Q2 2026 13F · SEC CIK 1696615

Kohmann Bosshard Financial Services, LLC

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 229
Top holdings a year, 3 yrs: +13.0%
Assets under management: $1.1B

Kohmann Bosshard Financial Services, LLC is a wealth manager that reported 229 positions worth $1.2B in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Schwab Strategic Tr (SCHX, 19.7%), Vanguard Ftse Developed Markets Index Fu (VEA, 9.4%), Vanguard Scottsdale Fds (VCSH, 7.6%). A portfolio copying its top holdings returned 13.0% a year over the last 3 years, against 22.3% for the S&P 500.

Kohmann Bosshard Financial Services, LLC holdings largest 50 of 229 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kohmann Bosshard Financial Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	19.7%	18.9%	7,904,940	+4.2%	$232.6M
VEAVanguard Ftse Developed Markets Index Fu	9.4%	9.4%	1,555,850	+3.6%	$110.9M
VCSHVanguard Scottsdale Fds	7.6%	7.6%	1,139,709	+15.6%	$90.1M
SCHZSchwab Strategic Tr	7.6%	7.5%	3,855,498	+16.1%	$89.2M
SCHASchwab Strategic Tr	4.4%	4.0%	1,442,916	+2.6%	$52.1M
SCHPSchwab Strategic Tr	3.7%	3.8%	1,664,512	+12.0%	$44.1M
VIGVanguard Specialized Funds	3.5%	3.6%	173,525	+2.1%	$41.1M
SPHYSpdr Series Trust	2.5%	2.5%	1,251,852	+11.9%	$29.3M
VNQVanguard Index Fds	2.4%	2.4%	293,410	+5.6%	$28.3M
VUGVanguard Index Fds	2.4%	2.1%	322,697	+545.3%	$27.8M
VOOVanguard Index Fds	2.1%	1.9%	36,803	+9.8%	$25.3M
VBILVanguard Instl Index Fd	2.1%	0.3%	333,308	+628.7%	$25.2M
VBVanguard Index Fds	2.0%	2.0%	77,283	-1.9%	$23.4M
HDVIshares Tr	2.0%	2.2%	845,826	+416.5%	$23.2M
VWOVanguard Intl Equity Index F	1.9%	1.9%	374,418	+5.4%	$22.3M
SCHDSchwab Strategic Tr	1.6%	1.9%	585,877	-6.6%	$18.6M
SPLGSpdr Series Trust	1.3%	1.4%	177,517	-2.6%	$15.6M
AAPLApple Inc	1.1%	1.1%	46,344	-0.2%	$13.4M
VBRVanguard Index Fds	1.1%	1.1%	52,563	+1.6%	$12.8M
VIGIVanguard Whitehall Fds	0.9%	1.0%	118,373	+1.5%	$11.1M
SCHFSchwab Strategic Tr	0.9%	0.8%	374,000	+6.3%	$10.4M
BILSpdr Series Trust	0.8%	1.3%	108,193	-28.0%	$9.9M
VVVanguard Index Fds	0.6%	0.6%	21,436	+0.7%	$7.4M
SCHMSchwab Strategic Tr	0.6%	0.6%	196,201	-4.4%	$7.2M
SCHWCharles Schwab Corp (the)	0.6%	0.7%	72,757	+0.0%	$6.7M
NVDANvidia Corporation	0.5%	0.5%	31,007	-0.8%	$6.2M
SCHESchwab Strategic Tr	0.4%	0.5%	140,532	-1.6%	$5.1M
SGOVIshares Tr	0.4%	2.5%	50,179	-80.2%	$5.1M
IVVIshares Tr	0.4%	0.4%	6,288	-0.5%	$4.7M
VOEVanguard Index Fds	0.4%	0.4%	22,818	-2.1%	$4.5M
VSSVanguard Intl Equity Index F	0.4%	0.4%	28,631	-0.1%	$4.4M
VTIVanguard Index Fds	0.4%	0.4%	11,197	-3.7%	$4.1M
SPSMSpdr Series Trust	0.3%	0.3%	68,806	-3.0%	$4.0M
IVWIshares Tr	0.3%	0.3%	28,825	+0.0%	$4.0M
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	4,553	+0.1%	$3.4M
VYMVanguard Whitehall Fds	0.3%	0.3%	21,513	+0.0%	$3.4M
SCHGSchwab Strategic Tr	0.3%	0.3%	94,045	-1.9%	$3.2M
DGROIshares Tr	0.3%	0.3%	40,174	-0.6%	$3.0M
SPMDSpdr Series Trust	0.2%	0.3%	43,219	-2.2%	$2.9M
MSFTMicrosoft Corp	0.2%	0.3%	7,698	-0.8%	$2.9M
SPDWSpdr Index Shs Fds	0.2%	0.3%	56,817	-1.3%	$2.9M
GOOGAlphabet Inc	0.2%	0.2%	7,724	+0.0%	$2.7M
GOOGLAlphabet Inc	0.2%	0.2%	7,465	+0.1%	$2.7M
IJRIshares Tr	0.2%	0.2%	16,965	-1.0%	$2.5M
BSCSInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	121,210	+0.0%	$2.5M
SCHCSchwab Strategic Tr	0.2%	0.2%	49,803	-0.1%	$2.4M
IJHIshares Tr	0.2%	0.2%	31,039	+0.0%	$2.4M
BSCQInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	120,635	-2.9%	$2.4M
FEFirstenergy Corp	0.2%	0.2%	47,810	-0.7%	$2.3M
SPEMSpdr Index Shs Fds	0.2%	0.2%	42,924	-1.9%	$2.2M

What Kohmann Bosshard Financial Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VBIL Vanguard Instl Index Fd+628.7% shares
VUG Vanguard Index Fds+545.3% shares
HDV Ishares Tr+416.5% shares
SCHZ Schwab Strategic Tr+16.1% shares
VCSH Vanguard Scottsdale Fds+15.6% shares
SCHP Schwab Strategic Tr+12.0% shares
SPHY Spdr Series Trust+11.9% shares
VOO Vanguard Index Fds+9.8% shares

Reduced

SGOV Ishares Tr-80.2% shares
BIL Spdr Series Trust-28.0% shares
SCHD Schwab Strategic Tr-6.6% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.0% /yr; S&P 500 +11.7%
3 years: +13.0% /yr; S&P 500 +22.3%
5 years: +3.2% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	229
Q1 2026	$1.0B	209
Q4 2025	$1.1B	1,051
Q3 2025	$975.7M	325
Q2 2025	$896.3M	198
Q1 2025	$847.9M	285
Q4 2024	$833.3M	759
Q3 2024	$805.5M	203
Q2 2024	$742.8M	194
Q1 2024	$718.4M	202
Q4 2023	$656.8M	199
Q3 2023	$580.5M	187

Questions about Kohmann Bosshard Financial Services, LLC's portfolio

What stocks does Kohmann Bosshard Financial Services, LLC own?

Kohmann Bosshard Financial Services, LLC's latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 229 positions worth $1.2B. The largest are Schwab Strategic Tr (SCHX) at 19.7%, Vanguard Ftse Developed Markets Index Fu (VEA) at 9.4%, Vanguard Scottsdale Fds (VCSH) at 7.6%, Schwab Strategic Tr (SCHZ) at 7.6% and Schwab Strategic Tr (SCHA) at 4.4%.

What did Kohmann Bosshard Financial Services, LLC buy last quarter?

In Q2 2026, Kohmann Bosshard Financial Services, LLC added Vanguard Instl Index Fd (VBIL) (+628.7% shares), Vanguard Index Fds (VUG) (+545.3% shares) and Ishares Tr (HDV) (+416.5% shares), compared with its Q1 2026 filing.

What did Kohmann Bosshard Financial Services, LLC sell last quarter?

In Q2 2026, Kohmann Bosshard Financial Services, LLC Ishares Tr (SGOV) (-80.2% shares), Spdr Series Trust (BIL) (-28.0% shares) and Schwab Strategic Tr (SCHD) (-6.6% shares), compared with its Q1 2026 filing.

How has Kohmann Bosshard Financial Services, LLC's portfolio performed?

A portfolio copying Kohmann Bosshard Financial Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.0% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +8.0% against +11.7%. Over 5 years: +3.2% a year against +10.6%.

When is Kohmann Bosshard Financial Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kohmann Bosshard Financial Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kohmann Bosshard Financial Services, LLC manage?

Kohmann Bosshard Financial Services, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.