§ 13F · FUND PROFILE
Boltwood Capital Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $351.8T (13F)Positions · 172Turnover · — · Q4Filed · Jan 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 1.14M | $27.5T | 7.2% | ±0% |
| 2 | TDTT | FLEXSHARES TR | 789K | $19.0T | 4.9% | +7% |
| 3 | MBB | ISHARES TR | 131K | $12.4T | 3.2% | +1% |
| 4 | SPDW | SPDR INDEX SHS FDS | 275K | $12.2T | 3.2% | ±0% |
| 5 | HYGV | FLEXSHARES TR | 294K | $12.0T | 3.1% | +3% |
| 6 | IEI | ISHARES TR | 98K | $11.7T | 3.1% | +3% |
| 7 | AAPL | APPLE INC | 36K | $9.9T | 2.6% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 52K | $9.6T | 2.5% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 18K | $8.8T | 2.3% | +1% |
| 10 | GOOGL | ALPHABET INC | 26K | $8.2T | 2.1% | +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 $351768.9 trillion in assets. The fund runs a portfolio of 172 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed