BUSH INVESTMENT GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Valdosta, GA
Holdings as of
3/31/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$183,024
Net value change ($000)
+4,300 (2.4%)
New positions
4
Sold out positions
4
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/5/2026 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)
CORO 2,764 NEW
SHLD 2,665 82.9%
ACWX 2,570 NEW
BLCR 1,394 NEW
SCHWAB STRATEGIC TRUST 1,354 5.4%
GOVT 1,323 NEW
SPYM 1,036 17.7%
BNDX 654 15.3%
SCHM 589 5.2%
DFAS 474 7.4%
Top Reduces (Value $000, Stocks/ETFs)
XLG -3,814 -100.0%
GLDM -3,455 -56.0%
IEMG -2,112 -82.3%
EFV -1,246 -39.3%
IWY -962 -4.7%
EMB -325 -100.0%
BAC -319 -100.0%
GLD -207 -100.0%
DYNF -131 -3.0%
BINC -119 -14.8%
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