Bush Investment Group, LLC
- SEC CIK
- 0001966640
- Latest filing
- Aug 3, 2026
The latest 13F from Bush Investment Group, LLC covers Q1 2026 (filed Aug 3, 2026): 38 long positions worth $183.0M. The top 10 holdings make up 70.8% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 18.6%. Livermore has 10 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q1 2026
Share counts compared with Q4 2025: 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.
- New
- 4
- Est. +$8.05M
- Added
- 25
- Est. +$11.2M
- Reduced
- 5
- Est. −$7.68M
- Sold out
- 4
- Est. −$4.66M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Total Stock Market ETF92290876918.6%$34.1M
- Schwab International Equity ETF80852480514.3%$26.2M
- iShares Russell Top 200 Growth ETF46428943810.7%$19.6M
- Schwab U.S. Mid-Cap ETF8085245086.6%$12.0M
- BlackRock ETF Trust09290C7804.6%$8.49M
Share of portfolio
Top 5 holdings and the other 33 positions, by share of portfolio value
- Vanguard Morningstar Total Stock Market ETF18.6%
- Schwab International Equity ETF14.3%
- iShares Russell Top 200 Growth ETF10.7%
- Schwab U.S. Mid-Cap ETF6.6%
- BlackRock ETF Trust4.6%
- Other 33 positions45.2%
Biggest buys
New and added positions, by estimated amount bought
- BlackRock ETF Trust09290C764+$2.76MNew
- iShares MSCI Acwi Ex U.S. ETF464288240+$2.57MNew
- Global X FDS37960A529+$2.36MAdded
- Vanguard Morningstar Total Stock Market ETF922908769+$1.54MAdded
- BlackRock ETF Trust09290C855+$1.39MNew
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- BlackRock ETF Trust09290C764+1.51 pp0.0% → 1.5%
- Global X FDS37960A529+1.41 pp1.8% → 3.2%
- iShares MSCI Acwi Ex U.S. ETF464288240+1.40 pp0.0% → 1.4%
- BlackRock ETF Trust09290C855+0.76 pp0.0% → 0.8%
- iShares U.S. Treasury Bond ETF46429B267+0.72 pp0.0% → 0.7%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- GLDMWorld Gold Trust
- Invesco Exchange Traded FD T46137V233−$3.81MSold out
- iShares Core MSCI Emerging Markets ETF46434G103−$2.21MReduced
- iShares Tr464288877−$1.38MReduced
- iShares Tr464288281−$324.8KSold out
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Invesco Exchange Traded FD T46137V233−2.13 pp2.1% → 0.0%
- GLDMWorld Gold Trust
- iShares Core MSCI Emerging Markets ETF46434G103−1.19 pp1.4% → 0.2%
- iShares Tr464288877−0.72 pp1.8% → 1.1%
- iShares Tr464288281−0.18 pp0.2% → 0.0%
Metrics
13F metrics for Q1 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $183.0M
- +$4.30M (+2.4%) vs. prior quarter
- Positions
- 38
- 0 vs. prior quarter
- Top 10 concentration
- 70.8%
- Top 10 as share of value
- Turnover
- 6.8%
- Q1 2026, one quarter
- Average holding period
- 8.1 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 (Q4 2023), so positions held before then are understated.
13F filings by quarter
10 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $183.0M (Q1 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q1 2026 | Aug 3, 2026 | 38 | $183.0M | Vanguard Morningstar Total Stock Market ETFSchwab International Equity ETFiShares Russell Top 200 Growth ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Mar 5, 2026 | 38 | $178.7M | Vanguard Morningstar Total Stock Market ETFSchwab International Equity ETFiShares Russell Top 200 Growth ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Dec 18, 2025 | 37 | $168.8M | Vanguard Morningstar Total Stock Market ETFSchwab International Equity ETFiShares Russell Top 200 Growth ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 1, 2025 | 36 | $148.9M | Vanguard Morningstar Total Stock Market ETFiShares Russell Top 200 Growth ETFSchwab International Equity ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 29, 2025 | 35 | $132.7M | Vanguard Morningstar Total Stock Market ETFiShares Russell Top 200 Growth ETFSchwab International Equity ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 13, 2025 | 33 | $128.1M | Vanguard Morningstar Total Stock Market ETFiShares Russell Top 200 Growth ETFSchwab International Equity ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Dec 3, 2024 | 31 | $125.1M | Vanguard Morningstar Total Stock Market ETFiShares Russell Top 200 Growth ETFSchwab International Equity ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 12, 2024 | 30 | $116.5M | Vanguard Morningstar Total Stock Market ETFiShares Russell Top 200 Growth ETFSchwab International Equity ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Jun 13, 2024 | 30 | $113.2M | Vanguard Morningstar Total Stock Market ETFiShares Russell Top 200 Growth ETFSchwab International Equity ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 12, 2024 | 27 | $108.3M | Vanguard Morningstar Total Stock Market ETFiShares Russell Top 200 Growth ETFSchwab International Equity ETF | – | SEC |