§ 13F · FUND PROFILE
BUSH INVESTMENT GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.9T (13F)Positions · 36Turnover · — · Q3Filed · Dec 18, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED DEC 18, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 102K | $33.6T | 19.9% | — |
| 2 | SCHF | SCHWAB STRATEGIC TR | 1.02M | $23.7T | 14.0% | — |
| 3 | IWY | ISHARES TR | 74K | $20.3T | 12.0% | — |
| 4 | SCHM | SCHWAB STRATEGIC TR | 377K | $11.2T | 6.6% | — |
| 5 | BAI | BLACKROCK ETF TRUST | 235K | $8.0T | 4.8% | — |
| 6 | SPYM | SPDR SERIES TRUST | 73K | $5.7T | 3.4% | — |
| 7 | GLDM | WORLD GOLD TR | 73K | $5.6T | 3.3% | — |
| 8 | SPSB | SPDR SERIES TRUST | 143K | $4.3T | 2.6% | — |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 87K | $4.3T | 2.6% | — |
| 10 | SPHY | SPDR SERIES TRUST | 178K | $4.2T | 2.5% | — |
§ 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 $148929.5 trillion in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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