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CIK: 0001599054
Total reported value
$1.5B
$1.5B
163 檔
36.0%
In Q4 2025, Bouchey Financial Group, Ltd.'s U.S. equity holdings reached a combined market value of $1.5B, distributed across 163 disclosed stock positions.
Bouchey Financial Group, Ltd. executed strategic sector rebalancing during Q4 2025, establishing 15 new positions while fully exiting 4 holdings and trimming 58 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.42% | +0.02% | +2668.30% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 11.15% | +0.20% | +68507.23% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.23% | +0.38% | -58.54% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.11% | -2.28% | +0.96% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.85% | -0.35% | +0.81% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.63% | -4.47% | +7.89% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.31% | -0.18% | -11.85% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.22% | -4.29% | -18.08% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.02% | -0.18% | -69.31% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.12% | +0.66% | +14.39% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.66% | — | +10.78% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.53% | -0.11% | +2.46% | |
| 13 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.46% | -0.77% | +9.10% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.22% | -0.23% | +9.07% | |
| 15 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 2.18% | -2.11% | -0.64% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | -0.19% | -3.33% | |
| 17 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.63% | +0.29% | -5.79% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.37% | +0.92% | — | |
| 19 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 1.32% | -1.24% | -0.23% | |
| 20 | HODL | Vaneck Bitcoin ETF | ETF-Crypto | 1.27% | -0.37% | — | |
| 21 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.23% | -1.40% | EXIT | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | -0.05% | -0.92% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.86% | +0.09% | -0.90% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | -0.04% | -0.52% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.61% | — | -1.37% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | -0.09% | -1.37% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | +1.61% | +3.13% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.08% | +97.64% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.03% | +11.29% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.38% | — | -82.01% | |
| 31 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.35% | -0.05% | -1.72% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.02% | -0.42% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.01% | +3.43% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | — | +0.02% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | +4.79% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | -0.02% | -0.79% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | +0.43% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.02% | — | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | -0.48% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | +0.03% | +11.87% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.13% | — | -0.19% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.13% | -0.02% | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.12% | — | +0.56% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.02% | +1.61% | |
| 45 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.11% | -0.02% | -7.34% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.10% | +0.23% | -27.02% | |
| 47 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.09% | -0.01% | +4.11% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.09% | — | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | +0.01% | +3.12% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.09% | — | -1.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +11.1% | +68507.23% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +11% | +2668.30% | Add |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | +0.3% | +14.39% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +7.89% | Add |
| 5 | SCHR | Schwab Intermediate-term US | +0.2% | +10.78% | Add |
| 6 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +9.07% | Add |
| 7 | SCHI | Schwab 5-10 Year Corporate B | +0.1% | +9.10% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +3.43% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.79% | Add |
| 10 | NVDA | Nvidia CORP | 0% | +11.29% | Add |
| 11 | XDEC | Ft Vest US Equity Enhance & | 0% | +191.21% | Add |
| 12 | LLY | Eli Lilly & Co | 0% | +3.12% | Add |
| 13 | AMD | Advanced Micro Devices | 0% | +10.29% | Add |
| 14 | MU | Micron Technology Inc | 0% | -27.02% | Trim |
| 15 | AVGO | Broadcom Inc | 0% | +18.98% | Add |
| 16 | NUE | Nucor CORP | 0% | +0.20% | Add |
| 17 | TSLA | Tesla Inc | 0% | +11.87% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | +1.61% | Add |
| 19 | CAT | Caterpillar Inc | 0% | +4.70% | Add |
| 20 | BAC | Bank Of America CORP | 0% | +0.56% | Add |
| 21 | SPGI | S&p Global Inc | 0% | +11.05% | Add |
| 22 | VUSB | Vanguard Ultra Short Bond Et | 0% | +4.11% | Add |
| 23 | RTX | Rtx CORP | 0% | +0.30% | Add |
| 24 | KEY | Keycorp | 0% | — | Unchanged |
| 25 | PEP | Pepsico Inc | 0% | +3.52% | Add |
| 26 | CSCO | Cisco Systems Inc | — | +2.90% | Add |
| 27 | AMGN | Amgen Inc | — | -0.23% | Trim |
| 28 | MGK | Vanguard Mega Cap Growth ETF | — | +27.72% | Add |
| 29 | WFC | Wells Fargo & Co | — | +0.77% | Add |
| 30 | JPM | Jpmorgan Chase & Co | — | +0.43% | Add |
| 31 | COST | Costco Wholesale CORP | — | -10.94% | Trim |
| 32 | ANET | Arista Networks Inc | — | -16.27% | Trim |
| 33 | TSM | Taiwan Semiconductor-sp Adr | — | +16.03% | Add |
| 34 | XOM | Exxon Mobil CORP | — | +3.34% | Add |
| 35 | IBM | Intl Business Machines CORP | — | +0.89% | Add |
| 36 | MS | Morgan Stanley | — | +1.94% | Add |
| 37 | META | Meta Platforms Inc-class A | — | +16.88% | Add |
| 38 | HACK | Amplify Cybersecurity ETF | — | — | Unchanged |
| 39 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 40 | DHR | Danaher CORP | — | +1.72% | Add |
| 41 | PG | Procter & Gamble Co/the | — | -1.80% | Trim |
| 42 | NEE | Nextera Energy Inc | — | +1.65% | Add |
| 43 | MPLX | Mplx LP | — | — | Unchanged |
| 44 | PLTR | Palantir Technologies Inc-a | — | +15.64% | Add |
| 45 | SCHX | Schwab US Large-cap ETF | — | -0.48% | Trim |
| 46 | GEV | GE Vernova Inc | — | +1.29% | Add |
| 47 | LMT | Lockheed Martin CORP | — | -2.43% | Trim |
| 48 | VNQ | Vanguard Real Estate ETF | — | -0.10% | Trim |
| 49 | HON | Honeywell International Inc | — | -0.42% | Trim |
| 50 | MCD | Mcdonald's CORP | — | -3.34% | Trim |
According to official SEC Form 13F filings, Bouchey Financial Group, Ltd. reported a total U.S. public equity portfolio value of $1.5B across 163 disclosed positions in Q4 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 VOO, QQQM, QQQ) accounted for 36.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SMH
市值: $18.3M
Top Position Liquidated / Trimmed
ULST
前期市值: $404.9K
During Q4 2025, Bouchey Financial Group, Ltd.'s top holdings by market value included VOO (11.4%)、QQQM (11.2%)、QQQ (7.2%). The largest single position, VOO, represented 11.4% of total portfolio value.
In Q4 2025, Bouchey Financial Group, Ltd. made 131 total portfolio adjustments, initiating 15 new buys, adding to 54 positions, trimming 58 holdings, and fully liquidating 4 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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