Wilson & Boucher Capital Management, LLC

CIK 0001903579 • 6 13F filings • May 15, 2025 – Aug 19, 2026

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Filer information

Filed by: Wilson & Boucher Capital Management, LLC, Managing Member
Address: 1480 MORAGA ROAD #C351, MORAGA, CA, 94556
Phone: (800) 381-8610
AUM: $152.3M

AUM over time

$170.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $152.3M114 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Common	$1.3M	0.9%Prev: 0.9%	10,709 SH	Decreased
AbbVie Inc Com	Common	$1.3M	0.8%Prev: 0.8%	5,580 SH	Decreased
Amazon Com Inc	Common	$1.3M	0.8%Prev: 0.8%	5,436 SH	Increased-159 SH
Amgen	Common	$908K	0.6%Prev: 0.5%	2,773 SH	Increased
Apple	Common	$9.2M	6.0%Prev: 5.7%	33,686 SH	Increased-495 SH
Applied Materials	Common	$1.8M	1.2%Prev: 1.0%	7,114 SH	Increased-200 SH
Automatic Data Processing	Common	$549K	0.4%Prev: 0.4%	2,136 SH	Decreased
Bank of New York Co	Common	$484K	0.3%Prev: 0.3%	4,165 SH	Increased
Berkshire Hathaway Inc Del Cl	Common	$522K	0.3%	1,038 SH	New
Brookfield Corp	Common	$244K	0.2%Prev: 0.2%	5,314 SH	Increased+1,771 SH
Carrier Global Corp	Common	$285K	0.2%Prev: 0.2%	5,388 SH	Decreased-310 SH
Caterpillar	Common	$3.4M	2.2%Prev: 1.9%	5,971 SH	Increased-10 SH
Chevron Corp	Common	$437K	0.3%Prev: 0.3%	2,866 SH	Decreased+1 SH
Cisco Systems	Common	$1.1M	0.8%Prev: 0.7%	14,896 SH	Increased-300 SH
Citigroup	Common	$205K	0.1%	1,758 SH	New
Costco Wholesale	Common	$1.1M	0.7%Prev: 0.8%	1,310 SH	Decreased
Cummins Inc	Common	$1.4M	0.9%Prev: 0.8%	2,788 SH	Increased-10 SH
CVS Caremark Corp	Common	$544K	0.4%Prev: 0.3%	6,850 SH	Increased
Cyber Security ETF	Common	$543K	0.4%Prev: 0.4%	6,760 SH	Decreased-50 SH
Duke Energy	Common	$737K	0.5%Prev: 0.5%	6,291 SH	Decreased-250 SH
Eastman Chemical	Common	$281K	0.2%Prev: 0.2%	4,403 SH	Increased
Eli Lilly & Company	Common	$583K	0.4%Prev: 0.3%	542 SH	Increased-50 SH
Emerson Electric	Common	$667K	0.4%Prev: 0.4%	5,024 SH	Increased
Exxon Mobil	Common	$541K	0.4%Prev: 0.3%	4,494 SH	Increased-224 SH
Facebook Inc Class A	Common	$341K	0.2%Prev: 0.5%	517 SH	Decreased-433 SH
General Mills	Common	$237K	0.2%Prev: 0.2%	5,104 SH	Decreased
Goldman Sachs Group	Common	$844K	0.6%Prev: 0.5%	960 SH	Increased
Google Inc Class C	Common	$1.2M	0.8%	3,938 SH	New
Home Depot	Common	$465K	0.3%Prev: 0.4%	1,350 SH	Decreased-100 SH
Honeywell International	Common	$1.1M	0.7%Prev: 0.8%	5,478 SH	Decreased-200 SH
Howmet Aerospace Inc	Common	$321K	0.2%Prev: 0.2%	1,566 SH	Increased
Illinois Tool Works	Common	$1.4M	0.9%Prev: 1.0%	5,620 SH	Decreased-230 SH
Industrial Select Sector SPDR	Common	$261K	0.2%Prev: 0.2%	1,680 SH	Increased
International Business Machine	Common	$689K	0.5%Prev: 0.4%	2,325 SH	Increased
Invesco Preferred ETF	Common	$253K	0.2%Prev: 0.2%	22,500 SH	Decreased
Invesco QQQ Trust	Common	$828K	0.5%Prev: 0.7%	1,348 SH	Decreased-330 SH
iShares Broad High Yield	Common	$266K	0.2%Prev: 0.2%	7,100 SH	Decreased
Ishares Core Msci Eafe	Common	$276K	0.2%Prev: 0.2%	3,080 SH	Increased
iShares Dj US Home Const	Common	$762K	0.5%Prev: 0.6%	7,909 SH	Decreased-575 SH
iShares Exponential Technology	Common	$541K	0.4%Prev: 0.4%	7,752 SH	Decreased-899 SH
iShares Fallen Angels	Common	$745K	0.5%Prev: 0.5%	27,300 SH	Decreased-400 SH
Ishares Russell 1000	Common	$428K	0.3%Prev: 0.3%	904 SH	Decreased-36 SH
iShares Russell 1000 Value ETF	Common	$207K	0.1%Prev: 0.1%	985 SH	Increased
iShares Russell Micro-Cap ETF	Common	$272K	0.2%Prev: 0.2%	1,725 SH	Increased-10 SH
iShares S&P US Preferred Stock	Common	$257K	0.2%Prev: 0.2%	8,300 SH	Decreased
iShars Kld 400 Social Idx	Common	$361K	0.2%Prev: 0.2%	2,800 SH	Increased
Johnson & Johnson	Common	$2.1M	1.3%Prev: 1.2%	9,926 SH	Increased
JPMorgan & Co	Common	$597K	0.4%Prev: 0.4%	1,851 SH	Increased
Lowe's	Common	$786K	0.5%Prev: 0.6%	3,260 SH	Decreased-180 SH
Mckesson Hboc Inc	Common	$626K	0.4%Prev: 0.4%	763 SH	Increased-15 SH
Microsoft	Common	$3.8M	2.5%Prev: 2.7%	7,871 SH	Decreased-110 SH
Morningstar Wide Moat	Common	$259K	0.2%Prev: 0.2%	2,500 SH	Increased
Nextera Energy	Common	$1.5M	1.0%Prev: 0.9%	18,629 SH	Increased+92 SH
Novo Nordisk A/S ADR Fmly Novo	Common	$2.4M	1.6%Prev: 1.9%	48,038 SH	Decreased-3,115 SH
Nvidia Corp	Common	$277K	0.2%Prev: 0.2%	1,485 SH	Decreased-346 SH
Oracle	Common	$2.8M	1.8%Prev: 2.8%	14,198 SH	Decreased-790 SH
Pepsico	Common	$1.7M	1.1%Prev: 1.1%	11,819 SH	Increased-245 SH
Procter & Gamble	Common	$1.6M	1.0%Prev: 1.1%	11,064 SH	Decreased-229 SH
Qualcomm	Common	$873K	0.6%Prev: 0.6%	5,102 SH	Increased+1 SH
Quest Diagnostics Inc Com	Common	$208K	0.1%Prev: 0.2%	1,200 SH	Decreased
Robo Global Robotics	Common	$234K	0.2%Prev: 0.2%	3,375 SH	Decreased-200 SH
S & P Depository Receipts	Common	$993K	0.7%Prev: 0.6%	1,455 SH	Increased
Salesforce Com	Common	$351K	0.2%Prev: 0.3%	1,325 SH	Decreased-850 SH
Schwab Charles Corp New	Common	$1.5M	1.0%Prev: 1.0%	15,250 SH	Increased-170 SH
Schwab Emg Mkt Eq ETF	Common	$527K	0.3%Prev: 0.4%	16,107 SH	Decreased+12 SH
Schwab Int'l Small Cap	Common	$216K	0.1%Prev: 0.1%	4,750 SH	Increased
Schwab International Equity ET	Common	$1.2M	0.8%Prev: 0.8%	50,988 SH	Increased+730 SH
Schwab US Broad Market ETF	Common	$6.9M	4.5%Prev: 4.4%	261,304 SH	Increased+1,400 SH
Schwab US Mid-Cap ETF	Common	$661K	0.4%Prev: 0.4%	21,990 SH	Increased
Schwab US Small Cap ETF	Common	$1.1M	0.8%Prev: 0.7%	40,338 SH	Increased+206 SH
Sensory Science	Common	$512K	0.3%Prev: 0.3%	1,299 SH	Decreased
SPDR Devlpd Ex-US ETF	Common	$209K	0.1%Prev: 0.1%	4,700 SH	Increased
SPDR Energy Sector ETF	Common	$1.1M	0.7%Prev: 0.7%	25,202 SH	Decreased+12,501 SH
SPDR Financial Select Sector E	Common	$943K	0.6%Prev: 0.6%	17,225 SH	Increased+750 SH
SPDR Gold Trust	Common	$319K	0.2%Prev: 0.2%	805 SH	Increased
SPDR Health Care Select Sctr E	Common	$2.4M	1.6%Prev: 1.4%	15,414 SH	Increased-300 SH
SPDR High Yield Bond	Common	$360K	0.2%Prev: 0.2%	3,700 SH	Decreased-100 SH
SPDR Materials	Common	$1.4M	0.9%Prev: 0.9%	29,984 SH	Decreased+14,667 SH
SPDR Small Cap Index	Common	$201K	0.1%	4,300 SH	New
SPDR Technology Sector ETF	Common	$2.0M	1.3%Prev: 1.3%	14,086 SH	Decreased+6,863 SH
SPDR Total Stock Mrk	Common	$396K	0.3%Prev: 0.3%	4,800 SH	Increased
SPDR Utilities Select ETF	Common	$2.6M	1.7%Prev: 1.7%	60,556 SH	Decreased+30,872 SH
Starbucks	Common	$703K	0.5%Prev: 0.5%	8,344 SH	Decreased
State Street SPDR Portfolio S&	Common	$473K	0.3%	5,900 SH	New
Stryker	Common	$2.9M	1.9%Prev: 2.1%	8,349 SH	Decreased-88 SH
Sysco Corporation	Common	$578K	0.4%Prev: 0.4%	7,840 SH	Decreased-200 SH
Travelers Co.	Common	$896K	0.6%Prev: 0.6%	3,088 SH	Increased
Union Pacific Corp	Common	$714K	0.5%Prev: 0.5%	3,088 SH	Decreased
United Parcel Service	Common	$307K	0.2%Prev: 0.2%	3,100 SH	Increased-330 SH
United Rentals Inc	Common	$322K	0.2%Prev: 0.2%	398 SH	Decreased+5 SH
Unitedhealth Group Inc Com	Common	$721K	0.5%Prev: 0.5%	2,184 SH	Decreased-89 SH
Vaneck Vectors Fallen	Common	$893K	0.6%Prev: 0.6%	30,400 SH	Decreased-600 SH
Vanguard Consumer Staples ETF	Common	$617K	0.4%Prev: 0.4%	2,923 SH	Decreased
Vanguard Dividend Appreciation	Common	$3.4M	2.3%Prev: 2.2%	15,654 SH	Increased-197 SH
Vanguard Emerging Markets ETF	Common	$1.9M	1.2%Prev: 1.2%	34,776 SH	Increased+800 SH
Vanguard Energy ETF	Common	$208K	0.1%Prev: 0.1%	1,650 SH	Increased
Vanguard FTSE All-World Ex-US	Common	$5.3M	3.5%Prev: 3.0%	71,738 SH	Increased+8,550 SH
Vanguard FTSE Developed Mkt ET	Common	$1.4M	0.9%Prev: 0.8%	21,837 SH	Increased+610 SH
Vanguard Health Care ETF	Common	$288K	0.2%Prev: 0.2%	1,000 SH	Increased
Vanguard Index Growth ETF	Common	$3.6M	2.4%Prev: 2.3%	7,445 SH	Increased
Vanguard Index Mid-Cap Growth	Common	$335K	0.2%Prev: 0.2%	1,200 SH	Decreased
Vanguard Index Small Cap ETF	Common	$5.0M	3.3%Prev: 3.3%	19,372 SH	Decreased-300 SH
Vanguard Information Technolog	Common	$1.0M	0.7%Prev: 0.7%	1,375 SH	Decreased-50 SH
Vanguard Mid Cap Index ETF	Common	$4.5M	2.9%Prev: 3.1%	15,476 SH	Decreased-325 SH
Vanguard REIT ETF	Common	$354K	0.2%Prev: 0.3%	4,000 SH	Decreased-300 SH
Vanguard Small Cap Value	Common	$428K	0.3%Prev: 0.3%	2,021 SH	Increased+100 SH
Vanguard Total Stock Mkt ETF	Common	$17.8M	11.7%Prev: 11.6%	53,109 SH	Increased-517 SH
Vanguard Total World	Common	$3.0M	2.0%Prev: 1.9%	21,609 SH	Increased+907 SH
Vanguard Value ETF	Common	$3.7M	2.5%Prev: 2.2%	19,576 SH	Increased+1,982 SH
Verizon	Common	$305K	0.2%Prev: 0.2%	7,478 SH	Decreased-1,000 SH
Wal Mart Stores	Common	$1.9M	1.2%Prev: 1.1%	16,652 SH	Increased-10 SH
Wells Fargo & Co	Common	$1.0M	0.7%Prev: 0.6%	10,995 SH	Increased
Western Asset High Inc	Common	$134K	0.1%	36,100 SH	New
Wisdomtr Small Cap Earnings ET	Common	$307K	0.2%Prev: 0.2%	5,400 SH	Increased

Sold (vs prior filing)

Berkshire Hathaway Inc Del Cl — $522K
Enbridge Inc. — $201K
Google Inc Class C — $1.1M
SPDR(r) Portfolio S&P 500 ETF — $462K
Uber Technologies Inc — $309K
West Coast Community Bancorp — $206K
Western Asset High Incm — $139K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001903579-26-000001	$152.3M	View
Oct 22, 2025	Q3 2025	13F-HR	0001903579-25-000003	$152.1M	View
Aug 19, 2026	Q2 2026