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Kohmann Bosshard Financial Services, LLC
RIA/Wealth
Kohmann Bosshard Financial Services, LLC is a RIA/Wealth based in Akron, OH led by Dean Douglas Kohmann, managing $941.2M across 213 long positions as of Q3 2025 with 87% ETF concentration, 59% concentrated in top 10 holdings, 18% allocation to SCHX, and minimal technology exposure.
PresidentDean Douglas Kohmann
- Portfolio Value
- $941.2M
- Positions
- 213
- Top Holding
- SCHX at 18.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kohmann Bosshard Financial Services, LLC's portfolio (59% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $170.6M | 18.12% | +$3.4M Bought | — 6.5M shares | |
ETF ETF | $75.4M | 8.01% | +$5.8K Bought | — 1.3M shares | |
ETF ETF | $65.3M | 6.93% | +$2.2M Bought | — 815.7K shares | |
ETF ETF | $63.8M | 6.78% | +$2.6M Bought | — 2.7M shares | |
ETF ETF | $36.7M | 3.90% | +$1.1M Bought | — 1.3M shares | |
Unknown Unknown | $36.4M | 3.87% | -$4.6M Sold | — 168.8K shares | |
ETF ETF | $34.6M | 3.67% | +$937.9K Bought | — 1.3M shares | |
ETF ETF | $24.8M | 2.64% | -$426.4K Sold | — 230.0K shares | |
ETF ETF | $24.4M | 2.60% | -$5.4M Sold | — 895.0K shares | |
ETF ETF | $22.9M | 2.44% | -$575.1K Sold | — 47.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kohmann Bosshard Financial Services, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-81.13% | |
-73.81% |
Analytics
Portfolio insights and performance metrics for Kohmann Bosshard Financial Services, LLC
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