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Boltwood Capital Management
Boltwood Capital Management is an independent investment advisory firm headquartered in Walnut Creek, California. It manages nearly $381 million in assets as of mid-2024 and primarily serves high-net-worth individuals and other retail investors. The firm is registered with the SEC and has a very lean structure, with a reported two employees, all of whom are investors. Boltwood Capital Management is dedicated to providing customized wealth management and investment advisory services, focusing on helping clients meet long-term financial goals.
Investment Strategy
Boltwood Capital Management mainly provides discretionary investment management for high-net-worth and individual clients, constructing portfolios with an emphasis on large-cap equities and diversification across sectors, including significant positions in leading technology and blue-chip companies. The firm emphasizes a long-term, disciplined investment approach tailored to individual goals, with risk management and fundamental analysis guiding all major asset allocation decisions.
Latest 13F Filing Activity
Boltwood Capital Management filed their most recent 13F report on Sep 30, 2025 disclosing 177 equity positions with a total 13F market value of $376M. The fund increased holdings in Apple Inc., Alphabet Inc., Nvidia Corporation among other positions. Boltwood Capital Management reduced exposure to Flexshares TR, Salesforce Inc., Reddit Inc. among others.
Top Holdings
Equity Positions (177)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB STRATEGIC TR | 7.10% | $26.7M | 1,145,575 | $16.12 | $23.28 | +$1.4M |
T TDTT | FLEXSHARES TR | 4.79% | $18.0M | 739,131 | $23.86 | $24.33 | +$1.4M |
M MBB | ISHARES TR | 3.26% | $12.3M | 128,790 | $96.71 | $95.15 | +$181.2K |
S SPDW | SPDR INDEX SHS FDS | 3.15% | $11.8M | 276,625 | $27.89 | $42.79 | +$563.4K |
H HYGV | FLEXSHARES TR | 3.13% | $11.7M | 285,024 | $43.88 | $41.20 | +$381.2K |
Industry Allocation
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