Wilson & Boucher Capital Management, LLC

Registered adviser

CIK

1903579

Location

MORAGA, CA

Portfolio Value

Small $169,349,173

Diversification

Diversified

Filing Date

Global Rank

#7,021 / 8,818 ▲ 9

Top Industry

Consumer Electronics 12.9%

Period ended 4 months ago

Filed Aug 19, 2026 · 2mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 134076

Roster of Oct 1, 2026

Regulatory AUM

$280,368,909

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$280,368,909	Individuals and high net worth (94%)
Apr 2025 to Mar 2026	$264,410,900	Individuals and high net worth (95%)
Mar 2024 to Mar 2025	$230,879,648	Individuals and high net worth (96%)
May 2023 to Feb 2024	$190,696,797	Individuals and high net worth (96%)
Apr 2023	$190,696,797	Individuals and high net worth (96%)
Feb 2022 to Mar 2023	$205,441,952	Individuals and high net worth (95%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.9% of the book (60%+)

Turnover

Low turnover

5.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 73.8%; sector active share 43.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

118 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.1%

−0.4 pts

Top 5

48.8%

−0.7 pts

Top 10

61.9%

+0.5 pts

HHI

766

Diversified−16

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	56.0%	$94,795,383	54
Technology	14.1%	$23,937,034	12
Industrials	8.3%	$14,037,070	10
Healthcare	8.0%	$13,585,332	12
Financial Services	4.6%	$7,745,757	12
Consumer Defensive	3.9%	$6,591,229	5
Consumer Cyclical	1.9%	$3,302,104	4
Communication Services	1.2%	$1,949,495	3
Utilities	1.0%	$1,637,173	1
Energy	0.8%	$1,286,805	3
Basic Materials	0.3%	$481,791	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	+45,102	60,403	$4,866,669
VUG	VANGUARD GROWTH INDEX FUND	+37,053	44,494	$3,832,713
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+9,625	11,000	$1,314,720
VEU	Vanguard International Equity Index Funds	+2,950	77,963	$6,529,401
IWF	iShares Russell 1000 Growth ETF	+2,712	3,616	$448,998
SCHM	Schwab U.S. Mid-Cap ETF	+1,300	23,090	$851,328
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+666	23,993	$3,765,701
SCHF	Schwab International Equity ETF	+507	51,945	$1,438,876
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+56	62,319	$2,825,543
NEE	Nextera Energy Inc	+22	18,653	$1,637,173
MCK	Mckesson Corp	+10	776	$586,345
HWM	Howmet Aerospace Inc.	+10	1,576	$423,723
JPM	Jpmorgan Chase & Co	+7	1,859	$608,506
VTV	VANGUARD VALUE INDEX FUND	+4	20,491	$4,465,603
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	−6,349	253,826	$7,350,800
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−2,175	32,501	$1,939,984
SCHA	Schwab U.S. Small-Cap ETF	−1,996	37,744	$1,363,690
NVO	Novo Nordisk A S	−1,830	42,998	$2,061,324
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−953	51,875	$19,195,825
WMT	Walmart Inc.	−937	15,690	$1,777,049
ANGL	VanEck Fallen Angel High Yield Bond ETF	−900	29,450	$861,118
PEP	Pepsico Inc	−872	10,744	$1,454,737
VEA	Vanguard FTSE Developed Markets ETF	−797	29,242	$2,083,492
AMAT	Applied Materials Inc	−690	6,224	$4,499,952
—		−600	29,534	$1,501,213
ITB	iShares U.S. Home Construction ETF	−575	6,959	$727,076
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−455	14,554	$2,309,137
ABT	Abbott Laboratories	−426	10,283	$933,079
WFC	Wells Fargo & Company	−400	10,695	$883,834
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−399	24,903	$1,322,598
VIG	Vanguard Specialized Funds	−379	15,537	$3,676,364
EEM	iShares MSCI Emerging Markets ETF	−375	3,335	$228,147
AAPL	Apple Inc.	−366	33,268	$9,626,428
JNJ	Johnson & Johnson	−350	9,601	$2,438,365
SYK	Stryker Corp	−335	7,904	$2,488,495
XT	iShares Future Exponential Technologies ETF	−300	7,552	$624,021
PG	PROCTER & GAMBLE Co	−210	10,246	$1,502,473
EMN	Eastman Chemical Co	−203	4,200	$281,316
SBUX	Starbucks Corp	−200	8,194	$837,344
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	17,645	$559,522
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	16,400	$345,220
INTC	Intel Corp	2,430	$339,300
FLEX	Flex Ltd.	1,700	$275,519
C	Citigroup Inc	1,719	$240,591
CAH	Cardinal Health Inc	900	$213,804
DIA	Spdr Dow Jones Industrial Average ETF Trust	400	$208,956
NUE	Nucor Corp	900	$200,475
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
EES	WisdomTree U.S. SmallCap Fund	3,900	$226,395
—		4,300	$207,776
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $169,349,173 total · filing declares 121 positions · $170,398,696 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	51,875	-953	$19,195,825	+13.3%	19	before history	11.34%
AAPL	Apple Inc. Technology	Reduced	33,268	-366	$9,626,428	+12.8%	19	before history	5.68%
SCHB	Schwab U.S. Broad Market ETF	Reduced	253,826	-6,349	$7,350,800	+12.6%	19	before history	4.34%
VEU	Vanguard International Equity Index Funds	Added	77,963	+2,950	$6,529,401	+15.9%	19	before history	3.86%
CAT	Caterpillar Inc Industrials	Reduced	5,802	-50	$6,178,549	+49.0%	19	before history	3.65%
VB	Vanguard Index Funds	Reduced	19,197	-200	$5,818,994	+14.5%	19	before history	3.44%
VO	VANGUARD MID-CAP INDEX FUND	Added	60,403	+45,102	$4,866,669	+10.8%	19	before history	2.87%
AMAT	Applied Materials Inc Technology	Reduced	6,224	-690	$4,499,952	+90.4%	19	before history	2.66%
VTV	VANGUARD VALUE INDEX FUND	Added	20,491	+4	$4,465,603	+11.1%	19	before history	2.64%
VUG	VANGUARD GROWTH INDEX FUND	Added	44,494	+37,053	$3,832,713	+17.9%	19	before history	2.26%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	23,993	+666	$3,765,701	+16.7%	19	before history	2.22%
VIG	Vanguard Specialized Funds	Reduced	15,537	-379	$3,676,364	+7.4%	19	before history	2.17%
MSFT	Microsoft Corp Technology	Reduced	7,680	-80	$2,864,793	−0.3%	19	before history	1.69%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	62,319	+56	$2,825,543	−1.1%	19	before history	1.67%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	14,056	-30	$2,677,949	+43.1%	19	before history	1.58%
SYK	Stryker Corp Healthcare	Reduced	7,904	-335	$2,488,495	−8.1%	19	before history	1.47%
JNJ	Johnson & Johnson Healthcare	Reduced	9,601	-350	$2,438,365	+0.2%	19	before history	1.44%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	14,554	-455	$2,309,137	+4.9%	19	before history	1.36%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	29,242	-797	$2,083,492	+8.2%	15	$51.94	1.23%
ORCL	Oracle Corp Technology	Reduced	14,169	-100	$2,076,466	−1.1%	19	before history	1.23%
NVO	Novo Nordisk A S Healthcare	Reduced	42,998	-1,830	$2,061,324	+25.1%	19	before history	1.22%
CMI	Cummins Inc Industrials	Reduced	2,758	-2	$1,967,033	+32.5%	19	before history	1.16%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	32,501	-2,175	$1,939,984	+3.5%	19	before history	1.15%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,690	-937	$1,777,049	−14.0%	19	before history	1.05%
CSCO	Cisco Systems, Inc. Technology	Reduced	14,746	-150	$1,732,065	+49.9%	19	before history	1.02%
NEE	Nextera Energy Inc Utilities	Added	18,653	+22	$1,637,173	−5.4%	19	before history	0.97%
ITW	Illinois Tool Works Inc Industrials	Held	5,620	0	$1,520,041	+3.9%	19	before history	0.90%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,246	-210	$1,502,473	−0.5%	19	before history	0.89%
		Reduced	29,534	-600	$1,501,213	−0.3%	19	before history	0.89%
PEP	Pepsico Inc Consumer Defensive	Reduced	10,744	-872	$1,454,737	−19.4%	19	before history	0.86%
SCHF	Schwab International Equity ETF	Added	51,945	+507	$1,438,876	+13.0%	19	before history	0.85%
SCHW	Schwab Charles Corp Financial Services	Held	15,235	0	$1,405,733	−1.8%	19	before history	0.83%
ABBV	AbbVie Inc. Healthcare	Reduced	5,490	-90	$1,381,503	+13.8%	19	before history	0.82%
GOOG	Alphabet Inc. Communication Services	Reduced	3,903	-100	$1,379,046	+20.1%	19	before history	0.81%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	37,744	-1,996	$1,363,690	+18.0%	19	before history	0.81%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	24,903	-399	$1,322,598	−14.7%	19	before history	0.78%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	11,000	+9,625	$1,314,720	—	14	unpriced	0.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,351	-95	$1,275,357	+12.4%	19	before history	0.75%
HON	Honeywell International Inc Industrials	Reduced	5,476	-2	$1,226,076	−1.0%	19	before history	0.72%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	1,298	-12	$1,214,240	−7.0%	19	before history	0.72%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,436	-10	$1,072,361	+14.0%	19	before history	0.63%
AMGN	Amgen Inc Healthcare	Held	2,773	0	$1,004,158	+2.9%	19	before history	0.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,333	-15	$981,621	+26.2%	19	before history	0.58%
GS	Goldman Sachs Group Inc Financial Services	Reduced	963	-5	$973,949	+18.9%	19	before history	0.58%
TRV	Travelers Companies, Inc. Financial Services	Reduced	2,938	-150	$969,892	+7.7%	19	before history	0.57%
XLF	State Street Corp Financial Services	Held	17,725	0	$950,237	+8.6%	18	$45.46	0.56%
QCOM	Qualcomm Inc Technology	Reduced	5,083	-34	$939,287	+42.5%	19	before history	0.55%
ABT	Abbott Laboratories Healthcare	Reduced	10,283	-426	$933,079	−15.1%	19	before history	0.55%
WFC	Wells Fargo & Company Financial Services	Reduced	10,695	-400	$883,834	+0.1%	19	before history	0.52%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,095	-100	$870,744	+46.6%	19	before history	0.51%

Showing the top 50 of 118 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.