Bush Investment Group, Llc

13F Filings History

Latest 13F report
Q2 2025 - Jul 1, 2025
Value $
$149M
Signature - Title
Courtney Gooding - Partner, CCO
Location
Valdosta, GA
Summary
This page shows a list of all the recent 13F filings made by Bush Investment Group, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bush Investment Group, Llc reported 36 stock holdings with total value $149M as of Q2 2025. Top holdings included VTI, IWY, SCHF, SCHM, and SPLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 36 $149M +$16.1M -$12.7M +$3.37M VTI, IWY, SCHF, SCHM, SPLG 13F-HR 7/1/2025, 01:11 PM
Q1 2025 35 $133M +$12.6M -$3.95M +$8.62M VTI, IWY, SCHF, SCHM, SPLG 13F-HR 4/29/2025, 02:33 PM
Q4 2024 33 $128M +$20.1M -$1.39M +$18.7M VTI, IWY, SCHF, SCHM, SPLG 13F-HR 2/13/2025, 10:19 AM
Q3 2024 31 $125M +$4.29M -$2.08M +$2.21M VTI, IWY, SCHF, SCHM, SPLG 13F-HR 12/3/2024, 03:25 PM
Q2 2024 30 $116M +$8.61M -$8.35M +$260K VTI, IWY, SCHF, SCHM, SPLG 13F-HR 8/12/2024, 02:14 PM
Q1 2024 30 $113M +$7.86M -$8.74M -$879K VTI, IWY, SCHF, SCHM, SPLG 13F-HR 6/13/2024, 04:09 PM
Q4 2023 27 $108M VTI, IWY, SCHF, SPLG, SCHM 13F-HR 2/12/2024, 03:09 PM