Boltwood Capital Management
CIK 1563690
13F filing for Q2 2026・No. 4,258
- Holdings
- US$436.41M
- Quarter change
- +US$44.34M
- Entries
- 192
- Net bought (estimate)
- +US$10.48M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 3
- Cut 60
- Added 111
- Corporate actions 0
- Unchanged 10
Largest holdings
192 stocks worth US$436.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRINTL EQTY ETF | Cut | 1,133,518 | US$31.4M | 7.19% |
| FLEXSHARES TRIBOXX 3R TARGT | Added | 995,568 | US$23.8M | 5.45% |
| SPDR INDEX SHS FDSSTATE STREET SPD | Cut | 273,455 | US$13.78M | 3.16% |
| MBBISHARES TRMBS ETF | Added | 139,285 | US$13.17M | 3.02% |
| ISHARES TR3 7 YR TREAS BD | Added | 99,909 | US$11.73M | 2.69% |
| AAPLAppleCOM | Added | 38,842 | US$11.24M | 2.58% |
| NVDANvidiaCOM | Added | 55,677 | US$11.14M | 2.55% |
| SELECT SECTOR SPDR TRSTATE STREET TEC | Cut | 55,807 | US$10.63M | 2.44% |
| GOOGLAlphabetCAP STK CL A | Added | 27,174 | US$9.71M | 2.23% |
| SCHWAB STRATEGIC TREMRG MKTEQ ETF | Added | 264,128 | US$9.58M | 2.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.