Bouchey Financial Group, Ltd.

Q3 2026 13F-HR Holdings

Location
Troy, NY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$1,594,442
Net value change ($000)
+46,592 (3.0%)
New positions
29
Sold out positions
14
Turnover %
15.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 59,713 NEW
IGV 34,426 NEW
FIRST TRUST EXCHANGE-TRADED FUND 32,663 NEW
QQQM 17,454 9.8%
MSFT 12,504 40.5%
AAPL 11,627 15.6%
HODL 7,438 45.5%
VOO 6,140 3.5%
AMZN 2,518 9.0%
BOND 2,416 4.8%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -58,158 -100.0%
AIPO -41,466 -100.0%
JEPI -30,736 -98.8%
ROUNDHILL ETF TRUST -19,673 -56.8%
AGG -2,953 -16.3%
SMH -2,667 -4.9%
SCHI -895 -3.4%
BND -702 -10.1%
XOM -684 -100.0%
MU -405 -6.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 746 (0.0% of total reported value)
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