CIK: 0001966640
Total reported value
$178.7M
Reporting period: 2025-12-31 · Number of holdings: 38
BUSH INVESTMENT GROUP, LLC disclosed 38 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $178.7M and a quarterly turnover rate of 9.5%.
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Bush Investment Group, LLC's disclosed holdings carry a Herfindahl concentration index of 0.084 — mathematically equivalent to about 12 equally-sized positions, well below its 38 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.50), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim QUAL
-50.0% -$2.0M
Trim VTI
-1.0% $371.1K
Add IVE
+44.6% $1.4M
Trim IWY
+0.1% $257.5K
Add AVEM
+90.5% $735.0K
Add SPMO
+48.0% $572.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.01% | -0.90% | -1.04% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 13.93% | -0.12% | +1.69% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 11.48% | -0.53% | +0.07% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 6.38% | -0.24% | +0.60% | |
| 5 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.53% | -0.22% | +3.59% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.59% | +3.59% | NEW | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.45% | +0.13% | -1.33% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.27% | -0.13% | -0.55% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.48% | +0.71% | +44.58% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.46% | -0.11% | +1.46% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-Other | 2.43% | -0.04% | +1.29% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.38% | -0.17% | +1.17% | |
| 13 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.37% | -0.15% | +0.91% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.24% | -0.13% | -1.62% | |
| 15 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.13% | -0.02% | +1.78% | |
| 16 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.80% | -0.19% | +4.00% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.77% | -0.21% | -9.84% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.44% | -0.06% | -0.82% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.16% | -1.24% | -49.98% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.15% | -0.07% | -0.20% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.14% | -0.08% | -1.27% | |
| 22 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.11% | -0.08% | -0.57% | |
| 23 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.02% | -0.03% | +1.09% | |
| 24 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.02% | +0.28% | +47.95% | |
| 25 | AAPL | Apple INC | Stock-Tech | 0.89% | +0.01% | — | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.84% | +0.38% | +90.46% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.76% | -0.12% | +0.26% | |
| 28 | MBB | Ishares Mbs ETF | ETF-Other | 0.72% | -0.03% | +1.02% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.51% | -0.03% | +2.82% | |
| 30 | AFL | Aflac INC | Stock-Financials | 0.51% | -0.03% | +0.52% | |
| 31 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.45% | -0.02% | +1.77% | |
| 32 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.42% | -0.07% | -5.42% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | — | +5.41% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.20% | NEW | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.18% | -0.01% | +2.37% | |
| 36 | GPN | Global Payments INC | Stock-Industrials | 0.18% | -0.03% | — | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | — | — | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | +0.12% | NEW |
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+17.6%
Based on 55% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-12-31 | 38 | $178.7M | 9 | |
| 2025-09-30 | 37 | $168.8M | 34 | |
| 2025-06-30 | 36 | $148.9M | 0 | |
| 2025-03-31 | 35 | $132.7M | 0 | |
| 2024-12-31 | 33 | $128.1M | 0 | |
| 2024-09-30 | 31 | $125.1M | 0 | |
| 2024-06-30 | 30 | $116.5M | 0 | |
| 2024-03-31 | 30 | $113.2M | 0 | |
| 2023-12-31 | 27 | $108.3M | 0 |
Bush Investment Group, LLC's most significant position changes for 2025-12-31: New buy: Dimensional US Small Cap ETF (DFAS); New buy: Ishares Core S&p 500 ETF (IVV); Sold out: Ishares Msci Eafe Growth ETF (EFG); Sold out: Vanguard Short-term Treasury (VGSH); New buy: Spdr Gold Shares (GLD).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-12-31 | 2026-03-05 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-12-18 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-01 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-29 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-12-03 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-06-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
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