Kohmann Bosshard Financial Services, LLC
CIK 1696615
13F filing for Q2 2026・No. 2,310
- Holdings
- US$1.18B
- Quarter change
- +US$151.16M
- Entries
- 229
- Net bought (estimate)
- +US$58.97M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 26
- Sold out 6
- Cut 57
- Added 53
- Corporate actions 2
- Unchanged 93
Largest holdings
229 stocks worth US$1.18B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB U.S. LARGE-CAPUIE | Added | 7,904,940 | US$232.64M | 19.74% |
| VANGUARD FTSE DEVELOPEDUIE | Added | 1,555,850 | US$110.85M | 9.40% |
| VANGUARD SHORT TERM CORUIE | Added | 1,139,709 | US$90.07M | 7.64% |
| SCHWAB U.S. AGGREGATEUIE | Added | 3,855,498 | US$89.18M | 7.57% |
| SCHWAB U.S. SMALL-CAPUIE | Added | 1,442,916 | US$52.13M | 4.42% |
| SCHPSCHWAB U.S. TIPS ETFUIE | Added | 1,664,512 | US$44.11M | 3.74% |
| VANGUARD DIVIDENDUIE | Added | 173,525 | US$41.06M | 3.48% |
| STATE STREET SPDRUIE | Added | 1,251,852 | US$29.34M | 2.49% |
| VANGUARD REAL ESTATEUIE | Added | 293,410 | US$28.29M | 2.40% |
| VUGVANGUARD GROWTH INDEXUIE | AddedSplit 6:1 | 322,697 | US$27.8M | 2.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.