BUSH INVESTMENT GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on December 18, 2025, for the 2025 Q3 period, BUSH INVESTMENT GROUP, LLC held in its portfolio 37 assets valued at $168,771,729 (i.e. $168.77M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($33.61M), SCHWAB STRATEGIC TR ($23.71M), and ISHARES TR ($20.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BUSH INVESTMENT GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 102412 | 33608597 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 1018356 | 23707328 | INTL EQTY ETF |
| ISHARES TR | 74062 | 20267066 | RUS TP200 GR ETF |
| SCHWAB STRATEGIC TR | 377021 | 11174902 | US MID-CAP ETF |
| BLACKROCK ETF TRUST | 234906 | 8024389 | ISHARES A I INNO |
| SPDR SERIES TRUST | 73222 | 5736194 | PORTFOLIO S&P500 |
| WORLD GOLD TR | 73182 | 5594764 | SPDR GLD MINIS |
| SPDR SERIES TRUST | 143368 | 4342617 | PORTFOLIO SHORT |
| VANGUARD CHARLOTTE FDS | 87161 | 4310983 | TOTAL INT BD ETF |
| SPDR SERIES TRUST | 177505 | 4249470 | PORTFLI HIGH YLD |
| BLACKROCK ETF TRUST | 70370 | 4165904 | ISHARES US EQUIT |
| ISHARES TR | 20782 | 4042181 | MSCI USA QLT FCT |
| ISHARES TR | 33071 | 3992368 | S&P 500 GRWT ETF |
| INVESCO EXCHANGE TRADED FD T | 63209 | 3635782 | S&P 500 TOP 50 |
| GLOBAL X FDS | 47710 | 3351150 | DEFENSE TECH ETF |
| ISHARES TR | 49272 | 3342142 | EAFE VALUE ETF |
| ISHARES TR | 14469 | 2987993 | S&P 500 VAL ETF |
| ISHARES INC | 38505 | 2538255 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 87925 | 2063591 | US AGGREGATE B |
| ISHARES TR | 44128 | 2061232 | CORE TOTAL USD |
| BONDBLOXX ETF TRUST | 43244 | 2016468 | BLOOMBERG TEN YR |
| BLACKROCK ETF TRUST | 46986 | 1778890 | ISHARES US THEMA |
| APPLE INC | 5846 | 1488567 | COM |
| SOUTHERN CO | 15621 | 1480448 | COM |
| ISHARES TR | 13296 | 1265082 | MBS ETF |
| INVESCO EXCH TRADED FD TR II | 10327 | 1250187 | S&P 500 MOMNTM |
| AFLAC INC | 8207 | 916764 | COM |
| ISHARES TR | 17795 | 911638 | CORE INTL AGGR |
| LOWES COS INC | 3301 | 829574 | COM |
| BLACKROCK ETF TRUST II | 15011 | 799186 | ISHARES FLEXIBLE |
| AMERICAN CENTY ETF TR | 10267 | 771154 | AVANTIS EMGMKT |
| NVIDIA CORPORATION | 2549 | 475589 | COM |
| ISHARES TR | 3157 | 359544 | EAFE GRWTH ETF |
| GLOBAL PMTS INC | 4194 | 348438 | COM |
| ISHARES TR | 3296 | 313714 | JPMORGAN USD EMG |
| BANK AMERICA CORP | 5792 | 298809 | COM |
| VANGUARD SCOTTSDALE FDS | 4601 | 270769 | SHORT TERM TREAS |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.