account_balance

Investment manager · 13F filer · SEC CIK 1903579

Wilson & Boucher Capital Management, LLC

Reported value$170Mas of Jun 30, 2026
Positions121 8 new, 2 sold out
Top 10 weight42.5%VTI alone is 11%
FiledAug 1950 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Total Stock Mkt ETF 11.3% Held
AAPL Apple Inc. 5.6% Held
SCHB Schwab US Broad Market ETF 4.3% Trimmed −2%
VEU Vanguard FTSE All-World Ex-US 3.8% Added +4%
CAT Caterpillar Inc 3.6% Held
VB Vanguard Index Small Cap ETF 3.4% Held
VO Vanguard Mid Cap Index ETF 2.9% Held
AMAT Applied Materials Inc 2.6% Trimmed −10%
VTV Vanguard Value ETF 2.6% Held
VUG Vanguard Index Growth ETF 2.2% Held
VT Vanguard Total World 2.2% Added +3%
VIG Vanguard Dividend Appreciation 2.2% Trimmed −2%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 19, 2026, compared with the May 18, 2026 filing
add_circleNew
  • SCHD $560K
  • XOVR $345K
  • INTC $339K
  • FLEX $276K
arrow_upwardAdded
  • SCHM +6%
  • VEU +4%
  • VT +3%
arrow_downwardTrimmed
remove_circleSold out
  • EES $226K
  • SPSM $208K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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