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Schoolcraft Capital LLC

Family Office

Schoolcraft Capital LLC is a Family Office based in Denver, CO led by Oana Nm Bolton, reporting $1.2B in AUM as of Q3 2025 with 99% ETF concentration and 70% concentrated in top 10 holdings.

COOOana Nm Bolton
Portfolio Value
$499.9M
Positions
65
Top Holding
QUAL at 13.37%
Last Reported
Q3 2025
Address250 Fillmore St., Suite 650, Denver, CO, 80206, United States

Top Holdings

Largest long holdings in Schoolcraft Capital LLC's portfolio (69.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$66.8M
13.37%
-$2.4M
Sold
343.6K shares
ETF
ETF
$46.8M
9.35%
-$1.1M
Sold
1.0M shares
ETF
ETF
$38.0M
7.61%
-$1.4M
Sold
56.8K shares
ETF
ETF
$34.6M
6.92%
-$2.1M
Sold
745.3K shares
ETF
ETF
$33.1M
6.62%
-$1.7M
Sold
90.6K shares
ETF
ETF
$29.4M
5.89%
+$155.9K
Bought
375.2K shares
ETF
ETF
$28.5M
5.71%
-$201.8K
Sold
296.0K shares
ETF
ETF
$28.3M
5.65%
-$2.0M
Sold
612.9K shares
ETF
ETF
$26.7M
5.33%
-$1.2M
Sold
673.2K shares
ETF
ETF
$16.8M
3.35%
-$729.8K
Sold
183.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Schoolcraft Capital LLC's latest filing

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Market Value
$499.9M
Prior: $490.2M
Q/Q Change
+1.99%
+$9.8M
Net Flows % of MV
-4.01%
Turnover Ratio
2.2%
New Purchases
2 stocks
$447.4K
Added To
4 stocks
+$439.8K
Sold Out Of
1 stocks
$723.8K
Reduced Holdings
42 stocks
-$20.2M

Increased Positions

PositionShares Δ
New
New
+7.45%
+3.73%
+0.55%

Decreased Positions

PositionShares Δ
Sold
-19.24%
-16.03%
-14.6%
-13.92%

Analytics

Portfolio insights and performance metrics for Schoolcraft Capital LLC

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Sector Allocation

ETF: 98.80%ETFFinancial Services: 0.50%Industrials: 0.40%Consumer Defensive: 0.10%Healthcare: 0.10%Technology: 0.10%
ETF
98.80%
Financial Services
0.50%
Industrials
0.40%
Consumer Defensive
0.10%
Healthcare
0.10%
Technology
0.10%

Market Cap Distribution

Mega Cap (> $200B): 0.69%Large Cap ($10B - $200B): 0.49%N/A (ETF or Unknown): 98.82%N/A (ETF or Unknown)
Mega Cap (> $200B)
0.69%
Large Cap ($10B - $200B)
0.49%
N/A (ETF or Unknown)
98.82%

Portfolio Concentration

Top 10 Holdings %
69.81%
Top 20 Holdings %
89.2%
Top 50 Holdings %
99.08%
Top 100 Holdings %
100.0%

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