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: $351.8M178 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$347K	0.1%Prev: 0.1%	2,237 SH	Decreased-55 SH
ABBOTT LABS	COM	$2.9M	0.8%	21,665 SH	New
ABBVIE INC	COM	$1.6M	0.5%Prev: 0.4%	6,896 SH	Decreased+16 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$370K	0.1%Prev: 0.1%	1,500 SH	Increased-305 SH
ADOBE INC	COM	$668K	0.2%Prev: 0.1%	1,894 SH	Increased-153 SH
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.4%Prev: 1.2%	8,118 SH	Decreased-546 SH
ALLSTATE CORP	COM	$1.5M	0.4%Prev: 0.4%	7,154 SH	Decreased+190 SH
ALPHABET INC	CAP STK CL A	$6.3M	1.8%Prev: 2.2%	25,996 SH	Decreased-1,178 SH
ALPHABET INC	CAP STK CL C	$660K	0.2%Prev: 0.3%	2,710 SH	Decreased-435 SH
AMAZON COM INC	COM	$3.8M	1.1%Prev: 1.0%	17,116 SH	Decreased-2,033 SH
AMERICAN EXPRESS CO	COM	$2.4M	0.7%Prev: 0.5%	7,233 SH	Increased+163 SH
AMERICAN TOWER CORP NEW	COM	$504K	0.1%	2,620 SH	New
ANALOG DEVICES INC	COM	$701K	0.2%Prev: 0.3%	2,852 SH	Decreased-43 SH
APPLE INC	COM	$9.3M	2.6%Prev: 2.6%	36,394 SH	Decreased-2,448 SH
AT&T INC	COM	$568K	0.2%Prev: 0.1%	20,128 SH	Increased+880 SH
AUTOMATIC DATA PROCESSING IN	COM	$941K	0.3%Prev: 0.2%	3,206 SH	Increased-24 SH
BANCO SANTANDER S.A.	ADR	$115K	0.0%	11,000 SH	New
BANK MONTREAL QUE	COM	$570K	0.2%	4,375 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.3%Prev: 0.2%	2,059 SH	Decreased-47 SH
BLACKROCK INC	COM	$774K	0.2%Prev: 0.1%	664 SH	Increased+23 SH
BLACKSTONE INC	COM	$1.5M	0.4%Prev: 0.2%	8,944 SH	Increased-52 SH
BOEING CO	COM	$797K	0.2%Prev: 0.2%	3,691 SH	Decreased-402 SH
BRISTOL-MYERS SQUIBB CO	COM	$244K	0.1%Prev: 0.1%	5,410 SH	Decreased-1,527 SH
BROADCOM INC	COM	$1.1M	0.3%Prev: 0.5%	3,379 SH	Decreased-2,019 SH
CARRIER GLOBAL CORPORATION	COM	$242K	0.1%	4,051 SH	New
CATERPILLAR INC	COM	$3.8M	1.1%Prev: 1.8%	7,961 SH	Decreased+602 SH
CENCORA INC	COM	$546K	0.2%Prev: 0.1%	1,748 SH	Decreased-214 SH
CHEVRON CORP NEW	COM	$3.5M	1.0%	22,755 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$501K	0.1%Prev: 0.0%	12,780 SH	Increased+6,730 SH
CISCO SYS INC	COM	$802K	0.2%Prev: 0.3%	11,715 SH	Decreased-153 SH
CITIGROUP INC	COM NEW	$385K	0.1%Prev: 0.2%	3,795 SH	Decreased-2,039 SH
CME GROUP INC	COM	$842K	0.2%Prev: 0.2%	3,115 SH	Increased-30 SH
COCA COLA CO	COM	$1.7M	0.5%Prev: 0.5%	26,318 SH	Decreased+335 SH
COMCAST CORP NEW	CL A	$459K	0.1%	14,618 SH	New
COSTCO WHSL CORP NEW	COM	$1.4M	0.4%	1,558 SH	New
CROWDSTRIKE HLDGS INC	CL A	$444K	0.1%Prev: 0.2%	905 SH	Decreased-5 SH
CVS HEALTH CORP	COM	$658K	0.2%Prev: 0.2%	8,730 SH	Decreased-677 SH
DANAHER CORPORATION	COM	$870K	0.2%	4,390 SH	New
DISNEY WALT CO	COM	$1.5M	0.4%Prev: 0.3%	13,430 SH	Increased+145 SH
DOMINION ENERGY INC	COM	$251K	0.1%Prev: 0.1%	4,105 SH	Decreased+40 SH
EATON CORP PLC	SHS	$401K	0.1%Prev: 0.1%	1,072 SH	Decreased-220 SH
ELI LILLY & CO	COM	$1.5M	0.4%Prev: 0.5%	1,933 SH	Decreased+55 SH
EXXON MOBIL CORP	COM	$2.9M	0.8%Prev: 0.8%	25,325 SH	Decreased-300 SH
FLEXSHARES TR	CR SCD US BD	$3.9M	1.1%Prev: 0.8%	78,949 SH	Increased+2,955 SH
FLEXSHARES TR	DISCP DUR MBS	$7.0M	2.0%Prev: 1.2%	335,253 SH	Increased+77,039 SH
FLEXSHARES TR	FLEXSHARES ULTRA	$1.5M	0.4%Prev: 0.3%	20,473 SH	Increased+1,500 SH
FLEXSHARES TR	GLB QLT R/E IDX	$4.8M	1.4%Prev: 1.2%	79,262 SH	Decreased-5,590 SH
FLEXSHARES TR	HIG YLD VL ETF	$11.7M	3.3%Prev: 1.7%	285,024 SH	Increased+104,234 SH
FLEXSHARES TR	IBOXX 3R TARGT	$18.0M	5.1%Prev: 5.5%	739,131 SH	Decreased-256,437 SH
FLEXSHARES TR	MORNSTAR UPSTR	$5.1M	1.5%Prev: 1.6%	117,197 SH	Decreased-23,416 SH
FLEXSHARES TR	STOXX GLOBR INF	$5.1M	1.5%Prev: 1.2%	81,066 SH	Decreased-3,355 SH
FORTIVE CORP	COM	$215K	0.1%Prev: 0.1%	4,380 SH	Decreased-10 SH
FRANKLIN TEMPLETON ETF TR	FTSE CHINA	$1.1M	0.3%Prev: 0.2%	42,550 SH	Increased-7,925 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$422K	0.1%Prev: 0.1%	12,200 SH	Decreased-230 SH
FRANKLIN TEMPLETON ETF TR	FTSE SOUTH KOREA	$453K	0.1%Prev: 0.3%	16,775 SH	Decreased-400 SH
FRANKLIN TEMPLETON ETF TR	FTSE TAIWAN	$743K	0.2%Prev: 0.3%	12,650 SH	Decreased-400 SH
FREEPORT-MCMORAN INC	CL B	$404K	0.1%	10,297 SH	New
GE AEROSPACE	COM NEW	$349K	0.1%Prev: 0.1%	1,161 SH	Decreased+33 SH
GOLDMAN SACHS GROUP INC	COM	$358K	0.1%Prev: 0.2%	450 SH	Decreased-373 SH
GSK PLC	SPONSORED ADR	$520K	0.1%Prev: 0.2%	12,038 SH	Decreased-1,015 SH
HALLIBURTON CO	COM	$220K	0.1%Prev: 0.1%	8,960 SH	Decreased+975 SH
HOME DEPOT INC	COM	$1.1M	0.3%Prev: 0.2%	2,760 SH	Increased-65 SH
HONEYWELL INTL INC	COM	$690K	0.2%	3,276 SH	New
INTEL CORP	COM	$235K	0.1%Prev: 0.2%	7,000 SH	Decreased
INTERCONTINENTAL EXCHANGE IN	COM	$2.1M	0.6%Prev: 0.3%	12,505 SH	Increased+745 SH
INTERNATIONAL BUSINESS MACHS	COM	$736K	0.2%Prev: 0.2%	2,610 SH	Increased
ISHARES INC	MSCI CDA ETF	$284K	0.1%Prev: 0.1%	5,625 SH	Decreased-3,375 SH
ISHARES INC	MSCI FRANCE ETF	$411K	0.1%Prev: 0.1%	9,350 SH	Decreased-2,300 SH
ISHARES INC	MSCI GERMANY ETF	$345K	0.1%Prev: 0.1%	8,300 SH	Decreased-2,350 SH
ISHARES INC	MSCI JPN ETF NEW	$419K	0.1%	5,225 SH	New
ISHARES INC	MSCI STH AFR ETF	$231K	0.1%Prev: 0.1%	3,600 SH	Decreased-750 SH
ISHARES INC	MSCI STH KOR ETF	$320K	0.1%Prev: 0.3%	4,000 SH	Decreased-1,630 SH
ISHARES INC	MSCI SWITZERLAND	$325K	0.1%Prev: 0.1%	5,875 SH	Decreased-2,025 SH
ISHARES INC	MSCI TAIWAN ETF	$614K	0.2%Prev: 0.3%	9,650 SH	Decreased-4,400 SH
ISHARES TR	0-5 YR TIPS ETF	$982K	0.3%Prev: 0.8%	9,500 SH	Decreased-23,640 SH
ISHARES TR	1 3 YR TREAS BD	$6.4M	1.8%Prev: 1.6%	76,696 SH	Decreased-6,724 SH
ISHARES TR	20 YR TR BD ETF	$1.6M	0.4%Prev: 0.4%	17,585 SH	Decreased-3,854 SH
ISHARES TR	3 7 YR TREAS BD	$11.4M	3.3%Prev: 2.7%	95,803 SH	Decreased-4,106 SH
ISHARES TR	7-10 YR TRSY BD	$2.7M	0.8%Prev: 0.7%	28,498 SH	Decreased-1,870 SH
ISHARES TR	CALIF MUN BD ETF	$622K	0.2%Prev: 0.2%	10,900 SH	Decreased-2,605 SH
ISHARES TR	CORE S&P MCP ETF	$7.5M	2.1%Prev: 2.1%	115,520 SH	Decreased-2,415 SH
ISHARES TR	CORE S&P SCP ETF	$6.7M	1.9%Prev: 1.9%	56,116 SH	Decreased-495 SH
ISHARES TR	CORE US AGGBD ET	$211K	0.1%	2,100 SH	New
ISHARES TR	GLB INFRASTR ETF	$783K	0.2%Prev: 0.3%	12,810 SH	Decreased-5,135 SH
ISHARES TR	IBOXX HI YD ETF	$7.1M	2.0%Prev: 1.5%	87,966 SH	Increased+4,326 SH
ISHARES TR	ISHS 1-5YR INVS	$4.3M	1.2%Prev: 1.0%	80,389 SH	Increased-916 SH
ISHARES TR	ISHS 5-10YR INVT	$1.3M	0.4%Prev: 0.3%	23,903 SH	Increased-328 SH
ISHARES TR	MBS ETF	$12.3M	3.5%Prev: 3.0%	128,790 SH	Decreased-10,495 SH
ISHARES TR	MSCI CHINA ETF	$1.1M	0.3%Prev: 0.2%	17,350 SH	Increased-3,740 SH
ISHARES TR	MSCI EAFE ETF	$3.0M	0.9%Prev: 0.8%	32,117 SH	Decreased+290 SH
ISHARES TR	MSCI EMG MKT ETF	$634K	0.2%Prev: 0.2%	11,873 SH	Decreased+120 SH
ISHARES TR	MSCI INDIA ETF	$1.0M	0.3%Prev: 0.2%	19,425 SH	Increased+975 SH
ISHARES TR	MSCI UK ETF NEW	$537K	0.2%Prev: 0.2%	12,800 SH	Decreased-4,575 SH
ISHARES TR	NATIONAL MUN ETF	$201K	0.1%Prev: 0.1%	1,889 SH	Decreased-396 SH
ISHARES TR	RESIDENTIAL MULT	$306K	0.1%Prev: 0.1%	3,600 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$1.2M	0.3%Prev: 0.3%	11,435 SH	Decreased-2,520 SH
ISHARES TR	ULTRA SHORT DUR	$1.1M	0.3%Prev: 0.2%	21,000 SH	Increased+400 SH
JACOBS SOLUTIONS INC	COM	$519K	0.1%Prev: 0.1%	3,465 SH	Increased+50 SH
JOHNSON & JOHNSON	COM	$780K	0.2%Prev: 0.3%	4,209 SH	Decreased-409 SH
JOHNSON CTLS INTL PLC	SHS	$503K	0.1%	4,578 SH	New
JPMORGAN CHASE & CO.	COM	$5.3M	1.5%	16,951 SH	New
KLA CORP	COM NEW	$2.1M	0.6%Prev: 1.4%	1,953 SH	Decreased-18,147 SH
LOWES COS INC	COM	$3.1M	0.9%Prev: 0.6%	12,210 SH	Increased+273 SH
MARSH & MCLENNAN COS INC	COM	$912K	0.3%Prev: 0.1%	4,527 SH	Increased+1,764 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.4%Prev: 0.3%	2,481 SH	Decreased-399 SH
MCDONALDS CORP	COM	$581K	0.2%Prev: 0.1%	1,911 SH	Increased-90 SH
MERCK & CO INC	COM	$483K	0.1%Prev: 0.2%	5,753 SH	Decreased-190 SH
META PLATFORMS INC	CL A	$3.4M	1.0%Prev: 0.7%	4,596 SH	Increased-514 SH
MICROCHIP TECHNOLOGY INC.	COM	$959K	0.3%Prev: 0.3%	14,939 SH	Decreased+910 SH
MICROSOFT CORP	COM	$9.4M	2.7%Prev: 1.7%	18,133 SH	Increased-2,096 SH
MONDELEZ INTL INC	CL A	$854K	0.2%Prev: 0.2%	13,673 SH	Increased+323 SH
MOODYS CORP	COM	$343K	0.1%Prev: 0.1%	720 SH	Increased+55 SH
NETFLIX INC	COM	$336K	0.1%	280 SH	New
NEXTERA ENERGY INC	COM	$547K	0.2%Prev: 0.1%	7,251 SH	Decreased+374 SH
NIKE INC	CL B	$209K	0.1%	3,000 SH	New
NORFOLK SOUTHN CORP	COM	$735K	0.2%Prev: 0.1%	2,445 SH	Increased+537 SH
NVIDIA CORPORATION	COM	$9.6M	2.7%Prev: 2.6%	51,553 SH	Decreased-4,124 SH
ORACLE CORP	COM	$2.8M	0.8%Prev: 0.3%	10,025 SH	Increased-360 SH
PALANTIR TECHNOLOGIES INC	CL A	$219K	0.1%	1,200 SH	New
PALO ALTO NETWORKS INC	COM	$806K	0.2%Prev: 0.3%	3,957 SH	Decreased-46 SH
PAYPAL HLDGS INC	COM	$478K	0.1%	7,125 SH	New
PEPSICO INC	COM	$731K	0.2%Prev: 0.2%	5,206 SH	Increased-45 SH
PFIZER INC	COM	$1.5M	0.4%Prev: 0.3%	58,274 SH	Increased-25 SH
PHILIP MORRIS INTL INC	COM	$304K	0.1%Prev: 0.1%	1,875 SH	Decreased-45 SH
PROCTER AND GAMBLE CO	COM	$2.1M	0.6%	13,811 SH	New
PROLOGIS INC.	COM	$578K	0.2%Prev: 0.2%	5,050 SH	Decreased-120 SH
REDDIT INC	CL A	$685K	0.2%Prev: 0.1%	2,980 SH	Increased-10 SH
RTX CORPORATION	COM	$1.4M	0.4%Prev: 0.4%	8,502 SH	Decreased-312 SH
SALESFORCE INC	COM	$2.2M	0.6%Prev: 0.3%	9,236 SH	Increased-470 SH
SCHWAB CHARLES CORP	COM	$750K	0.2%Prev: 0.2%	7,851 SH	Decreased-609 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$8.1M	2.3%Prev: 2.2%	241,952 SH	Decreased-22,176 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$26.7M	7.6%Prev: 7.2%	1,145,575 SH	Decreased+12,057 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.7M	0.8%Prev: 0.7%	105,750 SH	Decreased+3,109 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.6M	0.7%Prev: 0.8%	88,764 SH	Decreased-8,020 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$3.2M	0.9%Prev: 1.0%	113,375 SH	Decreased-4,442 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$2.2M	0.6%	18,730 SH	New
SELECT SECTOR SPDR TR	ENERGY	$1.9M	0.6%	21,739 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.3M	0.7%	43,512 SH	New
SELECT SECTOR SPDR TR	INDL	$2.1M	0.6%	13,687 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$680K	0.2%	16,130 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$3.0M	0.9%	12,516 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.2M	0.3%	15,670 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.6M	0.7%	18,539 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$918K	0.3%	10,531 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$988K	0.3%	11,025 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$7.6M	2.2%	26,900 SH	New
SERVICENOW INC	COM	$335K	0.1%	364 SH	New
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$1.1M	0.3%	24,840 SH	New
SPDR INDEX SHS FDS	GLB NAT RESRCE	$2.7M	0.8%	44,800 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$11.8M	3.4%	276,625 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$5.2M	1.5%	110,910 SH	New
SPDR INDEX SHS FDS	S&P GBLINF ETF	$245K	0.1%	3,520 SH	New
SPDR SERIES TRUST	PORT MTG BK ETF	$3.5M	1.0%	156,679 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$1.2M	0.3%	40,900 SH	New
SPDR SERIES TRUST	PORTFOLIO LN COR	$1.1M	0.3%	45,750 SH	New
SPDR SERIES TRUST	PORTFOLIO LN TSR	$1.9M	0.6%	72,030 SH	New
STARBUCKS CORP	COM	$209K	0.1%Prev: 0.1%	2,470 SH	Decreased-120 SH
TAPESTRY INC	COM	$916K	0.3%Prev: 0.2%	8,093 SH	Decreased+748 SH
TESLA INC	COM	$932K	0.3%Prev: 0.3%	2,095 SH	Decreased-687 SH
TJX COS INC NEW	COM	$1.8M	0.5%Prev: 0.4%	12,298 SH	Decreased+89 SH
TRUIST FINL CORP	COM	$206K	0.1%Prev: 0.0%	4,510 SH	Decreased+200 SH
UNION PAC CORP	COM	$258K	0.1%Prev: 0.1%	1,090 SH	Decreased+5 SH
US BANCORP DEL	COM NEW	$287K	0.1%	5,945 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$517K	0.1%Prev: 0.1%	5,656 SH	Decreased-4 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.3%Prev: 0.3%	3,134 SH	Decreased+146 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.1M	0.6%Prev: 0.5%	29,179 SH	Decreased+1,560 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$593K	0.2%Prev: 0.1%	10,938 SH	Decreased+38 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$735K	0.2%Prev: 0.2%	3,407 SH	Decreased+7 SH
VANGUARD WORLD FD	COMM SRVC ETF	$375K	0.1%Prev: 0.1%	1,997 SH	Increased+70 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$277K	0.1%Prev: 0.1%	700 SH	Decreased-2 SH
VANGUARD WORLD FD	ENERGY ETF	$223K	0.1%Prev: 0.1%	1,769 SH	Decreased+110 SH
VANGUARD WORLD FD	FINANCIALS ETF	$263K	0.1%Prev: 0.1%	2,001 SH	Decreased+4 SH
VANGUARD WORLD FD	INF TECH ETF	$408K	0.1%Prev: 0.1%	547 SH	Decreased-3,794 SH
VANGUARD WORLD FD	MATERIALS ETF	$202K	0.1%	985 SH	New
VERIZON COMMUNICATIONS INC	COM	$291K	0.1%Prev: 0.1%	6,610 SH	Decreased-440 SH
WALMART INC	COM	$2.0M	0.6%Prev: 0.5%	19,439 SH	Decreased+1,049 SH
WELLS FARGO CO NEW	COM	$1.4M	0.4%	17,210 SH	New
ZIMMER BIOMET HOLDINGS INC	COM	$367K	0.1%Prev: 0.1%	3,722 SH	Increased-38 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.7M
AMERICAN TOWER CORP — $440K
APPLIED MATLS INC — $253K
ASML HLDG NV — $428K
BANCO SANTANDER SA — $152K
BANK AMERICA CORP — $214K
BANK MONTREAL MEDIUM — $777K
BIOGEN INC — $322K
CHEVRON CORPORATION — $3.8M
CORNING INC — $494K
COSTCO WHOLESALE CORPORATION — $1.6M
DANAHER CORP DEL — $846K
EMERSON ELEC CO — $423K
FRANKLIN TEMPLETON ETF TR — $260K
FRANKLIN TEMPLETON ETF TR — $208K
FREEPORT MCMORAN INC — $624K
GE VERNOVA INC — $291K
INTUIT — $266K
ISHARES INC — $242K
ISHARES INC — $245K
… and 30 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