BUSH INVESTMENT GROUP, LLC
CIK 0001966640 · VALDOSTA, GA · Quarter end: 2026-03-31 · Filed on: 2026-08-03 · Open the SEC source ↗
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
Top Holdings
VTI
VANGUARD INDEX FDS
18.6%
SCHF
SCHWAB STRATEGIC TR
14.3%
IWY
ISHARES TR
10.7%
SCHM
SCHWAB STRATEGIC TR
6.6%
BAI
BLACKROCK ETF TRUST
4.6%
DFAS
DIMENSIONAL ETF TRUST
3.8%
SPYM
SPDR SERIES TRUST
3.8%
SHLD
GLOBAL X FDS
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.