§ 13F · FUND PROFILE
Kohmann Bosshard Financial Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $976M (13F)Positions · 325Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP | 7.58M | $194M | 8.8% | +111% |
| 2 | VEA | VANGUARD FTSE DEVELOPED | 1.50M | $96M | 4.4% | +108% |
| 3 | VCSH | VANGUARD SHORT TERM COR | 986K | $78M | 3.5% | +119% |
| 4 | SCHZ | SCHWAB U.S. AGGREGATE | 3.32M | $77M | 3.5% | +121% |
| 5 | SCHA | SCHWAB U.S. SMALL-CAP | 1.41M | $41M | 1.9% | +105% |
| 6 | SCHP | SCHWAB U.S. TIPS ETF | 1.49M | $40M | 1.8% | +114% |
| 7 | VIG | VANGUARD DIVIDEND | 170K | $37M | 1.7% | +100% |
| 8 | SPHY | STATE STREET SPDR | 1.12M | $26M | 1.2% | +120% |
| 9 | SGOV | ISHARES 0-3 MONTH | 254K | $26M | 1.2% | +104% |
| 10 | VNQ | VANGUARD REAL ESTATE | 278K | $25M | 1.1% | +104% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KOHMANN SIGNAL
AC read
Kohmann Bosshard Financial Services, LLC is a Other fund managing $976 million in assets. The fund runs a broad portfolio of 325 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed