Funds · 13F filer · Troy, NY

Bouchey Financial Group, Ltd.

$1.5B in 191 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+20.7%S&P 500 +20.9%
3y return+51.9%S&P 500 +68.5%
5y return+58.5%S&P 500 +74.5%
10y return+191.9%S&P 500 +256.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since June 30, 2016: $292 against $357 in the S&P 500.2

Bouchey Financial Group, Ltd.S&P 500 (SPY)
$100$35720162026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
QQQMInvesco Exch Traded Fd Tr II$178.1M11.5%−4.1%
VOOVanguard Index Fds$174.0M11.2%+3.5%
QQQInvesco Qqq Tr$108.7M7.0%
DGRWWisdomtree Tr$84.7M5.5%+1.2%
AAPLApple Inc$74.5M4.8%−1.3%
SCHBSchwab Strategic Tr$70.2M4.5%−1.1%
FTCBFirst Tr Exchange-traded Fd$61.1M3.9%+55.1%
JCPBJ P Morgan Exchange Traded F$59.2M3.8%+38.2%
Dimensional Etf TrustCUSIP 25434V831$58.2M3.8%−35.5%
SMHVaneck Etf Trust$54.2M3.5%
BONDPimco Etf Tr$50.3M3.3%New
AIPOTidal Trust II$41.5M2.7%New
PVALPutnam Etf Trust$39.4M2.5%New
VOVanguard Index Fds$38.2M2.5%
DRAMRoundhill Etf Trust$34.6M2.2%New
BUFRFirst Tr Exchng Traded Fd Vi$34.0M2.2%New
JEPIJ P Morgan Exchange Traded F$31.1M2.0%+4.1%
MSFTMicrosoft Corp$30.9M2.0%+480.1%
RSPTInvesco Exchange Traded Fd T$30.4M2.0%
AMZNAmazon Com Inc$28.1M1.8%+1.2%
SCHISchwab Strategic Tr$26.1M1.7%−21.5%
AGGIshares Tr$18.1M1.2%−76.3%
SPYState Str Spdr S&p 500 Etf T$17.7M1.1%
HODLVaneck Bitcoin Etf$16.3M1.1%+2.7%
SCHDSchwab Strategic Tr$16.3M1.1%−78.1%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia CorporationDecember 31, 2022+1269.2%$6.3M
GOOGLAlphabet IncJune 30, 2020+404.0%$4.1M
GOOGAlphabet IncJune 30, 2020+399.9%$2.7M
XLKSelect Sector Spdr TrJune 30, 2020+264.7%$9.2M
JPMJpmorgan Chase & CoJune 30, 2020+248.0%$2.8M
VGTVanguard World FdJune 30, 2020+243.1%$12.7M
RSPTInvesco Exchange Traded Fd TJune 30, 2020+223.9%$30.4M
AAPLApple IncJune 30, 2020+217.3%$74.5M
QQQInvesco Qqq TrJune 30, 2020+197.4%$108.7M
BRK/BBerkshire Hathaway Inc DelJune 30, 2020+180.3%$4.5M

Sold off last quarter

  • NLRVaneck Etf Trust was $19.1M
  • XDECFirst Tr Exchng Traded Fd Vi was $1.5M
  • XAUGFirst Tr Exchng Traded Fd Vi was $656K
  • GAUGFirst Tr Exchng Traded Fd Vi was $479K
  • Honeywell Intl IncCUSIP 438516106 was $462K
  • XJULFirst Tr Exchng Traded Fd Vi was $408K
  • FASTFastenal Co was $380K
  • GJULFirst Tr Exchng Traded Fd Vi was $350K
  • XJUNFirst Tr Exchng Traded Fd Vi was $278K
  • NOCNorthrop Grumman Corp was $255K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+14.1%+14.8%
March 31, 2026−2.8%−4.6%
December 31, 2025+1.9%+2.4%
September 30, 2025+6.8%+7.8%
June 30, 2025+6.8%+10.5%
March 31, 2025−3.9%−4.6%
December 31, 2024+0.9%+2.1%
September 30, 2024+4.9%+5.4%
June 30, 2024+3.1%+4.0%
March 31, 2024+6.1%+10.0%
December 31, 2023+10.2%+11.2%
September 30, 2023−3.9%−3.6%
June 30, 2023+6.5%+8.3%
March 31, 2023+7.3%+7.0%
December 31, 2022+13.0%+7.1%
September 30, 2022−3.6%−5.3%
June 30, 2022−17.8%−16.5%
March 31, 2022−4.7%−4.9%
December 31, 2021+7.3%+10.7%
September 30, 2021−0.2%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1599054
  2. 2
    Filed July 27, 2026 · accession 0001951757-26-001070