David Clarke
Bouchey Financial Group, Ltd.
Assets Managed
$1.548B
Holdings
191
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.56%(2Q avg: 7.89%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Bouchey Financial Group, Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 191 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.548B in assets, with a quarterly growth rate of 13.56% and a 2-quarter average growth rate of 7.89%. The portfolio is managed by David Clarke, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
QQQM Invesco Nasdaq 100 Etf
| 11.51% | $178.148M 588,006 shares@ $302.98 avg price | Decreased -4.14% |
VOO Vanguard S&p 500 Etf
| 11.24% | $173.977M 253,312 shares@ $686.81 avg price | Increased 3.5% |
QQQ Invesco Qqq Trust Series 1
| 7.03% | $108.665M 147,528 shares@ $736.57 avg price | Decreased -0.6% |
DGRW Wisdomtree U.s. Quality Divi
| 5.47% | $84.652M 885,297 shares@ $95.62 avg price | Increased 1.24% |
AAPL Apple Inc
| 4.82% | $74.515M 257,515 shares@ $289.37 avg price | Decreased -1.31% |
SCHB Schwab Us Broad Market Etf
| 4.54% | $70.212M 2.424M shares@ $28.97 avg price | Decreased -1.11% |
FTCB Ft Core Investment Grade Etf
| 3.95% | $61.081M 2.929M shares@ $20.86 avg price | Increased 55.11% |
JCPB Jpmorgan Core Plus Bond Etf
| 3.83% | $59.195M 1.261M shares@ $46.94 avg price | Increased 38.16% |
DUHP Dimensional Us High Profi Et
| 3.76% | $58.158M 1.394M shares@ $41.73 avg price | Decreased -35.51% |
SMH Vaneck Semiconductor Etf
| 3.5% | $54.162M 82,577 shares@ $655.9 avg price | Increased 0.93% |
1-10 of 191