1y return+15.2%S&P 500 +20.9%
3y return+38.1%S&P 500 +68.5%
5y return+24.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2017: $161 against $297 in the S&P 500.2
Kohmann Bosshard Financial Services, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHXSchwab U.s. Large-cap | $232.6M | 19.7% | +4.2% |
| VEAVanguard Ftse Developed | $110.9M | 9.4% | +3.6% |
| VCSHVanguard Short Term Cor | $90.1M | 7.6% | +15.6% |
| SCHZSchwab U.s. Aggregate | $89.2M | 7.6% | +16.1% |
| SCHASchwab U.s. Small-cap | $52.1M | 4.4% | +2.6% |
| SCHPSchwab U.s. Tips Etf | $44.1M | 3.7% | +12.0% |
| VIGVanguard Dividend | $41.1M | 3.5% | +2.1% |
| SPHYState Street Spdr | $29.3M | 2.5% | +11.9% |
| VNQVanguard Real Estate | $28.3M | 2.4% | +5.6% |
| VUGVanguard Growth Index | $27.8M | 2.4% | +7.6% |
| VOOVanguard S&p 500 Etf | $25.3M | 2.1% | +9.8% |
| VBILVanguard 0-3 Month | $25.2M | 2.1% | +628.7% |
| VBVanguard Small-cap Index | $23.4M | 2.0% | −1.9% |
| HDVIshares Core High | $23.2M | 2.0% | +3.3% |
| VWOVanguard Ftse Emerging | $22.3M | 1.9% | +5.4% |
| SCHDSchwab U.s. Dividend | $18.6M | 1.6% | −6.6% |
| SPYMState Street Spdr | $15.6M | 1.3% | −2.6% |
| AAPLApple Inc | $13.4M | 1.1% | |
| VBRVanguard Small-cap Value | $12.8M | 1.1% | +1.6% |
| VIGIVanguard International | $11.1M | 0.9% | +1.5% |
| SCHFSchwab International | $10.4M | 0.9% | +6.3% |
| BILState Street Spdr | $9.9M | 0.8% | −28.0% |
| VVVanguard Large-cap Index | $7.4M | 0.6% | |
| SCHMSchwab U.s. Mid-cap Etf | $7.2M | 0.6% | −4.4% |
| SCHWCharles Schwab Corp | $6.7M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | March 31, 2023 | +620.3% | $6.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $13.4M |
| SCHWCharles Schwab Corp | June 30, 2020 | +173.5% | $6.7M |
| IVWIshares S&p 500 Growth | June 30, 2020 | +165.1% | $4.0M |
| VUGVanguard Growth Index | June 30, 2020 | +155.7% | $27.8M |
| SPYMState Street Spdr | June 30, 2020 | +142.4% | $15.6M |
| VOOVanguard S&p 500 Etf | June 30, 2020 | +142.3% | $25.3M |
| SPYState Street Spdr S&p | June 30, 2020 | +142.2% | $3.4M |
| IVVIshares Core S&p 500 | June 30, 2020 | +141.8% | $4.7M |
| VVVanguard Large-cap Index | June 30, 2020 | +140.5% | $7.4M |
Sold off last quarter
- BSCXInvesco Bulletshares was $1.2M
- MUBIshares National Muni was $659K
- Honeywell Intl IncCUSIP 438516106 was $500K
- CACICaci Intl Inc was $232K
- CVXChevron Corp New was $217K
- COSTCostco Whsl Corp New was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −0.3% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +5.8% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +2.8% | +8.3% |
| March 31, 2023 | +2.8% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +4.5% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kohmann Bosshard Financial Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1696615&type=13F-HR&dateb=&owner=include&count=40CIK 1696615
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1696615/000169661526000004/Filed July 15, 2026 · accession 0001696615-26-000004