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Wilson & Boucher Capital Management, LLC
Wilson & Boucher Capital Management, LLC is an investment advisory firm headquartered in Moraga, California. The firm offers financial planning and investment management services, serving individuals and families in the San Francisco Bay Area and beyond. The founders, including Jim Boucher, are experienced CERTIFIED FINANCIAL PLANNER® professionals. Wilson & Boucher Capital Management, LLC focuses on helping clients with holistic financial decision-making and investment strategy.
Investment Strategy
Wilson & Boucher Capital Management, LLC provides personalized investment advisory and planning services tailored to each client's financial goals and circumstances. The firm emphasizes holistic financial planning, assisting with retirement planning, portfolio management, and wealth management, aiming for steady long-term growth aligned with each client's risk tolerance and life stage. The firm typically adopts a diversified approach to asset allocation and portfolio construction to manage risk and pursue consistent returns.
Latest 13F Filing Activity
Wilson & Boucher Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 111 equity positions with a total 13F market value of $152M. The fund increased holdings in Apple, Vanguard Total Stock MKT Etf, Oracle among other positions. Wilson & Boucher Capital Management, LLC reduced exposure to Novo Nordisk A/s Adr FMLY Novo, General Mills, Stryker among others.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | Vanguard Total Stock Mkt ETF | 11.57% | $17.6M | 53,626 | $254.01 | $328.17 | +$1.5M |
A AAPL | Apple | 5.72% | $8.7M | 34,181 | $177.63 | $254.63 | +$1.6M |
S SCHB | Schwab US Broad Market ETF | 4.39% | $6.7M | 259,904 | $18.75 | $25.71 | +$404.3K |
V VB | Vanguard Index Small Cap ETF | 3.29% | $5.0M | 19,672 | $224.57 | $254.28 | +$292.9K |
V VO | Vanguard Mid Cap Index ETF | 3.05% | $4.6M | 15,801 | $251.63 | $293.74 | +$191.8K |
Industry Allocation
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