account_balance

Investment manager · 13F filer · SEC CIK 1563690

Boltwood Capital Management

Reported value$443Mas of Sep 30, 2026

Positions195 8 new, 5 sold out

Top 10 weight33.3%SCHF alone is 7%

FiledOct 22 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SCHFSchwab Strategic Tr

7.0%

TDTTFlexshares Tr

4.7%Trimmed −10%

SPDWSPDR Index SHS FDS

3.1%

AAPLApple Inc.

3.0%Added +2%

MBBiShares Tr

3.0%Added +6%

NVDANVIDIA Corp

2.9%

IEIiShares Tr

2.6%

XLKSelect Sector SPDR Tr

2.5%

MSFTMicrosoft Corp

2.4%

SCHESchwab Strategic Tr

2.2%

GOOGLAlphabet Inc.

2.2%+2%

STIPiShares Tr

2.1%+185%

SCHFSchwab Strategic Tr

7.0%

TDTTFlexshares Tr

4.7%−10%

SPDWSPDR Index SHS FDS

3.1%

AAPLApple Inc.

3.0%+2%

MBBiShares Tr

3.0%+6%

NVDANVIDIA Corp

2.9%

IEIiShares Tr

2.6%

XLKSelect Sector SPDR Tr

2.5%

MSFTMicrosoft Corp

2.4%

SCHE2.2%

GOOGL2.2%

STIP2.1%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SCHF Schwab Strategic Tr 7.0% Held

TDTT Flexshares Tr 4.7% Trimmed −10%

SPDW SPDR Index SHS FDS 3.1% Held

AAPL Apple Inc. 3.0% Added +2%

MBB iShares Tr 3.0% Added +6%

NVDA NVIDIA Corp 2.9% Held

IEI iShares Tr 2.6% Held

XLK Select Sector SPDR Tr 2.5% Held

MSFT Microsoft Corp 2.4% Held

SCHE Schwab Strategic Tr 2.2% Held

GOOGL Alphabet Inc. 2.2% Added +2%

STIP iShares Tr 2.1% Added +185%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 2, 2026, compared with the Jul 6, 2026 filing

add_circleNew

PLTR $290K
BDX $256K
HSBC $228K
FLBR $220K

arrow_upwardAdded

STIP +185%
FLKR +46%
RWO +29%
EWJ +20%

arrow_downwardTrimmed

TLT −17%
HYGV −13%
MBSD −12%
EWY −12%

remove_circleSold out

ZBH $324K
AMAT $253K
LRCX $234K
TFC $215K

Boltwood Capital Management

Where the money is

Biggest moves since Jun 30, 2026

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