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Livermore
Livermore
ZHEN

Bouchey Financial Group Ltd

SEC CIK
0001599054
Latest filing
Jul 27, 2026

The latest 13F from Bouchey Financial Group Ltd covers Q2 2026 (filed Jul 27, 2026): 191 long positions worth $1.55B. The top 10 holdings make up 59.6% of the portfolio, and the largest is Invesco Nasdaq 100 ETF at 11.5%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
31
Est. +$206.6M
Added
71
Est. +$78.6M
Reduced
52
Est. −$218.6M
Sold out
13
Est. −$24.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. Invesco Nasdaq 100 ETF46138G649
    11.5%$178.1M
  2. Vanguard S&P 500 ETF922908363
    11.2%$174.0M
  3. Invesco QQQ Trust Series I46090E103
    7.0%$108.7M
  4. WisdomTree Tr97717X669
    5.5%$84.7M
  5. AAPLApple Inc.
    4.8%$74.5MHistory

Share of portfolio

Top 5 holdings and the other 186 positions, by share of portfolio value

  1. Invesco Nasdaq 100 ETF11.5%
  2. Vanguard S&P 500 ETF11.2%
  3. Invesco QQQ Trust Series I7.0%
  4. WisdomTree Tr5.5%
  5. AAPL4.8%
  6. Other 186 positions59.9%

Biggest buys

New and added positions, by estimated amount bought

  1. PIMCO Active Bond Exchange-Traded Fund72201R775
    +$50.3MNew
  2. Tidal Trust II88636R479
    +$41.5MNew
  3. Putnam ETF Trust746729300
    +$39.4MNew
  4. Roundhill ETF Trust77926X320
    +$34.6MNew
  5. First Tr Exchng Traded FD VI33740F755
    +$34.0MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PIMCO Active Bond Exchange-Traded Fund72201R775
    +3.25 pp0.0% → 3.3%
  2. Tidal Trust II88636R479
    +2.68 pp0.0% → 2.7%
  3. Putnam ETF Trust746729300
    +2.54 pp0.0% → 2.5%
  4. Roundhill ETF Trust77926X320
    +2.24 pp0.0% → 2.2%
  5. First Tr Exchng Traded FD VI33740F755
    +2.20 pp0.0% → 2.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Schwab US Dividend Equity ETF808524797
    −$58.4MReduced
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −$58.3MReduced
  3. Dimensional ETF Trust25434V831
    −$32.0MReduced
  4. First Tr Exchng Traded FD VI33740F367
    −$29.8MReduced
  5. VanEck ETF Trust92189F601
    −$19.1MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core U.S. Aggregate Bond ETF464287226
    −4.47 pp5.6% → 1.2%
  2. Schwab US Dividend Equity ETF808524797
    −4.29 pp5.3% → 1.1%
  3. Dimensional ETF Trust25434V831
    −2.28 pp6.0% → 3.8%
  4. First Tr Exchng Traded FD VI33740F367
    −2.11 pp2.1% → <0.1%
  5. VanEck ETF Trust92189F601
    −1.40 pp1.4% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.55B
+$184.8M (+13.6%) vs. prior quarter
Positions
191
+18 vs. prior quarter
Top 10 concentration
59.6%
Top 10 as share of value
Turnover
16.7%
Q2 2026, one quarter
Average holding period
12.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.55B (Q2 2026)

Q1 2021: $619.8MQ2 2021: $628.6MQ3 2021: $719.9MQ4 2021: $744.4MQ1 2022: $745.3MQ2 2022: $623.6MQ3 2022: $683.9MQ4 2022: $694.3MQ1 2023: $757.1MQ2 2023: $826.5MQ3 2023: $815.8MQ4 2023: $933.5MQ1 2024: $1.02BQ2 2024: $1.05BQ3 2024: $1.12BQ4 2024: $1.14BQ1 2025: $1.11BQ2 2025: $1.20BQ3 2025: $1.30BQ4 2025: $1.33BQ1 2026: $1.36BQ2 2026: $1.55B
Q1 2021Q2 2026
13F filings of Bouchey Financial Group Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 27, 2026191$1.55BInvesco Nasdaq 100 ETFVanguard S&P 500 ETFInvesco QQQ Trust Series Ivs. Q1 2026SEC
Q1 2026Apr 13, 2026173$1.36BInvesco Nasdaq 100 ETFVanguard S&P 500 ETFInvesco QQQ Trust Series Ivs. Q4 2025SEC
Q4 2025Jan 16, 2026163$1.33BVanguard S&P 500 ETFInvesco Nasdaq 100 ETFInvesco QQQ Trust Series Ivs. Q3 2025SEC
Q3 2025Nov 12, 2025152$1.30BInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFSchwab US Dividend Equity ETFvs. Q2 2025SEC
Q2 2025Aug 8, 2025142$1.20BInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFSchwab US Dividend Equity ETFvs. Q1 2025SEC
Q1 2025May 9, 2025138$1.11BInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFSchwab US Dividend Equity ETFvs. Q4 2024SEC
Q4 2024Feb 5, 2025148$1.14BInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFSchwab US Dividend Equity ETFvs. Q3 2024SEC
Q3 2024Oct 24, 2024153$1.12BInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFWisdomTree Trvs. Q2 2024SEC
Q2 2024Jul 12, 2024148$1.05BInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFWisdomTree Trvs. Q1 2024SEC
Q1 2024Apr 23, 2024149$1.02BInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFSchwab US Dividend Equity ETFvs. Q4 2023SEC
Q4 2023Jan 18, 2024136$933.5MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFSchwab US Dividend Equity ETFvs. Q3 2023SEC
Q3 2023Oct 24, 2023125$815.8MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFSchwab US Dividend Equity ETFvs. Q2 2023SEC
Q2 2023Jul 13, 2023112$826.5MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFAAPLvs. Q1 2023SEC
Q1 2023May 2, 2023102$757.1MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFAAPLvs. Q4 2022SEC
Q4 2022Jan 24, 202394$694.3MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFSchwab US Dividend Equity ETFvs. Q3 2022SEC
Q3 2022Oct 27, 202291$683.9MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFAAPLvs. Q2 2022SEC
Q2 2022Jul 27, 2022Amended81$623.6MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFInvesco S&P 500 Equal Weight Technology ETFvs. Q1 2022SEC
Q1 2022May 6, 2022100$745.3MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFAAPLvs. Q4 2021SEC
Q4 2021Feb 11, 202290$744.4MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFInvesco S&P 500 Equal Weight Technology ETFvs. Q3 2021SEC
Q3 2021Nov 15, 202182$719.9MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFiShares Core U.S. Aggregate Bond ETFvs. Q2 2021SEC
Q2 2021Aug 24, 2021Amended78$628.6MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2021SEC
Q1 2021May 4, 202181$619.8MInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFiShares Core U.S. Aggregate Bond ETF–SEC