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Zack Wolf

Boltwood Capital Management

Assets Managed
$436.405M
Holdings
192
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
11.31%(2Q avg: 6.64%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Boltwood Capital Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 192 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 436.405M in assets, with a quarterly growth rate of 11.31% and a 2-quarter average growth rate of 6.64%. The portfolio is managed by Zack Wolf, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.05%
7.2%
$31.398M
1.134M shares@ $27.71 avg price
TDTT
Flexshares Iboxx 3-year Targ
Recent Activity
Increased 9.98%
5.46%
$23.804M
995,568 shares@ $23.92 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -0.44%
3.16%
$13.779M
273,455 shares@ $50.39 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 3.61%
3.02%
$13.165M
139,285 shares@ $94.52 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 1.88%
2.69%
$11.734M
99,909 shares@ $117.45 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.81%
2.58%
$11.239M
38,842 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.37%
2.56%
$11.14M
55,677 shares@ $200.1 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -0.66%
2.44%
$10.632M
55,807 shares@ $190.53 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.15%
2.23%
$9.711M
27,174 shares@ $357.37 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 3.3%
2.2%
$9.577M
264,128 shares@ $36.26 avg price

1-10 of 192