Bush Investment Group, LLC holds a focused book of 38 reported positions worth $183.0M as of Q1 2026 (disclosed Aug 3, 2026, a ~125-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed SPDR Gold Minishares Trust. Their largest long position is Vanguard Total Stock MKT ETF at 19% of the reported non-option book. Cloning the disclosed picks since 2024 would be +41% (+17.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.1 points over this window.
Growth of $10,000 cloning Bush Investment Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~125 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bush Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 5 / 38 | $4.4B |
| Swiss Re Ltd | 4 / 38 | $1.0B |
| Daviman Financial, LLC | 28 / 38 | $133.1M |
| SWMG, LLC | 18 / 38 | $307.3M |
| Alternative Investment Advisors, LLC. | 7 / 38 | $189.6M |
| Potomac Fund Management Inc | 5 / 38 | $2.8B |
| ONE Advisory Partners, LLC | 22 / 38 | $251.6M |
| Buttonwood Financial Group, LLC | 12 / 38 | $116.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Bush Investment Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $34.1M | 106.2K | 18.6% | ▲+4.7% Added · +5K sh | |
| 2 | Schwab Strategic TR INTL EQTY ETF | $26.2M | 1.06M | 14.3% | ▲+2.4% Added · +25K sh | |
| 3 | Ishares TR RUS TP200 GR ETF | $19.6M | 78.6K | 10.7% | ▲+6.1% Added · +5K sh | |
| 4 | Schwab Strategic TR US MID-CAP ETF | $12.0M | 387.4K | 6.6% | ▲+2.1% Added · +8K sh | |
| 5 | BlackRock ETF Trust ISHARES A I INNO | $8.5M | 257.5K | 4.6% | ▲+5.8% Added · +14K sh | |
| 6 | Dimensional ETF Trust US SMALL CAP ETF | $6.9M | 96.9K | 3.8% | ▲+5.2% Added · +5K sh | |
| 7 | SPDR Series Trust STATE STREET SPD | $6.9M | 89.9K | 3.8% | ▲+23% Added · +17K sh | |
| 8 | Global X FDS DEFENSE TECH ETF | $5.9M | 83.0K | 3.2% | ▲+67% Added · +33K sh | |
| 9 | Vanguard Charlotte FDS TOTAL INT BD ETF | $4.9M | 102.3K | 2.7% | ▲+16% Added · +14K sh | |
| 10 | Ishares TR S&P 500 VAL ETF | $4.6M | 21.9K | 2.5% | ▲+4.9% Added · +1K sh | |
| 11 | SPDR Series Trust STATE STREET SPD | $4.6M | 153.2K | 2.5% | ▲+5.3% Added · +8K sh | |
| 12 | SPDR Series Trust STATE STREET SPD | $4.4M | 189.7K | 2.4% | ▲+5.9% Added · +11K sh | |
| 13 | BlackRock ETF Trust ISHARES US EQUIT | $4.2M | 72.2K | 2.3% | ▲+1.3% Added · +955 sh | |
| 14 | Ishares TR S&P 500 GRWT ETF | $3.9M | 34.5K | 2.1% | ▲+5.9% Added · +2K sh | |
| 15 | BlackRock ETF Trust ISHARES INTL CTR | $2.8M | 86.0K | 1.5% | ▲New New position | |
| 16 | World Gold TR SPDR GLD MINIS | $2.7M | 29.2K | 1.5% | ▼−60% Reduced · −43K sh | |
| 17 | Ishares TR MSCI ACWI EX US | $2.6M | 37.5K | 1.4% | ▲New New position | |
| 18 | Schwab Strategic TR US AGGREGATE B | $2.2M | 94.3K | 1.2% | ▲+8.6% Added · +7K sh | |
| 19 | Ishares TR CORE UNIVRSL USD | $2.2M | 47.2K | 1.2% | ▲+7.2% Added · +3K sh | |
| 20 | Bondbloxx ETF Trust BLOOMBERG TEN YR | $2.1M | 45.5K | 1.1% | ▲+5.8% Added · +2K sh | |
| 21 | Ishares TR MSCI USA QLT FCT | $2.1M | 10.7K | 1.1% | ▲+3.0% Added · +310 sh | |
| 22 | Ishares TR EAFE VALUE ETF | $1.9M | 25.9K | 1.1% | ▼−42% Reduced · −19K sh | |
| 23 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.9M | 16.6K | 1.0% | ▲+8.4% Added · +1K sh | |
| 24 | American Centy ETF TR AVANTIS EMGMKT | $1.9M | 23.0K | 1.0% | ▲+18% Added · +3K sh | |
| 25 | BlackRock ETF Trust ISHARES US THEMA | $1.8M | 50.8K | 1.0% | ▲+6.9% Added · +3K sh | |
| 26 | Southern Co COM | $1.5M | 15.6K | 0.8% | ▼−0.3% Reduced · −49 sh | |
| 27 | Apple Inc COM | $1.5M | 5.8K | 0.8% | —Held | |
| 28 | Ishares TR MBS ETF | $1.4M | 14.8K | 0.8% | ▲+9.9% Added · +1K sh | |
| 29 | BlackRock ETF Trust ISHARES LARGE CA | $1.4M | 33.9K | 0.8% | ▲New New position | |
| 30 | Ishares TR US TREAS BD ETF | $1.3M | 57.7K | 0.7% | ▲New New position | |
| 31 | Ishares TR CORE INTL AGGR | $1.0M | 20.2K | 0.6% | ▲+10% Added · +2K sh | |
| 32 | Aflac Inc COM | $910K | 8.3K | 0.5% | ▲+0.5% Added · +45 sh | |
| 33 | Lowes Cos Inc COM | $738K | 3.1K | 0.4% | —Held | |
| 34 | BlackRock ETF Trust II ISHARES FLEXIBLE | $687K | 13.2K | 0.4% | ▼−13% Reduced · −2K sh | |
| 35 | Ishares TR CORE S&P500 ETF | $660K | 1.0K | 0.4% | ▲+90% Added · +478 sh | |
| 36 | Nvidia Corporation COM | $469K | 2.7K | 0.3% | —Held | |
| 37 | Ishares Inc CORE MSCI EMKT | $455K | 6.5K | 0.2% | ▼−83% Reduced · −32K sh | |
| 38 | Global PMTS Inc COM | $282K | 4.2K | 0.2% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1966640/holdings"
Use Arkolith to show BUSH INVESTMENT GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Aug 3, 2026 | 125d | 38 | $183.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Mar 5, 2026 | 64d | 38 | $178.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 18, 2025 | 79d | 37 | $168.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 1, 2025 | 1d | 36 | $148.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 29d | 35 | $132.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 33 | $128.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 3, 2024 | 64d | 31 | $125.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 43d | 30 | $116.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.