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Kohmann Bosshard Financial Services, LLC - Portfolio Stock Holdings

Kohmann Bosshard Financial Services, LLC disclosed 668 stock positions in a recent SEC 13F filing. $1,177,427,149 of stock holdings were filed, with the largest holdings including SCHX, VEA, and VCSH. This filing represented positions held on June 30, 2026, and was filed on July 14, 2026.

We estimate the fund has a total AUM of $1,124,003,928 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

668

Est. Stock Holding Value:

$1,177,427,149

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Kohmann Bosshard Financial Services, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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