Wilson & Boucher Capital Management, LLC
CIK: 1903579SEC EDGAR →
Portfolio Value
$53.5B
Holdings
121
As of
Q2 2026
New Positions
8
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab US Broad Market ETF | 253,826 | $7.4B | 13.73% |
| 2 | Vanguard FTSE All-World Ex-US | 77,963 | $6.5B | 12.19% |
| 3 | Vanguard Mid Cap Index ETF | 60,403 | $4.9B | 9.09% |
| 4 | Vanguard Index Growth ETF | 44,494 | $3.8B | 7.16% |
| 5 | SPDR Utilities Select ETF | 62,319 | $2.8B | 5.28% |
| 6 | Vanguard FTSE Developed Mkt ET | 29,242 | $2.1B | 3.89% |
| 7 | Novo Nordisk A/S ADR Fmly Novo | 42,998 | $2.1B | 3.85% |
| 8 | Vanguard Emerging Markets ETF | 32,501 | $1.9B | 3.62% |
| 9 | Nextera Energy | 18,653 | $1.6B | 3.06% |
| 10 | SPDR Materials | 29,534 | $1.5B | 2.80% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $46.9B | 87.6% |
| Healthcare | 12 | $3.0B | 5.6% |
| Utilities | 2 | $1.6B | 3.1% |
| Consumer Defensive | 5 | $648.7M | 1.2% |
| Industrials | 10 | $408.3M | 0.8% |
| Unknown | 8 | $301.3M | 0.6% |
| Basic Materials | 2 | $281.5M | 0.5% |
| Energy | 3 | $211.5M | 0.4% |
| Technology | 13 | $144.0M | 0.3% |
| Consumer Cyclical | 4 | $3.3M | 0.0% |
| Communication Services | 2 | $1.6M | 0.0% |