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 $436.4M across 192 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHF ($31.4M, 7.19%), TDTT ($23.8M, 5.45%), SPDW ($13.8M, 3.16%), MBB ($13.2M, 3.02%), IEI ($11.7M, 2.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $31.4M | 7.19% | 1.1M | Trimmed |
| 2 | TDTT | FLEXSHARES TR | $23.8M | 5.45% | 995,568 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $13.8M | 3.16% | 273,455 | Trimmed |
| 4 | MBB | ISHARES TR | $13.2M | 3.02% | 139,285 | Added |
| 5 | IEI | ISHARES TR | $11.7M | 2.69% | 99,909 | Added |
| 6 | AAPL | APPLE INC | $11.2M | 2.58% | 38,842 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $11.1M | 2.55% | 55,677 | Added |
| 8 | XLK | SELECT SECTOR SPDR TR | $10.6M | 2.44% | 55,807 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $9.7M | 2.23% | 27,174 | Added |
| 10 | SCHE | SCHWAB STRATEGIC TR | $9.6M | 2.19% | 264,128 | Added |
| 11 | IJH | ISHARES TR | $9.1M | 2.08% | 117,935 | Added |
| 12 | IJR | ISHARES TR | $8.4M | 1.92% | 56,611 | Trimmed |
| 13 | CAT | CATERPILLAR INC | $7.8M | 1.80% | 7,359 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $7.5M | 1.73% | 20,229 | Added |
| 15 | HYGV | FLEXSHARES TR | $7.3M | 1.67% | 180,790 | Trimmed |
| 16 | GUNR | FLEXSHARES TR | $6.9M | 1.59% | 140,613 | Added |
| 17 | SHY | ISHARES TR | $6.8M | 1.57% | 83,420 | Added |
| 18 | HYG | ISHARES TR | $6.7M | 1.53% | 83,640 | Trimmed |
| 19 | KLAC | KLA CORP | $6.1M | 1.39% | 20,100 | Added |
| 20 | SPEM | SPDR INDEX SHS FDS | $5.8M | 1.33% | 112,504 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $5.5M | 1.27% | 16,944 | Trimmed |
| 22 | GQRE | FLEXSHARES TR | $5.4M | 1.24% | 84,852 | Added |
| 23 | NFRA | FLEXSHARES TR | $5.4M | 1.24% | 84,421 | Added |
| 24 | MBSD | FLEXSHARES TR | $5.3M | 1.22% | 258,214 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $5.0M | 1.15% | 8,664 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30