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BUSH INVESTMENT GROUP, LLC

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13F filer, CIK 1966640, VALDOSTA, GA

BUSH INVESTMENT GROUP, LLC reported $168,771,729 across 37 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-12-18. Its ten largest share positions make up 71.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001966640-25-000006

Period
2025-09-30
Reported value
$169M
Holdings
37
Top 10 weight
71.7%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BAIadded+148,928$5.09M
SHLDnew+47,710$3.35M
XLGadded+32,272$1.86M
GLDMadded+21,983$1.68M
SCHFadded+67,912$1.58M

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
IWYreduced-17,504-$4.79M
EFGreduced-10,709-$1.22M
IYWexited-6,979-$1.21M
EFVreduced-11,178-$758K
IUSBreduced-8,339-$390K

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, Q3 2025

Share positions as resolved from 13F-HR 0001966640-25-000006, largest first. % of portfolio is the value over $168,771,729, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 98,775 shares; 2024Q3: 99,520 shares; 2024Q4: 98,356 shares; 2025Q1: 104,786 shares; 2025Q2: 99,942 shares; 2025Q3: 102,412 shares 102,412$33.6M19.91%+2,470Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 404,374 shares; 2024Q3: 408,544 shares; 2024Q4: 834,429 shares; 2025Q1: 850,615 shares; 2025Q2: 950,444 shares; 2025Q3: 1,018,356 shares 1,018,356$23.7M14.05%+67,912Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103,935 shares; 2024Q3: 103,618 shares; 2024Q4: 102,206 shares; 2025Q1: 102,748 shares; 2025Q2: 91,566 shares; 2025Q3: 74,062 shares 74,062$20.3M12.01%-17,504Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 127,706 shares; 2024Q3: 128,379 shares; 2024Q4: 385,929 shares; 2025Q1: 369,990 shares; 2025Q2: 361,512 shares; 2025Q3: 377,021 shares 377,021$11.2M6.62%+15,509Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,978 shares; 2025Q3: 234,906 shares 234,906$8.02M4.75%+148,928Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 133,949 shares; 2024Q3: 123,398 shares; 2024Q4: 122,640 shares; 2025Q1: 117,564 shares; 2025Q2: 70,718 shares; 2025Q3: 73,222 shares 73,222$5.74M3.4%+2,504Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35,349 shares; 2025Q1: 65,628 shares; 2025Q2: 51,199 shares; 2025Q3: 73,182 shares 73,182$5.59M3.31%+21,983Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,460 shares; 2025Q2: 137,440 shares; 2025Q3: 143,368 shares 143,368$4.34M2.57%+5,928Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,245 shares; 2025Q3: 87,161 shares 87,161$4.31M2.55%+3,916Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 159,255 shares; 2024Q3: 163,613 shares; 2024Q4: 167,496 shares; 2025Q1: 171,391 shares; 2025Q2: 171,682 shares; 2025Q3: 177,505 shares 177,505$4.25M2.52%+5,823Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,159 shares; 2024Q3: 60,146 shares; 2024Q4: 63,290 shares; 2025Q1: 64,493 shares; 2025Q2: 65,620 shares; 2025Q3: 70,370 shares 70,370$4.17M2.47%+4,750Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,391 shares; 2024Q3: 17,159 shares; 2024Q4: 18,206 shares; 2025Q1: 20,225 shares; 2025Q2: 21,415 shares; 2025Q3: 20,782 shares 20,782$4.04M2.4%-633Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,998 shares; 2024Q3: 39,237 shares; 2024Q4: 40,651 shares; 2025Q1: 41,190 shares; 2025Q2: 32,655 shares; 2025Q3: 33,071 shares 33,071$3.99M2.37%+416Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,078 shares; 2025Q2: 30,937 shares; 2025Q3: 63,209 shares 63,209$3.64M2.15%+32,272Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,710 shares 47,710$3.35M1.99%newTimeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,270 shares; 2024Q3: 43,813 shares; 2024Q4: 47,744 shares; 2025Q1: 37,737 shares; 2025Q2: 60,450 shares; 2025Q3: 49,272 shares 49,272$3.34M1.98%-11,178Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,752 shares; 2024Q3: 9,126 shares; 2024Q4: 9,655 shares; 2025Q1: 13,104 shares; 2025Q2: 13,677 shares; 2025Q3: 14,469 shares 14,469$2.99M1.77%+792Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,366 shares; 2024Q3: 10,645 shares; 2024Q4: 11,200 shares; 2025Q1: 19,392 shares; 2025Q2: 41,543 shares; 2025Q3: 38,505 shares 38,505$2.54M1.5%-3,038Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,907 shares; 2024Q3: 38,288 shares; 2024Q4: 81,331 shares; 2025Q1: 83,818 shares; 2025Q2: 80,931 shares; 2025Q3: 87,925 shares 87,925$2.06M1.22%+6,994Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,150 shares; 2024Q3: 71,794 shares; 2024Q4: 64,623 shares; 2025Q1: 64,786 shares; 2025Q2: 52,467 shares; 2025Q3: 44,128 shares 44,128$2.06M1.22%-8,339Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,085 shares; 2025Q2: 39,682 shares; 2025Q3: 43,244 shares 43,244$2.02M1.19%+3,562Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,849 shares; 2025Q3: 46,986 shares 46,986$1.78M1.05%+2,137Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,948 shares; 2024Q3: 5,846 shares; 2024Q4: 5,846 shares; 2025Q1: 5,846 shares; 2025Q2: 5,846 shares; 2025Q3: 5,846 shares 5,846$1.49M0.88%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,663 shares; 2024Q3: 11,594 shares; 2024Q4: 11,594 shares; 2025Q1: 11,735 shares; 2025Q2: 11,085 shares; 2025Q3: 15,621 shares 15,621$1.48M0.88%+4,536Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,109 shares; 2024Q3: 12,712 shares; 2024Q4: 13,589 shares; 2025Q1: 12,174 shares; 2025Q2: 12,315 shares; 2025Q3: 13,296 shares 13,296$1.27M0.75%+981Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,520 shares; 2025Q1: 9,899 shares; 2025Q2: 10,044 shares; 2025Q3: 10,327 shares 10,327$1.25M0.74%+283Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,002 shares; 2024Q3: 8,038 shares; 2024Q4: 8,074 shares; 2025Q1: 8,117 shares; 2025Q2: 8,163 shares; 2025Q3: 8,207 shares 8,207$917K0.54%+44Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,122 shares; 2025Q3: 17,795 shares 17,795$912K0.54%+1,673Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,039 shares; 2024Q3: 4,035 shares; 2024Q4: 3,652 shares; 2025Q1: 4,030 shares; 2025Q2: 3,921 shares; 2025Q3: 3,301 shares 3,301$830K0.49%-620Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,420 shares; 2024Q3: 11,576 shares; 2024Q4: 12,126 shares; 2025Q1: 12,628 shares; 2025Q2: 13,125 shares; 2025Q3: 15,011 shares 15,011$799K0.47%+1,886Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,267 shares 10,267$771K0.46%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,520 shares; 2024Q3: 2,520 shares; 2024Q4: 2,521 shares; 2025Q1: 2,501 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares 2,549$476K0.28%0Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,620 shares; 2024Q3: 24,359 shares; 2024Q4: 26,151 shares; 2025Q1: 13,735 shares; 2025Q2: 13,866 shares; 2025Q3: 3,157 shares 3,157$360K0.21%-10,709Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,728 shares; 2024Q3: 4,622 shares; 2024Q4: 4,270 shares; 2025Q1: 4,269 shares; 2025Q2: 4,194 shares; 2025Q3: 4,194 shares 4,194$348K0.21%0Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares; 2025Q2: 2,964 shares; 2025Q3: 3,296 shares 3,296$314K0.19%+332Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,032 shares; 2024Q4: 6,032 shares; 2025Q1: 5,792 shares; 2025Q2: 5,792 shares; 2025Q3: 5,792 shares 5,792$299K0.18%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,788 shares; 2024Q3: 9,618 shares; 2024Q4: 6,336 shares; 2025Q1: 5,877 shares; 2025Q2: 4,601 shares; 2025Q3: 4,601 shares 4,601$271K0.16%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
IYWISHARES TR6,979$1.21Mshares

How Q3 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 0001966640-25-000006 base2025-12-18acceptance time not in the bulk data set