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James B. Boucher

Wilson & Boucher Capital Management, Llc

Assets Managed
$150.745M
Holdings
114
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-1%(2Q avg: -0.45%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wilson & Boucher Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Wilson & Boucher Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 150.745M in assets, with a quarterly growth rate of -1% and a 2-quarter average growth rate of -0.45%. The portfolio is managed by James B. Boucher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.52%
11.25%
$16.948M
52,828 shares@ $320.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.15%
5.67%
$8.536M
33,634 shares@ $253.79 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.43%
4.34%
$6.53M
260,175 shares@ $25.11 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 4.57%
3.74%
$5.633M
75,013 shares@ $75.1 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.13%
3.38%
$5.081M
19,397 shares@ $261.93 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -1.13%
2.92%
$4.394M
15,301 shares@ $287.18 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -1.99%
2.76%
$4.146M
5,852 shares@ $708.51 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 4.66%
2.67%
$4.02M
20,487 shares@ $196.21 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.68%
2.28%
$3.423M
15,916 shares@ $215.06 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.05%
2.16%
$3.25M
7,441 shares@ $436.77 avg price

1-10 of 114