Wilson & Boucher Capital Management, LLC
CIK: 0001903579SEC EDGAR →
Portfolio Value
$152.3M
Holdings
114
As of
Q4 2025
New Positions
114
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt ETF | 53,109 | $17.8M | 11.69% |
| 2 | Apple | 33,686 | $9.2M | 6.01% |
| 3 | Schwab US Broad Market ETF | 261,304 | $6.9M | 4.50% |
| 4 | Vanguard FTSE All-World Ex-US | 71,738 | $5.3M | 3.47% |
| 5 | Vanguard Index Small Cap ETF | 19,372 | $5.0M | 3.28% |
| 6 | Vanguard Mid Cap Index ETF | 15,476 | $4.5M | 2.95% |
| 7 | Microsoft | 7,871 | $3.8M | 2.50% |
| 8 | Vanguard Value ETF | 19,576 | $3.7M | 2.45% |
| 9 | Vanguard Index Growth ETF | 7,445 | $3.6M | 2.39% |
| 10 | Vanguard Dividend Appreciation | 15,654 | $3.4M | 2.26% |
Quarterly Changes
New Positions (114)
$17.8M · 53K shares
$9.2M · 34K shares
$6.9M · 261K shares
$5.3M · 72K shares
$5.0M · 19K shares
$4.5M · 15K shares
$3.8M · 8K shares
$3.7M · 20K shares
$3.6M · 7K shares
$3.4M · 16K shares
$3.4M · 6K shares
$3.0M · 22K shares
$2.9M · 8K shares
$2.8M · 14K shares
$2.6M · 61K shares
$2.4M · 48K shares
$2.4M · 15K shares
$2.1M · 10K shares
$2.0M · 14K shares
$1.9M · 35K shares
$1.9M · 17K shares
$1.8M · 7K shares
$1.7M · 12K shares
$1.6M · 11K shares
$1.5M · 15K shares
$1.5M · 19K shares
$1.4M · 3K shares
$1.4M · 6K shares
$1.4M · 22K shares
$1.4M · 30K shares
$1.3M · 11K shares
$1.3M · 6K shares
$1.3M · 5K shares
$1.2M · 4K shares
$1.2M · 51K shares
$1.1M · 40K shares
$1.1M · 15K shares
$1.1M · 1K shares
$1.1M · 25K shares
$1.1M · 5K shares
$1.0M · 1K shares
$1.0M · 11K shares
$992K · 1K shares
$943K · 17K shares
$907K · 3K shares
$895K · 3K shares
$892K · 30K shares
$872K · 5K shares
$843K · 960 shares
$827K · 1K shares
$786K · 3K shares
$761K · 8K shares
$745K · 27K shares
$737K · 6K shares
$720K · 2K shares
$714K · 3K shares
$702K · 8K shares
$688K · 2K shares
$666K · 5K shares
$661K · 22K shares
$625K · 763 shares
$617K · 3K shares
$596K · 2K shares
$582K · 542 shares
$577K · 8K shares
$549K · 2K shares
$543K · 7K shares
$543K · 7K shares
$540K · 4K shares
$540K · 8K shares
$527K · 16K shares
$521K · 1K shares
$511K · 1K shares
$483K · 4K shares
$473K · 6K shares
$464K · 1K shares
$436K · 3K shares
$428K · 2K shares
$427K · 904 shares
$396K · 5K shares
$360K · 3K shares
$359K · 4K shares
$353K · 4K shares
$351K · 1K shares
$341K · 517 shares
$334K · 1K shares
$322K · 398 shares
$321K · 2K shares
$319K · 805 shares
$307K · 3K shares
$307K · 5K shares
$304K · 7K shares
$287K · 1K shares
$284K · 5K shares
$281K · 4K shares
$276K · 1K shares
$275K · 3K shares
$272K · 2K shares
$265K · 7K shares
$260K · 2K shares
Morningstar Wide Moat
$258K · 3K shares
$256K · 8K shares
$252K · 23K shares
$243K · 5K shares
$237K · 5K shares
$233K · 3K shares
$216K · 5K shares
$208K · 1K shares
$208K · 5K shares
$207K · 985 shares
$207K · 2K shares
$205K · 2K shares
$201K · 4K shares
$133K · 36K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $88.8M | 58.3% |
| Technology | 10 | $21.0M | 13.8% |
| Healthcare | 11 | $13.6M | 9.0% |
| Industrials | 11 | $10.5M | 6.9% |
| Consumer Defensive | 6 | $7.1M | 4.7% |
| Consumer Cyclical | 4 | $3.2M | 2.1% |
| Unknown | 7 | $2.9M | 1.9% |
| Utilities | 2 | $2.2M | 1.5% |
| Communication Services | 2 | $1.6M | 1.0% |
| Energy | 2 | $976K | 0.6% |
| Basic Materials | 1 | $281K | 0.2% |