13F Insight
DOSSIER · 13F-HR · Q2 2026

Kohmann Bosshard Financial Services, LLC

$1.2B in tracked AUM across 229 positions as of Q2 2026.

KB
CIK 0001696615 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
229
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Kohmann Bosshard Financial Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB U.S. LARGE-CAP
$233M7.9M19.7%02
VEA
VANGUARD FTSE DEVELOPED
$111M1.6M9.4%03
VCSH
VANGUARD SHORT TERM COR
$90M1.1M7.6%04
SCHZ
SCHWAB U.S. AGGREGATE
$89M3.9M7.6%05
SCHA
SCHWAB U.S. SMALL-CAP
$52M1.4M4.4%06
SCHP
SCHWAB U.S. TIPS ETF
$44M1.7M3.7%07
VIG
VANGUARD DIVIDEND
$41M174K3.5%08
SPHY
STATE STREET SPDR
$29M1.3M2.5%09
VNQ
VANGUARD REAL ESTATE
$28M293K2.4%10
VUG
VANGUARD GROWTH INDEX
$28M323K2.4%

Filing history

2026Q2Jun 30
$1.2B▲ 14.7%
229 positionsView →2026Q1Mar 31
$1.0B▼ 8.1%
209 positionsView →2025Q4Dec 31
$1.1B▲ 410.8%
17,506 positionsView →2025Q3Sep 30
$219M▼ 75.6%
196 positionsView →2025Q2Jun 30
$896M▲ 363.5%
198 positionsLocked2025Q1Mar 31
$193M▼ 76.8%
151 positionsLocked2024Q4Dec 31
$833M▲ 3.5%
784 positionsLocked2024Q3Sep 30
$805M▲ 8.4%
203 positionsLocked2024Q2Jun 30
$743M▲ 3.4%
194 positionsLocked2024Q1Mar 31
$718M▲ 9.4%
202 positionsLocked2023Q4Dec 31
$657M▲ 13.1%
199 positionsLocked2023Q3Sep 30
$581M▲ 0.1%
187 positionsLocked
Showing 12 of 37