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BUSH INVESTMENT GROUP, LLC

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13F filer, CIK 1966640, VALDOSTA, GA

BUSH INVESTMENT GROUP, LLC reported $178,723,524 across 38 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-03-05. Its ten largest share positions make up 70.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001966640-26-000002

Period
2025-12-31
Reported value
$179M
Holdings
38
Top 10 weight
70.59%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFASnew+92,130$6.42M
IVEadded+6,450$1.37M
AVEMadded+9,288$715K
SPMOadded+4,952$591K
SCHFadded+17,189$413K

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
QUALreduced-10,387-$2.06M
EFGexited-3,157-$360K
VTIreduced-1,062-$356K
EFVreduced-4,850-$346K
VGSHexited-4,601-$271K

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, Q4 2025

Share positions as resolved from 13F-HR 0001966640-26-000002, largest first. % of portfolio is the value over $178,723,524, 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; 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; 2025Q4: 101,350 shares 101,350$34M19.01%-1,062Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,035,545 shares 1,035,545$24.9M13.93%+17,189Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 74,112 shares 74,112$20.5M11.48%+50Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 379,292 shares 379,292$11.4M6.38%+2,271Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,978 shares; 2025Q3: 234,906 shares; 2025Q4: 243,329 shares 243,329$8.1M4.53%+8,423Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,130 shares 92,130$6.42M3.59%newTimeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35,349 shares; 2025Q1: 65,628 shares; 2025Q2: 51,199 shares; 2025Q3: 73,182 shares; 2025Q4: 72,210 shares 72,210$6.16M3.45%-972Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 72,819 shares 72,819$5.84M3.27%-403Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 20,919 shares 20,919$4.44M2.48%+6,450Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,460 shares; 2025Q2: 137,440 shares; 2025Q3: 143,368 shares; 2025Q4: 145,459 shares 145,459$4.39M2.46%+2,091Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 71,279 shares 71,279$4.33M2.43%+909Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,245 shares; 2025Q3: 87,161 shares; 2025Q4: 88,179 shares 88,179$4.26M2.38%+1,018Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 179,117 shares 179,117$4.24M2.37%+1,612Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 32,534 shares 32,534$4.01M2.24%-537Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,078 shares; 2025Q2: 30,937 shares; 2025Q3: 63,209 shares; 2025Q4: 64,332 shares 64,332$3.81M2.13%+1,123Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,710 shares; 2025Q4: 49,620 shares 49,620$3.21M1.8%+1,910Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 44,422 shares 44,422$3.17M1.77%-4,850Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 38,188 shares 38,188$2.57M1.44%-317Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 10,395 shares 10,395$2.06M1.16%-10,387Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 44,040 shares 44,040$2.05M1.15%-88Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 86,809 shares 86,809$2.03M1.14%-1,116Timeline
XTENBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,085 shares; 2025Q2: 39,682 shares; 2025Q3: 43,244 shares; 2025Q4: 42,996 shares 42,996$1.99M1.11%-248Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,849 shares; 2025Q3: 46,986 shares; 2025Q4: 47,496 shares 47,496$1.83M1.02%+510Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,520 shares; 2025Q1: 9,899 shares; 2025Q2: 10,044 shares; 2025Q3: 10,327 shares; 2025Q4: 15,279 shares 15,279$1.82M1.02%+4,952Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,846 shares 5,846$1.59M0.89%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,267 shares; 2025Q4: 19,555 shares 19,555$1.51M0.84%+9,288Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 15,661 shares 15,661$1.37M0.76%+40Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 13,431 shares 13,431$1.28M0.72%+135Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,122 shares; 2025Q3: 17,795 shares; 2025Q4: 18,297 shares 18,297$915K0.51%+502Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 8,250 shares 8,250$910K0.51%+43Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 15,277 shares 15,277$806K0.45%+266Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,122 shares 3,122$753K0.42%-179Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,687 shares 2,687$501K0.28%+138Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 533 shares 533$365K0.2%newTimeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares; 2025Q2: 2,964 shares; 2025Q3: 3,296 shares; 2025Q4: 3,374 shares 3,374$325K0.18%+78Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,194 shares 4,194$325K0.18%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,792 shares 5,792$319K0.18%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 522 shares 522$207K0.12%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
EFGISHARES TR3,157$360Kshares
VGSHVANGUARD SCOTTSDALE FDS4,601$271Kshares

How Q4 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 0001966640-26-000002 base2026-03-05acceptance time not in the bulk data set