Bouchey Financial Group LTD
Bouchey Financial Group Ltd is a fee-only registered investment advisory firm headquartered in Troy, New York, with additional locations in Saratoga Springs, NY. Founded in 1999, the firm serves individuals (including high net worth clients) and pension plans, offering fiduciary financial advice and comprehensive wealth management services. Bouchey Financial is known for its focus on personalized client service, prudent investing, and transparent fee structures. As of mid-2025, the firm has approximately 18-19 employees.
Investment Strategy
Bouchey Financial Group implements a diversified, discretionary portfolio strategy primarily for individuals and retirement plans, emphasizing broad-based asset allocation and active management of equities and ETFs. Their approach leverages modern portfolio theory, focusing on diversified holdings and periodic rebalancing according to client objectives and risk tolerance. The firm's largest allocations tend to be in ETFs tracking major indices, large-cap equities, and yield-focused instruments, aiming for long-term growth and preservation of capital.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 17.43% | $209.7M | 380,017 | $205.17 | $551.64 | +$32.1M |
S SCHB | SCHWAB STRATEGIC TR | 16.40% | $197.2M | 8,275,927 | $13.36 | $23.83 | +$19.8M |
S SCHD | SCHWAB STRATEGIC TR | 6.71% | $80.7M | 3,046,323 | $25.64 | $26.50 | -$3.0M |
D DUHP | DIMENSIONAL ETF TRUST | 6.21% | $74.7M | 2,101,350 | $28.01 | $35.56 | +$5.7M |
D DGRW | WISDOMTREE TR | 6.03% | $72.6M | 866,443 | $61.06 | $83.74 | +$3.5M |