Bouchey Financial Group, Ltd.

Q2 2026 13F-HR Holdings

Location
Troy, NY
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$1,547,850
Net value change ($000)
+184,785 (13.6%)
New positions
30
Sold out positions
13
Turnover %
14.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BOND 50,336 NEW
AIPO 41,466 NEW
PVAL 39,360 NEW
ROUNDHILL ETF TRUST 34,615 NEW
BUFR 34,044 NEW
MSFT 25,582 480.1%
QQQM 24,030 15.6%
FTCB 21,314 53.6%
VOO 20,997 13.7%
SMH 18,953 53.8%
Top Reduces (Value $000, Stocks/ETFs)
AGG -58,725 -76.5%
SCHD -56,586 -77.6%
XOCT -28,701 -98.3%
DUHP -24,166 -29.4%
NLR -19,127 -100.0%
GOCT -16,653 -93.6%
SCHI -7,351 -22.0%
HODL -3,207 -16.4%
XDEC -1,453 -100.0%
GDEC -775 -71.5%
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