Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Boltwood Capital Management 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Boltwood Capital Management (CIK 1563690) reported $392.1M across 184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHF ($28.4M, 7.23%), TDTT ($21.9M, 5.60%), MBB ($12.8M, 3.26%), SPDW ($12.5M, 3.20%), IEI ($11.6M, 2.97%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHFSCHWAB STRATEGIC TR$28.4M7.23%1.1MAdded
2TDTTFLEXSHARES TR$21.9M5.60%905,288Added
3MBBISHARES TR$12.8M3.26%134,437Added
4SPDWSPDR INDEX SHS FDS$12.5M3.20%274,680Trimmed
5IEIISHARES TR$11.6M2.97%98,073Trimmed
6AAPLAPPLE INC$9.6M2.45%37,782Added
7NVDANVIDIA CORPORATION$9.4M2.40%53,862Added
8HYGVFLEXSHARES TR$9.4M2.39%233,538Trimmed
9SCHESCHWAB STRATEGIC TR$8.4M2.15%255,695Added
10IJHISHARES TR$8.0M2.03%117,820Added
11GOOGLALPHABET INC$7.7M1.97%26,866Added
12XLKSELECT SECTOR SPDR TR$7.5M1.90%56,181Added
13MSFTMICROSOFT CORP$7.1M1.82%19,292Added
14GUNRFLEXSHARES TR$7.1M1.82%129,236Added
15IJRISHARES TR$7.1M1.81%56,962Added
16HYGISHARES TR$7.0M1.78%87,505Trimmed
17SHYISHARES TR$6.9M1.75%83,325Added
18MBSDFLEXSHARES TR$5.9M1.51%285,683Trimmed
19CATCATERPILLAR INC$5.4M1.37%7,571Trimmed
20NFRAFLEXSHARES TR$5.3M1.36%83,619Added
21SPEMSPDR INDEX SHS FDS$5.3M1.34%112,235Added
22JPMJPMORGAN CHASE & CO$5.0M1.27%16,982Added
23GQREFLEXSHARES TR$5.0M1.27%83,627Added
24CVXCHEVRON CORPORATION$4.7M1.20%22,765Trimmed
25SPMBSPDR SERIES TRUST$4.5M1.15%202,063Added

Source: SEC Form 13F filings · as of 2026-03-31