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BUSH INVESTMENT GROUP, LLC

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13F filer, CIK 1966640, VALDOSTA, GA

BUSH INVESTMENT GROUP, LLC reported $148,929,481 across 36 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-01. Its ten largest share positions make up 73.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001966640-25-000005

Period
2025-06-30
Reported value
$149M
Holdings
36
Top 10 weight
73.42%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDXnew+83,245$4.12M
BAInew+85,978$2.48M
SCHFadded+99,829$2.21M
THROnew+44,849$1.6M
EFVadded+22,713$1.44M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYMreduced-46,846-$3.41M
IWYreduced-11,182-$2.76M
VTIreduced-4,844-$1.47M
EMXCexited-22,323-$1.23M
GLDMreduced-14,429-$945K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001966640-25-000005, largest first. % of portfolio is the value over $148,929,481, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 98,775 shares; 2024Q3: 99,520 shares; 2024Q4: 98,356 shares; 2025Q1: 104,786 shares; 2025Q2: 99,942 shares 99,942$30.4M20.4%-4,844Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103,935 shares; 2024Q3: 103,618 shares; 2024Q4: 102,206 shares; 2025Q1: 102,748 shares; 2025Q2: 91,566 shares 91,566$22.6M15.16%-11,182Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 404,374 shares; 2024Q3: 408,544 shares; 2024Q4: 834,429 shares; 2025Q1: 850,615 shares; 2025Q2: 950,444 shares 950,444$21M14.1%+99,829Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 127,706 shares; 2024Q3: 128,379 shares; 2024Q4: 385,929 shares; 2025Q1: 369,990 shares; 2025Q2: 361,512 shares 361,512$10.1M6.81%-8,478Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 133,949 shares; 2024Q3: 123,398 shares; 2024Q4: 122,640 shares; 2025Q1: 117,564 shares; 2025Q2: 70,718 shares 70,718$5.14M3.45%-46,846Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,460 shares; 2025Q2: 137,440 shares 137,440$4.15M2.79%+980Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,245 shares 83,245$4.12M2.77%newTimeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 159,255 shares; 2024Q3: 163,613 shares; 2024Q4: 167,496 shares; 2025Q1: 171,391 shares; 2025Q2: 171,682 shares 171,682$4.09M2.74%+291Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,391 shares; 2024Q3: 17,159 shares; 2024Q4: 18,206 shares; 2025Q1: 20,225 shares; 2025Q2: 21,415 shares 21,415$3.92M2.63%+1,190Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,270 shares; 2024Q3: 43,813 shares; 2024Q4: 47,744 shares; 2025Q1: 37,737 shares; 2025Q2: 60,450 shares 60,450$3.84M2.58%+22,713Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,998 shares; 2024Q3: 39,237 shares; 2024Q4: 40,651 shares; 2025Q1: 41,190 shares; 2025Q2: 32,655 shares 32,655$3.6M2.41%-8,535Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,159 shares; 2024Q3: 60,146 shares; 2024Q4: 63,290 shares; 2025Q1: 64,493 shares; 2025Q2: 65,620 shares 65,620$3.57M2.4%+1,127Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35,349 shares; 2025Q1: 65,628 shares; 2025Q2: 51,199 shares 51,199$3.35M2.25%-14,429Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,752 shares; 2024Q3: 9,126 shares; 2024Q4: 9,655 shares; 2025Q1: 13,104 shares; 2025Q2: 13,677 shares 13,677$2.67M1.79%+573Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,366 shares; 2024Q3: 10,645 shares; 2024Q4: 11,200 shares; 2025Q1: 19,392 shares; 2025Q2: 41,543 shares 41,543$2.49M1.67%+22,151Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,978 shares 85,978$2.48M1.67%newTimeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,150 shares; 2024Q3: 71,794 shares; 2024Q4: 64,623 shares; 2025Q1: 64,786 shares; 2025Q2: 52,467 shares 52,467$2.43M1.63%-12,319Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,907 shares; 2024Q3: 38,288 shares; 2024Q4: 81,331 shares; 2025Q1: 83,818 shares; 2025Q2: 80,931 shares 80,931$1.88M1.26%-2,887Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,085 shares; 2025Q2: 39,682 shares 39,682$1.83M1.23%+20,597Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,078 shares; 2025Q2: 30,937 shares 30,937$1.61M1.08%+11,859Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,849 shares 44,849$1.6M1.07%newTimeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,620 shares; 2024Q3: 24,359 shares; 2024Q4: 26,151 shares; 2025Q1: 13,735 shares; 2025Q2: 13,866 shares 13,866$1.55M1.04%+131Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,845 shares; 2024Q3: 8,531 shares; 2024Q4: 8,438 shares; 2025Q1: 8,362 shares; 2025Q2: 6,979 shares 6,979$1.21M0.81%-1,383Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,948 shares; 2024Q3: 5,846 shares; 2024Q4: 5,846 shares; 2025Q1: 5,846 shares; 2025Q2: 5,846 shares 5,846$1.2M0.81%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,109 shares; 2024Q3: 12,712 shares; 2024Q4: 13,589 shares; 2025Q1: 12,174 shares; 2025Q2: 12,315 shares 12,315$1.16M0.78%+141Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,520 shares; 2025Q1: 9,899 shares; 2025Q2: 10,044 shares 10,044$1.13M0.76%+145Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,663 shares; 2024Q3: 11,594 shares; 2024Q4: 11,594 shares; 2025Q1: 11,735 shares; 2025Q2: 11,085 shares 11,085$1.02M0.68%-650Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,039 shares; 2024Q3: 4,035 shares; 2024Q4: 3,652 shares; 2025Q1: 4,030 shares; 2025Q2: 3,921 shares 3,921$870K0.58%-109Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,002 shares; 2024Q3: 8,038 shares; 2024Q4: 8,074 shares; 2025Q1: 8,117 shares; 2025Q2: 8,163 shares 8,163$861K0.58%+46Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,122 shares 16,122$824K0.55%newTimeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,420 shares; 2024Q3: 11,576 shares; 2024Q4: 12,126 shares; 2025Q1: 12,628 shares; 2025Q2: 13,125 shares 13,125$694K0.47%+497Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,520 shares; 2024Q3: 2,520 shares; 2024Q4: 2,521 shares; 2025Q1: 2,501 shares; 2025Q2: 2,549 shares 2,549$403K0.27%+48Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,728 shares; 2024Q3: 4,622 shares; 2024Q4: 4,270 shares; 2025Q1: 4,269 shares; 2025Q2: 4,194 shares 4,194$336K0.23%-75Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares; 2025Q2: 2,964 shares 2,964$274K0.18%+143Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,032 shares; 2024Q4: 6,032 shares; 2025Q1: 5,792 shares; 2025Q2: 5,792 shares 5,792$274K0.18%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,788 shares; 2024Q3: 9,618 shares; 2024Q4: 6,336 shares; 2025Q1: 5,877 shares; 2025Q2: 4,601 shares 4,601$270K0.18%-1,276Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EMXCISHARES INC22,323$1.23Mshares
HEFAISHARES TR13,376$485Kshares
CATCATERPILLAR INC630$208Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001966640-25-000005 base2025-07-01acceptance time not in the bulk data set