Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wilson & Boucher Capital Management, LLC (CIK 1903579) reported $150.7M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($16.9M, 11.24%), AAPL ($8.5M, 5.66%), SCHB ($6.5M, 4.33%), VEU ($5.6M, 3.74%), VB ($5.1M, 3.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | $16.9M | 11.24% | 52,828 | Trimmed |
| 2 | AAPL | Apple | $8.5M | 5.66% | 33,634 | Trimmed |
| 3 | SCHB | Schwab US Broad Market ETF | $6.5M | 4.33% | 260,175 | Trimmed |
| 4 | VEU | Vanguard FTSE All-World Ex-US | $5.6M | 3.74% | 75,013 | Added |
| 5 | VB | Vanguard Index Small Cap ETF | $5.1M | 3.37% | 19,397 | Added |
| 6 | VO | Vanguard Mid Cap Index ETF | $4.4M | 2.91% | 15,301 | Trimmed |
| 7 | CAT | Caterpillar | $4.1M | 2.75% | 5,852 | Trimmed |
| 8 | VTV | Vanguard Value ETF | $4.0M | 2.67% | 20,487 | Added |
| 9 | VIG | Vanguard Dividend Appreciation | $3.4M | 2.27% | 15,916 | Added |
| 10 | VUG | Vanguard Index Growth ETF | $3.2M | 2.16% | 7,441 | Trimmed |
| 11 | VT | Vanguard Total World | $3.2M | 2.14% | 23,327 | Added |
| 12 | MSFT | Microsoft | $2.9M | 1.91% | 7,760 | Trimmed |
| 13 | XLU | SPDR Utilities Select ETF | $2.9M | 1.90% | 62,263 | Added |
| 14 | SYK | Stryker | $2.7M | 1.80% | 8,239 | Trimmed |
| 15 | JNJ | Johnson & Johnson | $2.4M | 1.61% | 9,951 | Added |
| 16 | AMAT | Applied Materials | $2.4M | 1.57% | 6,914 | Trimmed |
| 17 | XLV | SPDR Health Care Select Sctr E | $2.2M | 1.46% | 15,009 | Trimmed |
| 18 | ORCL | Oracle | $2.1M | 1.39% | 14,269 | Added |
| 19 | WMT | Wal Mart Stores | $2.1M | 1.37% | 16,627 | Trimmed |
| 20 | VEA | Vanguard FTSE Developed Mkt ET | $1.9M | 1.28% | 30,039 | Added |
| 21 | VWO | Vanguard Emerging Markets ETF | $1.9M | 1.24% | 34,676 | Trimmed |
| 22 | XLK | SPDR Technology Sector ETF | $1.9M | 1.24% | 14,086 | Hold |
| 23 | PEP | Pepsico | $1.8M | 1.20% | 11,616 | Trimmed |
| 24 | NEE | Nextera Energy | $1.7M | 1.15% | 18,631 | Added |
| 25 | NVO | Novo Nordisk A/S ADR Fmly Novo | $1.6M | 1.09% | 44,828 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31