BUSH INVESTMENT GROUP, LLC Long-Term Concentrated

Name: BUSH INVESTMENT GROUP, LLC Q1 2026 13F Filing | 13F Explorer
Creator: BUSH INVESTMENT GROUP, LLC
Published: 2026-08-03

Location: Valdosta, GA

CIK: 0001966640 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: Aug 3, 2026

Total Value: $183M (100.0% shares, 0.0% debt)

Holdings (38)

New Positions (4)

CORO BLACKROCK ETF TRUST 1.5%

Value $2.764M Shares 85,978 Est. Cost $32.15 Unrealized —

ACWX ISHARES TR 1.4%

Value $2.57M Shares 37,537 Est. Cost $68.47 Unrealized —

BLCR BLACKROCK ETF TRUST 0.8%

Value $1.394M Shares 33,944 Est. Cost $41.06 Unrealized —

GOVT ISHARES TR 0.7%

Value $1.323M Shares 57,748 Est. Cost $22.91 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CORO	BLACKROCK ETF TRUST	85,978	$2.764M	1.5%	$32.15	—	ISHARES INTL CTR	09290C764
ACWX	ISHARES TR	37,537	$2.57M	1.4%	$68.47	—	MSCI ACWI EX US	464288240
BLCR	BLACKROCK ETF TRUST	33,944	$1.394M	0.8%	$41.06	—	ISHARES LARGE CA	09290C855
GOVT	ISHARES TR	57,748	$1.323M	0.7%	$22.91	—	US TREAS BD ETF	46429B267

Increased Positions (24)

SHLD GLOBAL X FDS 3.2%

Value $5.88M (+82.9%) Shares 82,997 (+67.3%) Est. Cost $70.36 Unrealized —

SCHF SCHWAB STRATEGIC TR 14.3%

Value $26.25M (+5.4%) Shares 1,060,554 (+2.4%) Est. Cost $26.47 Unrealized —

SPYM SPDR SERIES TRUST 3.8%

Value $6.878M (+17.7%) Shares 89,864 (+23.4%) Est. Cost $62.17 Unrealized —

IWY ISHARES TR 10.7%

Value $19.56M (-4.7%) Shares 78,615 (+6.1%) Est. Cost $190.47 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 2.7%

Value $4.915M (+15.4%) Shares 102,293 (+16.0%) Est. Cost $49.29 Unrealized —

SCHM SCHWAB STRATEGIC TR 6.6%

Value $11.99M (+5.2%) Shares 387,417 (+2.1%) Est. Cost $42.51 Unrealized —

DFAS DIMENSIONAL ETF TRUST 3.8%

Value $6.893M (+7.4%) Shares 96,904 (+5.2%) Est. Cost $69.74 Unrealized —

BAI BLACKROCK ETF TRUST 4.6%

Value $8.485M (+4.7%) Shares 257,512 (+5.8%) Est. Cost $32.29 Unrealized —

AVEM AMERICAN CENTY ETF TR 1.0%

Value $1.852M (+23.0%) Shares 22,986 (+17.5%) Est. Cost $76.70 Unrealized —

IVV ISHARES TR 0.4%

Value $660K (+80.9%) Shares 1,011 (+89.7%) Est. Cost $669.94 Unrealized —

SPSB SPDR SERIES TRUST 2.5%

Value $4.606M (+4.9%) Shares 153,188 (+5.3%) Est. Cost $30.11 Unrealized —

IVE ISHARES TR 2.5%

Value $4.634M (+4.5%) Shares 21,946 (+4.9%) Est. Cost $192.73 Unrealized —

SPHY SPDR SERIES TRUST 2.4%

Value $4.424M (+4.4%) Shares 189,715 (+5.9%) Est. Cost $23.28 Unrealized —

SCHZ SCHWAB STRATEGIC TR 1.2%

Value $2.189M (+7.9%) Shares 94,263 (+8.6%) Est. Cost $31.88 Unrealized —

IUSB ISHARES TR 1.2%

Value $2.182M (+6.4%) Shares 47,230 (+7.2%) Est. Cost $45.85 Unrealized —

DYNF BLACKROCK ETF TRUST 2.3%

Value $4.203M (-3.0%) Shares 72,234 (+1.3%) Est. Cost $45.41 Unrealized —

MBB ISHARES TR 0.8%

Value $1.402M (+9.6%) Shares 14,761 (+9.9%) Est. Cost $93.12 Unrealized —

IVW ISHARES TR 2.1%

Value $3.898M (-2.8%) Shares 34,463 (+5.9%) Est. Cost $90.13 Unrealized —

XTEN BONDBLOXX ETF TRUST 1.1%

Value $2.086M (+5.0%) Shares 45,483 (+5.8%) Est. Cost $46.35 Unrealized —

IAGG ISHARES TR 0.6%

Value $1.01M (+10.4%) Shares 20,192 (+10.4%) Est. Cost $50.98 Unrealized —

VTI VANGUARD INDEX FDS 18.6%

Value $34.05M (+0.2%) Shares 106,153 (+4.7%) Est. Cost $251.92 Unrealized —

SPMO INVESCO EXCH TRADED FD TR II 1.0%

Value $1.856M (+1.8%) Shares 16,559 (+8.4%) Est. Cost $104.14 Unrealized —

QUAL ISHARES TR 1.1%

Value $2.053M (-0.5%) Shares 10,705 (+3.0%) Est. Cost $162.15 Unrealized —

THRO BLACKROCK ETF TRUST 1.0%

Value $1.839M (+0.4%) Shares 50,761 (+6.9%) Est. Cost $35.75 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SHLD	GLOBAL X FDS	82,997 (+67.3%)	$5.88M (+82.9%)	3.2%	$70.36	—	DEFENSE TECH ETF	37960A529
SCHF	SCHWAB STRATEGIC TR	1,060,554 (+2.4%)	$26.25M (+5.4%)	14.3%	$26.47	—	INTL EQTY ETF	808524805
SPYM	SPDR SERIES TRUST	89,864 (+23.4%)	$6.878M (+17.7%)	3.8%	$62.17	—	STATE STREET SPD	78464A854
IWY	ISHARES TR	78,615 (+6.1%)	$19.56M (-4.7%)	10.7%	$190.47	—	RUS TP200 GR ETF	464289438
BNDX	VANGUARD CHARLOTTE FDS	102,293 (+16.0%)	$4.915M (+15.4%)	2.7%	$49.29	—	TOTAL INT BD ETF	92203J407
SCHM	SCHWAB STRATEGIC TR	387,417 (+2.1%)	$11.99M (+5.2%)	6.6%	$42.51	—	US MID-CAP ETF	808524508
DFAS	DIMENSIONAL ETF TRUST	96,904 (+5.2%)	$6.893M (+7.4%)	3.8%	$69.74	—	US SMALL CAP ETF	25434V500
BAI	BLACKROCK ETF TRUST	257,512 (+5.8%)	$8.485M (+4.7%)	4.6%	$32.29	—	ISHARES A I INNO	09290C780
AVEM	AMERICAN CENTY ETF TR	22,986 (+17.5%)	$1.852M (+23.0%)	1.0%	$76.70	—	AVANTIS EMGMKT	025072604
IVV	ISHARES TR	1,011 (+89.7%)	$660K (+80.9%)	0.4%	$669.94	—	CORE S&P500 ETF	464287200
SPSB	SPDR SERIES TRUST	153,188 (+5.3%)	$4.606M (+4.9%)	2.5%	$30.11	—	STATE STREET SPD	78464A474
IVE	ISHARES TR	21,946 (+4.9%)	$4.634M (+4.5%)	2.5%	$192.73	—	S&P 500 VAL ETF	464287408
SPHY	SPDR SERIES TRUST	189,715 (+5.9%)	$4.424M (+4.4%)	2.4%	$23.28	—	STATE STREET SPD	78468R606
SCHZ	SCHWAB STRATEGIC TR	94,263 (+8.6%)	$2.189M (+7.9%)	1.2%	$31.88	—	US AGGREGATE B	808524839
IUSB	ISHARES TR	47,230 (+7.2%)	$2.182M (+6.4%)	1.2%	$45.85	—	CORE UNIVRSL USD	46434V613
DYNF	BLACKROCK ETF TRUST	72,234 (+1.3%)	$4.203M (-3.0%)	2.3%	$45.41	—	ISHARES US EQUIT	09290C103
MBB	ISHARES TR	14,761 (+9.9%)	$1.402M (+9.6%)	0.8%	$93.12	—	MBS ETF	464288588
IVW	ISHARES TR	34,463 (+5.9%)	$3.898M (-2.8%)	2.1%	$90.13	—	S&P 500 GRWT ETF	464287309
XTEN	BONDBLOXX ETF TRUST	45,483 (+5.8%)	$2.086M (+5.0%)	1.1%	$46.35	—	BLOOMBERG TEN YR	09789C812
IAGG	ISHARES TR	20,192 (+10.4%)	$1.01M (+10.4%)	0.6%	$50.98	—	CORE INTL AGGR	46435G672
VTI	VANGUARD INDEX FDS	106,153 (+4.7%)	$34.05M (+0.2%)	18.6%	$251.92	—	TOTAL STK MKT	922908769
SPMO	INVESCO EXCH TRADED FD TR II	16,559 (+8.4%)	$1.856M (+1.8%)	1.0%	$104.14	—	S&P 500 MOMNTM	46138E339
QUAL	ISHARES TR	10,705 (+3.0%)	$2.053M (-0.5%)	1.1%	$162.15	—	MSCI USA QLT FCT	46432F339
THRO	BLACKROCK ETF TRUST	50,761 (+6.9%)	$1.839M (+0.4%)	1.0%	$35.75	—	ISHARES US THEMA	09290C806

Exited Positions (4)

XLG INVESCO EXCHANGE TRADED FD T 2.1%

Value $3.814M Shares 64,332 Est. Cost $53.14 Unrealized —

EMB ISHARES TR 0.2%

Value $325K Shares 3,374 Est. Cost $91.25 Unrealized —

BAC BANK AMERICA CORP 0.2%

Value $319K Shares 5,792 Est. Cost $38.77 Unrealized +38.4%

GLD SPDR GOLD TR 0.1%

Value $207K Shares 522 Est. Cost $396.31 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XLG	INVESCO EXCHANGE TRADED FD T	64,332	$3.814M	2.1%	$53.14	—	—	46137V233
EMB	ISHARES TR	3,374	$325K	0.2%	$91.25	—	—	464288281
BAC	BANK AMERICA CORP	5,792	$319K	0.2%	$38.77	+38.4%	—	060505104
GLD	SPDR GOLD TR	522	$207K	0.1%	$396.31	—	—	78463V107

Decreased Positions (4)

GLDM WORLD GOLD TR 1.5%

Value $2.71M (-56.0%) Shares 29,239 (-59.5%) Est. Cost $62.53 Unrealized —

IEMG ISHARES INC 0.2%

Value $455K (-82.3%) Shares 6,520 (-82.9%) Est. Cost $56.66 Unrealized —

EFV ISHARES TR 1.1%

Value $1.926M (-39.3%) Shares 25,903 (-41.7%) Est. Cost $58.10 Unrealized —

BINC BLACKROCK ETF TRUST II 0.4%

Value $687K (-14.8%) Shares 13,233 (-13.4%) Est. Cost $52.81 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GLDM	WORLD GOLD TR	29,239 (-59.5%)	$2.71M (-56.0%)	1.5%	$62.53	—	SPDR GLD MINIS	98149E303
IEMG	ISHARES INC	6,520 (-82.9%)	$455K (-82.3%)	0.2%	$56.66	—	CORE MSCI EMKT	46434G103
EFV	ISHARES TR	25,903 (-41.7%)	$1.926M (-39.3%)	1.1%	$58.10	—	EAFE VALUE ETF	464288877
BINC	BLACKROCK ETF TRUST II	13,233 (-13.4%)	$687K (-14.8%)	0.4%	$52.81	—	ISHARES FLEXIBLE	092528603

Unchanged Positions (6)

SO SOUTHERN CO 0.8%

Value $1.507M Shares 15,612 Est. Cost $72.49 Unrealized +23.5%

AAPL APPLE INC 0.8%

Value $1.484M Shares 5,846 Est. Cost $180.34 Unrealized +45.7%

GPN GLOBAL PMTS INC 0.2%

Value $282K Shares 4,194 Est. Cost $108.15 Unrealized -30.7%

NVDA NVIDIA CORPORATION 0.3%

Value $469K Shares 2,687 Est. Cost $105.87 Unrealized +76.3%

LOW LOWES COS INC 0.4%

Value $738K Shares 3,122 Est. Cost $199.17 Unrealized +36.3%

AFL AFLAC INC 0.5%

Value $910K Shares 8,295 Est. Cost $76.99 Unrealized +44.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SO	SOUTHERN CO	15,612	$1.507M	0.8%	$72.49	+23.5%	COM	842587107
AAPL	APPLE INC	5,846	$1.484M	0.8%	$180.34	+45.7%	COM	037833100
GPN	GLOBAL PMTS INC	4,194	$282K	0.2%	$108.15	-30.7%	COM	37940X102
NVDA	NVIDIA CORPORATION	2,687	$469K	0.3%	$105.87	+76.3%	COM	67066G104
LOW	LOWES COS INC	3,122	$738K	0.4%	$199.17	+36.3%	COM	548661107
AFL	AFLAC INC	8,295	$910K	0.5%	$76.99	+44.4%	COM	001055102