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David Clarke

Bouchey Financial Group Ltd

Assets Managed
$1.363B
Holdings
173
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
2.21%(2Q avg: 2.5%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bouchey Financial Group Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Bouchey Financial Group Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.363B in assets, with a quarterly growth rate of 2.21% and a 2-quarter average growth rate of 2.5%. The portfolio is managed by David Clarke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 4.34%
11.31%
$154.118M
613,454 shares@ $251.23 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.8%
11.23%
$152.98M
244,761 shares@ $625.02 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -5.46%
6.65%
$90.564M
148,419 shares@ $610.2 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 0.81%
6.04%
$82.324M
2.161M shares@ $38.1 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 0.23%
5.83%
$79.389M
874,519 shares@ $90.79 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2.66%
5.64%
$76.814M
772,082 shares@ $99.49 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -7.07%
5.35%
$72.915M
2.357M shares@ $30.94 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.1%
4.99%
$67.976M
260,954 shares@ $260.49 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -3.96%
4.73%
$64.36M
2.452M shares@ $26.26 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 3.9%
3.16%
$43.012M
912,812 shares@ $47.13 avg price

1-10 of 173