Kohmann Bosshard Financial Services, LLC
•CIK: 1696615•Filing: Q4 2025
**Kohmann Bosshard Financial Services, LLC** manages $1.1B across a diversified portfolio of 1,050 positions. The fund exhibits a significant allocation to U.S. equities, notably holding SCHX at $192.0M and VEA at $89.6M. Further concentration is visible in sector-specific and index funds, including VCSH ($70.3M) and SCHZ ($68.9M). This structure suggests a core focus on broad market exposure supplemented by tactical sector overweighting.
Total AUM
$1.1B
QoQ Performance
+14.6%
Positions
938
Top 10 Concentration
57.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
VEA
VCSH
SCHZ
SCHX17.2%
VEA8.0%
VCSH6.3%
SCHZ6.2%
SCHA3.5%
VIG3.3%
SCHP3.2%
SGOV2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.4%
Technology2.9%
ETF2.4%
Financial1.0%
Consumer0.5%
Industrial0.3%
Communication0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+161 more exited positions
Changes from Q3 2025
NEW41 new positions
↑61 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023