Kohmann Bosshard Financial Services, LLC Portfolio Holdings

Kohmann Bosshard Financial Services, LLC

  • $888 Million
  • Q2 2025

Kohmann Bosshard Financial Services, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $888 Million distributed in 198 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $155M, Vanguard Ftse Developed Market with a value of $71.4M, Vanguard Sht Term Corp Bd ETF with a value of $62.7M, Schwab Us Aggregate Bond ETF with a value of $60.6M, and Vanguard Dividend Appreciation with a value of $34.6M.

Examining the 13F form we can see an increase of $60.6M in the current position value, from $827M to 888M.

Below you can find more details about Kohmann Bosshard Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $888 Million
ETFs: $828 Million
Technology: $17.1 Million
Financial Services: $14.6 Million
Industrials: $6.22 Million
Communication Services: $4.41 Million
Consumer Cyclical: $3.83 Million
Basic Materials: $3.61 Million
Healthcare: $2.78 Million
Other: $6.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$155 Million 17.44% of portfolio
6,335,445
Q2 2025 Added 2.49%
$0
$71.4 Million 8.04% of portfolio
1,252,494
Q2 2025 Added 2.57%
$0
$62.7 Million 7.06% of portfolio
788,502
Q2 2025 Added 4.0%
$0
$60.6 Million 6.83% of portfolio
2,608,946
Q2 2025 Added 2.94%
$0
$34.6 Million 3.9% of portfolio
190,134
Q2 2025 Added 0.03%
$0
$33.2 Million 3.74% of portfolio
1,246,241
Q2 2025 Added 0.84%
$0
$32.2 Million 3.63% of portfolio
1,273,785
Q2 2025 Added 4.7%
$0
$29 Million 3.26% of portfolio
1,093,224
Q2 2025 Reduced 0.33%
$0
$23.6 Million 2.65% of portfolio
233,941
Q2 2025 Added 7.91%
$0
$21.9 Million 2.47% of portfolio
921,354
Q2 2025 Added 2.67%
$0
$21.6 Million 2.44% of portfolio
242,827
Q2 2025 Added 3.64%
$0
$21.5 Million 2.42% of portfolio
48,991
Q2 2025 Added 2.23%
$0
$21 Million 2.36% of portfolio
88,416
Q2 2025 Added 1.63%
$0
$18.6 Million 2.1% of portfolio
158,884
Q2 2025 Added 3.6%
$0
$18.4 Million 2.07% of portfolio
32,314
Q2 2025 Added 0.43%
$0
$17.2 Million 1.94% of portfolio
236,761
Q2 2025 Added 3.71%
$0
$15.5 Million 1.74% of portfolio
168,842
Q2 2025 Added 0.81%
$0
$9.3 Million 1.05% of portfolio
103,155
Q2 2025 Reduced 1.59%
$3.84T
$8.27 Million 0.93% of portfolio
40,320
Q2 2025 Reduced 0.26%
$0
$8.08 Million 0.91% of portfolio
365,745
Q2 2025 Added 14.2%
$0
$8.01 Million 0.9% of portfolio
41,069
Q2 2025 Added 0.08%
$167B
$7.28 Million 0.82% of portfolio
79,737
Q2 2025 Reduced 17.56%
$0
$6.33 Million 0.71% of portfolio
225,594
Q2 2025 Reduced 1.71%
$0
$5.75 Million 0.65% of portfolio
20,149
Q2 2025 Added 72.26%
$0
$5.58 Million 0.63% of portfolio
185,129
Q2 2025 Added 2.62%
$0
$5.35 Million 0.6% of portfolio
17,596
Q2 2025 Added 5.78%
$0
$5.02 Million 0.57% of portfolio
30,524
Q2 2025 Reduced 1.95%
$0
$4.96 Million 0.56% of portfolio
169,889
Q2 2025 Added 1.8%
$0
$4.11 Million 0.46% of portfolio
30,578
Q2 2025 Reduced 1.51%
$3.8T
$3.84 Million 0.43% of portfolio
7,723
Q2 2025 Reduced 0.48%
$0
$3.71 Million 0.42% of portfolio
27,840
Q2 2025 Reduced 0.02%
$0
$3.62 Million 0.41% of portfolio
56,644
Q1 2025 Reduced 2.39%
$0
$3.36 Million 0.38% of portfolio
78,822
Q2 2025 Reduced 0.07%
$0
$3.33 Million 0.37% of portfolio
78,075
Q2 2025 Added 108.88%
$0
$3.21 Million 0.36% of portfolio
29,167
Q4 2024 Reduced 15.62%
$0
$3.07 Million 0.35% of portfolio
4,949
Q4 2024 Added 2.98%
$0
$2.57 Million 0.29% of portfolio
121,679
Q2 2025 Added 4.06%
$0
$2.51 Million 0.28% of portfolio
121,553
Q2 2025 Reduced 1.0%
$0
$2.44 Million 0.27% of portfolio
44,891
Q2 2025 Reduced 1.79%
$424B
$2.36 Million 0.27% of portfolio
14,934
Q2 2025 Reduced 6.9%
$0
$2.33 Million 0.26% of portfolio
57,568
Q1 2025 Added 0.57%
$0
$2.25 Million 0.25% of portfolio
28,481
Q4 2024 Reduced 2.43%
$0
$2.05 Million 0.23% of portfolio
3,325
Q2 2025 Added 0.03%
$0
$2.01 Million 0.23% of portfolio
32,340
Q1 2025 Reduced 0.27%
$0
$1.92 Million 0.22% of portfolio
44,904
Q2 2025 Reduced 3.8%
$24.8B
$1.95 Million 0.22% of portfolio
48,454
Q2 2025 Added 0.5%
$0
$1.93 Million 0.22% of portfolio
17,620
Q2 2025 Reduced 4.08%
$0
$1.9 Million 0.21% of portfolio
6,776
Q3 2024 Reduced 5.57%
$0
$1.89 Million 0.21% of portfolio
69,055
Q2 2025 Reduced 2.67%

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $888 Million
  • Prior Value $827 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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