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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 54.83% of Bush Investment Group's stock portfolio.
Added to shares of these 10 stocks: CORO, ACWX, SHLD, VTI, BLCR, GOVT, SPYM, IWY, BNDX, SCHF.
Started 4 new stock positions in GOVT, ACWX, CORO, BLCR.
Reduced shares in these 9 stocks: GLDM, XLG, IEMG, EFV, EMB, BAC, , BINC, SO.
Sold out of its positions in BAC, XLG, EMB, GLD.
Bush Investment Group was a net buyer of stock by $6.9M.
Bush Investment Group has $183M in assets under management (AUM), dropping by 2.41%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	18.6	$34M	+4%	106k	320.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	14.3	$26M	+2%	1.1M	24.75	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	10.7	$20M	+6%	79k	248.84	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	6.6	$12M	+2%	387k	30.96	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	4.6	$8.5M	+5%	258k	32.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.8	$6.9M	+5%	97k	71.13	View chart
Spdr Series Trust State Street Spd (SPYM)	3.8	$6.9M	+23%	90k	76.54	View chart
Global X Fds Defense Tech Etf (SHLD)	3.2	$5.9M	+67%	83k	70.84	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.7	$4.9M	+16%	102k	48.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$4.6M	+4%	22k	211.15	View chart
Spdr Series Trust State Street Spd (SPSB)	2.5	$4.6M	+5%	153k	30.07	View chart
Spdr Series Trust State Street Spd (SPHY)	2.4	$4.4M	+5%	190k	23.32	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.3	$4.2M		72k	58.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$3.9M	+5%	35k	113.11	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.5	$2.8M	NEW	86k	32.15	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.5	$2.7M	-59%	29k	92.69	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.4	$2.6M	NEW	38k	68.47	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$2.2M	+8%	94k	23.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.2	$2.2M	+7%	47k	46.19	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	1.1	$2.1M	+5%	46k	45.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$2.1M	+2%	11k	191.82	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$1.9M	-41%	26k	74.35	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$1.9M	+8%	17k	112.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$1.9M	+17%	23k	80.58	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.0	$1.8M	+6%	51k	36.22	View chart
Southern Company (SO)	0.8	$1.5M		16k	96.52	View chart
Apple (AAPL)	0.8	$1.5M		5.8k	253.79	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$1.4M	+9%	15k	94.95	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.8	$1.4M	NEW	34k	41.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$1.3M	NEW	58k	22.91	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$1.0M	+10%	20k	50.04	View chart
AFLAC Incorporated (AFL)	0.5	$910k		8.3k	109.71	View chart
Lowe's Companies (LOW)	0.4	$738k		3.1k	236.28	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$687k	-13%	13k	51.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$660k	+89%	1.0k	653.21	View chart
NVIDIA Corporation (NVDA)	0.3	$469k		2.7k	174.42	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$455k	-82%	6.5k	69.75	View chart
Global Payments (GPN)	0.2	$282k		4.2k	67.30	View chart

Past Filings by Bush Investment Group

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

Bush Investment Group 2026 Q1 filed Aug. 3, 2026
Bush Investment Group 2025 Q4 filed March 5, 2026
Bush Investment Group 2025 Q3 filed Dec. 18, 2025
Bush Investment Group 2025 Q2 filed July 1, 2025
Bush Investment Group 2025 Q1 filed April 29, 2025
Bush Investment Group 2024 Q4 filed Feb. 13, 2025
Bush Investment Group 2024 Q3 filed Dec. 3, 2024
Bush Investment Group 2024 Q2 filed Aug. 12, 2024
Bush Investment Group 2024 Q1 filed June 13, 2024
Bush Investment Group 2023 Q4 filed Feb. 12, 2024

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