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Wilson & Boucher Capital Management - Q2 2026 13F Filings

WI

Wilson & Boucher Capital Management, LLC

CIK: 0001903579
Address: California Moraga 1480 Moraga Road #C351
$170.4 M
Portfolio Value
121
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/19/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$3.63 M
2. VUG Vanguard Growth Etf
+$3.19 M
3. VGT Vanguard Information Technology Etf
+$1.15 M
4. SCHD Schwab Us Dividend Equity Etf
+$559,523
5. XOVR Ershares Private-Public Crossover Etf
+$345,220

Top Sells

Q2 2026
1. AMAT Applied Materials
−$498,868.34
2. VTI Vanguard Total Stock Market Etf
−$352,647.5
3. EES Wisdomtree Us Smallcap Fund
−$226,390
4. SPSM Spdr Portfolio S&P 600 Small Cap Etf
−$207,776
5. SCHB Schwab Us Broad Market Etf
−$183,866.72

Asset Allocation

Stocks/ETFs
+13.04%
$170.4 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wilson & Boucher Capital Management Q2 2026 Filing Summary

Wilson & Boucher Capital Management, LLC filed its 13F report for Q2 2026 on August 19, 2026. The portfolio totaled 170.4 M reflecting a +13.04% change from the prior quarter, spanning 121 assets. The top 10 holdings comprised 42.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Wilson & Boucher Capital Management’s Q2 2026 Filing

Wilson & Boucher Capital Management submitted their Form 13F-HR for the Q2 2026 period on 08/19/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Wilson & Boucher Capital Management reported a managed portfolio value of 170.4 M, consisting of 121 individual positions.

This page displays the raw filing documents. To see which stocks Wilson & Boucher Capital Management bought or sold during Q2 2026, please visit Wilson & Boucher Capital Management's Portfolio Analysis page.