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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Boltwood Capital Management
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| CRD # | 110293 |
| SEC # | 801-27099 |
| CIK # | 0001563690 |
| AUM | $380.6 M (2025-04-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-433-1550 |
| Address | 2099 Mt Diablo Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.9 | ||
| Nvidia Corp | 8.1 | ||
| Apple Inc | 7.4 | ||
| J P Morgan Chase & Co | 4.9 | ||
| Global MOFY Metaverse Ltd | 4.8 | ||
| Alphabet Inc | 4.6 | ||
| Amazon Com Inc | 3.7 | ||
| Facebook Inc | 3.4 | ||
| Chevron Corp | 3.3 | ||
| Caterpillar Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 38.3 |
| (b) Individuals (high net worth individuals) | 86 | 339.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 380.6 |
| By Discretionary | ||
| Discretionary | 424 | 351.7 |
| Non-Discretionary | 6 | 28.8 |
| Total | 430 | 380.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 380.6 | |
| Total | 430 | 380.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001563690] |
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|---|---|---|
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Triton Wealth Management PLLC
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AZ | 0.4 |
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Hunter Keith Industries Inc
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MN | 0.4 |
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Wealthspan Partners LLC
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IA | 0.4 |
|
McCarthy Asset Management Inc
✚
|
CA | 0.4 |
|
Keystone Financial Planning Inc
✚
|
OH | 0.4 |
|
Davis Investment Partners LLC
✚
|
NC | 0.4 |