Boltwood Capital Management
CIK: 0001563690SEC EDGAR →
Portfolio Value
$384.6M
Holdings
182
As of
Q4 2025
New Positions
6
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,144,813 | $27.5M | 7.16% |
| 2 | FLEXSHARES TR | 788,682 | $19.0M | 4.93% |
| 3 | ISHARES TR | 130,677 | $12.4M | 3.24% |
| 4 | SPDR INDEX SHS FDS | 275,270 | $12.2M | 3.18% |
| 5 | FLEXSHARES TR | 293,872 | $12.0M | 3.11% |
| 6 | ISHARES TR | 98,283 | $11.7M | 3.05% |
| 7 | APPLE INC | 36,374 | $9.9M | 2.57% |
| 8 | NVIDIA CORPORATION | 51,519 | $9.6M | 2.50% |
| 9 | MICROSOFT CORP | 18,290 | $8.8M | 2.30% |
| 10 | ALPHABET INC | 26,303 | $8.2M | 2.14% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 97 | $264.6M | 68.8% |
| Technology | 22 | $45.0M | 11.7% |
| Communication Services | 7 | $15.2M | 4.0% |
| Consumer Cyclical | 10 | $13.4M | 3.5% |
| Healthcare | 13 | $12.4M | 3.2% |
| Industrials | 13 | $11.3M | 2.9% |
| Consumer Defensive | 6 | $8.7M | 2.3% |
| Energy | 3 | $6.8M | 1.8% |
| Unknown | 5 | $4.5M | 1.2% |
| Real Estate | 2 | $1.1M | 0.3% |
| Utilities | 2 | $809K | 0.2% |
| Basic Materials | 2 | $742K | 0.2% |