Bouchey Financial Group Ltd

Q1 2026 13F-HR Holdings

Location
Troy, NY
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
173
Total value ($000)
$1,363,065
Net value change ($000)
+29,453 (2.2%)
New positions
16
Sold out positions
6
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FTCB 39,767 NEW
SMH 16,906 92.4%
QQQM 5,410 3.6%
SCHD 3,351 4.8%
NLR 2,762 16.9%
HODL 2,558 15.1%
AGG 1,691 2.3%
VO 1,455 4.3%
JCPB 1,357 3.3%
DGRW 1,354 1.7%
Top Reduces (Value $000, Stocks/ETFs)
SCHR -35,538 -100.0%
SCHA -6,304 -77.4%
QQQ -5,883 -6.1%
DFAS -4,562 -91.1%
AAPL -2,899 -4.1%
SCHB -2,603 -3.9%
MSFT -1,589 -23.0%
VGT -1,537 -13.4%
GOOGL -1,432 -40.1%
VUG -822 -65.9%
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