Bush Investment Group, LLC Portfolio Holdings

Bush Investment Group, LLC

  • $169 Billion
  • Q3 2025

Bush Investment Group, LLC has filed its 13F form on December 18, 2025 for Q3 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $33.6B, Schwab Strategic Tr Intl Eqty with a value of $23.7B, Ishares Tr Russell 200 Growth with a value of $20.3B, Schwab Strategic U.S. Mid Cap with a value of $11.2B, and Blackrock ETF Trust with a value of $8.02B.

Examining the 13F form we can see an increase of $19.8B in the current position value, from $149B to 169B.

Bush Investment Group, LLC is based out at Valdosta, GA

Below you can find more details about Bush Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion
ETFs: $147 Billion
Technology: $1.96 Billion
Utilities: $1.48 Billion
Financial Services: $1.22 Billion
Consumer Cyclical: $830 Million
Industrials: $348 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.6 Billion 19.91% of portfolio
102,412
Q3 2025 Added 2.47%
$0
$23.7 Billion 14.05% of portfolio
1,018,356
Q3 2025 Added 7.15%
$0
$20.3 Billion 12.01% of portfolio
74,062
Q3 2025 Reduced 19.12%
$0
$11.2 Billion 6.62% of portfolio
377,021
Q3 2025 Added 4.29%
Blackrock ETF Trust
-
$8.02 Billion 4.75% of portfolio
-
Q3 2025 Added 173.22%
$0
$5.74 Billion 3.4% of portfolio
73,222
Q3 2025 Added 3.54%
$11.9B
$5.59 Billion 3.31% of portfolio
73,182
Q3 2025 Added 42.94%
$0
$4.34 Billion 2.57% of portfolio
143,368
Q3 2025 Added 4.31%
$0
$4.31 Billion 2.55% of portfolio
87,161
Q3 2025 Added 4.7%
$0
$4.25 Billion 2.52% of portfolio
177,505
Q3 2025 Added 3.39%
$0
$4.17 Billion 2.47% of portfolio
70,370
Q3 2025 Added 7.24%
$0
$4.04 Billion 2.4% of portfolio
20,782
Q3 2025 Reduced 2.96%
$0
$3.99 Billion 2.37% of portfolio
33,071
Q3 2025 Added 1.27%
$0
$3.64 Billion 2.15% of portfolio
63,209
Q3 2025 Added 104.32%
Global X Fds
-
$3.35 Billion 1.99% of portfolio
-
Q3 2025 New
$0
$3.34 Billion 1.98% of portfolio
49,272
Q3 2025 Reduced 18.49%
$0
$2.54 Billion 1.5% of portfolio
38,505
Q3 2025 Reduced 7.31%
$0
$2.06 Billion 1.22% of portfolio
87,925
Q3 2025 Added 8.64%
$0
$2.06 Billion 1.22% of portfolio
44,128
Q3 2025 Reduced 15.89%
-
$2.02 Billion 1.19% of portfolio
-
Q3 2025 Added 8.98%
Blackrock ETF Trust
-
$1.78 Billion 1.05% of portfolio
-
Q3 2025 Added 4.76%
$98.6B
$1.48 Billion 0.88% of portfolio
15,621
Q3 2025 Added 40.92%
$4.3T
$1.49 Billion 0.88% of portfolio
5,846
Q3 2024 Reduced 1.71%
$0
$1.27 Billion 0.75% of portfolio
13,296
Q3 2025 Added 7.97%
$0
$1.25 Billion 0.74% of portfolio
10,327
Q3 2025 Added 2.82%
$72.3B
$917 Million 0.54% of portfolio
8,207
Q3 2025 Added 0.54%
$0
$912 Million 0.54% of portfolio
17,795
Q3 2025 Added 10.38%
$140B
$830 Million 0.49% of portfolio
3,301
Q3 2025 Reduced 15.81%
Blackrock ETF Trust Ii
-
$799 Million 0.47% of portfolio
-
Q3 2025 Added 14.37%
$0
$771 Million 0.46% of portfolio
10,267
Q3 2025 New
$465B
$476 Million 0.28% of portfolio
2,549
Q2 2025 Added 1.92%
$20.5B
$348 Million 0.21% of portfolio
4,194
Q2 2025 Reduced 1.76%
$0
$360 Million 0.21% of portfolio
3,157
Q3 2025 Reduced 77.23%
$0
$314 Million 0.19% of portfolio
3,296
Q3 2025 Added 11.2%
$413B
$299 Million 0.18% of portfolio
5,792
Q1 2025 Reduced 3.98%
$0
$271 Million 0.16% of portfolio
4,601
Q2 2025 Reduced 21.71%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $169 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2025
  • Filing Date December 18, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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