M
Top Position Liquidated / Trimmed
VCSH
前期市值: $26.6M
During Q3 2025, Bouchey Financial Group, Ltd.'s top holdings by market value included QQQ (17.5%)、SCHB (16.5%)、SCHD (6.5%). The largest single position, QQQ, represented 17.5% of total portfolio value.
In Q3 2025, Bouchey Financial Group, Ltd. made 142 total portfolio adjustments, initiating 26 new buys, adding to 55 positions, trimming 49 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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