Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $152 Billion
  • Q3 2025

Wilson & Boucher Capital Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $17.6B, Apple Inc. with a value of $8.7B, Schwab Strategic Tr Us Broad M with a value of $6.68B, Vanguard Small Cap ETF with a value of $5B, and Vanguard Mid Cap ETF with a value of $4.64B.

Examining the 13F form we can see an increase of $8.76B in the current position value, from $143B to 152B.

Below you can find more details about Wilson & Boucher Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $83 Billion
Technology: $22.3 Billion
Healthcare: $13.9 Billion
Industrials: $10.1 Billion
Consumer Defensive: $7.28 Billion
Financial Services: $5.72 Billion
Consumer Cyclical: $3.39 Billion
Communication Services: $2.15 Billion
Other: $2.86 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$259 Million 0.17% of portfolio
1,680
Q3 2025 New
$0
$260 Million 0.17% of portfolio
1,000
Q4 2021 New
$0
$261 Million 0.17% of portfolio
22,500
Q3 2025 Reduced 3.85%
$0
$262 Million 0.17% of portfolio
8,300
Q3 2025 Reduced 4.6%
Morningstar Wide Moat
-
$248 Million 0.16% of portfolio
-
Q4 2023 New
Brookfield Corp
-
$243 Million 0.16% of portfolio
-
Q2 2025 New
$0
$234 Million 0.15% of portfolio
3,575
Q3 2025 Reduced 5.3%
$15.6B
$229 Million 0.15% of portfolio
1,200
Q1 2025 New
West Coast Community Bancorp
-
$206 Million 0.14% of portfolio
-
Q3 2025 Reduced 42.22%
$0
$208 Million 0.14% of portfolio
1,650
Q3 2025 New
$0
$216 Million 0.14% of portfolio
4,750
Q3 2025 Reduced 7.77%
$95.7B
$201 Million 0.13% of portfolio
3,992
Q3 2025 New
$0
$201 Million 0.13% of portfolio
4,700
Q3 2025 New
$0
$201 Million 0.13% of portfolio
985
Q3 2025 New
$0
$139 Million 0.09% of portfolio
36,100
Q3 2025 Reduced 5.0%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $152 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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