Bouchey Financial Group, Ltd.
Holdings as of 2026-06-30, filed 2026-07-27
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
191
Value reported by manager
$1.5B
Sum of our stored positions
$1.5B
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
40.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
191 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $178.1M | 588,006 | — | 46138G649 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $174M | 253,312 | — | 922908363 |
| INVESCO QQQ TR | UNIT SER 1 | $108.7M | 147,528 | — | 46090E103 |
| WISDOMTREE TR | US QTLY DIV GRT | $84.7M | 885,297 | — | 97717X669 |
| APPLE INC | COM | $74.5M | 257,515 | — | 037833100 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $70.2M | 2,424,447 | — | 808524102 |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | $61.1M | 2,928,857 | — | 33738D788 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $59.2M | 1,261,080 | — | 46641Q670 |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $58.2M | 1,393,666 | — | 25434V831 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $54.2M | 82,577 | — | 92189F676 |
| PIMCO ETF TR | ACTIVE BD ETF | $50.3M | 545,883 | — | 72201R775 |
| TIDAL TRUST II | DEFIA AI PWR ETF | $41.5M | 1,241,131 | — | 88636R479 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $39.4M | 772,527 | — | 746729300 |
| VANGUARD INDEX FDS | MID CAP ETF | $38.2M | 473,770 | — | 922908629 |
| ROUNDHILL ETF TRUST | MEMORY ETF | $34.6M | 468,719 | — | 77926X320 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $34M | 931,941 | — | 33740F755 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $31.1M | 551,039 | — | 46641Q332 |
| MICROSOFT CORP | COM | $30.9M | 82,867 | — | 594918104 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $30.4M | 471,353 | — | 46137V282 |
| AMAZON COM INC | COM | $28.1M | 117,848 | — | 023135106 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $26.1M | 1,153,981 | — | 808524698 |
| ISHARES TR | CORE US AGGBD ET | $18.1M | 182,758 | — | 464287226 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $17.7M | 23,671 | — | 78462F103 |
| VANECK BITCOIN ETF | SH BEN INT | $16.3M | 983,628 | — | 92189K105 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $16.3M | 514,953 | — | 808524797 |
| VANGUARD WORLD FD | INF TECH ETF | $12.7M | 106,026 | — | 92204A702 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.9M | 29,334 | — | 922908769 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $9.2M | 48,058 | — | 81369Y803 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $7M | 94,818 | — | 921937835 |
| NVIDIA CORPORATION | COM | $6.3M | 31,545 | — | 67066G104 |
| MICRON TECHNOLOGY INC | COM | $5.9M | 5,127 | — | 595112103 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.5M | 9,014 | — | 084670702 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $4.3M | 97,140 | — | 33740F482 |
| ALPHABET INC | CAP STK CL A | $4.1M | 11,555 | — | 02079K305 |
| ISHARES TR | RUSSELL 2000 ETF | $3.8M | 12,624 | — | 464287655 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.3M | 15,458 | — | 46137V357 |
| JPMORGAN CHASE & CO | COM | $2.8M | 8,495 | — | 46625H100 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.8M | 17,542 | — | 921946406 |
| BROADCOM INC | COM | $2.7M | 7,216 | — | 11135F101 |
| ALPHABET INC | CAP STK CL C | $2.7M | 7,561 | — | 02079K107 |
| ADVANCED MICRO DEVICES INC | COM | $2.5M | 4,386 | — | 007903107 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.2M | 76,337 | — | 808524201 |
| TESLA INC | COM | $2.2M | 5,240 | — | 88160R101 |
| UNION PAC CORP | COM | $2.2M | 8,030 | — | 907818108 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2M | 55,387 | — | 808524607 |
| JOHNSON & JOHNSON | COM | $1.9M | 7,596 | — | 478160104 |
| SPDR SERIES TRUST | ST STR SP DIV | $1.7M | 11,000 | — | 78464A763 |
| CISCO SYS INC | COM | $1.5M | 12,919 | — | 17275R102 |
| ELI LILLY & CO | COM | $1.4M | 1,183 | — | 532457108 |
| BANK OF AMER CORP | COM | $1.4M | 24,723 | — | 060505104 |
| PHILIP MORRIS INTL INC | COM | $1.4M | 7,746 | — | 718172109 |
| NUCOR CORP | COM | $1.4M | 6,191 | — | 670346105 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.3M | 35,980 | — | 808524508 |
| SSGA ACTIVE ETF TR | ST STR TOTAL ETF | $1.3M | 32,987 | — | 78467V848 |
| GE AEROSPACE | COM NEW | $1.3M | 3,451 | — | 369604301 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 24,709 | — | 922907746 |
| HOME DEPOT INC | COM | $1.2M | 3,432 | — | 437076102 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $1.1M | 27,402 | — | 33740U695 |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 1,476 | — | 464287200 |
| TPG RE FIN TR INC | COM | $1.1M | 126,761 | — | 87266M107 |
| ABBVIE INC | COM | $1.1M | 4,326 | — | 00287Y109 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1M | 20,991 | — | 92203C303 |
| MCDONALDS CORP | COM | $1M | 3,779 | — | 580135101 |
| EA SERIES TRUST | ALPHA ARCHITECT | $1M | 17,822 | — | 02072Q275 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1M | 10,425 | — | 922908553 |
| GE VERNOVA INC | COM | $988.4K | 841 | — | 36828A101 |
| LAM RESEARCH CORP | COM NEW | $964.3K | 2,224 | — | 512807306 |
| INTERNATIONAL BUSINESS MACHS | COM | $938.3K | 3,336 | — | 459200101 |
| PALO ALTO NETWORKS INC | COM | $908.5K | 2,664 | — | 697435105 |
| META PLATFORMS INC | CL A | $898.5K | 1,595 | — | 30303M102 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $876.8K | 3,561 | — | 922908652 |
| ISHARES TR | CORE S&P SCP ETF | $845.2K | 5,699 | — | 464287804 |
| VISA INC | COM CL A | $835.1K | 2,434 | — | 92826C839 |
| ISHARES TR | EXPND TEC SC ETF | $829.4K | 5,070 | — | 464287549 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | $798K | 7,605 | — | 032108664 |
| ENERGY TRANSFER L P | COM UT LTD PTN | $791.6K | 41,402 | — | 29273V100 |
| APPLIED MATLS INC | COM | $785.2K | 1,086 | — | 038222105 |
| CATERPILLAR INC | COM | $774K | 727 | — | 149123101 |
| AMGEN INC | COM | $701.8K | 1,938 | — | 031162100 |
| INTEL CORP | COM | $697.1K | 4,992 | — | 458140100 |
| ISHARES TR | MSCI USA MIN ETF | $693.8K | 7,193 | — | 46429B697 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $689.1K | 8,228 | — | 922042775 |
| EXXON MOBIL CORP | COM | $683.5K | 4,999 | — | 30231G102 |
| ALTRIA GROUP INC | COM | $682.2K | 9,411 | — | 02209S103 |
| MARVELL TECHNOLOGY INC | COM | $667K | 2,239 | — | 573874104 |
| WELLS FARGO & CO | COM | $662.9K | 8,021 | — | 949746101 |
| VANGUARD INDEX FDS | VALUE ETF | $624.2K | 2,864 | — | 922908744 |
| NEXTERA ENERGY INC | COM | $618.7K | 7,049 | — | 65339F101 |
| LOCKHEED MARTIN CORP | COM | $614.9K | 1,207 | — | 539830109 |
| WISDOMTREE TR | US LARGECAP FUND | $607.9K | 7,815 | — | 97717W588 |
| PROSHARES TR | ULTRAPRO QQQ | $600.5K | 7,414 | — | 74347X831 |
| MPLX LP | COM UNIT REP LTD | $595.3K | 10,568 | — | 55336V100 |
| ISHARES TR | MORNINGSTAR GRWT | $592.1K | 5,060 | — | 464287119 |
| RTX CORPORATION | COM | $551.1K | 2,904 | — | 75513E101 |
| PGIM ETF TR | PGIM ULTRA SH BD | $540.2K | 10,882 | — | 69344A107 |
| MORGAN STANLEY | COM NEW | $535.1K | 2,560 | — | 617446448 |
| UNITEDHEALTH GROUP INC | COM | $516.2K | 1,242 | — | 91324P102 |
| DEERE & CO | COM | $516.1K | 812 | — | 244199105 |
| WALMART INC | COM | $513.2K | 4,531 | — | 931142103 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $507.4K | 3,198 | — | 81369Y209 |
| VERIZON COMMUNICATIONS INC | COM | $505.8K | 11,947 | — | 92343V104 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $497K | 1,040 | — | 874039100 |
| PROCTER & GAMBLE CO | COM | $493.3K | 3,364 | — | 742718109 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $489.9K | 12,403 | — | 33740F367 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $487.1K | 5,916 | — | 25434V500 |
| VANGUARD INDEX FDS | GROWTH ETF | $478.6K | 5,556 | — | 922908736 |
| MERCK & CO INC | COM | $474.9K | 3,672 | — | 58933Y105 |
| ISHARES TR | RUS MID CAP ETF | $468.8K | 4,249 | — | 464287499 |
| COSTCO WHOLESALE CORPORATION | COM | $467K | 499 | — | 22160K105 |
| ISHARES TR | NATIONAL MUN ETF | $458.8K | 4,263 | — | 464288414 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $441.4K | 8,233 | — | 81369Y605 |
| UNITED RENTALS INC | COM | $429.4K | 379 | — | 911363109 |
| KLA CORP | COM NEW | $426K | 1,412 | — | 482480100 |
| CHEVRON CORPORATION | COM | $424K | 2,558 | — | 166764100 |
| ALLSTATE CORP | COM | $403.6K | 1,689 | — | 020002101 |
| KEYCORP | COM | $391.6K | 16,989 | — | 493267108 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $390.7K | 1,136 | — | 922908637 |
| COCA COLA CO | COM | $388.2K | 4,756 | — | 191216100 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $377.9K | 536 | — | 78467Y107 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $377.5K | 391 | — | G7997R103 |
| ISHARES TR | RUS TOP 200 ETF | $374.7K | 2,026 | — | 464289446 |
| WISDOMTREE TR | US AI ENHANCED | $372.4K | 2,840 | — | 97717W406 |
| MICROCHIP TECHNOLOGY INC. | COM | $363.2K | 3,982 | — | 595017104 |
| DIREXION SHARES ETF TRUST | DAI SEM BUL ETF | $360.1K | 1,350 | — | 25459W458 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $359.6K | 1,520 | — | 921908844 |
| AMERICAN EXPRESS CO | COM | $356.5K | 1,054 | — | 025816109 |
| COMMUNITY FINANCIAL SYSTEM I | COM | $355.7K | 5,269 | — | 203607106 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $353.4K | 4,020 | — | 921910816 |
| TEXAS INSTRS INC | COM | $344.6K | 1,156 | — | 882508104 |
| CROWDSTRIKE HLDGS INC | CL A | $335K | 439 | — | 22788C105 |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | $332.8K | 3,525 | — | 381430438 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $326.4K | 5,468 | — | 922042858 |
| PEPSICO INC | COM | $320K | 2,363 | — | 713448108 |
| VANGUARD WORLD FD | CONSUM DIS ETF | $318.1K | 802 | — | 92204A108 |
| ISHARES TR | CORE HIGH DV ETF | $310.4K | 11,325 | — | 46429B663 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $309.1K | 7,766 | — | 33740U679 |
| ARISTA NETWORKS INC | COM SHS | $303.6K | 1,787 | — | 040413205 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $302.5K | 2,931 | — | 315912808 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $302.1K | 8,378 | — | 808524722 |
| AMERICAN ELEC PWR CO INC | COM | $302.1K | 2,208 | — | 025537101 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $301.6K | 8,912 | — | 808524300 |
| STANDEX INTL CORP | COM | $300.4K | 840 | — | 854231107 |
| ISHARES TR | FUTU EXPO TE ETF | $296.5K | 3,588 | — | 46434V381 |
| SANDISK CORP | COM | $295.6K | 130 | — | 80004C200 |
| GOLDMAN SACHS GROUP INC | COM | $283.6K | 280 | — | 38141G104 |
| ISHARES TR | U S EQUITY FACTR | $283.2K | 3,745 | — | 46434V282 |
| DANAHER CORP DEL | COM | $277.4K | 1,454 | — | 235851102 |
| ABBOTT LABORATORIES | COM | $276.4K | 3,046 | — | 002824100 |
| TEXAS PACIFIC LAND CORPORATI | COM | $270.5K | 618 | — | 88262P102 |
| SSGA ACTIVE ETF TR | ST STR UL BD ETF | $270.4K | 6,690 | — | 78467V707 |
| NXP SEMICONDUCTORS N V | COM | $268K | 950 | — | N6596X109 |
| QUALCOMM INC | COM | $268K | 1,450 | — | 747525103 |
| PALANTIR TECHNOLOGIES INC | CL A | $265K | 2,271 | — | 69608A108 |
| VALERO ENERGY CORP | COM | $264.6K | 1,016 | — | 91913Y100 |
| S&P GLOBAL INC | COM | $260.6K | 640 | — | 78409V104 |
| VANGUARD WORLD FD | ESG US STK ETF | $258.4K | 1,954 | — | 921910733 |
| ISHARES TR | MRGSTR MD CP VAL | $256.6K | 2,808 | — | 464288406 |
| SPDR SERIES TRUST | ST STR R1K LOWV | $254K | 1,400 | — | 78468R804 |
| ISHARES TR | US HLTHCR PR ETF | $254K | 4,591 | — | 464288828 |
| BNY MELLON ETF TRUST | CORE BOND ETF | $247.4K | 5,898 | — | 09661T602 |
| 3M CO | COM | $242.4K | 1,497 | — | 88579Y101 |
| VANGUARD WORLD FD | FINANCIALS ETF | $241.9K | 1,838 | — | 92204A405 |
| TJX COS INC NEW | COM | $241K | 1,591 | — | 872540109 |
| SHERWIN WILLIAMS CO | COM | $241K | 700 | — | 824348106 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $236.8K | 2,890 | — | 25434V401 |
| WORLD GOLD TR | SPDR GLD MINIS | $236.7K | 2,980 | — | 98149E303 |
| MASTERCARD INCORPORATED | CL A | $234.4K | 456 | — | 57636Q104 |
| TRAVELERS COMPANIES INC | COM | $233.6K | 708 | — | 89417E109 |
| HONEYWELL INTL INC | COM | $229.1K | 1,023 | — | 438516205 |
| ORACLE CORP | COM | $228.9K | 1,562 | — | 68389X105 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $228.8K | 4,540 | — | 78463X889 |
| TRUSTCO BK CORP N Y | COM NEW | $228.1K | 4,126 | — | 898349204 |
| PROSHARES TR | S&P 500 DV ARIST | $228K | 4,060 | — | 74348A467 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ-100 SEL | $225.4K | 1,412 | — | 337344105 |
| HONEYWELL AEROSPACE INC | COM | $224.8K | 1,017 | — | 43849R105 |
| REGENERON PHARMACEUTICALS | COM | $223.9K | 359 | — | 75886F107 |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $217.2K | 3,752 | — | 66538H534 |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | $216.9K | 2,086 | — | 92204H400 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | $215.4K | 4,687 | — | 46641Q241 |
| AXON ENTERPRISE INC | COM | $214.7K | 383 | — | 05464C101 |
| AT&T INC | COM | $214.2K | 10,349 | — | 00206R102 |
| BOOKING HOLDINGS INC | COM | $213.2K | 1,196 | — | 09857L108 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $212.1K | 4,781 | — | 25434V708 |
| ROCKWELL AUTOMATION INC | COM | $210.4K | 425 | — | 773903109 |
| THERMO FISHER SCIENTIFIC INC | COM | $205.2K | 409 | — | 883556102 |
| BANK OF NY MELLON CORP | COM | $204.6K | 1,415 | — | 064058100 |
| ANALOG DEVICES INC | COM | $204.5K | 515 | — | 032654105 |
| APPLOVIN CORP | COM CL A | $203.5K | 395 | — | 03831W108 |
| CONSOLIDATED EDISON INC | COM | $200.5K | 1,812 | — | 209115104 |
| REDWIRE CORPORATION | COM | $141.1K | 11,541 | — | 75776W103 |
| BARINGS BDC INC | COM | $87.6K | 10,276 | — | 06759L103 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27