ETF Holders

Wilson & Boucher Capital Management, LLC ETF holdings

Moraga, CA

Reported $95.3M in 55 ETFs in its Form 13F for June 30, 2026.

ETF value
$95.3M
ETFs held
55
Change from prior quarter
+12.5%
With price moves
ETFs as a share of its 13F
55.9%
of $170.4M

Top 10 of 55 ETF holdings

TickerFundValueSharesChange
VTIVanguard Morningstar Total Stock Market ETF$19.2M51,875−953 shares
SCHBSchwab U.S. Broad Market ETF$7.4M253,826−6,349 shares
VEUVanguard FTSE All-World ex-US ETF$6.5M77,963+2,950 shares
VBVanguard Morningstar Small-Cap ETF$5.8M19,197−200 shares
VOVanguard Morningstar Mid-Cap ETF$4.9M60,403+45,102 shares
VTVVanguard Morningstar Value ETF$4.5M20,491+4 shares
VUGVanguard Morningstar Growth ETF$3.8M44,494+37,053 shares
VTVanguard Total World Stock ETF$3.8M23,993+666 shares
VIGVanguard Dividend Appreciation ETF$3.7M15,537−379 shares
XLUState Street Utilities Select Sector SPDR ETF$2.8M62,319+56 shares
45 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001903579. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Wilson & Boucher Capital Management, LLC own?

Wilson & Boucher Capital Management, LLC reported 55 ETF positions worth $95.3M in its Form 13F for June 30, 2026. The largest was VTI, at $19.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.