Bouchey Financial Group Ltd

CIK 0001599054 • 5 13F filings • May 9, 2025 – Apr 13, 2026

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Filer information

Filed by: Bouchey Financial Group Ltd, Chief Compliance Officer
Address: 1819 5TH AVE, TROY, NY, 12833
Phone: (518) 720-3333
AUM: $1.33B

AUM over time

$1.55B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.33B155 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$289K	0.0%Prev: 0.0%	2,307 SH	Decreased-232 SH
ABBVIE INC	COM	$1.1M	0.1%Prev: 0.1%	4,830 SH	Decreased-553 SH
ADVANCED MICRO DEVICES INC	COM	$893K	0.1%Prev: 0.0%	4,171 SH	Increased+389 SH
ALLSTATE CORP	COM	$299K	0.0%Prev: 0.0%	1,427 SH	Decreased-62 SH
ALPHABET INC	CAP STK CL A	$3.1M	0.2%Prev: 0.2%	9,909 SH	Increased+453 SH
ALPHABET INC	CAP STK CL C	$3.6M	0.3%Prev: 0.2%	11,387 SH	Increased+378 SH
ALTRIA GROUP INC	COM	$466K	0.0%Prev: 0.0%	8,027 SH	Increased+1,061 SH
AMAZON COM INC	COM	$26.0M	2.0%Prev: 2.0%	112,780 SH	Increased-3,880 SH
AMERICAN ELEC PWR CO INC	COM	$240K	0.0%Prev: 0.0%	2,078 SH	Increased+11 SH
AMERICAN EXPRESS CO	COM	$406K	0.0%Prev: 0.0%	1,097 SH	Decreased-128 SH
AMGEN INC	COM	$577K	0.0%Prev: 0.0%	1,762 SH	Increased-4 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$611K	0.0%Prev: 0.1%	7,605 SH	Decreased
APPLE INC	COM	$70.9M	5.3%Prev: 5.8%	260,705 SH	Decreased-35,060 SH
ARISTA NETWORKS INC	COM SHS	$206K	0.0%Prev: 0.0%	1,570 SH	Decreased-305 SH
AT&T INC	COM	$298K	0.0%Prev: 0.0%	11,995 SH	Decreased-223 SH
BANK AMERICA CORP	COM	$1.6M	0.1%Prev: 0.1%	28,425 SH	Increased+158 SH
BARINGS BDC INC	COM	$94K	0.0%Prev: 0.0%	10,276 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.4M	0.3%Prev: 0.3%	8,697 SH	Decreased-37 SH
BROADCOM INC	COM	$874K	0.1%Prev: 0.1%	2,526 SH	Increased+403 SH
CATERPILLAR INC	COM	$561K	0.0%Prev: 0.0%	980 SH	Increased+44 SH
CHEVRON CORP NEW	COM	$268K	0.0%Prev: 0.0%	1,756 SH	Decreased-2,073 SH
CISCO SYS INC	COM	$731K	0.1%Prev: 0.0%	9,494 SH	Increased+268 SH
COCA COLA CO	COM	$211K	0.0%	3,021 SH	New
COSTCO WHSL CORP NEW	COM	$344K	0.0%Prev: 0.0%	399 SH	Decreased-49 SH
CROWDSTRIKE HLDGS INC	CL A	$220K	0.0%	469 SH	New
DANAHER CORPORATION	COM	$299K	0.0%Prev: 0.0%	1,304 SH	Increased+22 SH
DEERE & CO	COM	$232K	0.0%Prev: 0.0%	497 SH	Increased-3 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$214K	0.0%Prev: 0.0%	2,890 SH	Increased
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$81.5M	6.1%Prev: 6.2%	2,144,055 SH	Increased+20,456 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$5.0M	0.4%Prev: 2.1%	71,854 SH	Decreased-327,543 SH
ELI LILLY & CO	COM	$1.2M	0.1%Prev: 0.1%	1,123 SH	Increased+34 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$683K	0.1%Prev: 0.1%	41,402 SH	Decreased
EXXON MOBIL CORP	COM	$562K	0.0%Prev: 0.0%	4,674 SH	Increased+151 SH
FASTENAL CO	COM	$295K	0.0%Prev: 0.0%	7,350 SH	Decreased+191 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$268K	0.0%Prev: 0.0%	2,931 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$31.0M	2.3%Prev: 2.3%	818,257 SH	Increased+4,881 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$22.3M	1.7%Prev: 1.7%	563,215 SH	Increased-3,015 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.3M	0.1%Prev: 0.1%	32,276 SH	Increased+11,285 SH
GE AEROSPACE	COM NEW	$898K	0.1%Prev: 0.1%	2,913 SH	Increased+18 SH
GE VERNOVA INC	COM	$461K	0.0%Prev: 0.0%	706 SH	Increased+9 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$307K	0.0%Prev: 0.0%	3,605 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$203K	0.0%	231 SH	New
HOME DEPOT INC	COM	$911K	0.1%Prev: 0.1%	2,647 SH	Decreased-157 SH
HONEYWELL INTL INC	COM	$369K	0.0%Prev: 0.0%	1,893 SH	Decreased-8 SH
INTERNATIONAL BUSINESS MACHS	COM	$910K	0.1%Prev: 0.1%	3,072 SH	Increased+27 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$148.7M	11.2%Prev: 0.0%	587,964 SH	Increased+587,107 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$21.7M	1.6%Prev: 1.7%	477,638 SH	Decreased-29,338 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.1M	0.2%Prev: 0.2%	16,099 SH	Increased-128 SH
INVESCO QQQ TR	UNIT SER 1	$96.4M	7.2%Prev: 17.5%	157,000 SH	Decreased-221,714 SH
ISHARES TR	CORE HIGH DV ETF	$277K	0.0%	2,275 SH	New
ISHARES TR	CORE S&P SCP ETF	$685K	0.1%Prev: 0.1%	5,699 SH	Increased-13 SH
ISHARES TR	CORE S&P500 ETF	$1000K	0.1%Prev: 0.1%	1,459 SH	Decreased-48 SH
ISHARES TR	CORE US AGGBD ET	$75.1M	5.6%Prev: 5.4%	752,135 SH	Increased+54,979 SH
ISHARES TR	EXPND TEC SC ETF	$655K	0.0%Prev: 0.0%	5,070 SH	Increased
ISHARES TR	FUTURE EXPONENTI	$250K	0.0%Prev: 0.0%	3,588 SH	Decreased
ISHARES TR	MORNINGSTAR GRWT	$526K	0.0%Prev: 0.0%	5,060 SH	Decreased
ISHARES TR	MRGSTR MD CP VAL	$231K	0.0%Prev: 0.0%	2,808 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$677K	0.1%Prev: 0.1%	7,193 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$457K	0.0%	4,263 SH	New
ISHARES TR	RUS MID CAP ETF	$409K	0.0%Prev: 0.0%	4,251 SH	Decreased-48 SH
ISHARES TR	RUS TOP 200 ETF	$380K	0.0%Prev: 0.0%	2,229 SH	Increased-26 SH
ISHARES TR	RUSSELL 2000 ETF	$3.1M	0.2%Prev: 0.2%	12,623 SH	Increased+2 SH
ISHARES TR	U S EQUITY FACTR	$260K	0.0%Prev: 0.0%	3,745 SH	Increased
ISHARES TR	US HLTHCR PR ETF	$216K	0.0%Prev: 0.0%	4,497 SH	Decreased
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$219K	0.0%Prev: 0.0%	4,720 SH	Decreased-1 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$41.7M	3.1%Prev: 2.8%	878,614 SH	Increased+110,501 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$29.7M	2.2%Prev: 2.1%	517,009 SH	Increased+42,993 SH
JOHNSON & JOHNSON	COM	$1.5M	0.1%Prev: 0.1%	7,366 SH	Increased+117 SH
JPMORGAN CHASE & CO.	COM	$2.8M	0.2%Prev: 0.2%	8,740 SH	Increased+37 SH
KEYCORP	COM	$358K	0.0%Prev: 0.0%	17,345 SH	Increased
LAM RESEARCH CORP	COM NEW	$310K	0.0%	1,810 SH	New
LOCKHEED MARTIN CORP	COM	$543K	0.0%Prev: 0.0%	1,123 SH	Decreased-28 SH
MASTERCARD INCORPORATED	CL A	$238K	0.0%Prev: 0.0%	416 SH	Increased+36 SH
MCDONALDS CORP	COM	$1.1M	0.1%Prev: 0.1%	3,503 SH	Decreased-121 SH
MERCK & CO INC	COM	$203K	0.0%	1,919 SH	New
META PLATFORMS INC	CL A	$1.0M	0.1%Prev: 0.1%	1,551 SH	Increased+224 SH
MICROCHIP TECHNOLOGY INC.	COM	$240K	0.0%Prev: 0.0%	3,771 SH	Increased+159 SH
MICRON TECHNOLOGY INC	COM	$1.3M	0.1%Prev: 0.1%	4,676 SH	Increased-1,731 SH
MICROSOFT CORP	COM	$6.9M	0.5%Prev: 0.6%	14,306 SH	Decreased+434 SH
MORGAN STANLEY	COM NEW	$410K	0.0%Prev: 0.0%	2,312 SH	Increased+44 SH
MPLX LP	COM UNIT REP LTD	$564K	0.0%Prev: 0.0%	10,568 SH	Increased
NEXTERA ENERGY INC	COM	$523K	0.0%Prev: 0.0%	6,513 SH	Increased+106 SH
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$210K	0.0%Prev: 0.0%	4,660 SH	Increased
NUCOR CORP	COM	$1.0M	0.1%Prev: 0.1%	6,146 SH	Increased+12 SH
NVIDIA CORPORATION	COM	$6.0M	0.4%Prev: 0.4%	31,960 SH	Increased+3,243 SH
ORACLE CORP	COM	$264K	0.0%Prev: 0.0%	1,353 SH	Decreased-31 SH
PALANTIR TECHNOLOGIES INC	CL A	$319K	0.0%Prev: 0.0%	1,797 SH	Increased+243 SH
PALO ALTO NETWORKS INC	COM	$431K	0.0%Prev: 0.0%	2,340 SH	Decreased+1 SH
PAYCHEX INC	COM	$416K	0.0%Prev: 0.0%	3,713 SH	Decreased-5 SH
PEPSICO INC	COM	$343K	0.0%Prev: 0.0%	2,381 SH	Increased+81 SH
PHILIP MORRIS INTL INC	COM	$1.2M	0.1%Prev: 0.1%	7,455 SH	Decreased-99 SH
PLUG POWER INC	COM NEW	$21K	0.0%Prev: 0.0%	10,443 SH	Decreased+150 SH
PROCTER AND GAMBLE CO	COM	$477K	0.0%Prev: 0.0%	3,327 SH	Decreased-61 SH
PROSHARES TR	S&P 500 DV ARIST	$203K	0.0%Prev: 0.0%	1,950 SH	Increased
PROSHARES TR	ULTRAPRO QQQ	$391K	0.0%Prev: 0.0%	7,424 SH	Increased+3,707 SH
REGENERON PHARMACEUTICALS	COM	$255K	0.0%	330 SH	New
RTX CORPORATION	COM	$490K	0.0%Prev: 0.0%	2,674 SH	Increased+8 SH
S&P GLOBAL INC	COM	$336K	0.0%Prev: 0.0%	643 SH	Increased+64 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$275K	0.0%Prev: 0.0%	8,378 SH	Increased
SCHWAB STRATEGIC TR	5 10YR CORP BD	$32.8M	2.5%Prev: 2.3%	1,427,118 SH	Increased+118,990 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$35.5M	2.7%Prev: 2.5%	1,416,984 SH	Increased+137,856 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$67.0M	5.0%Prev: 16.5%	2,552,924 SH	Decreased-5,765,462 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$69.6M	5.2%Prev: 6.5%	2,536,062 SH	Decreased-559,812 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$260K	0.0%Prev: 0.0%	7,972 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.1M	0.2%Prev: 0.2%	77,364 SH	Increased-370 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	0.1%Prev: 0.1%	38,980 SH	Increased
SCHWAB STRATEGIC TR	US SML CAP ETF	$8.1M	0.6%Prev: 0.6%	285,831 SH	Increased-3,978 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$428K	0.0%	7,806 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.2M	0.1%	7,628 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$6.8M	0.5%	47,363 SH	New
SHERWIN WILLIAMS CO	COM	$206K	0.0%Prev: 0.0%	635 SH	Decreased+12 SH
SPDR S&P 500 ETF TR	TR UNIT	$16.2M	1.2%Prev: 1.2%	23,794 SH	Increased-220 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$325K	0.0%Prev: 0.0%	536 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$1.9M	0.1%	13,400 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$1.4M	0.1%	35,761 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$315K	0.0%Prev: 0.0%	1,035 SH	Increased+143 SH
TESLA INC	COM	$1.9M	0.1%Prev: 0.1%	4,156 SH	Increased+441 SH
THERMO FISHER SCIENTIFIC INC	COM	$208K	0.0%	358 SH	New
TJX COS INC NEW	COM	$217K	0.0%	1,415 SH	New
UNION PAC CORP	COM	$1.7M	0.1%Prev: 0.1%	7,489 SH	Decreased-14 SH
UNITED RENTALS INC	COM	$295K	0.0%Prev: 0.0%	364 SH	Decreased+1 SH
UNITEDHEALTH GROUP INC	COM	$328K	0.0%Prev: 0.0%	994 SH	Decreased-9 SH
VANECK BITCOIN ETF	SH BEN INT	$17.0M	1.3%	686,899 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$18.3M	1.4%	50,823 SH	New
VANECK ETF TRUST	URANIUM AND NUCL	$16.4M	1.2%	131,760 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.3M	0.6%Prev: 0.6%	99,229 SH	Decreased-1,374 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.3M	0.1%Prev: 0.1%	25,409 SH	Increased+1,004 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$745K	0.1%Prev: 0.1%	3,561 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.1%Prev: 0.1%	2,559 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$358K	0.0%Prev: 0.0%	1,136 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$33.8M	2.5%Prev: 2.6%	116,365 SH	Increased+2,789 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$923K	0.1%Prev: 0.1%	10,425 SH	Decreased-10 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$152.3M	11.4%Prev: 0.4%	242,835 SH	Increased+234,063 SH
VANGUARD INDEX FDS	SMALL CP ETF	$403K	0.0%Prev: 0.0%	1,562 SH	Increased-15 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$10.1M	0.8%Prev: 0.8%	30,110 SH	Increased-158 SH
VANGUARD INDEX FDS	VALUE ETF	$772K	0.1%Prev: 0.1%	4,041 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$605K	0.0%Prev: 0.0%	8,228 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$294K	0.0%Prev: 0.0%	5,468 SH	Decreased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.1%Prev: 0.1%	21,277 SH	Decreased-7,307 SH
VANGUARD NY TAX FREE FDS	TAX EXEMPT BD	$204K	0.0%	1,972 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$334K	0.0%Prev: 0.0%	1,519 SH	Increased+1 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	0.2%Prev: 0.2%	17,541 SH	Increased
VANGUARD WORLD FD	CONSUM DIS ETF	$310K	0.0%Prev: 0.0%	786 SH	Decreased
VANGUARD WORLD FD	ESG US STK ETF	$226K	0.0%Prev: 0.0%	1,867 SH	Increased
VANGUARD WORLD FD	FINANCIALS ETF	$363K	0.0%Prev: 0.0%	2,721 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$11.5M	0.9%Prev: 0.9%	15,224 SH	Increased-138 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$329K	0.0%Prev: 0.0%	797 SH	Increased+173 SH
VERIZON COMMUNICATIONS INC	COM	$523K	0.0%Prev: 0.0%	12,847 SH	Decreased-742 SH
VISA INC	COM CL A	$702K	0.1%Prev: 0.1%	2,001 SH	Decreased-78 SH
WALMART INC	COM	$312K	0.0%Prev: 0.0%	2,798 SH	Decreased-2,347 SH
WELLS FARGO CO NEW	COM	$708K	0.1%Prev: 0.0%	7,592 SH	Increased+58 SH
WISDOMTREE TR	US AI ENHANCED	$327K	0.0%Prev: 0.0%	2,840 SH	Increased
WISDOMTREE TR	US LARGECAP FUND	$554K	0.0%Prev: 0.0%	7,815 SH	Increased
WISDOMTREE TR	US QTLY DIV GRT	$78.0M	5.9%Prev: 5.9%	872,577 SH	Increased+7,041 SH
WORLD GOLD TR	SPDR GLD MINIS	$269K	0.0%Prev: 0.0%	3,146 SH	Increased

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $214K
AXON ENTERPRISE INC — $231K
BLACKSTONE INC — $219K
SELECT SECTOR SPDR TR — $423K
SELECT SECTOR SPDR TR — $20.5M
SELECT SECTOR SPDR TR — $6.8M
SPDR SERIES TRUST — $1.7M
SPDR SERIES TRUST — $249K
SSGA ACTIVE ETF TR — $1.6M
SSGA ACTIVE ETF TR — $405K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001951757-26-000213	$1.33B	View
Nov 12, 2025	Q3 2025	13F-HR	0001951757-25-001404	$1.30B	View
Jul 27, 2026	Q2 2026