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 57.35% of Bush Investment Group's stock portfolio.
  • Added to shares of these 10 stocks: BAI (+$5.1M), SHLD, XLG, GLDM, SCHF, VTI, AVEM, SCHM, SO, DYNF.
  • Started 2 new stock positions in AVEM, SHLD.
  • Reduced shares in these 8 stocks: IWY, EFG, IYW, EFV, IUSB, IEMG, LOW, QUAL.
  • Sold out of its position in IYW.
  • Bush Investment Group was a net buyer of stock by $9.1M.
  • Bush Investment Group has $169M in assets under management (AUM), dropping by 13.32%.
  • Central Index Key (CIK): 0001966640

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Portfolio Holdings for Bush Investment Group

Bush Investment Group holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.9 $34M +2% 102k 328.17
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.0 $24M +7% 1.0M 23.28
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Ishares Tr Rus Tp200 Gr Etf (IWY) 12.0 $20M -19% 74k 273.65
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.6 $11M +4% 377k 29.64
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Blackrock Etf Trust Ishares A I Inno (BAI) 4.8 $8.0M +173% 235k 34.16
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Spdr Series Trust Portfolio S&p500 (SPLG) 3.4 $5.7M +3% 73k 78.34
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World Gold Tr Spdr Gld Minis (GLDM) 3.3 $5.6M +42% 73k 76.45
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Spdr Series Trust Portfolio Short (SPSB) 2.6 $4.3M +4% 143k 30.29
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.6 $4.3M +4% 87k 49.46
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Spdr Series Trust Portfli High Yld (SPHY) 2.5 $4.2M +3% 178k 23.94
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Blackrock Etf Trust Ishares Us Equit (DYNF) 2.5 $4.2M +7% 70k 59.20
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $4.0M -2% 21k 194.50
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Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $4.0M 33k 120.72
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.2 $3.6M +104% 63k 57.52
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Global X Fds Defense Tech Etf (SHLD) 2.0 $3.4M NEW 48k 70.24
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Ishares Tr Eafe Value Etf (EFV) 2.0 $3.3M -18% 49k 67.83
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Ishares Tr S&p 500 Val Etf (IVE) 1.8 $3.0M +5% 15k 206.51
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Ishares Core Msci Emkt (IEMG) 1.5 $2.5M -7% 39k 65.92
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $2.1M +8% 88k 23.47
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Ishares Tr Core Total Usd (IUSB) 1.2 $2.1M -15% 44k 46.71
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Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.2 $2.0M +8% 43k 46.63
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Blackrock Etf Trust Ishares Us Thema (THRO) 1.1 $1.8M +4% 47k 37.86
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Apple (AAPL) 0.9 $1.5M 5.8k 254.63
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Southern Company (SO) 0.9 $1.5M +40% 16k 94.77
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Ishares Tr Mbs Etf (MBB) 0.7 $1.3M +7% 13k 95.15
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.7 $1.3M +2% 10k 121.06
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AFLAC Incorporated (AFL) 0.5 $917k 8.2k 111.71
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Ishares Tr Core Intl Aggr (IAGG) 0.5 $912k +10% 18k 51.23
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Lowe's Companies (LOW) 0.5 $830k -15% 3.3k 251.31
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $799k +14% 15k 53.24
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $771k NEW 10k 75.11
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NVIDIA Corporation (NVDA) 0.3 $476k 2.5k 186.58
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $360k -77% 3.2k 113.89
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Global Payments (GPN) 0.2 $348k 4.2k 83.08
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $314k +11% 3.3k 95.18
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Bank of America Corporation (BAC) 0.2 $299k 5.8k 51.59
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $271k 4.6k 58.85
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Past Filings by Bush Investment Group

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