Bush Investment Group

Latest statistics and disclosures from Bush Investment Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, SCHF, IWY, SCHM, BAI, and represent 55.34% of Bush Investment Group's stock portfolio.
  • Added to shares of these 10 stocks: DFAS (+$6.4M), IVE, AVEM, SPMO, SCHF, IVV, BAI, GLD, SHLD, SCHM.
  • Started 3 new stock positions in GLD, DFAS, IVV.
  • Reduced shares in these 10 stocks: QUAL, EFG, VTI, EFV, , GLDM, IVW, LOW, SPYM, SCHZ.
  • Sold out of its positions in EFG, VGSH.
  • Bush Investment Group was a net buyer of stock by $7.3M.
  • Bush Investment Group has $179M in assets under management (AUM), dropping by 5.90%.
  • Central Index Key (CIK): 0001966640

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Portfolio Holdings for Bush Investment Group

Bush Investment Group holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.0 $34M 101k 335.27
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.9 $25M 1.0M 24.04
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Ishares Tr Rus Tp200 Gr Etf (IWY) 11.5 $21M 74k 276.94
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.4 $11M 379k 30.07
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Blackrock Etf Trust Ishares A I Inno (BAI) 4.5 $8.1M +3% 243k 33.30
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.6 $6.4M NEW 92k 69.67
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World Gold Tr Spdr Gld Minis (GLDM) 3.4 $6.2M 72k 85.37
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Spdr Series Trust State Street Spd (SPYM) 3.3 $5.8M 73k 80.22
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Ishares Tr S&p 500 Val Etf (IVE) 2.5 $4.4M +44% 21k 212.07
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Spdr Series Trust State Street Spd (SPSB) 2.5 $4.4M 146k 30.20
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Blackrock Etf Trust Ishares Us Equit (DYNF) 2.4 $4.3M 71k 60.81
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.4 $4.3M 88k 48.32
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Spdr Series Trust State Street Spd (SPHY) 2.4 $4.2M 179k 23.67
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Ishares Tr S&p 500 Grwt Etf (IVW) 2.2 $4.0M 33k 123.26
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.1 $3.8M 64k 59.28
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Global X Fds Defense Tech Etf (SHLD) 1.8 $3.2M +4% 50k 64.79
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Ishares Tr Eafe Value Etf (EFV) 1.8 $3.2M -9% 44k 71.41
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Ishares Core Msci Emkt (IEMG) 1.4 $2.6M 38k 67.22
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $2.1M -49% 10k 198.63
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Ishares Tr Core Univrsl Usd (IUSB) 1.1 $2.0M 44k 46.54
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $2.0M 87k 23.37
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Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.1 $2.0M 43k 46.22
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Blackrock Etf Trust Ishares Us Thema (THRO) 1.0 $1.8M 48k 38.56
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.0 $1.8M +47% 15k 119.32
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Apple (AAPL) 0.9 $1.6M 5.8k 271.86
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $1.5M +90% 20k 77.02
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Southern Company (SO) 0.8 $1.4M 16k 87.20
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Ishares Tr Mbs Etf (MBB) 0.7 $1.3M 13k 95.22
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Ishares Tr Core Intl Aggr (IAGG) 0.5 $915k +2% 18k 50.01
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AFLAC Incorporated (AFL) 0.5 $910k 8.3k 110.28
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $806k 15k 52.77
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Lowe's Companies (LOW) 0.4 $753k -5% 3.1k 241.16
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NVIDIA Corporation (NVDA) 0.3 $501k +5% 2.7k 186.52
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $365k NEW 533.00 684.94
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $325k +2% 3.4k 96.27
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Global Payments (GPN) 0.2 $325k 4.2k 77.40
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Bank of America Corporation (BAC) 0.2 $319k 5.8k 55.00
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Spdr Gold Tr Gold Shs (GLD) 0.1 $207k NEW 522.00 396.31
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Past Filings by Bush Investment Group

SEC 13F filings are viewable for Bush Investment Group going back to 2023