Wilson & Boucher Capital Management, LLC
All 13F Filings
- Location
- Moraga, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 170,399
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/18/2026 | 121 | 170,399 | 13F-HR | Wilson & Boucher Capital Management, LLC |
| Q1 2026 | 5/18/2026 | 114 | 150,745 | 13F-HR | Wilson & Boucher Capital Management, LLC |
| Q4 2025 | 2/5/2026 | 114 | 152,281 | 13F-HR | Wilson & Boucher Capital Management, LLC |
| Q3 2025 | 10/22/2025 | 115 | 152,126 | 13F-HR | Wilson & Boucher Capital Management, LLC |
| Q2 2025 | 7/7/2025 | 110 | 143,368 | 13F-HR | Wilson & Boucher Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.2 K | 45.3% | 9.439 K | 0 | 9.439 K |
| ETFs | 93.19 K | 54.7% | 10.21 K | 0 | 10.21 K |
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Fund Snapshot
Q2 2026
Latest filed
8/18/2026
Total value ($000)
170,399
Holdings
121
QoQ value change ($000)
19,654
(13.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.