Boltwood Capital Management

Boltwood Capital Management as of March 31, 2026

Portfolio Holdings for Boltwood Capital Management

Boltwood Capital Management holds 184 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.2 $28M 1.1M 24.75
Flexshares Tr Iboxx 3r Targt (TDTT) 5.6 $22M 905k 24.24
Ishares Tr Mbs Etf (MBB) 3.3 $13M 134k 94.95
Spdr Index Shs Fds State Street Spd (SPDW) 3.2 $13M 275k 45.65
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.0 $12M 98k 118.60
Apple (AAPL) 2.4 $9.6M 38k 253.79
NVIDIA Corporation (NVDA) 2.4 $9.4M 54k 174.40
Flexshares Tr Hig Yld Vl Etf (HYGV) 2.4 $9.4M 234k 40.06
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $8.4M 256k 32.95
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $8.0M 118k 67.53
Alphabet Cap Stk Cl A (GOOGL) 2.0 $7.7M 27k 287.56
Select Sector Spdr Tr State Street Tec (XLK) 1.9 $7.5M 56k 132.90
Microsoft Corporation (MSFT) 1.8 $7.1M 19k 370.17
Flexshares Tr Mornstar Upstr (GUNR) 1.8 $7.1M 129k 55.16
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $7.1M 57k 124.31
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.8 $7.0M 88k 79.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $6.9M 83k 82.57
Flexshares Tr Discp Dur Mbs (MBSD) 1.5 $5.9M 286k 20.71
Caterpillar (CAT) 1.4 $5.4M 7.6k 708.46
Flexshares Tr Stoxx Globr Inf (NFRA) 1.4 $5.3M 84k 63.95
Spdr Index Shs Fds State Street Spd (SPEM) 1.3 $5.3M 112k 46.91
Flexshares Tr Glb Qlt R/e Idx (GQRE) 1.3 $5.0M 84k 59.75
JPMorgan Chase & Co. (JPM) 1.3 $5.0M 17k 294.16
Chevron Corporation (CVX) 1.2 $4.7M 23k 206.90
Spdr Series Trust State Street Spd (SPMB) 1.2 $4.5M 202k 22.39
Exxon Mobil Corporation (XOM) 1.1 $4.3M 25k 169.66
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $4.2M 81k 52.56
Amazon (AMZN) 1.0 $3.8M 18k 208.27
Flexshares Tr Cr Scd Us Bd (SKOR) 0.9 $3.7M 77k 48.62
Spdr Index Shs Fds State Street Spd (GNR) 0.9 $3.7M 49k 74.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $3.4M 118k 29.08
Ishares Tr Msci Eafe Etf (EFA) 0.8 $3.1M 32k 97.13
Kla Corp Com New (KLAC) 0.8 $3.0M 2.0k 1472.41
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $2.9M 95k 30.96
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $2.9M 30k 95.44
Select Sector Spdr Tr State Street Hea (XLV) 0.7 $2.8M 19k 146.61
Lowe's Companies (LOW) 0.7 $2.8M 12k 236.28
Meta Platforms Cl A (META) 0.7 $2.8M 4.9k 572.13
Select Sector Spdr Tr State Street Con (XLY) 0.7 $2.8M 26k 108.98
Select Sector Spdr Tr State Street Ene (XLE) 0.7 $2.6M 43k 61.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $2.6M 103k 25.10
Wal-Mart Stores (WMT) 0.6 $2.3M 19k 124.28
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $2.3M 22k 103.43
Select Sector Spdr Tr State Street Com (XLC) 0.6 $2.3M 21k 110.86
Select Sector Spdr Tr State Street Ind (XLI) 0.6 $2.3M 14k 161.73
Select Sector Spdr Tr State Street Fin (XLF) 0.6 $2.2M 45k 49.37
American Express Company (AXP) 0.5 $2.1M 7.1k 302.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.1M 28k 75.10
Procter & Gamble Company (PG) 0.5 $2.0M 14k 144.44
Coca-Cola Company (KO) 0.5 $2.0M 26k 76.05
Abbott Laboratories (ABT) 0.5 $2.0M 19k 102.67
TJX Companies (TJX) 0.5 $1.9M 12k 159.70
Spdr Series Trust State Street Spd (SPTL) 0.5 $1.9M 72k 26.30
Intercontinental Exchange (ICE) 0.5 $1.9M 12k 157.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.8M 21k 86.69
Advanced Micro Devices (AMD) 0.5 $1.8M 8.7k 203.43
salesforce (CRM) 0.4 $1.7M 9.2k 186.67
Costco Wholesale Corporation (COST) 0.4 $1.7M 1.7k 996.43
Eli Lilly & Co. (LLY) 0.4 $1.7M 1.9k 919.77
Raytheon Technologies Corp (RTX) 0.4 $1.7M 8.7k 192.90
Pfizer (PFE) 0.4 $1.6M 57k 28.08
Flexshares Tr Flexshares Ultra (RAVI) 0.4 $1.5M 20k 75.41
Oracle Corporation (ORCL) 0.4 $1.5M 10k 147.11
Abbvie (ABBV) 0.4 $1.5M 6.9k 217.49
Allstate Corporation (ALL) 0.4 $1.5M 7.0k 207.34
Wells Fargo & Company (WFC) 0.3 $1.4M 17k 79.61
Broadcom (AVGO) 0.3 $1.4M 4.4k 309.51
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $1.3M 13k 106.50
Mastercard Incorporated Cl A (MA) 0.3 $1.3M 2.7k 499.66
Select Sector Spdr Tr State Street Con (XLP) 0.3 $1.3M 16k 81.98
Spdr Index Shs Fds State Street Spd (RWO) 0.3 $1.3M 28k 45.77
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $1.3M 24k 53.22
Walt Disney Company (DIS) 0.3 $1.3M 13k 96.38
Ishares Tr Msci China Etf (MCHI) 0.3 $1.2M 21k 56.18
Spdr Series Trust State Street Spd (SPTI) 0.3 $1.2M 41k 28.66
Ishares Tr Msci India Etf (INDA) 0.3 $1.1M 23k 46.84
Johnson & Johnson (JNJ) 0.3 $1.1M 4.4k 244.44
Tapestry (TPR) 0.3 $1.1M 7.6k 141.11
Blackstone Group Inc Com Cl A (BX) 0.3 $1.1M 9.2k 114.99
Select Sector Spdr Tr State Street Mat (XLB) 0.3 $1.0M 21k 49.97
Ishares Tr Ultra Short Dur (ICSH) 0.3 $1.0M 21k 50.62
Ishares Tr Glb Infrastr Etf (IGF) 0.3 $1.0M 15k 67.00
Spdr Series Trust State Street Spd (SPLB) 0.3 $1000k 45k 22.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $995k 2.1k 479.20
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $989k 22k 45.89
Franklin Templeton Etf Tr Ftse China (FLCH) 0.2 $958k 43k 22.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $957k 3.0k 320.81
Home Depot (HD) 0.2 $936k 2.8k 328.89
Cisco Systems (CSCO) 0.2 $930k 12k 77.59
Cme (CME) 0.2 $929k 3.1k 295.35
Analog Devices (ADI) 0.2 $925k 2.9k 318.14
Microchip Technology (MCHP) 0.2 $914k 14k 64.61
Franklin Templeton Etf Tr Ftse Taiwan (FLTW) 0.2 $889k 13k 68.11
Alphabet Cap Stk Cl C (GOOG) 0.2 $843k 2.9k 286.86
Tesla Motors (TSLA) 0.2 $835k 2.2k 371.75
Ishares Msci Taiwan Etf (EWT) 0.2 $833k 12k 70.92
Danaher Corporation (DHR) 0.2 $829k 4.4k 189.60
Pepsi (PEP) 0.2 $820k 5.3k 155.29
Boeing Company (BA) 0.2 $795k 4.0k 199.03
Charles Schwab Corporation (SCHW) 0.2 $755k 8.0k 93.98
Mondelez Intl Cl A (MDLZ) 0.2 $751k 13k 57.64
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $731k 3.4k 215.06
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $706k 12k 56.86
Merck & Co (MRK) 0.2 $703k 5.8k 120.29
GSK Sponsored Adr (GSK) 0.2 $684k 12k 55.19
Franklin Templeton Etf Tr Ftse South Korea (FLKR) 0.2 $677k 17k 39.87
Prologis (PLD) 0.2 $674k 5.1k 132.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $670k 12k 56.79
Nextera Energy (NEE) 0.2 $662k 7.1k 92.88
Ishares Tr Msci Uk Etf New (EWU) 0.2 $660k 15k 45.56
Automatic Data Processing (ADP) 0.2 $652k 3.2k 203.18
Select Sector Spdr Tr State Street Rea (XLRE) 0.2 $637k 16k 40.83
International Business Machines (IBM) 0.2 $631k 2.6k 242.39
CVS Caremark Corporation (CVS) 0.2 $631k 8.8k 71.82
Palo Alto Networks (PANW) 0.2 $631k 3.9k 160.32
Goldman Sachs (GS) 0.2 $626k 740.00 845.99
Blackrock (BLK) 0.2 $615k 639.00 961.71
McDonald's Corporation (MCD) 0.2 $600k 1.9k 310.79
Bank Of Montreal Cadcom (BMO) 0.2 $592k 4.4k 135.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $591k 11k 54.05
Freeport Mcmoran CL B (FCX) 0.1 $585k 10k 58.78
At&t (T) 0.1 $570k 20k 28.99
AmerisourceBergen (COR) 0.1 $564k 1.8k 314.14
Norfolk Southern (NSC) 0.1 $552k 1.9k 287.00
Johnson Controls Internation SHS (JCI) 0.1 $551k 4.2k 130.95
Ishares Msci Japan Etf (EWJ) 0.1 $547k 6.5k 84.44
Citigroup Com New (C) 0.1 $545k 4.8k 113.41
Marsh & McLennan Companies (MRSH) 0.1 $515k 3.0k 173.45
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $502k 5.7k 88.70
Ishares Msci Sth Kor Etf (EWY) 0.1 $500k 4.1k 123.01
American Tower Reit (AMT) 0.1 $459k 2.7k 172.58
Netflix (NFLX) 0.1 $456k 4.7k 96.15
Eaton Corp SHS (ETN) 0.1 $450k 1.3k 357.67
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.1 $449k 12k 36.18
Jacobs Engineering Group (J) 0.1 $441k 3.5k 127.28
Adobe Systems Incorporated (ADBE) 0.1 $441k 1.8k 243.08
Ishares Msci France Etf (EWQ) 0.1 $440k 10k 43.38
Reddit Cl A (RDDT) 0.1 $403k 3.0k 134.65
Ishares Msci Switzerland (EWL) 0.1 $394k 6.7k 58.81
Ishares Msci Cda Etf (EWC) 0.1 $384k 7.0k 54.79
Vanguard World Inf Tech Etf (VGT) 0.1 $382k 547.00 697.72
Honeywell International (HON) 0.1 $370k 1.6k 226.03
Ishares Msci Germany Etf (EWG) 0.1 $367k 9.3k 39.67
Medtronic SHS (MDT) 0.1 $363k 4.2k 86.65
Bristol Myers Squibb (BMY) 0.1 $362k 6.0k 60.65
Vanguard World Comm Srvc Etf (VOX) 0.1 $357k 2.0k 179.84
Zimmer Holdings (ZBH) 0.1 $353k 3.9k 90.42
Crowdstrike Hldgs Cl A (CRWD) 0.1 $349k 895.00 390.41
Verizon Communications (VZ) 0.1 $342k 6.8k 50.20
Emerson Electric (EMR) 0.1 $341k 2.6k 131.02
3M Company (MMM) 0.1 $331k 2.3k 145.23
Ge Aerospace Com New (GE) 0.1 $322k 1.1k 283.77
Paypal Holdings (PYPL) 0.1 $321k 7.1k 45.23
Halliburton Company (HAL) 0.1 $319k 8.2k 38.99
Intel Corporation (INTC) 0.1 $313k 7.1k 44.13
Philip Morris International (PM) 0.1 $312k 1.9k 165.34
Kkr & Co (KKR) 0.1 $307k 3.3k 92.50
Us Bancorp Com New (USB) 0.1 $300k 5.8k 52.01
Ishares Tr Residential Mult (REZ) 0.1 $300k 3.6k 83.21
Moody's Corporation (MCO) 0.1 $297k 680.00 436.25
Vanguard World Energy Etf (VDE) 0.1 $292k 1.7k 173.04
Accenture Plc Ireland Shs Class A (ACN) 0.1 $278k 1.4k 198.29
Ishares Msci Sth Afr Etf (EZA) 0.1 $278k 4.1k 67.80
Spdr Index Shs Fds State Street Spd (GII) 0.1 $275k 3.6k 76.02
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $271k 205.00 1320.83
Union Pacific Corporation (UNP) 0.1 $269k 1.1k 242.62
Corning Incorporated (GLW) 0.1 $258k 1.9k 135.97
Dominion Resources (D) 0.1 $257k 4.2k 61.82
Nucor Corporation (NUE) 0.1 $253k 1.5k 169.10
Intuit (INTU) 0.1 $252k 583.00 432.38
Vanguard World Consum Dis Etf (VCR) 0.1 $252k 702.00 359.03
Fortive (FTV) 0.1 $243k 4.4k 55.28
Vanguard World Financials Etf (VFH) 0.1 $241k 2.0k 120.81
Biogen Idec (BIIB) 0.1 $234k 1.3k 183.33
Ishares Tr National Mun Etf (MUB) 0.1 $233k 2.2k 106.15
Shell Spon Ads (SHEL) 0.1 $230k 2.5k 93.00
Starbucks Corporation (SBUX) 0.1 $229k 2.6k 89.59
Sandisk Corp (SNDK) 0.1 $219k 345.00 635.34
Chipotle Mexican Grill (CMG) 0.1 $216k 6.8k 32.01
Ge Vernova (GEV) 0.1 $214k 245.00 872.90
Ishares Msci Brazil Etf (EWZ) 0.1 $211k 5.5k 38.39
Visa Com Cl A (V) 0.1 $203k 670.00 302.24
Palantir Technologies Cl A (PLTR) 0.1 $202k 1.4k 146.28
Banco Santander Sa Adr (SAN) 0.0 $124k 11k 11.28