Bouchey Financial Group Ltd

Q4 2025 13F-HR Holdings

Location
Troy, NY
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
163
Total value ($000)
$1,333,612
Net value change ($000)
+36,189 (2.8%)
New positions
15
Sold out positions
4
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQM 148,496 70045.3%
VOO 146,917 2734.9%
SMH 18,303 NEW
HODL 16,987 NEW
NLR 16,365 NEW
AGG 5,233 7.5%
JCPB 5,131 14.0%
SCHR 3,394 10.6%
JEPI 2,597 9.6%
SCHI 2,589 8.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHB -146,903 -68.7%
QQQ -130,987 -57.6%
DFAS -22,337 -81.7%
XLV -19,271 -94.2%
SCHD -14,953 -17.7%
AAPL -4,436 -5.9%
RSPT -864 -3.8%
ULST -405 -100.0%
VTEB -361 -25.2%
CVX -327 -55.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type