§ 13F · FUND PROFILE
Boltwood Capital Management.
AUM · $436M (13F)Positions · 192Turnover · n/a · Q2Filed · Jul 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 1.13M | $31M | 7.2% | −1% |
| 2 | TDTT | FLEXSHARES TR | 996K | $24M | 5.5% | +10% |
| 3 | SPDW | SPDR INDEX SHS FDS | 273K | $14M | 3.2% | ±0% |
| 4 | MBB | ISHARES TR | 139K | $13M | 3.0% | +4% |
| 5 | IEI | ISHARES TR | 100K | $12M | 2.7% | +2% |
| 6 | AAPL | APPLE INC | 39K | $11M | 2.6% | +3% |
| 7 | NVDA | NVIDIA CORPORATION | 56K | $11M | 2.6% | +3% |
| 8 | XLK | SELECT SECTOR SPDR TR | 56K | $11M | 2.4% | −1% |
| 9 | GOOGL | ALPHABET INC | 27K | $10M | 2.2% | +1% |
| 10 | SCHE | SCHWAB STRATEGIC TR | 264K | $10M | 2.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOLTWOOD SIGNAL
AC read
Boltwood Capital Management is a Other fund managing $436 million in assets. The fund runs a portfolio of 192 positions.
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