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Q1 2026 13F · SEC CIK 1966640

Bush Investment Group, LLC

Wealth managerFiled 2026-08-03 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$183.0M
Reported positions
38
Top holdings a year, 3 yrs
+17.0%
Assets under management
$258.4M

Bush Investment Group, LLC is a wealth manager that reported 38 positions worth $183.0M in its Q1 2026 13F, filed 2026-08-03. Its largest holdings were Vanguard Index Fds (VTI, 18.6%), Schwab Intl Equity (SCHF, 14.3%), Ishares Russell Top 200 Growth ETF (IWY, 10.7%). A portfolio copying its top holdings returned 17.0% a year over the last 3 years, against 18.8% for the S&P 500.

Bush Investment Group, LLC holdings all 38 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bush Investment Group, LLC 13F holdings
Stock% of 13F valueShare changeReported value
VTIVanguard Index Fds18.6%+4.7%$34.1M
SCHFSchwab Intl Equity14.3%+2.4%$26.2M
IWYIshares Russell Top 200 Growth ETF10.7%+6.1%$19.6M
SCHMSchwab Strategic Tr6.6%+2.1%$12.0M
BAIIshares A.i. Innovation and Tech Active4.6%+5.8%$8.5M
DFASDimensional ETF Trust3.8%+5.2%$6.9M
SPLGSpdr Series Trust3.8%+23.4%$6.9M
SHLDGlobal X Fds3.2%+67.3%$5.9M
BNDXVanguard Charlotte Fds2.7%+16.0%$4.9M
IVEIshares S&p 500 Value ETF2.5%+4.9%$4.6M
SPSBSpdr Series Trust2.5%+5.3%$4.6M
SPHYSpdr Series Trust2.4%+5.9%$4.4M
DYNFIshares U.s. Equity Factor Rotation Acti2.3%+1.3%$4.2M
IVWIshares2.1%+5.9%$3.9M
COROBlackrock ETF Trust1.5%—$2.8M
GLDMWorld Gold Tr1.5%-59.5%$2.7M
ACWXIshares Tr1.4%—$2.6M
SCHZSchwab Strategic Tr1.2%+8.6%$2.2M
IUSBIshares Core Universal Usd Bond ETF1.2%+7.2%$2.2M
XTENBondbloxx ETF Trust1.1%+5.8%$2.1M
QUALIshares Msci USA Quality Factor ETF1.1%+3.0%$2.1M
EFVIshares Tr1.1%-41.7%$1.9M
SPMOInvesco Exch Traded Fd Tr II1.0%+8.4%$1.9M
AVEMAmerican Centy ETF Tr1.0%+17.5%$1.9M
BTHMBlackrock ETF Trust1.0%+6.9%$1.8M
SOSouthern Co.0.8%-0.3%$1.5M
AAPLApple Inc0.8%+0.0%$1.5M
MBBIshares Tr0.8%+9.9%$1.4M
BLCRBlackrock ETF Trust0.8%—$1.4M
GOVTIshares Tr0.7%—$1.3M
IAGGiShares International Aggregate Bond Fun0.6%+10.4%$1.0M
AFLAflac Inc0.5%+0.5%$910K
LOWLowes Cos Inc0.4%+0.0%$738K
BINCIshares Flexible Income Active ETF0.4%-13.4%$687K
IVVIshares Core S&p 500 ETF0.4%+89.7%$660K
NVDANvidia Corporation Com0.3%+0.0%$469K
IEMGIshares0.2%-82.9%$455K
GPNGlobal Pmts Inc0.2%+0.0%$282K

What Bush Investment Group, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q4 2025 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+19.6% /yr
S&P 500 +20.1%
3 years
+17.0% /yr
S&P 500 +18.8%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q1 2026$183.0M38
Q4 2025$178.7M38
Q3 2025$168.8M37
Q2 2025$148.9M36
Q1 2025$132.7M35
Q4 2024$128.1M33
Q3 2024$125.1M31
Q2 2024$116.5M30
Q1 2024$113.2M30
Q4 2023$108.3M27

Questions about Bush Investment Group, LLC's portfolio

What stocks does Bush Investment Group, LLC own?

Bush Investment Group, LLC's latest 13F, for Q1 2026 and filed Aug 3, 2026, lists 38 positions worth $183.0M. The largest are Vanguard Index Fds (VTI) at 18.6%, Schwab Intl Equity (SCHF) at 14.3%, Ishares Russell Top 200 Growth ETF (IWY) at 10.7%, Schwab Strategic Tr (SCHM) at 6.6% and Ishares A.i. Innovation and Tech Active (BAI) at 4.6%.

What did Bush Investment Group, LLC buy last quarter?

In Q1 2026, Bush Investment Group, LLC added a new position in Blackrock ETF Trust (CORO), a new position in Ishares Tr (ACWX), a new position in Blackrock ETF Trust (BLCR), a new position in Ishares Tr (GOVT), Ishares Core S&p 500 ETF (IVV) (+89.7% shares), Global X Fds (SHLD) (+67.3% shares) and Spdr Series Trust (SPLG) (+23.4% shares), compared with its Q4 2025 filing.

What did Bush Investment Group, LLC sell last quarter?

In Q1 2026, Bush Investment Group, LLC sold all of Invesco S&P 500 Top 50 ETF Total (XLG), sold all of Ishares Tr (EMB), sold all of Bank of Amer Corp (BAC), sold all of Spdr Gold Shares (GLD), Ishares (IEMG) (-82.9% shares), World Gold Tr (GLDM) (-59.5% shares) and Ishares Tr (EFV) (-41.7% shares), compared with its Q4 2025 filing.

How has Bush Investment Group, LLC's portfolio performed?

A portfolio copying Bush Investment Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.0% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +19.6% against +20.1%.

When is Bush Investment Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bush Investment Group, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Bush Investment Group, LLC manage?

Bush Investment Group, LLC reported $258.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $183.0M.