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.
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 |