13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001599054
Total reported value
$1.5B
$1.5B
173 檔
36.1%
The Q1 2026 SEC filing reveals that Bouchey Financial Group, Ltd. held a total portfolio value of $1.5B, covering 173 public equity positions.
In Q1 2026, Bouchey Financial Group, Ltd. displayed an active expansion posture, initiating 16 new positions and adding to 79 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 11.31% | +0.20% | +4.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.22% | +0.02% | +0.79% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.64% | +0.38% | -5.47% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.04% | -2.28% | +0.80% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.82% | -0.35% | +0.22% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.64% | -4.47% | +2.65% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.35% | -4.29% | -7.07% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.99% | -0.18% | +0.10% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.72% | -0.18% | -3.96% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.16% | +0.66% | +3.89% | |
| 11 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 2.92% | +1.03% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.58% | -0.11% | +1.50% | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.58% | +0.92% | +61.00% | |
| 14 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.46% | -0.77% | +3.02% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.24% | -0.23% | +2.39% | |
| 16 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 2.14% | -2.11% | -0.28% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | -0.19% | +3.23% | |
| 18 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.67% | +0.29% | -0.81% | |
| 19 | HODL | Vaneck Bitcoin ETF | ETF-Crypto | 1.43% | -0.37% | +39.41% | |
| 20 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.40% | -1.40% | EXIT | |
| 21 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 1.31% | -1.24% | +0.20% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | -0.05% | +0.02% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | -0.04% | -0.50% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.73% | +0.09% | -11.80% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.09% | +0.50% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.08% | +3.34% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | +1.61% | -0.15% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.03% | -10.97% | |
| 29 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.33% | -0.05% | -8.23% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.02% | -1.25% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.02% | +7.94% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | — | — | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | -0.02% | -3.23% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.20% | -0.02% | +0.01% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | -4.77% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | +0.02% | +146.67% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.01% | -40.57% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | — | +0.78% | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.15% | +0.23% | +4.51% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.14% | — | +3.18% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.02% | +4.07% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.13% | — | -79.16% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.13% | -0.02% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | +0.03% | +8.16% | |
| 45 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 0.11% | -0.11% | EXIT | |
| 46 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.10% | -0.02% | -1.04% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.09% | — | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.09% | — | -15.87% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.09% | — | +0.36% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.09% | -0.01% | +10.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +1.2% | +61.00% | Add |
| 2 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.2% | +6.32% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +4.34% | Add |
| 4 | HODL | Vaneck Bitcoin ETF | +0.2% | +39.41% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -7.07% | Trim |
| 6 | AVGO | Broadcom Inc | +0.1% | +146.67% | Add |
| 7 | XDEC | Ft Vest US Equity Enhance & | +0.1% | +127.00% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.1% | +1.50% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +3.23% | Add |
| 10 | MU | Micron Technology Inc | +0.1% | +4.51% | Add |
| 11 | GDEC | Ft Vest US Equity Moderate B | +0.1% | +146.82% | Add |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +3.89% | Add |
| 13 | RSPT | Invesco S&p 500 Equal Weight | 0% | -0.81% | Trim |
| 14 | CAT | Caterpillar Inc | 0% | +32.45% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | +4.07% | Add |
| 16 | JEPI | Jpmorgan Equity Premium Inco | 0% | +2.39% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | +7.94% | Add |
| 18 | WMT | Walmart Inc | 0% | +66.62% | Add |
| 19 | GEV | GE Vernova Inc | 0% | +8.07% | Add |
| 20 | CVX | Chevron CORP | 0% | +54.33% | Add |
| 21 | CSCO | Cisco Systems Inc | 0% | +23.55% | Add |
| 22 | LMT | Lockheed Martin CORP | 0% | +10.60% | Add |
| 23 | XOM | Exxon Mobil CORP | 0% | +6.33% | Add |
| 24 | LRCX | Lam Research CORP | 0% | +7.18% | Add |
| 25 | AGG | Ishares Core U.s. Aggregate | 0% | +2.65% | Add |
| 26 | DE | Deere & Co | 0% | +49.50% | Add |
| 27 | COST | Costco Wholesale CORP | 0% | +37.09% | Add |
| 28 | UNP | Union Pacific CORP | 0% | +3.18% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 30 | MRK | Merck & Co. Inc. | 0% | +68.32% | Add |
| 31 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.01% | Add |
| 32 | NEE | Nextera Energy Inc | 0% | +7.68% | Add |
| 33 | VZ | Verizon Communications Inc | 0% | +5.22% | Add |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +10.69% | Add |
| 35 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 36 | FAST | Fastenal Co | 0% | +5.17% | Add |
| 37 | AMGN | Amgen Inc | 0% | +3.58% | Add |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.58% | Trim |
| 39 | MDY | State Street Spdr S&p Midcap | 0% | — | Unchanged |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | 0% | — | Unchanged |
| 41 | SCHI | Schwab 5-10 Year Corporate B | — | +3.02% | Add |
| 42 | XLK | Ss Technology Select Sector | — | +3.34% | Add |
| 43 | NUE | Nucor CORP | — | +0.20% | Add |
| 44 | SDY | Ss Spdr S&p Dividend ETF | — | — | Unchanged |
| 45 | PG | Procter & Gamble Co/the | — | +18.21% | Add |
| 46 | MO | Altria Group Inc | — | +3.89% | Add |
| 47 | SCHM | Schwab US Mid Cap ETF | — | — | Unchanged |
| 48 | HON | Honeywell International Inc | — | +3.38% | Add |
| 49 | KO | Coca-cola Co/the | — | +28.20% | Add |
| 50 | AMD | Advanced Micro Devices | — | -0.55% | 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 173 disclosed positions in Q1 2026.
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 QQQM, VOO, QQQ) accounted for 36.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
FTCB
市值: $39.8M
Top Position Liquidated / Trimmed
SCHR
前期市值: $35.5M
During Q1 2026, Bouchey Financial Group, Ltd.'s top holdings by market value included QQQM (11.3%)、VOO (11.2%)、QQQ (6.6%). The largest single position, QQQM, represented 11.3% of total portfolio value.
In Q1 2026, Bouchey Financial Group, Ltd. made 140 total portfolio adjustments, initiating 16 new buys, adding to 79 positions, trimming 39 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.