Kohmann Bosshard Financial Services, LLC

CIK 0001696615 · FAIRLAWN, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Kohmann Bosshard Financial Services, LLC reported 229 positions worth $1.18B as of June 30, 2026 (13F filed July 15, 2026). Largest holding: SCHX (19.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.18B
2026 Q2
Positions
229
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.2%
Est. Net Flow (Q)
2026 Q2
10 / 229 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHXSCHWAB U.S. LARGE-CAP SH$232.6M19.74%7,904,940
2VEAVANGUARD FTSE DEVELOPED SH$110.9M9.40%1,555,850
3VCSHVANGUARD SHORT TERM COR SH$90.1M7.64%1,139,709
4SCHZSCHWAB U.S. AGGREGATE SH$89.2M7.57%3,855,498
5SCHASCHWAB U.S. SMALL-CAP SH$52.1M4.42%1,442,916
6SCHPSCHWAB U.S. TIPS ETF SH$44.1M3.74%1,664,512
7VIGVANGUARD DIVIDEND SH$41.1M3.48%173,525
8SPHYSTATE STREET SPDR SH$29.3M2.49%1,251,852
9VNQVANGUARD REAL ESTATE SH$28.3M2.40%293,410
10VUGVANGUARD GROWTH INDEX SH$27.8M2.36%322,697

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Kohmann Bosshard Financial Services, LLC hold as of Q2 2026?

Kohmann Bosshard Financial Services, LLC reported 229 positions worth $1.18B in its Q2 2026 13F filing. Largest positions: SCHX (19.7%), VEA (9.4%), VCSH (7.6%), SCHZ (7.6%) and SCHA (4.4%).

What did Kohmann Bosshard Financial Services, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Kohmann Bosshard Financial Services, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.