Wilson & Boucher Capital Management, LLC
All 13F Filings
- Location
- Moraga, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 150,745
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 67.76 K | 45.0% | 0 | 84.52 K | -84.52 K |
| ETFs | 82.98 K | 55.0% | 82.98 K | 0 | 82.98 K |
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Fund Snapshot
Q1 2026
Latest filed
5/18/2026
Total value ($000)
150,745
Holdings
114
QoQ value change ($000)
-1,536
(-1.0%)
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.