BUSH INVESTMENT GROUP, LLC

CIK 0001966640 · VALDOSTA, GA · Quarter end: 2026-03-31 · Filed on: 2026-08-03 · Open the SEC source

BUSH INVESTMENT GROUP, LLC reported 38 positions worth $183.0M as of March 31, 2026 (13F filed August 3, 2026). Largest holding: VTI (18.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$183.0M
2026 Q1
Positions
38
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.8%
Est. Net Flow (Q)
2026 Q1
10 / 38 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$34.1M18.61%106,153
2SCHFSCHWAB STRATEGIC TRSH$26.2M14.34%1,060,554
3IWYISHARES TRSH$19.6M10.69%78,615
4SCHMSCHWAB STRATEGIC TRSH$12.0M6.55%387,417
5BAIBLACKROCK ETF TRUSTSH$8.5M4.64%257,512
6DFASDIMENSIONAL ETF TRUSTSH$6.9M3.77%96,904
7SPYMSPDR SERIES TRUSTSH$6.9M3.76%89,864
8SHLDGLOBAL X FDSSH$5.9M3.21%82,997
9BNDXVANGUARD CHARLOTTE FDSSH$4.9M2.69%102,293
10IVEISHARES TRSH$4.6M2.53%21,946

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BUSH INVESTMENT GROUP, LLC hold as of Q1 2026?

BUSH INVESTMENT GROUP, LLC reported 38 positions worth $183.0M in its Q1 2026 13F filing. Largest positions: VTI (18.6%), SCHF (14.3%), IWY (10.7%), SCHM (6.6%) and BAI (4.6%).

What did BUSH INVESTMENT GROUP, LLC buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BUSH INVESTMENT GROUP, LLC sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.