StockDriftsStockDriftsTop 50 Kohmann Bosshard Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP | 19.74% | 7.90M | $232.6M | +5.88%(+439.00K) | $19.85(+53.73%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED | 9.4% | 1.56M | $110.9M | +5.93%(+87.13K) | $50.62(+46.20%) | 2026-06-30 | |
| VCSH | VANGUARD SHORT TERM COR | 7.64% | 1.14M | $90.1M | +20.31%(+192.39K) | $78.58(+0.07%) | 2026-06-30 | |
| SCHZ | SCHWAB U.S. AGGREGATE | 7.57% | 3.86M | $89.2M | +21.10%(+671.80K) | $23.91(-4.76%) | 2026-06-30 | |
| SCHA | SCHWAB U.S. SMALL-CAP | 4.42% | 1.44M | $52.1M | +4.88%(+67.12K) | $24.25(+47.31%) | 2026-06-30 | |
| SCHP | SCHWAB U.S. TIPS ETF | 3.74% | 1.66M | $44.1M | +16.29%(+233.16K) | $26.66(-2.77%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND | 3.48% | 173.5K | $41.1M | +3.02%(+5.09K) | $121.39(+101.88%) | 2026-06-30 | |
| SPHY | STATE STREET SPDR | 2.49% | 1.25M | $29.3M | +15.79%(+170.74K) | $24.47(-4.83%) | 2026-06-30 | |
| VNQ | VANGUARD REAL ESTATE | 2.4% | 293.4K | $28.3M | +8.51%(+23.01K) | $88.80(+10.13%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH INDEX | 2.36% | 322.7K | $27.8M | +10.03%(+29.41K) | $46.35(+92.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.13% | +37.25% | +3.95% | +21.37% |
| Top 20 Holdings Unweighted | +10.73% | +35.76% | +3.79% | +20.46% |
Kohmann Bosshard Financial Services, LLC reports $1.18B in US-listed equity holdings across 229 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (19.7%), VEA (9.4%) and VCSH (7.6%). The top 20 holdings account for 79.44% of reported assets. Its disclosed equity book has returned +37.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kohmann Bosshard Financial Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1696615). View Kohmann Bosshard Financial Services, LLC’s 13F filings on SEC