Kohmann Bosshard Financial Services, LLC Portfolio Holdings
Kohmann Bosshard Financial Services, LLC
- $931 Million
- Q3 2025
Kohmann Bosshard Financial Services, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $931 Million distributed in 325 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 $170M, Vanguard Ftse Developed Market with a value of $75.1M, Vanguard Sht Term Corp Bd ETF with a value of $65.2M, Schwab Us Aggregate Bond ETF with a value of $63.8M, and Schwab Strategic Tr Us Small C with a value of $36.7M.
Examining the 13F form we can see an increase of $42.8M in the current position value, from $888M to 931M.
Below you can find more details about Kohmann Bosshard Financial Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 325
- Current Value $931 Million
- Prior Value $888 Million
- Filing
- Period Q3 2025
- Filing Date November 13, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 131 stocks
- Additional Purchases 58 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks