Institutions / Boltwood Capital Management
Boltwood Capital Management
CIK 1563690 · Institution · as of Dec 31, 2025
Portfolio value
$384.56M
Positions
182
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 182 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $27.52M | 7.2% |
| Flexshares Tr | $18.98M | 4.9% |
| iShares Tr | $12.44M | 3.2% |
| SPDR Index Shs Fds | $12.22M | 3.2% |
| Flexshares Tr | $11.97M | 3.1% |
| iShares Tr | $11.73M | 3.1% |
| Apple Inc. | $9.89M | 2.6% |
| NVIDIA Corp | $9.61M | 2.5% |
| Microsoft Corp | $8.85M | 2.3% |
| Alphabet Inc. | $8.23M | 2.1% |
| Schwab Strategic Tr | $7.92M | 2.1% |
| Select Sector SPDR Tr | $7.79M | 2.0% |
| iShares Tr | $7.72M | 2.0% |
| iShares Tr | $7.26M | 1.9% |
| iShares Tr | $6.80M | 1.8% |
| iShares Tr | $6.54M | 1.7% |
| Flexshares Tr | $6.48M | 1.7% |
| JPMorgan Chase & Co | $5.43M | 1.4% |
| Flexshares Tr | $5.30M | 1.4% |
| SPDR Index Shs Fds | $5.19M | 1.3% |
| Flexshares Tr | $4.98M | 1.3% |
| Flexshares Tr | $4.80M | 1.2% |
| Caterpillar Inc | $4.49M | 1.2% |
| iShares Tr | $4.36M | 1.1% |
| SPDR Series Trust | $4.13M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.