Boltwood Capital Management

Latest statistics and disclosures from Boltwood Capital Management's latest quarterly 13F-HR filing:

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Positions held by Boltwood Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Boltwood Capital Management

Boltwood Capital Management holds 195 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.0 $31M 1.1M 27.47
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Flexshares Tr Iboxx 3r Targt (TDTT) 4.7 $21M -10% 894k 23.23
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 3.1 $14M 271k 50.21
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Apple (AAPL) 3.0 $13M +2% 40k 333.02
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Ishares Tr Mbs Etf (MBB) 3.0 $13M +5% 147k 89.62
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NVIDIA Corporation (NVDA) 2.9 $13M 57k 228.38
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Ishares Tr 3 7 Yr Treas Bd (IEI) 2.6 $12M 102k 113.44
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Select Sector Spdr Tr St Str Techn Etf (XLK) 2.5 $11M 56k 195.75
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Microsoft Corporation (MSFT) 2.4 $11M 21k 512.90
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $9.8M 269k 36.45
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Alphabet Cap Stk Cl A (GOOGL) 2.2 $9.5M +2% 28k 344.08
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Ishares Tr 0-5 Yr Tips Etf (STIP) 2.1 $9.4M +185% 95k 99.70
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Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $8.4M 117k 71.95
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Flexshares Tr Mornstar Upstr (GUNR) 1.7 $7.6M +3% 145k 52.74
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Ishares Tr Core S&p Scp Etf (IJR) 1.7 $7.6M 56k 136.04
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $7.1M +5% 88k 81.20
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Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $6.3M -2% 82k 77.21
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Flexshares Tr Hig Yld Vl Etf (HYGV) 1.4 $6.1M -12% 158k 38.85
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Caterpillar (CAT) 1.3 $5.8M -2% 7.2k 810.79
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 1.3 $5.8M 113k 51.76
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JPMorgan Chase & Co. (JPM) 1.3 $5.6M 17k 330.83
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Flexshares Tr Stoxx Globr Inf (NFRA) 1.2 $5.5M +5% 89k 62.38
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Spdr Series Trust St Str Backe Etf (SPMB) 1.2 $5.2M +10% 248k 21.14
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Flexshares Tr Glb Qlt R/e Idx (GQRE) 1.2 $5.1M 86k 59.45
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Advanced Micro Devices (AMD) 1.1 $5.0M -5% 8.2k 611.76
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Amazon (AMZN) 1.1 $5.0M +3% 20k 249.15
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Spdr Index Shs Fds St Str Nat Etf (GNR) 1.1 $4.9M 67k 73.97
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Chevron Corporation (CVX) 1.1 $4.7M 23k 204.21
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Flexshares Tr Discp Dur Mbs (MBSD) 1.0 $4.5M -12% 226k 19.88
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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $4.2M 83k 51.23
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Exxon Mobil Corporation 0.9 $4.2M 26k 162.75
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Kla Corp Com New (KLAC) 0.9 $3.9M 20k 194.93
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $3.8M 118k 32.63
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Meta Platforms Cl A (META) 0.8 $3.8M 5.2k 725.18
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Flexshares Tr Cr Scd Us Bd (SKOR) 0.8 $3.7M +3% 79k 46.75
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Select Sector Spdr Tr St Str Care Etf (XLV) 0.8 $3.4M 20k 168.42
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $3.3M 98k 34.02
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $3.3M 32k 103.89
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $3.0M 101k 29.31
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Select Sector Spdr Tr St Str Discr Etf (XLY) 0.6 $2.8M 26k 108.84
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $2.8M +3% 31k 89.31
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.6 $2.6M 43k 61.50
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.6 $2.5M 46k 53.40
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Select Sector Spdr Tr St Str Svc Etf (XLC) 0.5 $2.4M 22k 110.97
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.5 $2.3M 14k 166.98
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.3M 27k 82.97
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Coca-Cola Company (KO) 0.5 $2.2M 26k 86.08
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salesforce (CRM) 0.5 $2.2M -2% 9.5k 229.57
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Eli Lilly & Co. (LLY) 0.5 $2.2M 1.9k 1157.08
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Lowe's Companies (LOW) 0.5 $2.1M -2% 12k 184.29
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American Express Company (AXP) 0.5 $2.1M 7.0k 304.10
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Wal-Mart Stores (WMT) 0.5 $2.1M +9% 20k 103.92
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Broadcom (AVGO) 0.5 $2.1M +9% 5.9k 351.19
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Procter & Gamble Company (PG) 0.5 $2.0M 14k 145.28
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Spdr Series Trust St Lon Treas Etf (SPTL) 0.5 $2.0M +2% 84k 23.85
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Spdr Index Shs Fds St Dow Globa Etf (RWO) 0.4 $1.8M +28% 40k 46.40
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Abbott Laboratories (ABT) 0.4 $1.8M 19k 98.83
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Abbvie (ABBV) 0.4 $1.8M 6.9k 261.59
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Raytheon Technologies Corp (RTX) 0.4 $1.7M +6% 9.4k 185.65
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Pfizer (PFE) 0.4 $1.7M +2% 60k 28.52
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Ishares Msci Taiwan Etf (EWT) 0.4 $1.7M +6% 15k 112.90
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.7M +14% 16k 104.54
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TJX Companies (TJX) 0.4 $1.7M +2% 13k 132.31
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Palo Alto Networks (PANW) 0.4 $1.6M +2% 4.1k 397.31
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Mastercard Incorporated Cl A (MA) 0.4 $1.6M 2.9k 551.47
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Intercontinental Exchange (ICE) 0.4 $1.6M -9% 11k 152.03
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Costco Wholesale Corporation (COST) 0.4 $1.6M 1.7k 910.34
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Franklin Templeton Etf Tr Ftse Taiwan (FLTW) 0.4 $1.6M +11% 15k 109.25
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Allstate Corporation (ALL) 0.3 $1.5M 6.9k 221.86
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Franklin Templeton Etf Tr Ftse South Korea (FLKR) 0.3 $1.5M +45% 25k 60.13
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Oracle Corporation (ORCL) 0.3 $1.4M 10k 137.30
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Walt Disney Company (DIS) 0.3 $1.4M 13k 104.90
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Wells Fargo & Company (WFC) 0.3 $1.4M 18k 80.05
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Flexshares Tr Ultr Sho Inc Fd (RAVI) 0.3 $1.4M -3% 18k 75.24
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.4M -17% 18k 77.78
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Cisco Systems (CSCO) 0.3 $1.3M +3% 12k 107.63
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $1.3M +7% 26k 50.35
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Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.3 $1.3M 16k 80.60
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Ishares Tr Msci China Etf (MCHI) 0.3 $1.3M +16% 25k 52.19
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Ishares Tr Glb Infrastr Etf (IGF) 0.3 $1.3M +14% 21k 61.56
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Johnson & Johnson (JNJ) 0.3 $1.3M +2% 4.7k 264.74
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Analog Devices (ADI) 0.3 $1.2M 2.9k 396.71
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Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M +5% 3.3k 340.74
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Spdr Series Trust St Inter Etf (SPTI) 0.3 $1.1M 41k 27.28
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Franklin Templeton Etf Tr Ftse China (FLCH) 0.2 $1.1M +6% 54k 20.68
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M 3.0k 374.24
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Tesla Motors (TSLA) 0.2 $1.1M +12% 3.1k 354.81
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.1k 497.95
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Microchip Technology (MCHP) 0.2 $1.1M -2% 14k 77.77
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Ishares Tr Ultra Short Dur (ICSH) 0.2 $1.0M 21k 50.40
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Blackstone Group Inc Com Cl A (BX) 0.2 $1.0M +2% 9.2k 112.09
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Ishares Msci Japan Etf (EWJ) 0.2 $1.0M +19% 10k 97.46
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Danaher Corporation (DHR) 0.2 $986k 4.5k 221.55
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Select Sector Spdr Tr St Str Mater Etf (XLB) 0.2 $968k 20k 48.70
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $915k +279% 3.5k 264.75
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Ishares Msci Sth Kor Etf (EWY) 0.2 $908k -11% 5.0k 182.78
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Spdr Series Trust St Long Bd Etf (SPLB) 0.2 $908k 45k 20.38
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Ishares Tr Msci Uk Etf New (EWU) 0.2 $883k +9% 19k 46.53
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Merck & Co (MRK) 0.2 $869k 6.0k 145.31
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Tapestry (TPR) 0.2 $864k +2% 7.5k 115.04
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Charles Schwab Corporation (SCHW) 0.2 $862k +4% 8.8k 97.74
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Goldman Sachs (GS) 0.2 $847k +14% 941.00 900.36
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CVS Caremark Corporation (CVS) 0.2 $846k +4% 9.9k 85.69
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Intel Corporation (INTC) 0.2 $845k 7.0k 120.23
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Automatic Data Processing (ADP) 0.2 $839k 3.3k 258.06
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Cme (CME) 0.2 $831k 3.2k 261.98
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Citigroup Com New (C) 0.2 $830k +9% 6.4k 129.48
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Boeing Company (BA) 0.2 $830k +8% 4.5k 186.05
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Ishares Tr Msci India Etf (INDA) 0.2 $829k -3% 18k 46.68
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Micron Technology (MU) 0.2 $808k +66% 759.00 1065.11
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Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $807k +10% 15k 54.12
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Home Depot (HD) 0.2 $795k 2.8k 284.49
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Select Sector Spdr Tr St Str Util Etf (XLU) 0.2 $788k 20k 39.44
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $781k 12k 66.79
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $764k -3% 3.3k 233.31
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Bank Of Montreal Cadcom (BMO) 0.2 $740k 4.4k 167.25
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Freeport Mcmoran CL B (FCX) 0.2 $719k +3% 10k 70.00
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Prologis (PLD) 0.2 $674k 5.2k 129.84
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Pepsi (PEP) 0.1 $664k 5.2k 126.72
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $647k 11k 59.31
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Select Sector Spdr Tr St Str Real Etf (XLRE) 0.1 $642k 16k 40.91
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GSK Sponsored Adr (GSK) 0.1 $633k 13k 48.17
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Blackrock (BLK) 0.1 $623k -8% 589.00 1058.29
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Eaton Corp SHS (ETN) 0.1 $614k +10% 1.4k 429.71
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Ishares Msci Cda Etf (EWC) 0.1 $613k +16% 11k 58.38
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AmerisourceBergen (COR) 0.1 $587k 2.0k 300.25
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Emerson Electric (EMR) 0.1 $564k +22% 3.6k 155.10
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International Business Machines (IBM) 0.1 $560k -2% 2.5k 219.93
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Ishares Msci France Etf (EWQ) 0.1 $556k +12% 13k 42.60
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Vanguard World Inf Tech Etf (VGT) 0.1 $546k 4.3k 125.67
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Ishares Msci Switzerland (EWL) 0.1 $544k +16% 9.2k 59.15
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Mondelez Intl Cl A (MDLZ) 0.1 $541k -29% 9.4k 57.82
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Medtronic SHS (MDT) 0.1 $533k 6.2k 86.29
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Nextera Energy (NEE) 0.1 $532k +2% 7.0k 75.74
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Johnson Controls Internation SHS (JCI) 0.1 $520k -14% 3.5k 148.65
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Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.1 $515k 12k 41.40
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $507k 5.7k 89.63
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Ishares Msci Germany Etf (EWG) 0.1 $506k +15% 12k 41.31
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Norfolk Southern (NSC) 0.1 $502k -14% 1.6k 309.00
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Sandisk Corp (SNDK) 0.1 $496k -17% 285.00 1739.89
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Adobe Systems Incorporated (ADBE) 0.1 $483k 2.0k 239.94
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Netflix (NFLX) 0.1 $482k +4% 6.9k 69.58
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $471k +20% 260.00 1811.67
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Jacobs Engineering Group (J) 0.1 $462k 3.4k 135.27
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At&t (T) 0.1 $453k -3% 19k 24.40
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American Tower Reit (AMT) 0.1 $452k +2% 2.8k 163.69
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Biogen Idec (BIIB) 0.1 $448k +33% 2.0k 225.88
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Bristol Myers Squibb (BMY) 0.1 $444k +2% 7.1k 62.40
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Franklin Templeton Etf Tr Franklin India (FLIN) 0.1 $437k +78% 13k 33.49
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Marsh & McLennan Companies (MRSH) 0.1 $433k -8% 2.5k 170.73
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Reddit Cl A (RDDT) 0.1 $426k 3.0k 142.44
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3M Company (MMM) 0.1 $376k 2.3k 164.15
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Philip Morris International (PM) 0.1 $369k 1.9k 190.82
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Nucor Corporation (NUE) 0.1 $365k +4% 1.6k 233.75
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Ge Aerospace Com New (GE) 0.1 $363k +3% 1.2k 312.29
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Vanguard World Comm Srvc Etf (VOX) 0.1 $361k 1.9k 190.59
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Kkr & Co (KKR) 0.1 $358k +12% 3.9k 91.30
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McDonald's Corporation (MCD) 0.1 $352k -23% 1.5k 230.94
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Ishares Msci Netherl Etf (EWN) 0.1 $347k +23% 5.1k 67.75
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Verizon Communications (VZ) 0.1 $331k +2% 7.2k 45.87
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Ishares Msci Sth Afr Etf (EZA) 0.1 $326k +17% 5.1k 63.98
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Us Bancorp Com New (USB) 0.1 $319k -3% 5.5k 57.76
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Ishares Tr Residential Mult (REZ) 0.1 $318k 3.6k 88.34
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Shell Spon Ads (SHEL) 0.1 $312k +20% 3.3k 95.05
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Union Pacific Corporation (UNP) 0.1 $303k +2% 1.1k 272.13
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Corning Incorporated (GLW) 0.1 $298k 1.9k 153.76
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Moody's Corporation (MCO) 0.1 $295k -2% 650.00 454.13
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Ishares Msci Aust Etf (EWA) 0.1 $292k +19% 10k 28.31
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Palantir Technologies Cl A (PLTR) 0.1 $290k NEW 1.6k 187.05
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $282k -14% 1.5k 183.37
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Visa Com Cl A (V) 0.1 $273k +7% 760.00 359.33
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Vanguard World Energy Etf (VDE) 0.1 $267k -6% 1.5k 172.16
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Vanguard World Financials Etf (VFH) 0.1 $265k 2.0k 130.09
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Spdr Index Shs Fds St Str Infra Etf (GII) 0.1 $259k 3.7k 69.93
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Becton, Dickinson and (BDX) 0.1 $256k NEW 1.4k 179.00
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Vanguard World Consum Dis Etf (VCR) 0.1 $256k 702.00 364.68
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Ishares Msci Brazil Etf (EWZ) 0.1 $255k -3% 6.9k 37.25
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Starbucks Corporation (SBUX) 0.1 $249k +2% 2.6k 93.96
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Dominion Resources (D) 0.1 $248k 4.1k 60.52
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Ge Vernova (GEV) 0.1 $241k +2% 253.00 950.49
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Fortive (FTV) 0.1 $240k 4.4k 54.81
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Ishares Tr National Mun Etf (MUB) 0.1 $231k 2.3k 101.10
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Halliburton Company (HAL) 0.1 $231k -9% 7.3k 31.80
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $228k NEW 2.3k 99.31
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Intuit (INTU) 0.1 $224k -20% 814.00 275.71
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Bank of America Corporation (BAC) 0.1 $222k +8% 4.1k 54.43
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Yum! Brands (YUM) 0.0 $221k +10% 1.6k 136.34
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Franklin Templeton Etf Tr Ftse Brazil (FLBR) 0.0 $220k NEW 9.4k 23.40
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SLB Com Stk (SLB) 0.0 $216k NEW 4.4k 48.72
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Ishares Msci Spain Etf (EWP) 0.0 $211k NEW 3.6k 59.20
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Franklin Templeton Etf Tr Ftse Canada (FLCA) 0.0 $211k 4.1k 52.14
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Bhp Billiton Sponsored Ads (BHP) 0.0 $210k NEW 2.5k 84.84
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Novartis Sponsored Adr (NVS) 0.0 $210k NEW 1.5k 142.53
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Texas Instruments Incorporated (TXN) 0.0 $202k 720.00 280.09
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Banco Santander Sa Adr (SAN) 0.0 $155k 11k 13.83
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Past Filings by Boltwood Capital Management

SEC 13F filings are viewable for Boltwood Capital Management going back to 2012

View all past filings