Bouchey Financial Group, Ltd.

Q2 2026 13F-HR Detailed 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)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 4/13/2026 Next filing: 11/12/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None