BUSH INVESTMENT GROUP, LLC

Filed: 3/5/2026ACC: 0001966640-26-000002

📋 What this filing means

BUSH INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $178.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$178.72M

Total AUM (reported)

3.17M

Total Shares

Allocation by class

TOTAL STK MKT$33.98M19.0%

INTL EQTY ETF$24.89M13.9%

RUS TP200 GR ETF$20.52M11.5%

STATE STREET SPD$14.47M8.1%

US MID-CAP ETF$11.41M6.4%

ISHARES A I INNO$8.10M4.5%

US SMALL CAP ETF$6.42M3.6%

Portfolio Concentration

Top 3$79.40M44.4%

4–10$46.76M26.2%

11–25$42.99M24.1%

Rest$9.58M5.4%

Top 3 weight

44.4%

Top 10 weight

70.6%

Voting Authority Distribution

Total shares with voting rights: 3.17M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.17M

% of voting shares100.0%

Investment Discretion (by position count)

Sole38

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings38

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares101.35K

TypeSH

Market value$33.98M

19.01%

Sole

0.00

Shared

0.00

None

101.35K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.04M

TypeSH

Market value$24.89M

13.93%

Sole

0.00

Shared

0.00

None

1.04M

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares74.11K

TypeSH

Market value$20.52M

11.48%

Sole

0.00

Shared

0.00

None

74.11K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares379.29K

TypeSH

Market value$11.41M

6.38%

Sole

0.00

Shared

0.00

None

379.29K

BLACKROCK ETF TRUST

SOLE

ISHARES A I INNO

Shares243.33K

TypeSH

Market value$8.10M

4.53%

Sole

0.00

Shared

0.00

None

243.33K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares92.13K

TypeSH

Market value$6.42M

3.59%

Sole

0.00

Shared

0.00

None

92.13K

WORLD GOLD TR

SOLE

SPDR GLD MINIS

Shares72.21K

TypeSH

Market value$6.16M

3.45%

Sole

0.00

Shared

0.00

None

72.21K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares72.82K

TypeSH

Market value$5.84M

3.27%

Sole

0.00

Shared

0.00

None

72.82K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares20.92K

TypeSH

Market value$4.44M

2.48%

Sole

0.00

Shared

0.00

None

20.92K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares145.46K

TypeSH

Market value$4.39M

2.46%

Sole

0.00

Shared

0.00

None

145.46K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares71.28K

TypeSH

Market value$4.33M

2.43%

Sole

0.00

Shared

0.00

None

71.28K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares88.18K

TypeSH

Market value$4.26M

2.38%

Sole

0.00

Shared

0.00

None

88.18K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares179.12K

TypeSH

Market value$4.24M

2.37%

Sole

0.00

Shared

0.00

None

179.12K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares32.53K

TypeSH

Market value$4.01M

2.24%

Sole

0.00

Shared

0.00

None

32.53K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares64.33K

TypeSH

Market value$3.81M

2.13%

Sole

0.00

Shared

0.00

None

64.33K

GLOBAL X FDS

SOLE

DEFENSE TECH ETF

Shares49.62K

TypeSH

Market value$3.21M

1.80%

Sole

0.00

Shared

0.00

None

49.62K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares44.42K

TypeSH

Market value$3.17M

1.77%

Sole

0.00

Shared

0.00

None

44.42K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares38.19K

TypeSH

Market value$2.57M

1.44%

Sole

0.00

Shared

0.00

None

38.19K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares10.39K

TypeSH

Market value$2.06M

1.16%

Sole

0.00

Shared

0.00

None

10.39K

ISHARES TR

SOLE

CORE UNIVRSL USD

Shares44.04K

TypeSH

Market value$2.05M

1.15%

Sole

0.00

Shared

0.00

None

44.04K

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares86.81K

TypeSH

Market value$2.03M

1.14%

Sole

0.00

Shared

0.00

None

86.81K

BONDBLOXX ETF TRUST

SOLE

BLOOMBERG TEN YR

Shares43K

TypeSH

Market value$1.99M

1.11%

Sole

0.00

Shared

0.00

None

43K

BLACKROCK ETF TRUST

SOLE

ISHARES US THEMA

Shares47.50K

TypeSH

Market value$1.83M

1.02%

Sole

0.00

Shared

0.00

None

47.50K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares15.28K

TypeSH

Market value$1.82M

1.02%

Sole

0.00

Shared

0.00

None

15.28K

APPLE INC

SOLE

COM

Shares5.85K

TypeSH

Market value$1.59M

0.89%

Sole

0.00

Shared

0.00

None

5.85K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	101.35K	SH	$33.98M 19.01%	101.35K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.04M	SH	$24.89M 13.93%	1.04M
ISHARES TRSOLE	RUS TP200 GR ETF	74.11K	SH	$20.52M 11.48%	74.11K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	379.29K	SH	$11.41M 6.38%	379.29K
BLACKROCK ETF TRUSTSOLE	ISHARES A I INNO	243.33K	SH	$8.10M 4.53%	243.33K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	92.13K	SH	$6.42M 3.59%	92.13K
WORLD GOLD TRSOLE	SPDR GLD MINIS	72.21K	SH	$6.16M 3.45%	72.21K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	72.82K	SH	$5.84M 3.27%	72.82K
ISHARES TRSOLE	S&P 500 VAL ETF	20.92K	SH	$4.44M 2.48%	20.92K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	145.46K	SH	$4.39M 2.46%	145.46K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	71.28K	SH	$4.33M 2.43%	71.28K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	88.18K	SH	$4.26M 2.38%	88.18K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	179.12K	SH	$4.24M 2.37%	179.12K
ISHARES TRSOLE	S&P 500 GRWT ETF	32.53K	SH	$4.01M 2.24%	32.53K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	64.33K	SH	$3.81M 2.13%	64.33K
GLOBAL X FDSSOLE	DEFENSE TECH ETF	49.62K	SH	$3.21M 1.80%	49.62K
ISHARES TRSOLE	EAFE VALUE ETF	44.42K	SH	$3.17M 1.77%	44.42K
ISHARES INCSOLE	CORE MSCI EMKT	38.19K	SH	$2.57M 1.44%	38.19K
ISHARES TRSOLE	MSCI USA QLT FCT	10.39K	SH	$2.06M 1.16%	10.39K
ISHARES TRSOLE	CORE UNIVRSL USD	44.04K	SH	$2.05M 1.15%	44.04K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	86.81K	SH	$2.03M 1.14%	86.81K
BONDBLOXX ETF TRUSTSOLE	BLOOMBERG TEN YR	43K	SH	$1.99M 1.11%	43K
BLACKROCK ETF TRUSTSOLE	ISHARES US THEMA	47.50K	SH	$1.83M 1.02%	47.50K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	15.28K	SH	$1.82M 1.02%	15.28K
APPLE INCSOLE	COM	5.85K	SH	$1.59M 0.89%	5.85K

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