Institutional Fund
Boltwood Capital Management
Walnut Creek, CACIK 15636905 filings on record
Portfolio Value
$392.07M
Q1 2026
Holdings
184
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+2.0%
from $384.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr7.2%
- Flexshares Tr5.6%
- Ishares Tr3.3%
- Spdr Index Shs Fds3.2%
- Ishares Tr3.0%
- Apple Inc2.4%
- Other75.3%
Portfolio Holdings
184 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.15M | $28.35M | 7.2% | +801 | Added |
| 2 | Flexshares Tr | 905.3K | $21.94M | 5.6% | +116.6K | Added |
| 3 | Ishares Tr | 134.4K | $12.76M | 3.3% | +3.8K | Added |
| 4 | Spdr Index Shs Fds | 274.7K | $12.54M | 3.2% | −590 | Reduced |
| 5 | Ishares Tr | 98.1K | $11.63M | 3.0% | −210 | Reduced |
| 6 | Apple Inc | 37.8K | $9.59M | 2.4% | +1.4K | Added |
| 7 | Nvidia Corporation | 53.9K | $9.39M | 2.4% | +2.3K | Added |
| 8 | Flexshares Tr | 233.5K | $9.36M | 2.4% | −60.3K | Reduced |
| 9 | Schwab Strategic Tr | 255.7K | $8.43M | 2.1% | +14.0K | Added |
| 10 | Ishares Tr | 117.8K | $7.96M | 2.0% | +835 | Added |
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