DOSSIER · 13F-HR · Q2 2026

Wilson & Boucher Capital Management, LLC

$170M in tracked AUM across 121 positions as of Q2 2026.

W&
CIK 0001903579 · last filed Jun 30, 2026
Total AUM
$170M
as of Q2 2026
Holdings
121
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Wilson & Boucher Capital Management, 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
VTI
Vanguard Total Stock Mkt ETF
$19M52K11.3%
02
AAPL
Apple
$10M33K5.6%
03
SCHB
Schwab US Broad Market ETF
$7M254K4.3%
04
VEU
Vanguard FTSE All-World Ex-US
$7M78K3.8%
05
CAT
Caterpillar
$6M6K3.6%
06
VB
Vanguard Index Small Cap ETF
$6M19K3.4%
07
VO
Vanguard Mid Cap Index ETF
$5M60K2.9%
08
AMAT
Applied Materials
$4M6K2.6%
09
VTV
Vanguard Value ETF
$4M20K2.6%
10
VUG
Vanguard Index Growth ETF
$4M44K2.2%

Filing history

2026Q2Jun 30
$170M 13.0%
121 positionsView →
2026Q1Mar 31
$151M 1.0%
114 positionsView →
2025Q4Dec 31
$152M 0.1%
114 positionsView →
2025Q3Sep 30
$152M 6.1%
115 positionsView →
2025Q2Jun 30
$143M 6.8%
110 positionsLocked
2025Q1Mar 31
$134M 4.9%
107 positionsLocked
2024Q4Dec 31
$141M 2.7%
110 positionsLocked
2024Q3Sep 30
$145M 11.2%
118 positionsLocked
2024Q2Jun 30
$131M 2.8%
109 positionsLocked
2024Q1Mar 31
$127M 6.9%
110 positionsLocked
2023Q4Dec 31
$119M 12.9%
105 positionsLocked
2023Q3Sep 30
$105M 5.2%
102 positionsLocked
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