Boothe Investment Group, Inc.
All 13F Filings
- Location
- Dover, DE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 317,421
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 38 | 317,421 | 13F-HR | Boothe Investment Group, Inc. |
| Q1 2026 | 5/19/2026 | 40 | 310,692 | 13F-HR | Boothe Investment Group, Inc. |
| Q4 2025 | 2/3/2026 | 36 | 279,439 | 13F-HR | Boothe Investment Group, Inc. |
| Q3 2025 | 10/27/2025 | 37 | 272,972 | 13F-HR | Boothe Investment Group, Inc. |
| Q2 2025 | 7/31/2025 | 39 | 262,366 | 13F-HR | Boothe Investment Group, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 182.5 K | 57.5% | 4.921 K | 0 | 4.921 K |
| ETFs | 135 K | 42.5% | 1.806 K | 0 | 1.806 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
317,421
Holdings
38
QoQ value change ($000)
6,729
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.