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| Boltwood Capital Management
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|---|---|
| CRD # | 110293 |
| SEC # | 801-27099 |
| CIK # | 0001563690 |
| AUM | 502.5 M (2026-04-29) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001563690 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.2 | ||
| Nvidia Corp | 11.1 | ||
| Alphabet Inc | 9.7 | ||
| Caterpillar Inc | 7.8 | ||
| Microsoft Corp | 7.5 | ||
| KLA Tencor Corp | 6.1 | ||
| Global MOFY Metaverse Ltd | 5.8 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Advanced Micro Devices Inc | 5.0 | ||
| Amazon Com Inc | 4.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 48.6 |
| (b) Individuals (high net worth individuals) | 92 | 447.7 |
| (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 | 5 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 468 | 502.5 |
| By Discretionary | ||
| Discretionary | 455 | 461.2 |
| Non-Discretionary | 13 | 41.3 |
| Total | 468 | 502.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 502.5 | |
| Total | 468 | 502.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001563690] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Retail |
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