Wilson & Boucher Capital Management, LLC holds a focused book of 83 stocks worth $150.7M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they trimmed Schwab Emg Mkt Eq ETF. Their largest long position is VANGUARD REAL ESTATE ETF at 23% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
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, no cost basis
Bars show each stock'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 | $16.9M | 52.8K | 11.2% | ▼−0.5% Reduced · −281 sh | |
| 2 | Apple Common | $8.5M | 33.6K | 5.7% | ▼−0.1% Reduced · −52 sh | |
| 3 | Schwab US Broad Market ETF Common | $6.5M | 260.2K | 4.3% | ▼−0.4% Reduced · −1K sh | |
| 4 | Vanguard FTSE All-World Ex-US Common | $5.6M | 75.0K | 3.7% | ▲+4.6% Added · +3K sh | |
| 5 | Vanguard Index Small Cap ETF Common | $5.1M | 19.4K | 3.4% | ▲+0.1% Added · +25 sh | |
| 6 | Vanguard Mid Cap Index ETF Common | $4.4M | 15.3K | 2.9% | ▼−1.1% Reduced · −175 sh | |
| 7 | Caterpillar Common | $4.1M | 5.9K | 2.8% | ▼−2.0% Reduced · −119 sh | |
| 8 | Vanguard Value ETF Common | $4.0M | 20.5K | 2.7% | ▲+4.7% Added · +911 sh | |
| 9 | Vanguard Dividend Appreciation Common | $3.4M | 15.9K | 2.3% | ▲+1.7% Added · +262 sh | |
| 10 | Vanguard Index Growth ETF Common | $3.2M | 7.4K | 2.2% | ▼−0.1% Reduced · −4 sh | |
| 11 | Vanguard Total World Common | $3.2M | 23.3K | 2.1% | ▲+8.0% Added · +2K sh | |
| 12 | Microsoft Common | $2.9M | 7.8K | 1.9% | ▼−1.4% Reduced · −111 sh | |
| 13 | SPDR Utilities Select ETF Common | $2.9M | 62.3K | 1.9% | ▲+2.8% Added · +2K sh | |
| 14 | Stryker Common | $2.7M | 8.2K | 1.8% | ▼−1.3% Reduced · −110 sh | |
| 15 | Johnson & Johnson Common | $2.4M | 10.0K | 1.6% | ▲+0.3% Added · +25 sh | |
| 16 | Applied Materials Common | $2.4M | 6.9K | 1.6% | ▼−2.8% Reduced · −200 sh | |
| 17 | SPDR Health Care Select Sctr E Common | $2.2M | 15.0K | 1.5% | ▼−2.6% Reduced · −405 sh | |
| 18 | Oracle Common | $2.1M | 14.3K | 1.4% | ▲+0.5% Added · +71 sh | |
| 19 | Wal Mart Stores Common | $2.1M | 16.6K | 1.4% | ▼−0.1% Reduced · −25 sh | |
| 20 | Vanguard FTSE Developed Mkt ET Common | $1.9M | 30.0K | 1.3% | ▲+38% Added · +8K sh | |
| 21 | Vanguard Emerging Markets ETF Common | $1.9M | 34.7K | 1.2% | ▼−0.3% Reduced · −100 sh | |
| 22 | SPDR Technology Sector ETF Common | $1.9M | 14.1K | 1.2% | —Held | |
| 23 | Pepsico Common | $1.8M | 11.6K | 1.2% | ▼−1.7% Reduced · −203 sh | |
| 24 | Nextera Energy Common | $1.7M | 18.6K | 1.1% | ▲~0% Added · +2 sh | |
| 25 | Novo Nordisk A/S ADR Fmly Novo Common | $1.6M | 44.8K | 1.1% | ▼−6.7% Reduced · −3K sh | |
| 26 | SPDR Energy Sector ETF Common | $1.6M | 25.3K | 1.0% | ▲+0.4% Added · +100 sh | |
| 27 | Procter & Gamble Common | $1.5M | 10.5K | 1.0% | ▼−5.5% Reduced · −608 sh | |
| 28 | SPDR Materials Common | $1.5M | 30.1K | 1.0% | ▲+0.5% Added · +150 sh | |
| 29 | Cummins Inc Common | $1.5M | 2.8K | 1.0% | ▼−1.0% Reduced · −28 sh | |
| 30 | Illinois Tool Works Common | $1.5M | 5.6K | 1.0% | —Held | |
| 31 | Schwab Charles Corp New Common | $1.4M | 15.2K | 0.9% | ▼−0.1% Reduced · −15 sh | |
| 32 | Costco Wholesale Common | $1.3M | 1.3K | 0.9% | —Held | |
| 33 | Schwab International Equity ET Common | $1.3M | 51.4K | 0.8% | ▲+0.9% Added · +450 sh | |
| 34 | Honeywell International Common | $1.2M | 5.5K | 0.8% | —Held | |
| 35 | AbbVie Inc Com Common | $1.2M | 5.6K | 0.8% | —Held | |
| 36 | Cisco Systems Common | $1.2M | 14.9K | 0.8% | —Held | |
| 37 | Schwab US Small Cap ETF Common | $1.2M | 39.7K | 0.8% | ▼−1.5% Reduced · −598 sh | |
| 38 | Google Inc Class C Common | $1.1M | 4.0K | 0.8% | ▲+1.6% Added · +65 sh | |
| 39 | Amazon Com Inc Common | $1.1M | 5.4K | 0.8% | ▲+0.2% Added · +10 sh | |
| 40 | Abbott Laboratories Common | $1.1M | 10.7K | 0.7% | —Held | |
| 41 | Amgen Common | $976K | 2.8K | 0.6% | —Held | |
| 42 | Vanguard Information Technolog Common | $959K | 1.4K | 0.6% | —Held | |
| 43 | S & P Depository Receipts Common | $940K | 1.4K | 0.6% | ▼−0.6% Reduced · −9 sh | |
| 44 | Travelers Co. Common | $901K | 3.1K | 0.6% | —Held | |
| 45 | Wells Fargo & Co Common | $883K | 11.1K | 0.6% | ▲+0.9% Added · +100 sh | |
| 46 | SPDR Financial Select Sector E Common | $875K | 17.7K | 0.6% | ▲+2.9% Added · +500 sh | |
| 47 | Vaneck Vectors Fallen Common | $872K | 30.4K | 0.6% | ▼−0.2% Reduced · −50 sh | |
| 48 | Duke Energy Common | $824K | 6.3K | 0.5% | —Held | |
| 49 | Goldman Sachs Group Common | $819K | 968 | 0.5% | ▲+0.8% Added · +8 sh | |
| 50 | Invesco QQQ Trust Common | $778K | 1.3K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 114 | $150.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 114 | $152.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 115 | $152.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 110 | $143.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 107 | $134.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 19, 2025 | 110 | $141.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 18, 2024 | 118 | $145.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 109 | $130.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 110 | $126.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 105 | $118.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 16, 2023 | 102 | $105.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 112 | $111.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 103 | $104.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 19, 2023 | 98 | $97.5M | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 24, 2022 | 93 | $85.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 15, 2022 | 96 | $91.1M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 12, 2022 | 111 | $110.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 104 | $111.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.