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Filers›Asset Manager›Boltwood Capital Management
DOSSIER · 13F-HR · Q1 2026

Boltwood Capital Management

Boltwood's asset manager based in Greenwich, CT — $392M in tracked AUM across 184 positions as of Q1 2026.

B
Boltwood·Greenwich, CT·Asset Manager
CIK 0001563690 · last filed Mar 31, 2026
Total AUM
$392M
▲ 1.7%
vs prior
Holdings
184
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Boltwood Capital Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHF
SCHWAB STRATEGIC TR
$28M1.1M7.2%
02
TDTT
FLEXSHARES TR
$22M905K5.6%
03
MBB
ISHARES TR
$13M134K3.3%
04
SPDW
SPDR INDEX SHS FDS
$13M275K3.2%
05
IEI
ISHARES TR
$12M98K3.0%
06
AAPL
APPLE INC
$10M38K2.4%
07
NVDA
NVIDIA CORPORATION
$9M54K2.4%
08
HYGV
FLEXSHARES TR
$9M234K2.4%
09
SCHE
SCHWAB STRATEGIC TR
$8M256K2.1%
10
IJH
ISHARES TR
$8M118K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Boltwood
haiku-4-5 · 184 positions indexed
Sector mix
  • Tech5%
  • Financials19%
  • Health Care36%
  • Communications8%
  • Industrials9%
  • Other23%
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