Boltwood Capital Management
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 443,309
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/2/2026 | 195 | 443,309 | 13F-HR | Boltwood Capital Management |
| Q2 2026 | 7/2/2026 | 192 | 436,405 | 13F-HR | Boltwood Capital Management |
| Q1 2026 | 4/7/2026 | 184 | 392,067 | 13F-HR | Boltwood Capital Management |
| Q4 2025 | 1/2/2026 | 182 | 384,558 | 13F-HR | Boltwood Capital Management |
| Q3 2025 | 10/6/2025 | 178 | 375,675 | 13F-HR | Boltwood Capital Management |
| Q2 2025 | 7/8/2025 | 172 | 351,769 | 13F-HR | Boltwood Capital Management |
| Q2 2014 | 7/25/2014 | 91 | 338,757 | 13F-HR | Boltwood Capital Management |
| Q1 2014 | 4/25/2014 | 86 | 317,738 | 13F-HR | Boltwood Capital Management |
| Q4 2013 | 1/16/2014 | 87 | 305,484 | 13F-HR | Boltwood Capital Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 214.3 K | 48.3% | 2.254 K | 0 | 2.254 K |
| ETFs | 229 K | 51.7% | 4.657 K | 0 | 4.657 K |
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Fund Snapshot
Q3 2026
Latest filed
10/2/2026
Total value ($000)
443,309
Holdings
195
QoQ value change ($000)
6,904
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.