BUSH INVESTMENT GROUP, LLC

Q4 2025 13F-HR Holdings

Location
Valdosta, GA
Holdings as of
12/31/2025
Date filed
3/5/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$178,724
Net value change ($000)
+9,952 (5.9%)
New positions
3
Sold out positions
2
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/18/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAS 6,419 NEW
IVE 1,448 48.5%
SCHWAB STRATEGIC TRUST 1,188 5.0%
AVEM 735 95.3%
SPMO 573 45.8%
GLDM 570 10.2%
VTI 371 1.1%
IVV 365 NEW
IWY 258 1.3%
SCHM 230 2.1%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -1,977 -48.9%
EFG -360 -100.0%
VGSH -271 -100.0%
EFV -170 -5.1%
SHLD -136 -4.1%
SO -114 -7.7%
LOW -77 -9.3%
BNDX -50 -1.2%
SCHZ -35 -1.7%
XTEN -29 -1.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type