StockDriftsStockDriftsTop 50 Wilson & Boucher Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Mkt ETF | 11.27% | 51.9K | $19.2M | -1.80%(-953) | $246.66(+54.39%) | 2026-06-30 | |
| AAPL | Apple | 5.65% | 33.3K | $9.6M | -1.09%(-366) | $160.10(+97.75%) | 2026-06-30 | |
| SCHB | Schwab US Broad Market ETF | 4.31% | 253.8K | $7.4M | -2.44%(-6.35K) | $18.14(+64.24%) | 2026-06-30 | |
| VEU | Vanguard FTSE All-World Ex-US | 3.83% | 78.0K | $6.5M | +3.93%(+2.95K) | $59.65(+42.52%) | 2026-06-30 | |
| CAT | Caterpillar | 3.63% | 5.8K | $6.2M | -0.85%(-50) | $199.88(+305.61%) | 2026-06-30 | |
| VB | Vanguard Index Small Cap ETF | 3.41% | 19.2K | $5.8M | -1.03%(-200) | $221.09(+38.68%) | 2026-06-30 | |
| VO | Vanguard Mid Cap Index ETF | 2.86% | 60.4K | $4.9M | -1.31%(-801) | $60.95(+36.74%) | 2026-06-30 | |
| AMAT | Applied Materials | 2.64% | 6.2K | $4.5M | -9.98%(-690) | $144.76(+241.38%) | 2026-06-30 | |
| VTV | Vanguard Value ETF | 2.62% | 20.5K | $4.5M | +0.02%(+4) | $152.09(+49.56%) | 2026-06-30 | |
| VUG | Vanguard Index Growth ETF | 2.25% | 44.5K | $3.8M | -0.34%(-152) | $50.69(+73.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.46% | +49.97% | — | — | +40.88% |
| Top 20 Holdings Unweighted | +13.54% | +46.39% | — | — | +39.55% |
Wilson & Boucher Capital Management LLC reports $170.40M in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are VTI (11.3%), AAPL (5.7%) and SCHB (4.3%). The top 20 holdings account for 58.44% of reported assets. Its disclosed equity book has returned +49.97% 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.
Sign up free to track Wilson & Boucher Capital Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wilson & Boucher Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903579). View Wilson & Boucher Capital Management LLC’s 13F filings on SEC