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 Market Cap. of $10 Billions to $200 Billions
