Boltwood Capital Management

CIK 0001563690 • 6 13F filings • Apr 10, 2025 – Jul 6, 2026

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Filer information

Filed by: Boltwood Capital Management, Partner
Address: 2099 MOUNT DIABLO BLVD., SUITE 220, WALNUT CREEK, CA, 94596
Phone: 4154331550
AUM: $384.6M

AUM over time

$443.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $328.9M170 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$333K	0.1%	2,267 SH
ABBOTT LABS	COM	$2.9M	0.9%	21,677 SH
ABBVIE INC	COM	$1.5M	0.4%	7,000 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$357K	0.1%	1,143 SH
ADOBE INC	COM	$716K	0.2%	1,868 SH
ADVANCED MICRO DEVICES INC	COM	$701K	0.2%	6,827 SH
ALLSTATE CORP	COM	$1.5M	0.5%	7,397 SH
ALPHABET INC	CAP STK CL A	$3.8M	1.2%	24,630 SH
ALPHABET INC	CAP STK CL C	$402K	0.1%	2,575 SH
AMAZON COM INC	COM	$3.0M	0.9%	15,861 SH
AMERICAN EXPRESS CO	COM	$2.0M	0.6%	7,298 SH
AMERICAN TOWER CORP NEW	COM	$573K	0.2%	2,632 SH
ANALOG DEVICES INC	COM	$619K	0.2%	3,070 SH
APPLE INC	COM	$7.6M	2.3%	34,106 SH
AT&T INC	COM	$619K	0.2%	21,888 SH
AUTOMATIC DATA PROCESSING IN	COM	$998K	0.3%	3,267 SH
BANCO SANTANDER S.A.	ADR	$74K	0.0%	11,000 SH
BANK MONTREAL QUE	COM	$413K	0.1%	4,325 SH
BECTON DICKINSON & CO	COM	$279K	0.1%	1,217 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.3%	2,063 SH
BLACKROCK INC	COM	$800K	0.2%	845 SH
BLACKSTONE INC	COM	$1.2M	0.4%	8,489 SH
BOEING CO	COM	$618K	0.2%	3,625 SH
BRISTOL-MYERS SQUIBB CO	COM	$320K	0.1%	5,245 SH
BROADCOM INC	COM	$404K	0.1%	2,413 SH
CATERPILLAR INC	COM	$2.7M	0.8%	8,195 SH
CDW CORP	COM	$281K	0.1%	1,755 SH
CENCORA INC	COM	$483K	0.1%	1,736 SH
CHEVRON CORP NEW	COM	$3.8M	1.2%	22,715 SH
CHIPOTLE MEXICAN GRILL INC	COM	$675K	0.2%	13,435 SH
CISCO SYS INC	COM	$706K	0.2%	11,433 SH
CME GROUP INC	COM	$822K	0.3%	3,100 SH
COCA COLA CO	COM	$1.9M	0.6%	26,255 SH
COMCAST CORP NEW	CL A	$530K	0.2%	14,374 SH
COSTCO WHSL CORP NEW	COM	$1.4M	0.4%	1,464 SH
CROWDSTRIKE HLDGS INC	CL A	$326K	0.1%	926 SH
CVS HEALTH CORP	COM	$587K	0.2%	8,670 SH
DANAHER CORPORATION	COM	$901K	0.3%	4,395 SH
DISNEY WALT CO	COM	$1.3M	0.4%	13,383 SH
DOMINION ENERGY INC	COM	$235K	0.1%	4,185 SH
EATON CORP PLC	SHS	$257K	0.1%	945 SH
ELI LILLY & CO	COM	$1.7M	0.5%	2,005 SH
EXXON MOBIL CORP	COM	$3.0M	0.9%	25,150 SH
FLEXSHARES TR	CR SCD US BD	$4.0M	1.2%	82,922 SH
FLEXSHARES TR	DISCP DUR MBS	$8.0M	2.4%	389,178 SH
FLEXSHARES TR	FLEXSHARES ULTRA	$1.8M	0.6%	23,956 SH
FLEXSHARES TR	GLB QLT R/E IDX	$4.5M	1.4%	76,867 SH
FLEXSHARES TR	HIG YLD VL ETF	$12.7M	3.9%	315,636 SH
FLEXSHARES TR	IBOXX 3R TARGT	$15.7M	4.8%	643,334 SH
FLEXSHARES TR	MORNSTAR UPSTR	$5.1M	1.6%	131,972 SH
FLEXSHARES TR	STOXX GLOBR INF	$4.6M	1.4%	80,530 SH
FORTIVE CORP	COM	$324K	0.1%	4,423 SH
FRANKLIN TEMPLETON ETF TR	FTSE CHINA	$920K	0.3%	43,050 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$268K	0.1%	9,100 SH
FRANKLIN TEMPLETON ETF TR	FTSE SOUTH KOREA	$303K	0.1%	16,525 SH
FRANKLIN TEMPLETON ETF TR	FTSE TAIWAN	$473K	0.1%	10,950 SH
FREEPORT-MCMORAN INC	CL B	$413K	0.1%	10,898 SH
GE AEROSPACE	COM NEW	$237K	0.1%	1,186 SH
GOLDMAN SACHS GROUP INC	COM	$238K	0.1%	435 SH
GSK PLC	SPONSORED ADR	$464K	0.1%	11,988 SH
HALLIBURTON CO	COM	$237K	0.1%	9,360 SH
HOME DEPOT INC	COM	$1.1M	0.3%	2,870 SH
HONEYWELL INTL INC	COM	$660K	0.2%	3,115 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2.2M	0.7%	12,886 SH
INTERNATIONAL BUSINESS MACHS	COM	$669K	0.2%	2,692 SH
ISHARES INC	MSCI CDA ETF	$254K	0.1%	6,225 SH
ISHARES INC	MSCI FRANCE ETF	$324K	0.1%	8,150 SH
ISHARES INC	MSCI GERMANY ETF	$265K	0.1%	7,150 SH
ISHARES INC	MSCI JPN ETF NEW	$379K	0.1%	5,525 SH
ISHARES INC	MSCI SWITZERLAND	$286K	0.1%	5,525 SH
ISHARES INC	MSCI TAIWAN ETF	$480K	0.1%	10,100 SH
ISHARES TR	0-5 YR TIPS ETF	$310K	0.1%	3,000 SH
ISHARES TR	1 3 YR TREAS BD	$6.3M	1.9%	75,660 SH
ISHARES TR	20 YR TR BD ETF	$1.6M	0.5%	17,835 SH
ISHARES TR	3 7 YR TREAS BD	$11.3M	3.4%	95,868 SH
ISHARES TR	7-10 YR TRSY BD	$3.0M	0.9%	30,967 SH
ISHARES TR	CALIF MUN BD ETF	$658K	0.2%	11,700 SH
ISHARES TR	CORE S&P MCP ETF	$6.7M	2.0%	114,075 SH
ISHARES TR	CORE S&P SCP ETF	$5.9M	1.8%	56,626 SH
ISHARES TR	CORE US AGGBD ET	$208K	0.1%	2,100 SH
ISHARES TR	GLB INFRASTR ETF	$627K	0.2%	11,460 SH
ISHARES TR	IBOXX HI YD ETF	$5.3M	1.6%	67,400 SH
ISHARES TR	ISHS 1-5YR INVS	$4.1M	1.3%	78,652 SH
ISHARES TR	ISHS 5-10YR INVT	$1.2M	0.4%	23,445 SH
ISHARES TR	MBS ETF	$12.6M	3.8%	133,985 SH
ISHARES TR	MSCI CHINA ETF	$725K	0.2%	13,325 SH
ISHARES TR	MSCI EAFE ETF	$2.7M	0.8%	32,722 SH
ISHARES TR	MSCI EMG MKT ETF	$520K	0.2%	11,898 SH
ISHARES TR	MSCI INDIA ETF	$972K	0.3%	18,875 SH
ISHARES TR	MSCI UK ETF NEW	$427K	0.1%	11,400 SH
ISHARES TR	RESIDENTIAL MULT	$311K	0.1%	3,600 SH
ISHARES TR	SHRT NAT MUN ETF	$1.2M	0.4%	11,400 SH
ISHARES TR	ULTRA SHORT-TERM	$1.0M	0.3%	20,300 SH
JACOBS SOLUTIONS INC	COM	$426K	0.1%	3,525 SH
JOHNSON & JOHNSON	COM	$573K	0.2%	3,458 SH
JOHNSON CTLS INTL PLC	SHS	$426K	0.1%	5,322 SH
JPMORGAN CHASE & CO.	COM	$4.0M	1.2%	16,435 SH
KLA CORP	COM NEW	$1.4M	0.4%	2,050 SH
LOWES COS INC	COM	$2.9M	0.9%	12,493 SH
MARSH & MCLENNAN COS INC	COM	$1.1M	0.3%	4,622 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.4%	2,204 SH
MCDONALDS CORP	COM	$620K	0.2%	1,985 SH
MERCK & CO INC	COM	$519K	0.2%	5,783 SH
META PLATFORMS INC	CL A	$2.5M	0.8%	4,359 SH
MICROCHIP TECHNOLOGY INC.	COM	$933K	0.3%	19,264 SH
MICROSOFT CORP	COM	$6.4M	1.9%	16,990 SH
MONDELEZ INTL INC	CL A	$907K	0.3%	13,368 SH
MOODYS CORP	COM	$352K	0.1%	755 SH
NEXTERA ENERGY INC	COM	$525K	0.2%	7,407 SH
NORFOLK SOUTHN CORP	COM	$551K	0.2%	2,328 SH
NVIDIA CORPORATION	COM	$5.4M	1.6%	49,506 SH
ORACLE CORP	COM	$1.4M	0.4%	10,370 SH
PALO ALTO NETWORKS INC	COM	$668K	0.2%	3,917 SH
PAYPAL HLDGS INC	COM	$413K	0.1%	6,335 SH
PEPSICO INC	COM	$778K	0.2%	5,186 SH
PFIZER INC	COM	$1.4M	0.4%	56,649 SH
PHILIP MORRIS INTL INC	COM	$313K	0.1%	1,975 SH
PROCTER AND GAMBLE CO	COM	$2.4M	0.7%	13,982 SH
PROLOGIS INC.	COM	$562K	0.2%	5,025 SH
REDDIT INC	CL A	$1.3M	0.4%	11,972 SH
RTX CORPORATION	COM	$937K	0.3%	7,073 SH
SALESFORCE INC	COM	$2.5M	0.8%	9,265 SH
SCHWAB CHARLES CORP	COM	$604K	0.2%	7,717 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$6.6M	2.0%	239,959 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$23.1M	7.0%	1,168,766 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.3M	0.7%	106,260 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.1M	0.6%	78,973 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.2M	0.7%	95,738 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$1.7M	0.5%	17,786 SH
SELECT SECTOR SPDR TR	ENERGY	$2.2M	0.7%	23,146 SH
SELECT SECTOR SPDR TR	FINANCIAL	$2.0M	0.6%	40,627 SH
SELECT SECTOR SPDR TR	INDL	$1.8M	0.5%	13,471 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$689K	0.2%	16,461 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.4M	0.7%	12,284 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.3M	0.4%	15,761 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.7M	0.8%	18,156 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$850K	0.3%	10,786 SH
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.1M	0.3%	12,835 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$5.3M	1.6%	25,493 SH
SERVICENOW INC	COM	$279K	0.1%	350 SH
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$908K	0.3%	20,815 SH
SPDR INDEX SHS FDS	GLB NAT RESRCE	$2.7M	0.8%	50,865 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$10.3M	3.1%	281,730 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$4.4M	1.3%	111,710 SH
SPDR INDEX SHS FDS	S&P GBLINF ETF	$215K	0.1%	3,470 SH
SPDR SER TR	PORT MTG BK ETF	$2.1M	0.6%	96,583 SH
SPDR SER TR	PORTFLI INTRMDIT	$526K	0.2%	18,400 SH
SPDR SER TR	PORTFOLIO LN COR	$1.1M	0.3%	48,950 SH
SPDR SER TR	PORTFOLIO LN TSR	$1.8M	0.5%	65,490 SH
STARBUCKS CORP	COM	$257K	0.1%	2,622 SH
TAPESTRY INC	COM	$596K	0.2%	8,458 SH
TESLA INC	COM	$508K	0.2%	1,960 SH
TJX COS INC NEW	COM	$1.6M	0.5%	12,901 SH
TRUIST FINL CORP	COM	$409K	0.1%	9,950 SH
UNION PAC CORP	COM	$267K	0.1%	1,130 SH
US BANCORP DEL	COM NEW	$274K	0.1%	6,490 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$512K	0.2%	5,656 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$895K	0.3%	3,257 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.9M	0.6%	31,974 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$495K	0.2%	10,938 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$693K	0.2%	3,572 SH
VANGUARD WORLD FD	COMM SRVC ETF	$297K	0.1%	2,004 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$249K	0.1%	764 SH
VANGUARD WORLD FD	ENERGY ETF	$222K	0.1%	1,713 SH
VANGUARD WORLD FD	FINANCIALS ETF	$235K	0.1%	1,963 SH
VANGUARD WORLD FD	INF TECH ETF	$315K	0.1%	581 SH
VERIZON COMMUNICATIONS INC	COM	$290K	0.1%	6,385 SH
WALMART INC	COM	$1.7M	0.5%	19,886 SH
WELLS FARGO CO NEW	COM	$1.2M	0.4%	16,900 SH
ZIMMER BIOMET HOLDINGS INC	COM	$430K	0.1%	3,798 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 2, 2026	Q4 2025	13F-HR	0001563690-26-000001	$384.6M	View
Oct 2, 2026	Q3 2026	13F-HR	0001563690-26-000005	$443.3M	View
Oct 6, 2025	Q3 2025