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Zack Wolf

Boltwood Capital Management

Assets Managed
$392.067M
Holdings
184
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
1.96%(2Q avg: 2.16%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Boltwood Capital Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 184 positions.

Assets under management

The assets under management (AUM) of Boltwood Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 392.067M in assets, with a quarterly growth rate of 1.96% and a 2-quarter average growth rate of 2.16%. The portfolio is managed by Zack Wolf, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.07%
7.24%
$28.354M
1.146M shares@ $24.76 avg price
TDTT
Flexshares Iboxx 3-year Targ
Recent Activity
Increased 14.79%
5.6%
$21.944M
905,288 shares@ $24.24 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 2.88%
3.26%
$12.765M
134,437 shares@ $94.95 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -0.21%
3.2%
$12.539M
274,680 shares@ $45.65 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Decreased -0.21%
2.97%
$11.631M
98,073 shares@ $118.61 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.88%
2.45%
$9.589M
37,782 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.55%
2.4%
$9.394M
53,862 shares@ $174.41 avg price
HYGV
Flexshares High Yield Value
Recent Activity
Decreased -20.53%
2.39%
$9.356M
233,538 shares@ $40.06 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 5.78%
2.15%
$8.425M
255,695 shares@ $32.95 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.72%
2.03%
$7.956M
117,820 shares@ $67.54 avg price

1-10 of 184