Wilson & Boucher Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Wilson & Boucher Capital Management, LLC held in its portfolio 114 assets valued at $152,281,281 (i.e. $152.28M).
The most valuable assets in the portfolio included: Vanguard Total Stock Mkt ETF ($17.81M), Apple ($9.16M), and Schwab US Broad Market ETF ($6.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wilson & Boucher Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Vanguard Total Stock Mkt ETF | 53109 | 17805962 | Common |
| Apple | 33686 | 9157978 | Common |
| Schwab US Broad Market ETF | 261304 | 6854016 | Common |
| Vanguard FTSE All-World Ex-US | 71738 | 5277016 | Common |
| Vanguard Index Small Cap ETF | 19372 | 4997109 | Common |
| Vanguard Mid Cap Index ETF | 15476 | 4491409 | Common |
| Microsoft | 7871 | 3806469 | Common |
| Vanguard Value ETF | 19576 | 3738899 | Common |
| Vanguard Index Growth ETF | 7445 | 3632254 | Common |
| Vanguard Dividend Appreciation | 15654 | 3440453 | Common |
| Caterpillar | 5971 | 3420842 | Common |
| Vanguard Total World | 21609 | 3048149 | Common |
| Stryker | 8349 | 2934423 | Common |
| Oracle | 14198 | 2767384 | Common |
| SPDR Utilities Select ETF | 60556 | 2585126 | Common |
| Novo Nordisk A/S ADR Fmly Novo | 48038 | 2444173 | Common |
| SPDR Health Care Select Sctr E | 15414 | 2386087 | Common |
| Johnson & Johnson | 9926 | 2054246 | Common |
| SPDR Technology Sector ETF | 14086 | 2027961 | Common |
| Vanguard Emerging Markets ETF | 34776 | 1869579 | Common |
| Wal Mart Stores | 16652 | 1855193 | Common |
| Applied Materials | 7114 | 1828222 | Common |
| Pepsico | 11819 | 1696223 | Common |
| Procter & Gamble | 11064 | 1585515 | Common |
| Schwab Charles Corp New | 15250 | 1523632 | Common |
| Nextera Energy | 18629 | 1495547 | Common |
| Cummins Inc | 2788 | 1423066 | Common |
| Illinois Tool Works | 5620 | 1384206 | Common |
| Vanguard FTSE Developed Mkt ET | 21837 | 1364183 | Common |
| SPDR Materials | 29984 | 1359774 | Common |
| Abbott Laboratories | 10709 | 1341731 | Common |
| AbbVie Inc Com | 5580 | 1274974 | Common |
| Amazon Com Inc | 5436 | 1254738 | Common |
| Google Inc Class C | 3938 | 1235843 | Common |
| Schwab International Equity ET | 50988 | 1225760 | Common |
| Schwab US Small Cap ETF | 40338 | 1148829 | Common |
| Cisco Systems | 14896 | 1147439 | Common |
| Costco Wholesale | 1310 | 1129665 | Common |
| SPDR Energy Sector ETF | 25202 | 1126763 | Common |
| Honeywell International | 5478 | 1068703 | Common |
| Vanguard Information Technolog | 1375 | 1036448 | Common |
| Wells Fargo & Co | 10995 | 1024688 | Common |
| S & P Depository Receipts | 1455 | 992507 | Common |
| SPDR Financial Select Sector E | 17225 | 943413 | Common |
| Amgen | 2773 | 907631 | Common |
| Travelers Co. | 3088 | 895705 | Common |
| Vaneck Vectors Fallen | 30400 | 892696 | Common |
| Qualcomm | 5102 | 872647 | Common |
| Goldman Sachs Group | 960 | 843981 | Common |
| Invesco QQQ Trust | 1348 | 827790 | Common |
| Lowe's | 3260 | 786182 | Common |
| iShares Dj US Home Const | 7909 | 761637 | Common |
| iShares Fallen Angels | 27300 | 745290 | Common |
| Duke Energy | 6291 | 737368 | Common |
| Unitedhealth Group Inc Com | 2184 | 720894 | Common |
| Union Pacific Corp | 3088 | 714431 | Common |
| Starbucks | 8344 | 702648 | Common |
| International Business Machine | 2325 | 688685 | Common |
| Emerson Electric | 5024 | 666785 | Common |
| Schwab US Mid-Cap ETF | 21990 | 661239 | Common |
| Mckesson Hboc Inc | 763 | 625502 | Common |
| Vanguard Consumer Staples ETF | 2923 | 617455 | Common |
| JPMorgan & Co | 1851 | 596552 | Common |
| Eli Lilly & Company | 542 | 582819 | Common |
| Sysco Corporation | 7840 | 577730 | Common |
| Automatic Data Processing | 2136 | 549443 | Common |
| CVS Caremark Corp | 6850 | 543616 | Common |
| Cyber Security ETF | 6760 | 543301 | Common |
| Exxon Mobil | 4494 | 540849 | Common |
| iShares Exponential Technology | 7752 | 540650 | Common |
| Schwab Emg Mkt Eq ETF | 16107 | 527494 | Common |
| Berkshire Hathaway Inc Del Cl | 1038 | 521751 | Common |
| Sensory Science | 1299 | 511702 | Common |
| Bank of New York Co | 4165 | 483515 | Common |
| State Street SPDR Portfolio S& | 5900 | 473298 | Common |
| Home Depot | 1350 | 464535 | Common |
| Chevron Corp | 2866 | 436743 | Common |
| Vanguard Small Cap Value | 2021 | 428028 | Common |
| Ishares Russell 1000 | 904 | 427863 | Common |
| SPDR Total Stock Mrk | 4800 | 396000 | Common |
| iShars Kld 400 Social Idx | 2800 | 360724 | Common |
| SPDR High Yield Bond | 3700 | 359677 | Common |
| Vanguard REIT ETF | 4000 | 353960 | Common |
| Salesforce Com | 1325 | 351006 | Common |
| Facebook Inc Class A | 517 | 341362 | Common |
| Vanguard Index Mid-Cap Growth | 1200 | 334968 | Common |
| United Rentals Inc | 398 | 322109 | Common |
| Howmet Aerospace Inc | 1566 | 321061 | Common |
| SPDR Gold Trust | 805 | 319030 | Common |
| United Parcel Service | 3100 | 307489 | Common |
| Wisdomtr Small Cap Earnings ET | 5400 | 307422 | Common |
| Verizon | 7478 | 304579 | Common |
| Vanguard Health Care ETF | 1000 | 287850 | Common |
| Carrier Global Corp | 5388 | 284710 | Common |
| Eastman Chemical | 4403 | 281033 | Common |
| Nvidia Corp | 1485 | 276960 | Common |
| Ishares Core Msci Eafe | 3080 | 275537 | Common |
| iShares Russell Micro-Cap ETF | 1725 | 272033 | Common |
| iShares Broad High Yield | 7100 | 265505 | Common |
| Industrial Select Sector SPDR | 1680 | 260602 | Common |
| Morningstar Wide Moat | 2500 | 258900 | Common |
| iShares S&P US Preferred Stock | 8300 | 256968 | Common |
| Invesco Preferred ETF | 22500 | 252900 | Common |
| Brookfield Corp | 5314 | 243859 | Common |
| General Mills | 5104 | 237334 | Common |
| Robo Global Robotics | 3375 | 233921 | Common |
| Schwab Int'l Small Cap | 4750 | 216268 | Common |
| SPDR Devlpd Ex-US ETF | 4700 | 208727 | Common |
| Quest Diagnostics Inc Com | 1200 | 208236 | Common |
| Vanguard Energy ETF | 1650 | 207768 | Common |
| iShares Russell 1000 Value ETF | 985 | 207185 | Common |
| Citigroup | 1758 | 205117 | Common |
| SPDR Small Cap Index | 4300 | 201498 | Common |
| Western Asset High Inc | 36100 | 133931 | Common |