§ 13F · FUND PROFILE
Boltwood Capital Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $376M (13F)Positions · 178Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 1.15M | $28M | 7.2% | ±0% |
| 2 | TDTT | FLEXSHARES TR | 905K | $22M | 5.6% | +15% |
| 3 | MBB | ISHARES TR | 134K | $13M | 3.3% | +3% |
| 4 | SPDW | SPDR INDEX SHS FDS | 275K | $13M | 3.2% | ±0% |
| 5 | IEI | ISHARES TR | 98K | $12M | 3.0% | ±0% |
| 6 | AAPL | APPLE INC | 38K | $10M | 2.4% | +4% |
| 7 | NVDA | NVIDIA CORPORATION | 54K | $9M | 2.4% | +5% |
| 8 | HYGV | FLEXSHARES TR | 234K | $9M | 2.4% | −21% |
| 9 | SCHE | SCHWAB STRATEGIC TR | 256K | $8M | 2.1% | +6% |
| 10 | IJH | ISHARES TR | 118K | $8M | 2.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOLTWOOD SIGNAL
AC read
Boltwood Capital Management is a Other fund managing $376 million in assets. The fund runs a portfolio of 178 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed