Kohmann Bosshard Financial Services, LLC Portfolio Holdings

Kohmann Bosshard Financial Services, LLC

  • $931 Million
  • Q3 2025

Kohmann Bosshard Financial Services, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $931 Million distributed in 325 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $170M, Vanguard Ftse Developed Market with a value of $75.1M, Vanguard Sht Term Corp Bd ETF with a value of $65.2M, Schwab Us Aggregate Bond ETF with a value of $63.8M, and Schwab Strategic Tr Us Small C with a value of $36.7M.

Examining the 13F form we can see an increase of $42.8M in the current position value, from $888M to 931M.

Below you can find more details about Kohmann Bosshard Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $931 Million
ETFs: $848 Million
Technology: $28.6 Million
Financial Services: $17 Million
Communication Services: $7.97 Million
Industrials: $6.74 Million
Consumer Cyclical: $6.45 Million
Basic Materials: $4.34 Million
Healthcare: $3.53 Million
Other: $7.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$170 Million 18.29% of portfolio
6,464,641
Q3 2025 Added 2.04%
$0
$75.1 Million 8.06% of portfolio
1,252,591
Q3 2025 Added 0.01%
$0
$65.2 Million 7.0% of portfolio
815,693
Q3 2025 Added 3.45%
$0
$63.8 Million 6.85% of portfolio
2,717,842
Q3 2025 Added 4.17%
$0
$36.7 Million 3.94% of portfolio
1,314,841
Q3 2025 Added 3.22%
$0
$34.5 Million 3.71% of portfolio
1,280,996
Q3 2025 Added 2.79%
$0
$30.7 Million 3.3% of portfolio
168,762
Q3 2025 Reduced 11.24%
$0
$24.4 Million 2.62% of portfolio
895,049
Q3 2025 Reduced 18.13%
$0
$23.2 Million 2.49% of portfolio
229,991
Q3 2025 Reduced 1.69%
$0
$22.9 Million 2.46% of portfolio
47,792
Q3 2025 Reduced 2.45%
$0
$22.8 Million 2.45% of portfolio
249,550
Q3 2025 Added 2.77%
$0
$22.7 Million 2.44% of portfolio
947,648
Q3 2025 Added 2.85%
$0
$21 Million 2.26% of portfolio
82,764
Q3 2025 Reduced 6.39%
$0
$19.3 Million 2.07% of portfolio
157,585
Q3 2025 Reduced 0.82%
$0
$18.6 Million 2.0% of portfolio
30,389
Q3 2025 Reduced 5.96%
$0
$17.3 Million 1.85% of portfolio
318,487
Q3 2025 Reduced 1.43%
$0
$14.2 Million 1.52% of portfolio
154,318
Q3 2025 Reduced 8.6%
$4.3T
$12 Million 1.29% of portfolio
47,229
Q3 2025 Added 17.14%
$0
$8.97 Million 0.96% of portfolio
100,143
Q3 2025 Reduced 2.92%
$0
$8.29 Million 0.89% of portfolio
39,739
Q3 2025 Reduced 3.24%
$0
$7.97 Million 0.86% of portfolio
342,528
Q3 2025 Reduced 6.35%
$167B
$7.22 Million 0.78% of portfolio
75,638
Q3 2025 Reduced 5.14%
$0
$6.37 Million 0.68% of portfolio
214,879
Q3 2025 Reduced 4.75%
$0
$6.2 Million 0.67% of portfolio
20,149
Q2 2025 Added 72.26%
$465B
$5.56 Million 0.6% of portfolio
29,797
Q3 2025 Added 99.52%
$0
$5.51 Million 0.59% of portfolio
16,804
Q3 2025 Reduced 4.5%
$0
$4.94 Million 0.53% of portfolio
148,117
Q3 2025 Reduced 19.99%
$0
$4.25 Million 0.46% of portfolio
6,355
Q3 2025 Added 28.41%
$0
$4.26 Million 0.46% of portfolio
29,888
Q3 2025 Reduced 2.26%
$0
$4.13 Million 0.44% of portfolio
23,650
Q3 2025 Reduced 22.52%
$3.78T
$4.03 Million 0.43% of portfolio
7,782
Q3 2025 Added 0.76%
$0
$3.52 Million 0.38% of portfolio
29,167
Q4 2024 Reduced 15.62%
$0
$3.28 Million 0.35% of portfolio
70,900
Q3 2025 Reduced 9.19%
$0
$3.06 Million 0.33% of portfolio
21,721
Q3 2025 Reduced 21.98%
$0
$3.02 Million 0.32% of portfolio
94,766
Q3 2025 Reduced 44.22%
$0
$2.79 Million 0.3% of portfolio
40,930
Q3 2025 Reduced 27.74%
$0
$2.57 Million 0.28% of portfolio
44,891
Q2 2025 Reduced 1.79%
$2.39T
$2.44 Million 0.26% of portfolio
11,099
Q3 2025 Added 46.73%
$0
$2.46 Million 0.26% of portfolio
57,568
Q1 2025 Added 0.57%
$0
$2.39 Million 0.26% of portfolio
115,345
Q3 2025 Reduced 5.11%
$0
$2.29 Million 0.25% of portfolio
50,413
Q3 2025 Reduced 36.04%
$0
$2.21 Million 0.24% of portfolio
3,324
Q3 2025 Reduced 0.03%
$26.3B
$2.21 Million 0.24% of portfolio
48,134
Q3 2025 Reduced 0.66%
$1.74T
$2.15 Million 0.23% of portfolio
8,825
Q3 2025 Added 21.77%
$0
$2.11 Million 0.23% of portfolio
32,340
Q1 2025 Reduced 0.27%
$0
$2.1 Million 0.23% of portfolio
44,797
Q3 2025 Reduced 0.24%
$1.65T
$2.04 Million 0.22% of portfolio
8,396
Q3 2025 Added 19.91%
$0
$2.09 Million 0.22% of portfolio
17,620
Q2 2025 Reduced 4.08%
$49.1B
$2.01 Million 0.22% of portfolio
1,673
Q3 2025 Added 134.31%

Summary

  • Portfolio
  • No. of Stocks 325
  • Current Value $931 Million
  • Prior Value $888 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 131 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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