Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services reported 229 stocks worth $1.2B in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are SCHX (19.7%), VEA (9.4%) and VCSH (7.6%). Compared with Q1 2026, the fund opened new positions in VBCG and VBCD, added to SCHX, VEA and VCSH, trimmed VB, SCHD and SPYM and sold out of BSCX, MUB and CACI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $233M | 19.7% | 7.9M | +322K (+4%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $111M | 9.4% | 1.6M | +53K (+4%) | 8 of 8 | |
| 3 |  VCSH Vanguard Scottsdale Fds | $90.1M | 7.6% | 1.1M | +154K (+16%) | 8 of 8 | |
| 4 |  SCHZ Schwab US Aggregate Bond | $89.2M | 7.6% | 3.9M | +535K (+16%) | 8 of 8 | |
| 5 |  SCHA Schwab US Small Cap ETF | $52.1M | 4.4% | 1.4M | +36K (+3%) | 8 of 8 | |
| 6 |  SCHP Schwab US Tips ETF | $44.1M | 3.7% | 1.7M | +179K (+12%) | 8 of 8 | |
| 7 |  VIG Vanguard Dividend Appreciation ETF | $41.1M | 3.5% | 174K | +3,633 (+2%) | 8 of 8 | |
| 8 |  SPHY Spdr Series Trust | $29.3M | 2.5% | 1.3M | +133K (+12%) | 8 of 8 | |
| 9 |  VNQ Vanguard Index Fds | $28.3M | 2.4% | 293K | +16K (+6%) | 8 of 8 | |
| 10 |  VUG Vanguard Index Fds | $27.8M | 2.4% | 323K | +273K (+545%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BSCX Invesco Exch Trd Slf Idx FD | $1.2M | 55K |
 MUB Ishares TR | $659K | 6,205 |
HONEYWELL INTL INC | $500K | 2,211 |
 CACI Caci Intl Inc | $232K | 427 |
 CVX Chevron Corp New | $217K | 1,047 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 15, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kohmann Bosshard Financial Services 13F FAQ
What does Kohmann Bosshard Financial Services own?
Kohmann Bosshard Financial Services reported 229 stocks worth $1.2B in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are SCHX (19.7%), VEA (9.4%) and VCSH (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Kohmann Bosshard Financial Services buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 48 added to, 53 trimmed and 6 sold out. New positions include VBCG and VBCD. It sold all of BSCX, MUB and CACI.
When will Kohmann Bosshard Financial Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kohmann Bosshard Financial Services's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.