Wilson & Boucher Capital Management, LLC
CIK: 0001903579SEC EDGAR →
Portfolio Value
$152.3B
Holdings
114
As of
Q4 2025
New Positions
114
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt ETF | 53,109 | $17.8B | 11.69% |
| 2 | Apple | 33,686 | $9.2B | 6.01% |
| 3 | Schwab US Broad Market ETF | 261,304 | $6.9B | 4.50% |
| 4 | Vanguard FTSE All-World Ex-US | 71,738 | $5.3B | 3.47% |
| 5 | Vanguard Index Small Cap ETF | 19,372 | $5.0B | 3.28% |
| 6 | Vanguard Mid Cap Index ETF | 15,476 | $4.5B | 2.95% |
| 7 | Microsoft | 7,871 | $3.8B | 2.50% |
| 8 | Vanguard Value ETF | 19,576 | $3.7B | 2.45% |
| 9 | Vanguard Index Growth ETF | 7,445 | $3.6B | 2.39% |
| 10 | Vanguard Dividend Appreciation | 15,654 | $3.4B | 2.26% |
Quarterly Changes
New Positions (114)
$17.8B · 53K shares
$9.2B · 34K shares
$6.9B · 261K shares
$5.3B · 72K shares
$5.0B · 19K shares
$4.5B · 15K shares
$3.8B · 8K shares
$3.7B · 20K shares
$3.6B · 7K shares
$3.4B · 16K shares
$3.4B · 6K shares
$3.0B · 22K shares
$2.9B · 8K shares
$2.8B · 14K shares
$2.6B · 61K shares
$2.4B · 48K shares
$2.4B · 15K shares
$2.1B · 10K shares
$2.0B · 14K shares
$1.9B · 35K shares
$1.9B · 17K shares
$1.8B · 7K shares
$1.7B · 12K shares
$1.6B · 11K shares
$1.5B · 15K shares
$1.5B · 19K shares
$1.4B · 3K shares
$1.4B · 6K shares
$1.4B · 22K shares
$1.4B · 30K shares
$1.3B · 11K shares
$1.3B · 6K shares
$1.3B · 5K shares
$1.2B · 4K shares
$1.2B · 51K shares
$1.1B · 40K shares
$1.1B · 15K shares
$1.1B · 1K shares
$1.1B · 25K shares
$1.1B · 5K shares
$1.0B · 1K shares
$1.0B · 11K shares
$992.0M · 1K shares
$943.0M · 17K shares
$907.0M · 3K shares
$895.0M · 3K shares
$892.0M · 30K shares
$872.0M · 5K shares
$843.0M · 960 shares
$827.0M · 1K shares
$786.0M · 3K shares
$761.0M · 8K shares
$745.0M · 27K shares
$737.0M · 6K shares
$720.0M · 2K shares
$714.0M · 3K shares
$702.0M · 8K shares
$688.0M · 2K shares
$666.0M · 5K shares
$661.0M · 22K shares
$625.0M · 763 shares
$617.0M · 3K shares
$596.0M · 2K shares
$582.0M · 542 shares
$577.0M · 8K shares
$549.0M · 2K shares
$543.0M · 7K shares
$543.0M · 7K shares
$540.0M · 4K shares
$540.0M · 8K shares
$527.0M · 16K shares
$521.0M · 1K shares
$511.0M · 1K shares
$483.0M · 4K shares
$473.0M · 6K shares
$464.0M · 1K shares
$436.0M · 3K shares
$428.0M · 2K shares
$427.0M · 904 shares
$396.0M · 5K shares
$360.0M · 3K shares
$359.0M · 4K shares
$353.0M · 4K shares
$351.0M · 1K shares
$341.0M · 517 shares
$334.0M · 1K shares
$322.0M · 398 shares
$321.0M · 2K shares
$319.0M · 805 shares
$307.0M · 3K shares
$307.0M · 5K shares
$304.0M · 7K shares
$287.0M · 1K shares
$284.0M · 5K shares
$281.0M · 4K shares
$276.0M · 1K shares
$275.0M · 3K shares
$272.0M · 2K shares
$265.0M · 7K shares
$260.0M · 2K shares
Morningstar Wide Moat
$258.0M · 3K shares
$256.0M · 8K shares
$252.0M · 23K shares
$243.0M · 5K shares
$237.0M · 5K shares
$233.0M · 3K shares
$216.0M · 5K shares
$208.0M · 1K shares
$208.0M · 5K shares
$207.0M · 985 shares
$207.0M · 2K shares
$205.0M · 2K shares
$201.0M · 4K shares
$133.0M · 36K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $88.8B | 58.3% |
| Technology | 10 | $21.0B | 13.8% |
| Healthcare | 11 | $13.6B | 9.0% |
| Industrials | 11 | $10.5B | 6.9% |
| Consumer Defensive | 6 | $7.1B | 4.7% |
| Consumer Cyclical | 4 | $3.2B | 2.1% |
| Unknown | 7 | $2.9B | 1.9% |
| Utilities | 2 | $2.2B | 1.5% |
| Communication Services | 2 | $1.6B | 1.0% |
| Energy | 2 | $976.0M | 0.6% |
| Basic Materials | 1 | $281.0M | 0.2% |