Filed: 12/18/2025ACC: 0001966640-25-000006
📋 What this filing means
BUSH INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $168.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$168.77M
Total AUM (reported)
3.04M
Total Shares
Allocation by class
TOTAL STK MKT$33.61M19.9%
INTL EQTY ETF$23.71M14.0%
RUS TP200 GR ETF$20.27M12.0%
US MID-CAP ETF$11.17M6.6%
ISHARES A I INNO$8.02M4.8%
COM$5.84M3.5%
PORTFOLIO S&P500$5.74M3.4%
Portfolio Concentration
Top 3$77.58M46.0%
4–10$43.43M25.7%
11–25$40.21M23.8%
Rest$7.55M4.5%
Top 3 weight
46.0%
Top 10 weight
71.7%
Voting Authority Distribution
Total shares with voting rights: 3.04M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings37
Rows:
VANGUARD INDEX FDS
SOLEShares102.41K
TypeSH
Market value$33.61M
19.91%
Sole
0.00
Shared
0.00
None
102.41K
SCHWAB STRATEGIC TR
SOLEShares1.02M
TypeSH
Market value$23.71M
14.05%
Sole
0.00
Shared
0.00
None
1.02M
ISHARES TR
SOLEShares74.06K
TypeSH
Market value$20.27M
12.01%
Sole
0.00
Shared
0.00
None
74.06K
SCHWAB STRATEGIC TR
SOLEShares377.02K
TypeSH
Market value$11.17M
6.62%
Sole
0.00
Shared
0.00
None
377.02K
BLACKROCK ETF TRUST
SOLEShares234.91K
TypeSH
Market value$8.02M
4.75%
Sole
0.00
Shared
0.00
None
234.91K
SPDR SERIES TRUST
SOLEShares73.22K
TypeSH
Market value$5.74M
3.40%
Sole
0.00
Shared
0.00
None
73.22K
WORLD GOLD TR
SOLEShares73.18K
TypeSH
Market value$5.59M
3.31%
Sole
0.00
Shared
0.00
None
73.18K
SPDR SERIES TRUST
SOLEShares143.37K
TypeSH
Market value$4.34M
2.57%
Sole
0.00
Shared
0.00
None
143.37K
VANGUARD CHARLOTTE FDS
SOLEShares87.16K
TypeSH
Market value$4.31M
2.55%
Sole
0.00
Shared
0.00
None
87.16K
SPDR SERIES TRUST
SOLEShares177.50K
TypeSH
Market value$4.25M
2.52%
Sole
0.00
Shared
0.00
None
177.50K
BLACKROCK ETF TRUST
SOLEShares70.37K
TypeSH
Market value$4.17M
2.47%
Sole
0.00
Shared
0.00
None
70.37K
ISHARES TR
SOLEShares20.78K
TypeSH
Market value$4.04M
2.40%
Sole
0.00
Shared
0.00
None
20.78K
ISHARES TR
SOLEShares33.07K
TypeSH
Market value$3.99M
2.37%
Sole
0.00
Shared
0.00
None
33.07K
INVESCO EXCHANGE TRADED FD T
SOLEShares63.21K
TypeSH
Market value$3.64M
2.15%
Sole
0.00
Shared
0.00
None
63.21K
GLOBAL X FDS
SOLEShares47.71K
TypeSH
Market value$3.35M
1.99%
Sole
0.00
Shared
0.00
None
47.71K
ISHARES TR
SOLEShares49.27K
TypeSH
Market value$3.34M
1.98%
Sole
0.00
Shared
0.00
None
49.27K
ISHARES TR
SOLEShares14.47K
TypeSH
Market value$2.99M
1.77%
Sole
0.00
Shared
0.00
None
14.47K
ISHARES INC
SOLEShares38.51K
TypeSH
Market value$2.54M
1.50%
Sole
0.00
Shared
0.00
None
38.51K
SCHWAB STRATEGIC TR
SOLEShares87.92K
TypeSH
Market value$2.06M
1.22%
Sole
0.00
Shared
0.00
None
87.92K
ISHARES TR
SOLEShares44.13K
TypeSH
Market value$2.06M
1.22%
Sole
0.00
Shared
0.00
None
44.13K
BONDBLOXX ETF TRUST
SOLEShares43.24K
TypeSH
Market value$2.02M
1.19%
Sole
0.00
Shared
0.00
None
43.24K
BLACKROCK ETF TRUST
SOLEShares46.99K
TypeSH
Market value$1.78M
1.05%
Sole
0.00
Shared
0.00
None
46.99K
APPLE INC
SOLEShares5.85K
TypeSH
Market value$1.49M
0.88%
Sole
0.00
Shared
0.00
None
5.85K
SOUTHERN CO
SOLEShares15.62K
TypeSH
Market value$1.48M
0.88%
Sole
0.00
Shared
0.00
None
15.62K
ISHARES TR
SOLEShares13.30K
TypeSH
Market value$1.27M
0.75%
Sole
0.00
Shared
0.00
None
13.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 102.41K | SH | $33.61M 19.91% | 0.00 | 0.00 | 102.41K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.02M | SH | $23.71M 14.05% | 0.00 | 0.00 | 1.02M |
ISHARES TRSOLE | RUS TP200 GR ETF | 74.06K | SH | $20.27M 12.01% | 0.00 | 0.00 | 74.06K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 377.02K | SH | $11.17M 6.62% | 0.00 | 0.00 | 377.02K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 234.91K | SH | $8.02M 4.75% | 0.00 | 0.00 | 234.91K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 73.22K | SH | $5.74M 3.40% | 0.00 | 0.00 | 73.22K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 73.18K | SH | $5.59M 3.31% | 0.00 | 0.00 | 73.18K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 143.37K | SH | $4.34M 2.57% | 0.00 | 0.00 | 143.37K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 87.16K | SH | $4.31M 2.55% | 0.00 | 0.00 | 87.16K |
SPDR SERIES TRUSTSOLE | PORTFLI HIGH YLD | 177.50K | SH | $4.25M 2.52% | 0.00 | 0.00 | 177.50K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 70.37K | SH | $4.17M 2.47% | 0.00 | 0.00 | 70.37K |
ISHARES TRSOLE | MSCI USA QLT FCT | 20.78K | SH | $4.04M 2.40% | 0.00 | 0.00 | 20.78K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 33.07K | SH | $3.99M 2.37% | 0.00 | 0.00 | 33.07K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 63.21K | SH | $3.64M 2.15% | 0.00 | 0.00 | 63.21K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 47.71K | SH | $3.35M 1.99% | 0.00 | 0.00 | 47.71K |
ISHARES TRSOLE | EAFE VALUE ETF | 49.27K | SH | $3.34M 1.98% | 0.00 | 0.00 | 49.27K |
ISHARES TRSOLE | S&P 500 VAL ETF | 14.47K | SH | $2.99M 1.77% | 0.00 | 0.00 | 14.47K |
ISHARES INCSOLE | CORE MSCI EMKT | 38.51K | SH | $2.54M 1.50% | 0.00 | 0.00 | 38.51K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 87.92K | SH | $2.06M 1.22% | 0.00 | 0.00 | 87.92K |
ISHARES TRSOLE | CORE TOTAL USD | 44.13K | SH | $2.06M 1.22% | 0.00 | 0.00 | 44.13K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 43.24K | SH | $2.02M 1.19% | 0.00 | 0.00 | 43.24K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 46.99K | SH | $1.78M 1.05% | 0.00 | 0.00 | 46.99K |
APPLE INCSOLE | COM | 5.85K | SH | $1.49M 0.88% | 0.00 | 0.00 | 5.85K |
SOUTHERN COSOLE | COM | 15.62K | SH | $1.48M 0.88% | 0.00 | 0.00 | 15.62K |
ISHARES TRSOLE | MBS ETF | 13.30K | SH | $1.27M 0.75% | 0.00 | 0.00 | 13.30K |
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