Bouchey Financial Group Ltd
Annual return '25
+12.3%
SPY '25
+17.7%
Alpha
-5.4ptsvs SPY
Invested
$1.4B
Holdings
173
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 82%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
11.3%
02
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
11.2%
03
$NDQ
INVESCO QQQ TR
Q1 2026: New position (666 shares)
6.6%
04
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.0%
05
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
5.8%
06
$AGG
ISHARES TR
Held since at least Q1 2024
5.6%
07
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.3%
08
$AAPL
APPLE INC
Q1 2026: New position (16.4k shares)
5.0%
09
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.7%
10
$JCPB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:29 UTC.