Bush Investment Group, LLC 13F Holdings · Q1 2026
Bush Investment Group, LLC reported 38 securities worth $183.02M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: VTI (18.61%), SCHF (14.34%), IWY (10.69%). Among its top 25 positions this quarter: 2 new, 21 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $34.1M | 18.61% | 106,153 | Added |
| 2 | SCHF | SCHWAB STRATEGIC TR | $26.2M | 14.34% | 1.1M | Added |
| 3 | IWY | ISHARES TR | $19.6M | 10.69% | 78,615 | Added |
| 4 | SCHM | SCHWAB STRATEGIC TR | $12.0M | 6.55% | 387,417 | Added |
| 5 | BAI | BLACKROCK ETF TRUST | $8.5M | 4.64% | 257,512 | Added |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $6.9M | 3.77% | 96,904 | Added |
| 7 | SPYM | SPDR SERIES TRUST | $6.9M | 3.76% | 89,864 | Added |
| 8 | SHLD | GLOBAL X FDS | $5.9M | 3.21% | 82,997 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $4.9M | 2.69% | 102,293 | Added |
| 10 | IVE | ISHARES TR | $4.6M | 2.53% | 21,946 | Added |
| 11 | SPSB | SPDR SERIES TRUST | $4.6M | 2.52% | 153,188 | Added |
| 12 | SPHY | SPDR SERIES TRUST | $4.4M | 2.42% | 189,715 | Added |
| 13 | DYNF | BLACKROCK ETF TRUST | $4.2M | 2.30% | 72,234 | Added |
| 14 | IVW | ISHARES TR | $3.9M | 2.13% | 34,463 | Added |
| 15 | CORO | BLACKROCK ETF TRUST | $2.8M | 1.51% | 85,978 | New |
| 16 | GLDM | WORLD GOLD TR | $2.7M | 1.48% | 29,239 | Trimmed |
| 17 | ACWX | ISHARES TR | $2.6M | 1.40% | 37,537 | New |
| 18 | SCHZ | SCHWAB STRATEGIC TR | $2.2M | 1.20% | 94,263 | Added |
| 19 | IUSB | ISHARES TR | $2.2M | 1.19% | 47,230 | Added |
| 20 | XTEN | BONDBLOXX ETF TRUST | $2.1M | 1.14% | 45,483 | Added |
| 21 | QUAL | ISHARES TR | $2.1M | 1.12% | 10,705 | Added |
| 22 | EFV | ISHARES TR | $1.9M | 1.05% | 25,903 | Trimmed |
| 23 | AVEM | AMERICAN CENTY ETF TR | $1.9M | 1.01% | 22,986 | Added |
| 24 | SPMO | INVESCO EXCH TRADED FD TR II | $1.9M | 1.01% | 16,559 | Added |
| 25 | THRO | BLACKROCK ETF TRUST | $1.8M | 1.00% | 50,761 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR