Bouchey Financial Group Ltd

CIK 0001599054 · Q1 2026

13F Equity AUM

$1.4B

+2.2% QoQ

Positions

173

+10 QoQ

AUM Rank

#2,311

Top 19%

Skill Alpha (FF)

-2.2%/yr

Underperformer

Rank #5,437 · Top 66%

vs S&P -6.9%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 41.0%Top 10: 64.9%Top 20: 86.3%

QQQM11.3%

VOO11.2%

NDQ6.6%

DUHP6.0%

DGRW5.8%

AGG5.6%

SCHD5.3%

AAPL5.0%

SCHB4.7%

JCPB3.2%

Others (163)35.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services88.7%

Technology6.5%

Consumer Cyclical2.3%

Other2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 173Median: 0.04%Avg: 0.58%

0–0.5%

147(8.7%)

0.5–1%

4(2.5%)

1–3%

12(23.9%)

3–5%

3(12.9%)

5%+

7(52.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 161Unique: 12vs 20 funds

2.2%Low

173

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

3.3%

3.2%

2.6%

VANGUARD CAPITAL MANAGEMENT LLC

2.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.8%

GEODE CAPITAL MANAGEMENT, LLC

2.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New16Increased79Decreased39Exited6

New Positions

FTCB2.9%

+1.9M

EA SERIES TRUST0.1%

+18K

PULS0.1%

+15K

TRTX0.0%

+66K

AMAT0.0%

+867

INTC0.0%

+4K

CBU0.0%

+5K

COP0.0%

+2K

SXI0.0%

+840

SPDW0.0%

+5K

Increased

HODL1.4%

+271K(+39%)

SCHI2.5%

+43K(+3%)

JCPB3.2%

+34K(+4%)

SMH2.6%

+31K(+61%)

QQQM11.3%

+25K(+4%)

AGG5.6%

+20K(+3%)

XDEC0.1%

+20K(+127%)

DUHP6.0%

+17K(+1%)

GDEC0.1%

+17K(+147%)

JEPI2.2%

+12K(+2%)

Decreased

SCHA0.1%

-226,266(-79%)

SCHD5.3%

-179,398(-7%)

SCHB4.7%

-101,131(-4%)

DFAS0.0%

-65,911(-92%)

GMAR0.3%

-9,423(-8%)

NDQ6.6%

-8,581(-5%)

GOOG0.2%

-4,620(-41%)

BAC0.1%

-4,510(-16%)

RSPT1.7%

-3,860(-1%)

NVDA0.4%

-3,506(-11%)

Exited

SCHR

-1,416,984

-1,562

-3,713

-358

-469

-1,353

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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