Bouchey Financial Group Ltd
Long book
$1.36B
Q1 2026
Positions
173
Top-10 weight
65%
concentration
Last quarter
+14.3%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsBouchey Financial Group Ltd is a wealth-management firm allocating client money, running a $1.36B US long book across 173 positions.
The portfolio is concentrated: the top 10 names carry 65% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: INVESCO NASDAQ 100 ETF, VANGUARD S&P 500 ETF, INVESCO QQQ TRUST SERIES 1, DIMENSIONAL US HIGH PROFI ET, WISDOMTREE U.S. QUALITY DIVI.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.6%
Q2 2024
+5.3%
Q3 2024
+1.4%
Q4 2024
-3.6%
Q1 2025
+7.3%
Q2 2025
+7.3%
Q3 2025
+2.4%
Q4 2025
-2.5%
Q1 2026
+14.3%
Sector allocation
Technology 58%
Consumer discretionary 19%
Financials 7%
Industrials 6%
Healthcare 3%
Consumer staples 2%
Energy 1%
Utilities 1%
Long book by quarter
What does Bouchey Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 261.0K | $68.0M | 5.0% | +0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 116.4K | $27.2M | 2.0% | +3.2% |
| MSFT MICROSOFT CORP | Technology | 14.3K | $5.3M | 0.4% | -0.1% |
| NVDA NVIDIA CORP | Technology | 28.5K | $5.2M | 0.4% | -11.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 8.6K | $4.2M | 0.3% | -1.3% |
| GOOGL ALPHABET INC-CL A | Technology | 10.7K | $3.4M | 0.2% | +7.9% |
| JPM JPMORGAN CHASE & CO | Financials | 8.3K | $2.6M | 0.2% | -4.8% |
| AVGO BROADCOM INC | Technology | 6.2K | $2.2M | 0.2% | +146.7% |
| GOOG ALPHABET INC-CL C | Technology | 6.8K | $2.1M | 0.2% | -40.6% |
| MU MICRON TECHNOLOGY INC | Technology | 4.9K | $2.1M | 0.2% | +4.5% |
| UNP UNION PACIFIC CORP | Industrials | 7.7K | $1.9M | 0.1% | +3.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 7.7K | $1.8M | 0.1% | +4.1% |
| TSLA TESLA INC | Industrials | 4.5K | $1.6M | 0.1% | +8.2% |
| BAC BANK OF AMERICA CORP | Financials | 23.9K | $1.3M | 0.1% | -15.9% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 7.5K | $1.2M | 0.1% | +0.4% |
| MCD MCDONALD'S CORP | Consumer discretionary | 3.7K | $1.1M | 0.1% | +4.9% |
| NUE NUCOR CORP | Industrials | 6.2K | $1.1M | 0.1% | +0.2% |
| LLY ELI LILLY & CO | Healthcare | 1.2K | $1.1M | 0.1% | +3.7% |
| CAT CATERPILLAR INC | Industrials | 1.3K | $1.0M | 0.1% | +32.4% |
| META META PLATFORMS INC-CLASS A | Technology | 1.6K | $1.0M | 0.1% | +3.3% |
| ABBV ABBVIE INC | Healthcare | 4.7K | $996K | 0.1% | -2.9% |
| AMD ADVANCED MICRO DEVICES | Technology | 4.1K | $982K | 0.1% | -0.6% |
| CSCO CISCO SYSTEMS INC | Technology | 11.7K | $979K | 0.1% | +23.6% |
| HD HOME DEPOT INC | Consumer discretionary | 2.9K | $979K | 0.1% | +8.9% |
| GE GENERAL ELECTRIC | Industrials | 3.0K | $932K | 0.1% | +2.2% |
| ET ENERGY TRANSFER LP | Utilities | 41.4K | $790K | 0.1% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.2K | $775K | 0.1% | +10.6% |
| XOM EXXON MOBIL CORP | Energy | 5.0K | $771K | 0.1% | +6.3% |
| GEV GE VERNOVA INC | Industrials | 763 | $739K | 0.1% | +8.1% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 3.1K | $730K | 0.1% | +0.1% |
| NEE NEXTERA ENERGY INC | Utilities | 7.0K | $663K | 0.0% | +7.7% |
| WFC WELLS FARGO & CO | Financials | 7.6K | $652K | 0.0% | -0.2% |
| V VISA INC-CLASS A SHARES | Services media | 2.1K | $649K | 0.0% | +5.3% |
| AMGN AMGEN INC | Healthcare | 1.8K | $649K | 0.0% | +3.6% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 13.5K | $646K | 0.0% | +5.2% |
| WMT WALMART INC | Consumer discretionary | 4.7K | $602K | 0.0% | +66.6% |
| MPLX MPLX LP | Energy | 10.6K | $596K | 0.0% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 3.9K | $577K | 0.0% | +18.2% |
| MO ALTRIA GROUP INC | Consumer staples | 8.3K | $566K | 0.0% | +3.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 547 | $565K | 0.0% | +37.1% |
| RTX RTX CORP | Industrials | 2.7K | $551K | 0.0% | +1.4% |
| CVX CHEVRON CORP | Energy | 2.7K | $516K | 0.0% | +54.3% |
| LRCX LAM RESEARCH CORP | Industrials | 1.9K | $502K | 0.0% | +7.2% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.0K | $462K | 0.0% | +3.4% |
| DE DEERE & CO | Industrials | 743 | $460K | 0.0% | +49.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 173 | $1.36B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 16, 2026 | 163 | $1.33B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 152 | $1.30B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 142 | $1.20B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 138 | $1.11B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 5, 2025 | 148 | $1.14B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 24, 2024 | 153 | $1.12B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 12, 2024 | 148 | $1.05B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 149 | $1.02B | canonical | SEC ↗ |