Wilson & Boucher Capital Management, LLC
CIK: 1903579SEC EDGAR →
Portfolio Value
$44.5B
Holdings
114
As of
Q1 2026
New Positions
114
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab US Broad Market ETF | 260,175 | $6.5B | 14.68% |
| 2 | Vanguard FTSE All-World Ex-US | 75,013 | $5.6B | 12.66% |
| 3 | SPDR Utilities Select ETF | 62,263 | $2.9B | 6.42% |
| 4 | Vanguard FTSE Developed Mkt ET | 30,039 | $1.9B | 4.33% |
| 5 | Vanguard Emerging Markets ETF | 34,676 | $1.9B | 4.21% |
| 6 | Nextera Energy | 18,631 | $1.7B | 3.89% |
| 7 | Novo Nordisk A/S ADR Fmly Novo | 44,828 | $1.6B | 3.70% |
| 8 | SPDR Energy Sector ETF | 25,302 | $1.6B | 3.48% |
| 9 | SPDR Materials | 30,134 | $1.5B | 3.38% |
| 10 | Schwab Charles Corp New | 15,235 | $1.4B | 3.22% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $35.8B | 80.4% |
| Healthcare | 11 | $2.1B | 4.8% |
| Utilities | 2 | $1.7B | 3.9% |
| Technology | 10 | $1.3B | 2.9% |
| Unknown | 6 | $1.0B | 2.3% |
| Consumer Cyclical | 4 | $754.4M | 1.7% |
| Industrials | 11 | $619.2M | 1.4% |
| Consumer Defensive | 5 | $569.5M | 1.3% |
| Basic Materials | 1 | $336.0M | 0.8% |
| Energy | 3 | $211.5M | 0.5% |
| Communication Services | 2 | $1.4M | 0.0% |