Wilson & Boucher Capital Management, LLC
CIK 1903579 · Holdings on Jun 30, 2026 · First reported Aug 19, 2026
Top ten holdings
Q2 2026- VTI11.27%
- AAPL5.65%
- SCHB4.31%
- VEU3.83%
- CAT3.63%
- VB3.41%
- VO2.86%
- AMAT2.64%
- VTV2.62%
- VUG2.25%
Share classes counted separately42.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMATWeight increased · +1.07 pp1.57% → 2.64%Shares -690 (-9.98%)
- CATWeight increased · +0.88 pp2.75% → 3.63%Shares -50 (-0.85%)
- PEPWeight decreased · -0.35 pp1.20% → 0.85%Shares -872 (-7.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USCommon View history and evidence | $19.20M | 11.27% | 51.88K shares | 11.24% → 11.27%+0.03 pp -953 (-1.80%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INCCommon View history and evidence | $9.63M | 5.65% | 33.27K shares | 5.66% → 5.65%-0.01 pp -366 (-1.09%) | Reduced | ↗▾ |
| 03 | SCHBSCHWAB US BROAD MARKET ETFCommon View history and evidence | $7.35M | 4.31% | 253.83K shares | 4.33% → 4.31%-0.02 pp -6.35K (-2.44%) | Reduced | ↗▾ |
| 04 | VEUVANGUARD FTSE ALL-WORLD EX-UCommon View history and evidence | $6.53M | 3.83% | 77.96K shares | 3.74% → 3.83%+0.09 pp +2.95K (+3.93%) | Added | ↗▾ |
| 05 | CATCATERPILLAR INCCommon View history and evidence | $6.18M | 3.63% | 5.80K shares | 2.75% → 3.63%+0.88 pp -50 (-0.85%) | Reduced | ↗▾ |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDCommon View history and evidence | $5.82M | 3.41% | 19.20K shares | 3.37% → 3.41%+0.04 pp -200 (-1.03%) | Reduced | ↗▾ |
| 07 | VOVNGRD MRNGSTR MD-CAP ETF-USDCommon View history and evidence | $4.87M | 2.86% | 60.40K shares | 2.91% → 2.86%-0.05 pp +45.10K (+294.77%) | Added | ↗▾ |
| 08 | AMATAPPLIED MATERIALS INCCommon View history and evidence | $4.50M | 2.64% | 6.22K shares | 1.57% → 2.64%+1.07 pp -690 (-9.98%) | Reduced | ↗▾ |
| 09 | VTVVANGUARD MRNGSTR VAL ETF-AUICommon View history and evidence | $4.47M | 2.62% | 20.49K shares | 2.67% → 2.62%-0.05 pp +4 (+0.02%) | Added | ↗▾ |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUICommon View history and evidence | $3.83M | 2.25% | 44.49K shares | 2.16% → 2.25%+0.09 pp +37.05K (+497.96%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EES WISDOMTREE US SMALLCAP FUND | Non-derivative | -3,900 | -$226.39K | SEC filing ↗ | SEC filing ↗ |
| SPSM SS SPDR P S&P 600 SMALL CAP | Non-derivative | -4,300 | -$207.78K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1903579 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 170398696
}Research all 121 reported holdings.
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