Institutional Fund
Wilson & Boucher Capital Management, LLC
Moraga, CACIK 19035795 filings on record
Portfolio Value
$150.74M
Q1 2026
Holdings
114
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-1.0%
from $152.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds11.2%
- Apple Inc5.7%
- Schwab Strategic Tr4.3%
- Vanguard Intl Equity Index F3.7%
- Vanguard Index Fds3.4%
- Vanguard Index Fds2.9%
- Other68.7%
Portfolio Holdings
114 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 52.8K | $16.95M | 11.2% | −281 | Reduced |
| 2 | Apple Inc | 33.6K | $8.54M | 5.7% | −52 | Reduced |
| 3 | Schwab Strategic Tr | 260.2K | $6.53M | 4.3% | −1.1K | Reduced |
| 4 | Vanguard Intl Equity Index F | 75.0K | $5.63M | 3.7% | +3.3K | Added |
| 5 | Vanguard Index Fds | 19.4K | $5.08M | 3.4% | +25 | Added |
| 6 | Vanguard Index Fds | 15.3K | $4.39M | 2.9% | −175 | Reduced |
| 7 | Caterpillar Inc | 5.9K | $4.15M | 2.8% | −119 | Reduced |
| 8 | Vanguard Index Fds | 20.5K | $4.02M | 2.7% | +911 | Added |
| 9 | Vanguard Specialized Funds | 15.9K | $3.42M | 2.3% | +262 | Added |
| 10 | Vanguard Index Fds | 7.4K | $3.25M | 2.2% | −4 | Reduced |
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