Wilson & Boucher Capital Management, LLC
•CIK: 1903579•Filing: Q4 2025
**Wilson & Boucher Capital Management, LLC** manages $152M across a diversified portfolio of 114 positions. The strategy shows significant allocation to broad market exposure, highlighted by the top holding in VTI at $17.8M. Core technology and sector bets are evident, with substantial positions in AAPL ($9.2M), MSFT ($3.8M), and VUG ($3.6M). The fund maintains a notable multi-asset tilt, including significant exposure to international and dividend-focused ETFs.
Total AUM
$152.3M
QoQ Performance
+0.1%
Positions
114
Top 10 Concentration
41.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
AAPL
VTI11.7%
AAPL6.0%
SCHB4.5%
VEU3.5%
VB3.3%
VO2.9%
MSFT2.5%
VTV2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.5%
Technology13.6%
Healthcare4.9%
Consumer4.1%
Industrial3.6%
Financial3.3%
Consumer Staples1.1%
Utilities1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑20 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023