Boltwood Capital Management

Est. AUM

$392.1M

13F long equity, this entity only

Positions

184

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	INTL EQTY ETF	$28.4M	1145614	7.23%	SOLE
2	FLEXSHARES TR	IBOXX 3R TARGT	$21.9M	905288	5.60%	SOLE
3	ISHARES TR	MBS ETF	$12.8M	134437	3.26%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$12.5M	274680	3.20%	SOLE
5	ISHARES TR	3 7 YR TREAS BD	$11.6M	98073	2.97%	SOLE
6	APPLE INC	COM	$9.6M	37782	2.45%	SOLE
7	NVIDIA CORPORATION	COM	$9.4M	53862	2.40%	SOLE
8	FLEXSHARES TR	HIG YLD VL ETF	$9.4M	233538	2.39%	SOLE
9	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$8.4M	255695	2.15%	SOLE
10	ISHARES TR	CORE S&P MCP ETF	$8.0M	117820	2.03%	SOLE
11	ALPHABET INC	CAP STK CL A	$7.7M	26866	1.97%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET TEC	$7.5M	56181	1.90%	SOLE
13	MICROSOFT CORP	COM	$7.1M	19292	1.82%	SOLE
14	FLEXSHARES TR	MORNSTAR UPSTR	$7.1M	129236	1.82%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$7.1M	56962	1.81%	SOLE
16	ISHARES TR	IBOXX HI YD ETF	$7.0M	87505	1.78%	SOLE
17	ISHARES TR	1 3 YR TREAS BD	$6.9M	83325	1.75%	SOLE
18	FLEXSHARES TR	DISCP DUR MBS	$5.9M	285683	1.51%	SOLE
19	CATERPILLAR INC	COM	$5.4M	7571	1.37%	SOLE
20	FLEXSHARES TR	STOXX GLOBR INF	$5.3M	83619	1.36%	SOLE
21	SPDR INDEX SHS FDS	STATE STREET SPD	$5.3M	112235	1.34%	SOLE
22	FLEXSHARES TR	GLB QLT R/E IDX	$5.0M	83627	1.27%	SOLE
23	JPMORGAN CHASE & CO	COM	$5.0M	16982	1.27%	SOLE
24	CHEVRON CORPORATION	COM	$4.7M	22765	1.20%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$4.5M	202063	1.15%	SOLE
26	EXXON MOBIL CORP	COM	$4.3M	25427	1.10%	SOLE
27	ISHARES TR	ISHS 1-5YR INVS	$4.2M	80715	1.08%	SOLE
28	AMAZON COM INC	COM	$3.8M	18405	0.98%	SOLE
29	FLEXSHARES TR	CR SCD US BD	$3.7M	76597	0.95%	SOLE
30	SPDR INDEX SHS FDS	STATE STREET SPD	$3.7M	49075	0.93%	SOLE
31	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.4M	117932	0.87%	SOLE
32	ISHARES TR	MSCI EAFE ETF	$3.1M	32052	0.79%	SOLE
33	KLA CORP	COM NEW	$3.0M	2030	0.76%	SOLE
34	SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.9M	95254	0.75%	SOLE
35	ISHARES TR	7-10 YR TRSY BD	$2.9M	30050	0.73%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.8M	19422	0.73%	SOLE
37	LOWES COS INC	COM	$2.8M	11942	0.72%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET CON	$2.8M	25560	0.71%	SOLE
39	META PLATFORMS INC	CL A	$2.8M	4869	0.71%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.6M	43017	0.67%	SOLE
41	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.6M	102795	0.66%	SOLE
42	WALMART INC	COM	$2.3M	18580	0.59%	SOLE
43	ISHARES TR	0-5 YR TIPS ETF	$2.3M	22265	0.59%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET COM	$2.3M	20546	0.58%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET IND	$2.3M	13982	0.58%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET FIN	$2.2M	45253	0.57%	SOLE
47	AMERICAN EXPRESS CO	COM	$2.1M	7100	0.55%	SOLE
48	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.1M	27644	0.53%	SOLE
49	PROCTER & GAMBLE CO	COM	$2.0M	13952	0.51%	SOLE
50	COCA COLA CO	COM	$2.0M	26213	0.51%	SOLE

1–50 of 184

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.