Boltwood Capital Management
RIA/Wealth
Boltwood Capital Management is a RIA/Wealth based in Walnut Creek, CA led by Thomas Lyon Abbott, reporting $380.6M in AUM as of Q3 2025 with 64% ETF concentration.
ChairmanThomas Lyon Abbott
- Portfolio Value
- $375.7M
- Positions
- 178
- Top Holding
- SCHF at 7.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Boltwood Capital Management's portfolio (34.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.7M | 7.10% | +$24.4K Bought | — 1.1M shares | |
ETF ETF | $18.0M | 4.79% | +$1.3M Bought | — 739.1K shares | |
ETF ETF | $12.3M | 3.26% | +$19.2K Bought | — 128.8K shares | |
ETF ETF | $11.8M | 3.15% | -$77.0K Sold | — 276.6K shares | |
ETF ETF | $11.7M | 3.13% | +$334.2K Bought | — 285.0K shares | |
ETF ETF | $11.4M | 3.05% | -$42.3K Sold | — 95.8K shares | |
Semiconductors Technology | $9.6M | 2.56% | +$80.2K Bought | 0.00% 51.6K shares | |
Software - Infrastructure Technology | $9.4M | 2.50% | +$76.1K Bought | 0.00% 18.1K shares | |
Consumer Electronics Technology | $9.3M | 2.47% | +$48.4K Bought | 0.00% 36.4K shares | |
ETF ETF | $8.1M | 2.15% | +$44.1K Bought | — 242.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Boltwood Capital Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+122.28% | |
+43.94% | |
+36.94% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-54.78% | |
-8.3% | |
-6.64% | |
-6.4% | |
-5.29% |
Analytics
Portfolio insights and performance metrics for Boltwood Capital Management
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