13F Insight
DOSSIER · 13F-HR · Q3 2026

Boltwood Capital Management

$443M in tracked AUM across 195 positions as of Q3 2026.

BC
CIK 0001563690 · last filed Sep 30, 2026
Total AUM
$443M
as of Q3 2026
Holdings
195
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Boltwood Capital Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHF
SCHWAB STRATEGIC TR
$31M1.1M7.0%02
TDTT
FLEXSHARES TR
$21M894K4.7%03
SPDW
SPDR INDEX SHS FDS
$14M270K3.1%04
AAPL
APPLE INC
$13M40K3.0%05
MBB
ISHARES TR
$13M147K3.0%06
NVDA
NVIDIA CORPORATION
$13M57K2.9%07
IEI
ISHARES TR
$12M102K2.6%08
XLK
SELECT SECTOR SPDR TR
$11M56K2.5%09
MSFT
MICROSOFT CORP
$11M21K2.4%10
SCHE
SCHWAB STRATEGIC TR
$10M269K2.2%

Filing history

2026Q3Sep 30
$443M▲ 1.6%
195 positionsView →2026Q2Jun 30
$436M▲ 11.3%
192 positionsView →2026Q1Mar 31
$392M▲ 2.0%
184 positionsView →2025Q4Dec 31
$385M▲ 114.9%
182 positionsView →2025Q3Sep 30
$179M▼ 49.1%
91 positionsLocked2025Q2Jun 30
$352M▲ 6.9%
172 positionsLocked2025Q1Mar 31
$329M▲ 0.2%
170 positionsLocked2024Q4Dec 31
$328M▼ 2.8%
170 positionsLocked2024Q3Sep 30
$337M▲ 5.4%
174 positionsLocked2024Q2Jun 30
$320M▼ 0.8%
166 positionsLocked2024Q1Mar 31
$323M▲ 6.9%
169 positionsLocked2023Q4Dec 31
$302M▲ 11.8%
165 positionsLocked
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