Boltwood Capital Management

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

Import this data to Google Sheets with:

=jivedata("boltwood-capital-management-0001563690-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $351.8M172 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$339K	0.1%Prev: 0.1%	2,227 SH	Increased-50 SH
ABBOTT LABS	COM	$2.9M	0.8%	21,525 SH	New
ABBVIE INC	COM	$1.3M	0.4%Prev: 0.4%	6,941 SH	Decreased+66 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$440K	0.1%Prev: 0.1%	1,471 SH	Increased+68 SH
ADOBE INC	COM	$737K	0.2%Prev: 0.1%	1,906 SH	Increased+92 SH
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.3%Prev: 0.5%	8,101 SH	Decreased-606 SH
ALLSTATE CORP	COM	$1.4M	0.4%Prev: 0.4%	7,154 SH	Decreased+110 SH
ALPHABET INC	CAP STK CL A	$4.6M	1.3%Prev: 2.0%	25,856 SH	Decreased-1,010 SH
ALPHABET INC	CAP STK CL C	$475K	0.1%Prev: 0.2%	2,675 SH	Decreased-265 SH
AMAZON COM INC	COM	$3.7M	1.0%Prev: 1.0%	16,816 SH	Decreased-1,589 SH
AMERICAN EXPRESS CO	COM	$2.3M	0.7%Prev: 0.5%	7,243 SH	Increased+143 SH
AMERICAN TOWER CORP NEW	COM	$579K	0.2%	2,621 SH	New
ANALOG DEVICES INC	COM	$676K	0.2%Prev: 0.2%	2,840 SH	Decreased-66 SH
APPLE INC	COM	$7.4M	2.1%Prev: 2.4%	36,204 SH	Decreased-1,578 SH
AT&T INC	COM	$580K	0.2%Prev: 0.1%	20,028 SH	Increased+380 SH
AUTOMATIC DATA PROCESSING IN	COM	$998K	0.3%Prev: 0.2%	3,236 SH	Increased+25 SH
BANCO SANTANDER S.A.	ADR	$91K	0.0%	11,000 SH	New
BANK MONTREAL QUE	COM	$484K	0.1%	4,375 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$981K	0.3%Prev: 0.3%	2,019 SH	Decreased-57 SH
BLACKROCK INC	COM	$708K	0.2%Prev: 0.2%	675 SH	Increased+36 SH
BLACKSTONE INC	COM	$1.3M	0.4%Prev: 0.3%	8,929 SH	Increased-222 SH
BOEING CO	COM	$769K	0.2%Prev: 0.2%	3,670 SH	Decreased-324 SH
BRISTOL-MYERS SQUIBB CO	COM	$261K	0.1%Prev: 0.1%	5,640 SH	Decreased-325 SH
BROADCOM INC	COM	$898K	0.3%Prev: 0.3%	3,256 SH	Decreased-1,159 SH
CARRIER GLOBAL CORPORATION	COM	$261K	0.1%	3,561 SH	New
CATERPILLAR INC	COM	$3.2M	0.9%Prev: 1.4%	8,211 SH	Decreased+640 SH
CENCORA INC	COM	$518K	0.1%Prev: 0.1%	1,726 SH	Decreased-70 SH
CHEVRON CORP NEW	COM	$3.3M	0.9%	22,735 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$743K	0.2%Prev: 0.1%	13,240 SH	Increased+6,480 SH
CISCO SYS INC	COM	$804K	0.2%Prev: 0.2%	11,593 SH	Decreased-392 SH
CITIGROUP INC	COM NEW	$293K	0.1%Prev: 0.1%	3,445 SH	Decreased-1,356 SH
CME GROUP INC	COM	$854K	0.2%Prev: 0.2%	3,100 SH	Decreased-45 SH
COCA COLA CO	COM	$1.8M	0.5%Prev: 0.5%	26,123 SH	Decreased-90 SH
COMCAST CORP NEW	CL A	$506K	0.1%	14,189 SH	New
COSTCO WHSL CORP NEW	COM	$1.5M	0.4%	1,518 SH	New
CROWDSTRIKE HLDGS INC	CL A	$459K	0.1%Prev: 0.1%	901 SH	Increased+6 SH
CVS HEALTH CORP	COM	$594K	0.2%Prev: 0.2%	8,610 SH	Decreased-175 SH
DANAHER CORPORATION	COM	$868K	0.2%	4,395 SH	New
DISNEY WALT CO	COM	$1.7M	0.5%Prev: 0.3%	13,417 SH	Increased+387 SH
DOMINION ENERGY INC	COM	$233K	0.1%Prev: 0.1%	4,115 SH	Decreased-35 SH
EATON CORP PLC	SHS	$364K	0.1%Prev: 0.1%	1,021 SH	Decreased-238 SH
ELI LILLY & CO	COM	$1.5M	0.4%Prev: 0.4%	1,973 SH	Decreased+113 SH
EXXON MOBIL CORP	COM	$2.7M	0.8%Prev: 1.1%	25,340 SH	Decreased-87 SH
FLEXSHARES TR	CR SCD US BD	$3.8M	1.1%Prev: 0.9%	77,918 SH	Increased+1,321 SH
FLEXSHARES TR	DISCP DUR MBS	$7.4M	2.1%Prev: 1.5%	358,160 SH	Increased+72,477 SH
FLEXSHARES TR	FLEXSHARES ULTRA	$1.6M	0.4%Prev: 0.4%	20,723 SH	Increased+650 SH
FLEXSHARES TR	GLB QLT R/E IDX	$4.6M	1.3%Prev: 1.3%	77,557 SH	Decreased-6,070 SH
FLEXSHARES TR	HIG YLD VL ETF	$11.4M	3.2%Prev: 2.4%	276,913 SH	Increased+43,375 SH
FLEXSHARES TR	IBOXX 3R TARGT	$16.6M	4.7%Prev: 5.6%	683,782 SH	Decreased-221,506 SH
FLEXSHARES TR	MORNSTAR UPSTR	$4.8M	1.4%Prev: 1.8%	118,683 SH	Decreased-10,553 SH
FLEXSHARES TR	STOXX GLOBR INF	$5.0M	1.4%Prev: 1.4%	80,228 SH	Decreased-3,391 SH
FORTIVE CORP	COM	$230K	0.1%Prev: 0.1%	4,408 SH	Decreased+8 SH
FRANKLIN TEMPLETON ETF TR	FTSE CHINA	$924K	0.3%Prev: 0.2%	42,550 SH	Decreased-225 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$392K	0.1%Prev: 0.1%	12,200 SH	Decreased-200 SH
FRANKLIN TEMPLETON ETF TR	FTSE SOUTH KOREA	$410K	0.1%Prev: 0.2%	16,775 SH	Decreased-200 SH
FRANKLIN TEMPLETON ETF TR	FTSE TAIWAN	$660K	0.2%Prev: 0.2%	12,650 SH	Decreased-400 SH
FREEPORT-MCMORAN INC	CL B	$459K	0.1%	10,587 SH	New
GE AEROSPACE	COM NEW	$303K	0.1%Prev: 0.1%	1,176 SH	Decreased+43 SH
GOLDMAN SACHS GROUP INC	COM	$315K	0.1%Prev: 0.2%	445 SH	Decreased-295 SH
GSK PLC	SPONSORED ADR	$461K	0.1%Prev: 0.2%	11,993 SH	Decreased-395 SH
HOME DEPOT INC	COM	$1.0M	0.3%Prev: 0.2%	2,770 SH	Increased-75 SH
HONEYWELL INTL INC	COM	$728K	0.2%Prev: 0.1%	3,125 SH	Increased+1,489 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2.3M	0.7%Prev: 0.5%	12,486 SH	Increased+618 SH
INTERNATIONAL BUSINESS MACHS	COM	$765K	0.2%Prev: 0.2%	2,595 SH	Increased-10 SH
ISHARES INC	MSCI CDA ETF	$260K	0.1%Prev: 0.1%	5,625 SH	Decreased-1,375 SH
ISHARES INC	MSCI FRANCE ETF	$400K	0.1%Prev: 0.1%	9,350 SH	Decreased-800 SH
ISHARES INC	MSCI GERMANY ETF	$349K	0.1%Prev: 0.1%	8,250 SH	Decreased-1,000 SH
ISHARES INC	MSCI JPN ETF NEW	$392K	0.1%	5,225 SH	New
ISHARES INC	MSCI STH KOR ETF	$273K	0.1%Prev: 0.1%	3,800 SH	Decreased-265 SH
ISHARES INC	MSCI SWITZERLAND	$322K	0.1%Prev: 0.1%	5,875 SH	Decreased-825 SH
ISHARES INC	MSCI TAIWAN ETF	$545K	0.2%Prev: 0.2%	9,500 SH	Decreased-2,250 SH
ISHARES TR	0-5 YR TIPS ETF	$679K	0.2%Prev: 0.6%	6,600 SH	Decreased-15,665 SH
ISHARES TR	1 3 YR TREAS BD	$6.3M	1.8%Prev: 1.8%	75,560 SH	Decreased-7,765 SH
ISHARES TR	20 YR TR BD ETF	$1.5M	0.4%Prev: 0.5%	16,965 SH	Decreased-3,970 SH
ISHARES TR	3 7 YR TREAS BD	$11.5M	3.3%Prev: 3.0%	96,157 SH	Decreased-1,916 SH
ISHARES TR	7-10 YR TRSY BD	$2.8M	0.8%Prev: 0.7%	29,702 SH	Decreased-348 SH
ISHARES TR	CALIF MUN BD ETF	$594K	0.2%Prev: 0.2%	10,650 SH	Decreased-1,765 SH
ISHARES TR	CORE S&P MCP ETF	$7.2M	2.0%Prev: 2.0%	115,940 SH	Decreased-1,880 SH
ISHARES TR	CORE S&P SCP ETF	$6.2M	1.8%Prev: 1.8%	56,411 SH	Decreased-551 SH
ISHARES TR	CORE US AGGBD ET	$208K	0.1%	2,100 SH	New
ISHARES TR	GLB INFRASTR ETF	$764K	0.2%Prev: 0.3%	12,910 SH	Decreased-2,220 SH
ISHARES TR	IBOXX HI YD ETF	$7.1M	2.0%Prev: 1.8%	87,584 SH	Increased+79 SH
ISHARES TR	ISHS 1-5YR INVS	$4.1M	1.2%Prev: 1.1%	78,112 SH	Decreased-2,603 SH
ISHARES TR	ISHS 5-10YR INVT	$1.2M	0.4%Prev: 0.3%	23,390 SH	Decreased-518 SH
ISHARES TR	MBS ETF	$12.1M	3.4%Prev: 3.3%	128,588 SH	Decreased-5,849 SH
ISHARES TR	MSCI CHINA ETF	$956K	0.3%Prev: 0.3%	17,350 SH	Decreased-3,665 SH
ISHARES TR	MSCI EAFE ETF	$2.9M	0.8%Prev: 0.8%	32,207 SH	Decreased+155 SH
ISHARES TR	MSCI EMG MKT ETF	$575K	0.2%Prev: 0.2%	11,923 SH	Decreased+120 SH
ISHARES TR	MSCI INDIA ETF	$1.1M	0.3%Prev: 0.3%	19,425 SH	Decreased-3,925 SH
ISHARES TR	MSCI UK ETF NEW	$508K	0.1%Prev: 0.2%	12,800 SH	Decreased-1,675 SH
ISHARES TR	RESIDENTIAL MULT	$296K	0.1%Prev: 0.1%	3,600 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$1.1M	0.3%Prev: 0.3%	10,735 SH	Decreased-1,870 SH
ISHARES TR	ULTRA SHORT DUR	$1.0M	0.3%Prev: 0.3%	20,300 SH	Decreased-205 SH
JACOBS SOLUTIONS INC	COM	$460K	0.1%Prev: 0.1%	3,500 SH	Increased+35 SH
JOHNSON & JOHNSON	COM	$617K	0.2%Prev: 0.3%	4,042 SH	Decreased-397 SH
JOHNSON CTLS INTL PLC	SHS	$496K	0.1%	4,698 SH	New
JPMORGAN CHASE & CO.	COM	$4.9M	1.4%	16,913 SH	New
KLA CORP	COM NEW	$1.8M	0.5%Prev: 0.8%	1,988 SH	Decreased-42 SH
LOWES COS INC	COM	$2.7M	0.8%Prev: 0.7%	12,341 SH	Decreased+399 SH
MARSH & MCLENNAN COS INC	COM	$999K	0.3%Prev: 0.1%	4,567 SH	Increased+1,599 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.4%Prev: 0.3%	2,488 SH	Increased-197 SH
MCDONALDS CORP	COM	$562K	0.2%Prev: 0.2%	1,925 SH	Decreased-6 SH
MERCK & CO INC	COM	$453K	0.1%Prev: 0.2%	5,728 SH	Decreased-115 SH
META PLATFORMS INC	CL A	$3.4M	1.0%Prev: 0.7%	4,545 SH	Increased-324 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.1M	0.3%Prev: 0.2%	15,164 SH	Increased+1,025 SH
MICROSOFT CORP	COM	$8.9M	2.5%Prev: 1.8%	17,986 SH	Increased-1,306 SH
MONDELEZ INTL INC	CL A	$929K	0.3%Prev: 0.2%	13,773 SH	Increased+739 SH
MOODYS CORP	COM	$369K	0.1%Prev: 0.1%	735 SH	Increased+55 SH
NETFLIX INC	COM	$325K	0.1%	243 SH	New
NEXTERA ENERGY INC	COM	$521K	0.1%Prev: 0.2%	7,506 SH	Decreased+382 SH
NIKE INC	CL B	$223K	0.1%	3,133 SH	New
NORFOLK SOUTHN CORP	COM	$612K	0.2%Prev: 0.1%	2,390 SH	Increased+468 SH
NVIDIA CORPORATION	COM	$8.1M	2.3%Prev: 2.4%	51,123 SH	Decreased-2,739 SH
ORACLE CORP	COM	$2.2M	0.6%Prev: 0.4%	9,949 SH	Increased-246 SH
PALO ALTO NETWORKS INC	COM	$802K	0.2%Prev: 0.2%	3,917 SH	Increased-18 SH
PAYPAL HLDGS INC	COM	$522K	0.1%Prev: 0.1%	7,020 SH	Increased-80 SH
PEPSICO INC	COM	$683K	0.2%Prev: 0.2%	5,176 SH	Decreased-105 SH
PFIZER INC	COM	$1.4M	0.4%Prev: 0.4%	57,854 SH	Decreased+1,035 SH
PHILIP MORRIS INTL INC	COM	$343K	0.1%Prev: 0.1%	1,885 SH	Increased
PROCTER AND GAMBLE CO	COM	$2.2M	0.6%	13,914 SH	New
PROLOGIS INC.	COM	$527K	0.1%Prev: 0.2%	5,010 SH	Decreased-85 SH
REDDIT INC	CL A	$992K	0.3%Prev: 0.1%	6,590 SH	Increased+3,600 SH
RTX CORPORATION	COM	$1.2M	0.3%Prev: 0.4%	8,346 SH	Decreased-358 SH
SALESFORCE INC	COM	$2.5M	0.7%Prev: 0.4%	9,251 SH	Increased+35 SH
SCHWAB CHARLES CORP	COM	$710K	0.2%Prev: 0.2%	7,779 SH	Decreased-258 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$7.3M	2.1%Prev: 2.1%	240,631 SH	Decreased-15,064 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$25.3M	7.2%Prev: 7.2%	1,144,526 SH	Decreased-1,088 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.6M	0.7%Prev: 0.7%	108,965 SH	Increased+6,170 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.4M	0.7%Prev: 0.8%	84,779 SH	Decreased-10,475 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.8M	0.8%Prev: 0.9%	110,065 SH	Decreased-7,867 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$2.0M	0.6%	18,030 SH	New
SELECT SECTOR SPDR TR	ENERGY	$1.9M	0.5%	22,229 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.2M	0.6%	42,531 SH	New
SELECT SECTOR SPDR TR	INDL	$2.0M	0.6%	13,552 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$680K	0.2%	16,405 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$2.7M	0.8%	12,448 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.2M	0.4%	15,413 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.4M	0.7%	18,017 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$850K	0.2%	10,413 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.1M	0.3%	12,023 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$6.8M	1.9%	26,667 SH	New
SERVICENOW INC	COM	$350K	0.1%	340 SH	New
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$1.1M	0.3%	24,340 SH	New
SPDR INDEX SHS FDS	GLB NAT RESRCE	$2.5M	0.7%	46,200 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$11.3M	3.2%	278,425 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$4.8M	1.4%	112,240 SH	New
SPDR INDEX SHS FDS	S&P GBLINF ETF	$237K	0.1%	3,520 SH	New
SPDR SERIES TRUST	PORT MTG BK ETF	$2.5M	0.7%	114,414 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$529K	0.2%	18,400 SH	New
SPDR SERIES TRUST	PORTFOLIO LN COR	$1.0M	0.3%	45,800 SH	New
SPDR SERIES TRUST	PORTFOLIO LN TSR	$1.9M	0.5%	70,330 SH	New
STARBUCKS CORP	COM	$229K	0.1%Prev: 0.1%	2,495 SH	Decreased-60 SH
TAPESTRY INC	COM	$722K	0.2%Prev: 0.3%	8,220 SH	Decreased+666 SH
TESLA INC	COM	$635K	0.2%Prev: 0.2%	2,000 SH	Decreased-245 SH
TJX COS INC NEW	COM	$1.5M	0.4%Prev: 0.5%	12,526 SH	Decreased+398 SH
UNION PAC CORP	COM	$257K	0.1%Prev: 0.1%	1,115 SH	Decreased+5 SH
US BANCORP DEL	COM NEW	$267K	0.1%	5,905 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$504K	0.1%Prev: 0.1%	5,656 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.3%Prev: 0.2%	3,309 SH	Increased+325 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.0M	0.6%Prev: 0.5%	29,944 SH	Decreased+2,300 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$541K	0.2%Prev: 0.2%	10,938 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$708K	0.2%Prev: 0.2%	3,457 SH	Decreased+57 SH
VANGUARD WORLD FD	COMM SRVC ETF	$342K	0.1%Prev: 0.1%	1,997 SH	Decreased+10 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$259K	0.1%Prev: 0.1%	714 SH	Increased+12 SH
VANGUARD WORLD FD	ENERGY ETF	$215K	0.1%Prev: 0.1%	1,804 SH	Decreased+115 SH
VANGUARD WORLD FD	FINANCIALS ETF	$254K	0.1%Prev: 0.1%	1,998 SH	Increased+1 SH
VANGUARD WORLD FD	INF TECH ETF	$366K	0.1%Prev: 0.1%	552 SH	Decreased+5 SH
VANGUARD WORLD FD	MATERIALS ETF	$206K	0.1%	1,055 SH	New
VERIZON COMMUNICATIONS INC	COM	$280K	0.1%Prev: 0.1%	6,460 SH	Decreased-350 SH
WALMART INC	COM	$1.9M	0.5%Prev: 0.6%	19,782 SH	Decreased+1,202 SH
WELLS FARGO CO NEW	COM	$1.4M	0.4%	16,950 SH	New
ZIMMER BIOMET HOLDINGS INC	COM	$336K	0.1%Prev: 0.1%	3,687 SH	Decreased-216 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $2.0M
AMERICAN TOWER CORP — $459K
ASML HLDG NV — $271K
BANCO SANTANDER SA — $124K
BANK MONTREAL MEDIUM — $592K
BIOGEN INC — $234K
CHEVRON CORPORATION — $4.7M
CORNING INC — $258K
COSTCO WHOLESALE CORPORATION — $1.7M
DANAHER CORP DEL — $829K
EMERSON ELEC CO — $341K
FREEPORT MCMORAN INC — $585K
GE VERNOVA INC — $214K
HALLIBURTON CO — $319K
INTEL CORP — $313K
INTUIT — $252K
ISHARES INC — $211K
ISHARES INC — $547K
ISHARES INC — $278K
ISHARES TR — $233K
… and 25 more

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