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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 Strategic Tr (SCHF, 14.3%), Ishares Tr (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 Strategic Tr14.3%+2.4%$26.2M
IWYIshares Tr10.7%+6.1%$19.6M
SCHMSchwab Strategic Tr6.6%+2.1%$12.0M
BAIBlackrock ETF Trust4.6%+5.8%$8.5M
DFASDimensional ETF Trust3.8%+5.2%$6.9M
SPLGSpdr Series Trust3.8%+23.4%$6.9M
SHLDGlobal X Defense Tech ETF3.2%+67.3%$5.9M
BNDXVanguard Charlotte Fds2.7%+16.0%$4.9M
IVEIshares Tr2.5%+4.9%$4.6M
SPSBSpdr Series Trust2.5%+5.3%$4.6M
SPHYSpdr Series Trust2.4%+5.9%$4.4M
DYNFBlackrock ETF Trust2.3%+1.3%$4.2M
IVWIshares Tr2.1%+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 Tr1.2%+7.2%$2.2M
XTENBondbloxx ETF Trust1.1%+5.8%$2.1M
QUALIshares Tr1.1%+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 Co0.8%-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 Tr0.6%+10.4%$1.0M
AFLAflac Inc0.5%+0.5%$910K
LOWLowes Cos Inc0.4%+0.0%$738K
BINCBlackrock ETF Trust II0.4%-13.4%$687K
IVVIshares Tr0.4%+89.7%$660K
NVDANvidia Corporation0.3%+0.0%$469K
IEMGIshares Inc0.2%-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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Strategic Tr (SCHF) at 14.3%, Ishares Tr (IWY) at 10.7%, Schwab Strategic Tr (SCHM) at 6.6% and Blackrock ETF Trust (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 Tr (IVV) (+89.7% shares), Global X Defense Tech ETF (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 Exchange Traded Fd T (XLG), sold all of Ishares Tr (EMB), sold all of Bank of Amer Corp (BAC), sold all of Spdr Gold Tr (GLD), Ishares Inc (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.