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 ETFs Only

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%
$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%
$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%
$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%
$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%
$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%
$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%
$0
$2.09 Million 0.22% of portfolio
17,620
Q2 2025 Reduced 4.08%
$0
$1.92 Million 0.21% of portfolio
9,301
Q4 2024 Reduced 8.55%
$0
$1.96 Million 0.21% of portfolio
61,008
Q4 2024 Added 100.0%
$0
$1.9 Million 0.2% of portfolio
67,899
Q3 2025 Reduced 1.67%
$0
$1.75 Million 0.19% of portfolio
2,921
Q3 2025 New
$0
$1.78 Million 0.19% of portfolio
30,278
Q3 2025 Reduced 4.2%
$0
$1.65 Million 0.18% of portfolio
84,332
Q3 2025 Reduced 5.67%
$0
$1.6 Million 0.17% of portfolio
16,541
Q3 2025 Added 16.79%
$0
$1.45 Million 0.16% of portfolio
67,418
Q3 2025 Reduced 44.59%
$0
$1.51 Million 0.16% of portfolio
15,063
Q3 2025 Added 1.9%

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
Track This Portfolio

Track Kohmann Bosshard Financial Services, LLC Portfolio

Follow Kohmann Bosshard Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kohmann Bosshard Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kohmann Bosshard Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email