Institutions / Wilson & Boucher Capital Management, LLC
Wilson & Boucher Capital Management, LLC
CIK 1903579 · Institution · as of Dec 31, 2025
Portfolio value
$152.28M
Positions
114
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 114 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Total Stock Mkt ETF | $17.81M | 11.7% |
| Apple Inc. | $9.16M | 6.0% |
| Schwab US Broad Market ETF | $6.85M | 4.5% |
| Vanguard FTSE All-World Ex-US | $5.28M | 3.5% |
| Vanguard Index Small Cap ETF | $5.00M | 3.3% |
| Vanguard Mid Cap Index ETF | $4.49M | 2.9% |
| Microsoft Corp | $3.81M | 2.5% |
| Vanguard Value ETF | $3.74M | 2.5% |
| Vanguard Index Growth ETF | $3.63M | 2.4% |
| Vanguard Dividend Appreciation | $3.44M | 2.3% |
| Caterpillar Inc | $3.42M | 2.2% |
| Vanguard Total World | $3.05M | 2.0% |
| Stryker Corp | $2.93M | 1.9% |
| Oracle Corp | $2.77M | 1.8% |
| SPDR Utilities Select ETF | $2.59M | 1.7% |
| Novo Nordisk A/S ADR Fmly Novo | $2.44M | 1.6% |
| SPDR Health Care Select Sctr E | $2.39M | 1.6% |
| Johnson & Johnson | $2.05M | 1.3% |
| SPDR Technology Sector ETF | $2.03M | 1.3% |
| Vanguard Emerging Markets ETF | $1.87M | 1.2% |
| Walmart Inc. | $1.86M | 1.2% |
| Applied Materials Inc /De | $1.83M | 1.2% |
| Pepsico Inc | $1.70M | 1.1% |
| PROCTER & GAMBLE Co | $1.59M | 1.0% |
| Schwab Charles Corp | $1.52M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.