TraderTrends
Manager Profile

Boltwood Capital Management

Diversified · Financial Services 50%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

WALNUT CREEK, CA

Portfolio Value

$436.4M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

SCHWAB STRATEGIC TR

Latest disclosed holding

Top 4

808524805 33939L506 78463X889 464288588 464288661

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
50.1%
Technology
21.2%
Healthcare
6.9%
Consumer Cyclical
6.8%
Communication Services
3.6%
Industrials
3.3%
Consumer Defensive
2.6%
Basic Materials
1.9%
Energy
1.1%
Utilities
0.5%
Real Estate
0.2%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
SCHWAB STRATEGIC TR

Shares: 1.1M

31.4M

Position Value
2
FLEXSHARES TR

Shares: 995.6K

23.8M

Position Value
3
SPDR INDEX SHS FDS

Shares: 273.5K

13.8M

Position Value
4
ISHARES TR

Shares: 139.3K

13.2M

Position Value
5
ISHARES TR

Shares: 99.9K

11.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID