Bolthouse Investments, LLC ETF holdings
Bakersfield, CA
Reported $36.0M in 16 ETFs in its Form 13F for June 30, 2026.
ETF value
$36.0M
ETFs held
16
Change from prior quarter
+13.6%
With price moves
ETFs as a share of its 13F
29.2%
of $123.4M
Top 10 of 16 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $11.3M | 15,116 | +409 shares |
| EFA | iShares MSCI EAFE ETF | $8.2M | 79,321 | No change |
| EEM | iShares MSCI Emerging Markets ETF | $2.9M | 42,300 | No change |
| JPST | JPMorgan Ultra-Short Income ETF | $2.5M | 49,444 | −2,554 shares |
| IVV | iShares Core S&P 500 ETF | $2.2M | 2,978 | −4 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $2.2M | 50,397 | +2,976 shares |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $1.9M | 36,445 | No change |
| DGRO | iShares Core Dividend Growth ETF | $1.1M | 13,889 | +5,675 shares |
| VIG | Vanguard Dividend Appreciation ETF | $910K | 3,846 | No change |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $893K | 17,717 | −125 shares |
6 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001567013. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Bolthouse Investments, LLC own?
Bolthouse Investments, LLC reported 16 ETF positions worth $36.0M in its Form 13F for June 30, 2026. The largest was SPY, at $11.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.