Boltwood Capital Management Top Holdings and 13F Report (2026)

About Boltwood Capital Management

Investment Activity

Boltwood Capital Management has $392.07 million in total holdings as of March 31, 2026.
Boltwood Capital Management owns shares of 184 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 3.73% of the portfolio was purchased this quarter.
About 1.34% of the portfolio was sold this quarter.
This quarter, Boltwood Capital Management has purchased 182 new stocks and bought additional shares in 120 stocks.
Boltwood Capital Management sold shares of 47 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Schwab International Equity ETF: $28,353,947
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: $21,944,181
iShares MBS ETF: $12,764,793
SPDR Portfolio Developed World ex-US ETF: $12,539,142
iShares 3-7 Year Treasury Bond ETF: $11,631,458

Largest New Holdings this Quarter

219350105 - Corning: $257,663 Holding
780259305 - Shell: $230,175 Holding
80004C200 - SANDISK CORP: $219,192 Holding
36828A101 - GE VERNOVA INC: $213,861 Holding
464286400 - iShares MSCI Brazil ETF: $211,145 Holding

Largest Purchases this Quarter

FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: 116,606 shares (about $2.83M)
iShares 0-5 Year TIPS Bond ETF: 10,240 shares (about $1.06M)
FlexShares Morningstar Global Upstream Natural Resources Index Fund: 13,533 shares (about $746.48K)
SPDR S&P Global Natural Resources ETF: 6,500 shares (about $485.35K)
Schwab Emerging Markets Equity ETF: 13,964 shares (about $460.11K)

Largest Sales this Quarter

FlexShares High Yield Value-Scored Bond Index Fund: 60,334 shares (about $2.42M)
FlexShares Disciplined Duration MBS Index Fund: 26,305 shares (about $544.65K)
MARSH & MCLENNAN COS INC: 1,505 shares (about $261.04K)
iShares iBoxx $ High Yield Corporate Bond ETF: 2,530 shares (about $201.29K)
Caterpillar: 275 shares (about $194.83K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHF Schwab International Equity ETF	$28,353,947	$19,825 â–²	0.1%	1,145,614	7.2%	ETF
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$21,944,181	$2,826,529 â–²	14.8%	905,288	5.6%	ETF
MBB iShares MBS ETF	$12,764,793	$357,012 â–²	2.9%	134,437	3.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$12,539,142	$26,934 â–¼	-0.2%	274,680	3.2%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$11,631,458	$24,906 â–¼	-0.2%	98,073	3.0%	ETF
AAPL Apple	$9,588,640	$357,334 â–²	3.9%	37,782	2.4%	Computer and Technology
NVDA NVIDIA	$9,393,533	$408,619 â–²	4.5%	53,862	2.4%	Computer and Technology
HYGV FlexShares High Yield Value-Scored Bond Index Fund	$9,355,532	$2,416,980 â–¼	-20.5%	233,538	2.4%	ETF
SCHE Schwab Emerging Markets Equity ETF	$8,425,136	$460,113 â–²	5.8%	255,695	2.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$7,956,385	$56,388 â–²	0.7%	117,820	2.0%	ETF
GOOGL Alphabet	$7,725,587	$161,896 â–²	2.1%	26,866	2.0%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$7,466,455	$276,831 â–²	3.9%	56,181	1.9%	ETF
MSFT Microsoft	$7,141,320	$370,910 â–²	5.5%	19,292	1.8%	Computer and Technology
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	$7,128,658	$746,480 â–²	11.7%	129,236	1.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$7,080,946	$42,390 â–²	0.6%	56,962	1.8%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$6,961,898	$201,287 â–¼	-2.8%	87,505	1.8%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$6,880,145	$356,290 â–²	5.5%	83,325	1.8%	Manufacturing
MBSD FlexShares Disciplined Duration MBS Index Fund	$5,915,152	$544,653 â–¼	-8.4%	285,683	1.5%	ETF
CAT Caterpillar	$5,363,751	$194,827 â–¼	-3.5%	7,571	1.4%	Industrials
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund	$5,347,435	$85,053 â–²	1.6%	83,619	1.4%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$5,264,944	$67,316 â–²	1.3%	112,235	1.3%	ETF
GQRE FlexShares Global Quality Real Estate Index Fund	$4,996,554	$124,754 â–²	2.6%	83,627	1.3%	ETF
JPM JPMorgan Chase & Co.	$4,995,425	$38,241 â–²	0.8%	16,982	1.3%	Finance
CVX Chevron	$4,710,079	$4,138 â–¼	-0.1%	22,765	1.2%	Energy
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$4,524,191	$399,147 â–²	9.7%	202,063	1.2%	ETF
XOM ExxonMobil	$4,313,945	$15,609 â–²	0.4%	25,427	1.1%	Energy
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,242,380	$86,724 â–¼	-2.0%	80,715	1.1%	Manufacturing
AMZN Amazon.com	$3,833,209	$202,438 â–²	5.6%	18,405	1.0%	Retail/Wholesale
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund	$3,724,146	$132,198 â–¼	-3.4%	76,597	0.9%	ETF
GNR SPDR S&P Global Natural Resources ETF	$3,664,430	$485,355 â–²	15.3%	49,075	0.9%	ETF
SCHA Schwab US Small-Cap ETF	$3,429,463	$96,313 â–²	2.9%	117,932	0.9%	ETF
EFA iShares MSCI EAFE ETF	$3,113,248	$2,914 â–¼	-0.1%	32,052	0.8%	Finance
KLAC KLA	$2,988,992	$89,817 â–²	3.1%	2,030	0.8%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$2,949,064	$132,509 â–²	4.7%	95,254	0.8%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$2,867,972	$109,756 â–²	4.0%	30,050	0.7%	ETF
XLV Health Care Select Sector SPDR Fund	$2,847,419	$94,709 â–²	3.4%	19,422	0.7%	ETF
LOW Lowe's Companies	$2,821,656	$27,408 â–¼	-1.0%	11,942	0.7%	Retail/Wholesale
META Meta Platforms	$2,785,701	$114,426 â–²	4.3%	4,869	0.7%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$2,785,525	$46,534 â–²	1.7%	25,560	0.7%	Finance
XLE Energy Select Sector SPDR Fund	$2,635,221	$4,901 â–¼	-0.2%	43,017	0.7%	ETF
SCHB Schwab US Broad Market ETF	$2,580,155	$12,826 â–¼	-0.5%	102,795	0.7%	ETF
WALMART INC	$2,309,122	$37,905 â–¼	-1.6%	18,580	0.6%	COM
STIP iShares 0-5 Year TIPS Bond ETF	$2,302,869	$1,059,123 â–²	85.2%	22,265	0.6%	ETF
XLC Communication Services Select Sector SPDR Fund	$2,277,730	$135,471 â–²	6.3%	20,546	0.6%	ETF
XLI Industrial Select Sector SPDR Fund	$2,261,309	$22,804 â–²	1.0%	13,982	0.6%	ETF
XLF Financial Select Sector SPDR Fund	$2,234,129	$56,627 â–²	2.6%	45,253	0.6%	ETF
AXP American Express	$2,147,608	$10,587 â–¼	-0.5%	7,100	0.5%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$2,076,064	$42,056 â–¼	-2.0%	27,644	0.5%	ETF
PG Procter & Gamble	$2,015,227	$54,021 â–²	2.8%	13,952	0.5%	Consumer Staples
KO CocaCola	$1,993,499	$11,027 â–¼	-0.6%	26,213	0.5%	Consumer Staples
ABT Abbott Laboratories	$1,979,786	$62,115 â–¼	-3.0%	19,283	0.5%	Medical
TJX TJX Companies	$1,936,842	$2,875 â–¼	-0.1%	12,128	0.5%	Retail/Wholesale
SPTL SPDR Portfolio Long Term Treasury ETF	$1,904,646	$4,471 â–²	0.2%	72,420	0.5%	ETF
ICE Intercontinental Exchange	$1,866,599	$51,745 â–¼	-2.7%	11,868	0.5%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$1,814,855	$162,197 â–²	9.8%	20,935	0.5%	ETF
AMD Advanced Micro Devices	$1,771,265	$96,833 â–²	5.8%	8,707	0.5%	Computer and Technology
CRM Salesforce	$1,720,351	$12,134 â–²	0.7%	9,216	0.4%	Computer and Technology
COST Costco Wholesale	$1,712,863	$107,614 â–²	6.7%	1,719	0.4%	Retail/Wholesale
LLY Eli Lilly and Company	$1,710,772	$22,994 â–¼	-1.3%	1,860	0.4%	Medical
RTX RTX	$1,679,002	$30,671 â–²	1.9%	8,704	0.4%	Aerospace
PFE Pfizer	$1,595,478	$39,031 â–¼	-2.4%	56,819	0.4%	Medical
RAVI FlexShares Ultra-Short Income Fund	$1,513,655		0.0%	20,073	0.4%	ETF
ORCL Oracle	$1,499,786	$38,837 â–²	2.7%	10,195	0.4%	Computer and Technology
ABBV AbbVie	$1,495,244	$1,087 â–¼	-0.1%	6,875	0.4%	Medical
ALL Allstate	$1,460,503	$1,037 â–¼	-0.1%	7,044	0.4%	Finance
WFC Wells Fargo & Company	$1,368,098	$1,592 â–²	0.1%	17,185	0.3%	Finance
AVGO Broadcom	$1,366,487	$296,201 â–²	27.7%	4,415	0.3%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$1,342,433	$79,875 â–²	6.3%	12,605	0.3%	ETF
MA Mastercard	$1,341,587	$113,922 â–²	9.3%	2,685	0.3%	Business Services
XLP Consumer Staples Select Sector SPDR Fund	$1,320,013	$26,479 â–²	2.0%	16,102	0.3%	ETF
RWO SPDR Dow Jones Global Real Estate ETF	$1,300,783	$99,550 â–²	8.3%	28,420	0.3%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,272,384	$33,529 â–¼	-2.6%	23,908	0.3%	Manufacturing
DIS Walt Disney	$1,255,831	$3,277 â–²	0.3%	13,030	0.3%	Consumer Discretionary
MCHI iShares MSCI China ETF	$1,180,623	$198,877 â–²	20.3%	21,015	0.3%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$1,172,194		0.0%	40,900	0.3%	ETF
INDA iShares MSCI India ETF	$1,093,714	$193,215 â–²	21.5%	23,350	0.3%	ETF
JNJ Johnson & Johnson	$1,085,069	$43,021 â–²	4.1%	4,439	0.3%	Medical
TPR Tapestry	$1,065,945	$15,381 â–¼	-1.4%	7,554	0.3%	Retail/Wholesale
BX Blackstone	$1,052,273	$24,608 â–²	2.4%	9,151	0.3%	Finance
XLB Materials Select Sector SPDR Fund	$1,042,639	$13,842 â–¼	-1.3%	20,865	0.3%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$1,037,963	$2,531 â–²	0.2%	20,505	0.3%	ETF
IGF iShares Global Infrastructure ETF	$1,013,710	$120,600 â–²	13.5%	15,130	0.3%	Manufacturing
SPLB SPDR Portfolio Long Term Corporate Bond ETF	$999,900	$4,444 â–¼	-0.4%	45,000	0.3%	ETF
BRK.B Berkshire Hathaway	$994,819	$23,960 â–²	2.5%	2,076	0.3%	Finance
XLU Utilities Select Sector SPDR Fund	$988,788	$17,713 â–²	1.8%	21,547	0.3%	ETF
FLCH Franklin FTSE China ETF	$957,732	$560 â–²	0.1%	42,775	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$957,297	$17,003 â–¼	-1.7%	2,984	0.2%	ETF
HD Home Depot	$935,692	$1,644 â–²	0.2%	2,845	0.2%	Retail/Wholesale
CSCO Cisco Systems	$929,916	$24,053 â–²	2.7%	11,985	0.2%	Computer and Technology
CME CME Group	$928,876	$7,384 â–²	0.8%	3,145	0.2%	Finance
ADI Analog Devices	$924,515	$6,363 â–²	0.7%	2,906	0.2%	Computer and Technology
MCHP Microchip Technology	$913,521	$21,967 â–¼	-2.3%	14,139	0.2%	Computer and Technology
FLTW Franklin FTSE Taiwan ETF	$888,836	$23,839 â–²	2.8%	13,050	0.2%	ETF
GOOG Alphabet	$843,368	$54,503 â–²	6.9%	2,940	0.2%	Computer and Technology
TSLA Tesla	$834,579	$46,469 â–²	5.9%	2,245	0.2%	Auto/Tires/Trucks
EWT iShares MSCI Taiwan ETF	$833,310	$131,202 â–²	18.7%	11,750	0.2%	ETF
DHR Danaher	$828,552	$948 â–¼	-0.1%	4,370	0.2%	Medical
PEP PepsiCo	$820,086	$15,529 â–²	1.9%	5,281	0.2%	Consumer Staples
BA Boeing	$794,926	$31,447 â–²	4.1%	3,994	0.2%	Aerospace
SCHW Charles Schwab	$755,317	$24,059 â–²	3.3%	8,037	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Boltwood Capital Management Top Holdings and 13F Report (2026)

About Boltwood Capital Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Boltwood Capital Management Top Holdings and 13F Report (2026)

About Boltwood Capital Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoltwood Capital Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools