Wilson & Boucher Capital Management, LLC holds a diversified book of 121 reported positions worth $170.4M as of Q2 2026 (disclosed Aug 19, 2026, a ~50-day 13F lag). This quarter they opened Honeywell International Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2022 would be +56% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.7 points over this window.
Growth of $10,000 cloning Wilson & Boucher Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~50 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wilson & Boucher Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Emerald Advisors, LLC | 38 / 80 | $668.4M |
| Independent Investors Inc | 30 / 80 | $439.3M |
| Prosperity Advisers, LLC | 18 / 80 | $115.7M |
| Ardent Capital Management, Inc. | 18 / 80 | $198.0M |
| Daniel Investment Group, Inc. | 14 / 80 | $138.3M |
| Marest Capital, LLC | 12 / 80 | $155.4M |
| Vista Capital Partners, Inc. | 43 / 80 | $859.6M |
| Constitution Capital LLC | 32 / 80 | $146.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Wilson & Boucher Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt ETF Common | $19.2M | 51.9K | 11.3% | ▼−1.8% Reduced · −953 sh | |
| 2 | Apple Common | $9.6M | 33.3K | 5.6% | ▼−1.1% Reduced · −366 sh | |
| 3 | Schwab US Broad Market ETF Common | $7.4M | 253.8K | 4.3% | ▼−2.4% Reduced · −6K sh | |
| 4 | Vanguard FTSE All-World Ex-US Common | $6.5M | 78.0K | 3.8% | ▲+3.9% Added · +3K sh | |
| 5 | Caterpillar Common | $6.2M | 5.8K | 3.6% | ▼−0.8% Reduced · −50 sh | |
| 6 | Vanguard Index Small Cap ETF Common | $5.8M | 19.2K | 3.4% | ▼−1.0% Reduced · −200 sh | |
| 7 | Vanguard Mid Cap Index ETF Common | $4.9M | 60.4K | 2.9% | ▲+295% Added · +45K sh | |
| 8 | Applied Materials Common | $4.5M | 6.2K | 2.6% | ▼−10.0% Reduced · −690 sh | |
| 9 | Vanguard Value ETF Common | $4.5M | 20.5K | 2.6% | ▲~0% Added · +4 sh | |
| 10 | Vanguard Index Growth ETF Common | $3.8M | 44.5K | 2.2% | ▲+498% Added · +37K sh | |
| 11 | Vanguard Total World Common | $3.8M | 24.0K | 2.2% | ▲+2.9% Added · +666 sh | |
| 12 | Vanguard Dividend Appreciation Common | $3.7M | 15.5K | 2.2% | ▼−2.4% Reduced · −379 sh | |
| 13 | Microsoft Common | $2.9M | 7.7K | 1.7% | ▼−1.0% Reduced · −80 sh | |
| 14 | SPDR Utilities Select ETF Common | $2.8M | 62.3K | 1.7% | ▲+0.1% Added · +56 sh | |
| 15 | SPDR Technology Sector ETF Common | $2.7M | 14.1K | 1.6% | ▼−0.2% Reduced · −30 sh | |
| 16 | Stryker Common | $2.5M | 7.9K | 1.5% | ▼−4.1% Reduced · −335 sh | |
| 17 | Johnson & Johnson Common | $2.4M | 9.6K | 1.4% | ▼−3.5% Reduced · −350 sh | |
| 18 | SPDR Health Care Select Sctr E Common | $2.3M | 14.6K | 1.4% | ▼−3.0% Reduced · −455 sh | |
| 19 | Vanguard FTSE Developed Mkt ET Common | $2.1M | 29.2K | 1.2% | ▼−2.6% Reduced · −797 sh | |
| 20 | Oracle Common | $2.1M | 14.2K | 1.2% | ▼−0.7% Reduced · −100 sh | |
| 21 | Novo Nordisk A/S ADR Fmly Novo Common | $2.1M | 43.0K | 1.2% | ▼−4.1% Reduced · −2K sh | |
| 22 | Cummins Inc Common | $2.0M | 2.8K | 1.2% | ▼−0.1% Reduced · −2 sh | |
| 23 | Vanguard Emerging Markets ETF Common | $1.9M | 32.5K | 1.1% | ▼−6.3% Reduced · −2K sh | |
| 24 | Wal Mart Stores Common | $1.8M | 15.7K | 1.0% | ▼−5.6% Reduced · −937 sh | |
| 25 | Cisco Systems Common | $1.7M | 14.7K | 1.0% | ▼−1.0% Reduced · −150 sh | |
| 26 | Nextera Energy Common | $1.6M | 18.7K | 1.0% | ▲+0.1% Added · +22 sh | |
| 27 | Illinois Tool Works Common | $1.5M | 5.6K | 0.9% | —Held | |
| 28 | Procter & Gamble Common | $1.5M | 10.2K | 0.9% | ▼−2.0% Reduced · −210 sh | |
| 29 | SPDR Materials Common | $1.5M | 29.5K | 0.9% | ▼−2.0% Reduced · −600 sh | |
| 30 | Pepsico Common | $1.5M | 10.7K | 0.9% | ▼−7.5% Reduced · −872 sh | |
| 31 | Schwab International Equity ET Common | $1.4M | 51.9K | 0.8% | ▲+1.0% Added · +507 sh | |
| 32 | Schwab Charles Corp New Common | $1.4M | 15.2K | 0.8% | —Held | |
| 33 | AbbVie Inc Com Common | $1.4M | 5.5K | 0.8% | ▼−1.6% Reduced · −90 sh | |
| 34 | Google Inc Class C Common | $1.4M | 3.9K | 0.8% | ▼−2.5% Reduced · −100 sh | |
| 35 | Schwab US Small Cap ETF Common | $1.4M | 37.7K | 0.8% | ▼−5.0% Reduced · −2K sh | |
| 36 | SPDR Energy Sector ETF Common | $1.3M | 24.9K | 0.8% | ▼−1.6% Reduced · −399 sh | |
| 37 | Vanguard Information Technolog Common | $1.3M | 11.0K | 0.8% | ▲+700% Added · +10K sh | |
| 38 | Amazon Com Inc Common | $1.3M | 5.4K | 0.7% | ▼−1.7% Reduced · −95 sh | |
| 39 | Costco Wholesale Common | $1.2M | 1.3K | 0.7% | ▼−0.9% Reduced · −12 sh | |
| 40 | S & P Depository Receipts Common | $1.1M | 1.4K | 0.6% | ▼−0.7% Reduced · −10 sh | |
| 41 | Amgen Common | $1.0M | 2.8K | 0.6% | —Held | |
| 42 | Invesco QQQ Trust Common | $981K | 1.3K | 0.6% | ▼−1.1% Reduced · −15 sh | |
| 43 | Goldman Sachs Group Common | $974K | 963 | 0.6% | ▼−0.5% Reduced · −5 sh | |
| 44 | Travelers Co. Common | $970K | 2.9K | 0.6% | ▼−4.8% Reduced · −150 sh | |
| 45 | SPDR Financial Select Sector E Common | $950K | 17.7K | 0.6% | —Held | |
| 46 | Qualcomm Common | $939K | 5.1K | 0.6% | ▼−0.7% Reduced · −34 sh | |
| 47 | Abbott Laboratories Common | $933K | 10.3K | 0.5% | ▼−4.0% Reduced · −426 sh | |
| 48 | Wells Fargo & Co Common | $884K | 10.7K | 0.5% | ▼−3.6% Reduced · −400 sh | |
| 49 | Unitedhealth Group Inc Com Common | $871K | 2.1K | 0.5% | ▼−4.5% Reduced · −100 sh | |
| 50 | Vaneck Vectors Fallen Common | $861K | 29.4K | 0.5% | ▼−3.0% Reduced · −900 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1903579/holdings"
Use Arkolith to show Wilson & Boucher Capital Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 19, 2026 | 50d | 121 | $170.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 48d | 114 | $150.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 114 | $152.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 115 | $152.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 7d | 110 | $143.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 107 | $134.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 19, 2025 | 50d | 110 | $141.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 18, 2024 | 49d | 118 | $145.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 46d | 109 | $130.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 31d | 110 | $126.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 43d | 105 | $118.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 16, 2023 | 47d | 102 | $105.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 41d | 112 | $111.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 41d | 103 | $104.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 19, 2023 | 19d | 98 | $97.5M | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 24, 2022 | 24d | 93 | $85.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 15, 2022 | 15d | 96 | $91.1M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 12, 2022 | 12d | 111 | $110.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 104 | $111.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.