§ 13F · FUND PROFILE
BUSH INVESTMENT GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $169M (13F)Positions · 37Turnover · — · Q4Filed · Mar 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED MAR 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 101K | $34M | — | −1% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 1.04M | $25M | — | +2% |
| 3 | IWY | ISHARES TR | 74K | $21M | — | ±0% |
| 4 | SCHM | SCHWAB STRATEGIC TR | 379K | $11M | — | +1% |
| 5 | BAI | BLACKROCK ETF TRUST | 243K | $8M | — | +4% |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 92K | $6M | — | NEW |
| 7 | GLDM | WORLD GOLD TR | 72K | $6M | — | −1% |
| 8 | SPYM | SPDR SERIES TRUST | 73K | $6M | — | −1% |
| 9 | IVE | ISHARES TR | 21K | $4M | — | +45% |
| 10 | SPSB | SPDR SERIES TRUST | 145K | $4M | — | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BUSH SIGNAL
AC read
BUSH INVESTMENT GROUP, LLC is a Other fund managing $169 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed