Wilson & Boucher Capital Management, LLC - Portfolio overview

Wilson & Boucher Capital Management, LLC has 120 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - Vanguard Total Stock Mkt ETF, 11.05%
2. AAPL - Apple, 5.56%
3. SCHB - Schwab US Broad Market ETF, 4.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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