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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus capitalAtlas
- Established Date
- 05-21-1986
- Office Locations
- 2
Office Locations
About Boltwood Capital Management
Boltwood Capital Management (Walnut Creek, CA) is an independent firm founded in 1986 providing financial planning and investment management for families focused on building, preserving, and transferring wealth. The team uses a bottom-up planning framework and constructs long-term portfolios designed for steady performance across market cycles, informed by historical perspective. Portfolios commonly use ETFs and mutual funds; custody includes Schwab.
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Owner & Executives
MICHAEL JOHN STOCK
Chief Compliance Officer, Portfolio Manager, President, TREASURER
- CRD
- #5733490
- Ownership
- 50% but less than 75%
Zachary R Wolf
Secretary
- CRD
- #6584058
- Ownership
- 50% but less than 75%
Alpha unison
Horizon crest wave
- CRD
- #34195
- Ownership
- 23.6%
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL JOHN STOCK
Chief Compliance Officer, Portfolio Manager, President, TREASURER
- CRD
- #5733490
Zachary R Wolf
Secretary
- CRD
- #6584058
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $461,196,966 | $1,013,620 |
| Non-Discretionary | $41,316,254 | $3,178,173 |
| Total | $502,513,220 | $1,073,746 |
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Separately Managed Accounts
Total SMA Asset: $502,513,220
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $189,334,380 | 12.5% |
| Equity - Exchange | $557,400,415 | 36.8% |
| Cash | $352,919,284 | 23.3% |
| Municipal Bonds | $415,020,961 | 27.4% |
| Total | $1,514,675,040 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN BEACON QUANTUM | OAK INSIGHT | QW7Y9G2PZ | BDU | 4.76% | $106,946,518 |
| DELTA CREST UNISON | RADIAL ATLAS | A93X7EY04 | UQV | 7.46% | $19,083,875 |
| RIDGE PATHWAY LEGACY | ZENITH BEACON | E79N9RV70 | BPN | 5.96% | $12,742,939 |
| ATLAS VERTEX | WAVE PATHWAY | 9U0B0HSDC | XGY | 2.77% | $47,144,432 |
| FOUNDATION MATRIX | UNISON HORIZON | N59IEIR9O | TZPBF | 4.61% | $114,964,524 |
| MERIDIAN FUSION | HARBOR INSIGHT | Z4HN3KKUL | RHQF | 7.64% | $5,505,970 |
| FOCUS HARBOR | FOCUS TIMBER | UEA8N2758 | LWN | 12.58% | $35,769,237 |
| TIMBER WAVE | UNISON RADIAL | HBQZCBOPL | COI | 3.79% | $118,527,650 |