Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $28.4M | 7.23% | 1.1M | Added |
| 2 | TDTT | FLEXSHARES TR | $21.9M | 5.60% | 905,288 | Added |
| 3 | MBB | ISHARES TR | $12.8M | 3.26% | 134,437 | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $12.5M | 3.20% | 274,680 | Trimmed |
| 5 | IEI | ISHARES TR | $11.6M | 2.97% | 98,073 | Trimmed |
| 6 | AAPL | APPLE INC | $9.6M | 2.45% | 37,782 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $9.4M | 2.40% | 53,862 | Added |
| 8 | HYGV | FLEXSHARES TR | $9.4M | 2.39% | 233,538 | Trimmed |
| 9 | SCHE | SCHWAB STRATEGIC TR | $8.4M | 2.15% | 255,695 | Added |
| 10 | IJH | ISHARES TR | $8.0M | 2.03% | 117,820 | Added |
| 11 | GOOGL | ALPHABET INC | $7.7M | 1.97% | 26,866 | Added |
| 12 | XLK | SELECT SECTOR SPDR TR | $7.5M | 1.90% | 56,181 | Added |
| 13 | MSFT | MICROSOFT CORP | $7.1M | 1.82% | 19,292 | Added |
| 14 | GUNR | FLEXSHARES TR | $7.1M | 1.82% | 129,236 | Added |
| 15 | IJR | ISHARES TR | $7.1M | 1.81% | 56,962 | Added |
| 16 | HYG | ISHARES TR | $7.0M | 1.78% | 87,505 | Trimmed |
| 17 | SHY | ISHARES TR | $6.9M | 1.75% | 83,325 | Added |
| 18 | MBSD | FLEXSHARES TR | $5.9M | 1.51% | 285,683 | Trimmed |
| 19 | CAT | CATERPILLAR INC | $5.4M | 1.37% | 7,571 | Trimmed |
| 20 | NFRA | FLEXSHARES TR | $5.3M | 1.36% | 83,619 | Added |
| 21 | SPEM | SPDR INDEX SHS FDS | $5.3M | 1.34% | 112,235 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $5.0M | 1.27% | 16,982 | Added |
| 23 | GQRE | FLEXSHARES TR | $5.0M | 1.27% | 83,627 | Added |
| 24 | CVX | CHEVRON CORPORATION | $4.7M | 1.20% | 22,765 | Trimmed |
| 25 | SPMB | SPDR SERIES TRUST | $4.5M | 1.15% | 202,063 | Added |
Source: SEC Form 13F filings · as of 2026-03-31