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: $392.1M176 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$331K	0.1%Prev: 0.1%	2,277 SH	Decreased+10 SH
ABBOTT LABORATORIES	COM	$2.0M	0.5%	19,283 SH	New
ABBVIE INC	COM	$1.5M	0.4%Prev: 0.4%	6,875 SH	Increased-125 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$278K	0.1%Prev: 0.1%	1,403 SH	Decreased+260 SH
ADOBE INC	COM	$441K	0.1%Prev: 0.2%	1,814 SH	Decreased-54 SH
ADVANCED MICRO DEVICES INC	COM	$1.8M	0.5%Prev: 0.2%	8,707 SH	Increased+1,880 SH
ALLSTATE CORP	COM	$1.5M	0.4%Prev: 0.5%	7,044 SH	Decreased-353 SH
ALPHABET INC	CAP STK CL A	$7.7M	2.0%Prev: 1.2%	26,866 SH	Increased+2,236 SH
ALPHABET INC	CAP STK CL C	$843K	0.2%Prev: 0.1%	2,940 SH	Increased+365 SH
AMAZON COM INC	COM	$3.8M	1.0%Prev: 0.9%	18,405 SH	Increased+2,544 SH
AMERICAN EXPRESS CO	COM	$2.1M	0.5%Prev: 0.6%	7,100 SH	Increased-198 SH
AMERICAN TOWER CORP	COM	$459K	0.1%	2,657 SH	New
ANALOG DEVICES INC	COM	$925K	0.2%Prev: 0.2%	2,906 SH	Increased-164 SH
APPLE INC	COM	$9.6M	2.4%Prev: 2.3%	37,782 SH	Increased+3,676 SH
ASML HLDG NV	N Y REGISTRY SHS	$271K	0.1%	205 SH	New
AT&T INC	COM	$570K	0.1%Prev: 0.2%	19,648 SH	Decreased-2,240 SH
AUTOMATIC DATA PROCESSING IN	COM	$652K	0.2%Prev: 0.3%	3,211 SH	Decreased-56 SH
BANCO SANTANDER SA	ADR	$124K	0.0%	11,000 SH	New
BANK MONTREAL MEDIUM	COM	$592K	0.2%	4,375 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$995K	0.3%Prev: 0.3%	2,076 SH	Decreased+13 SH
BIOGEN INC	COM	$234K	0.1%	1,274 SH	New
BLACKROCK INC	COM	$615K	0.2%Prev: 0.2%	639 SH	Decreased-206 SH
BLACKSTONE INC	COM	$1.1M	0.3%Prev: 0.4%	9,151 SH	Decreased+662 SH
BOEING CO	COM	$795K	0.2%Prev: 0.2%	3,994 SH	Increased+369 SH
BRISTOL-MYERS SQUIBB CO	COM	$362K	0.1%Prev: 0.1%	5,965 SH	Increased+720 SH
BROADCOM INC	COM	$1.4M	0.3%Prev: 0.1%	4,415 SH	Increased+2,002 SH
CATERPILLAR INC	COM	$5.4M	1.4%Prev: 0.8%	7,571 SH	Increased-624 SH
CENCORA INC	COM	$564K	0.1%Prev: 0.1%	1,796 SH	Increased+60 SH
CHEVRON CORPORATION	COM	$4.7M	1.2%	22,765 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$216K	0.1%Prev: 0.2%	6,760 SH	Decreased-6,675 SH
CISCO SYS INC	COM	$930K	0.2%Prev: 0.2%	11,985 SH	Increased+552 SH
CITIGROUP INC	COM NEW	$544K	0.1%	4,801 SH	New
CME GROUP INC	COM	$929K	0.2%Prev: 0.3%	3,145 SH	Increased+45 SH
COCA COLA CO	COM	$2.0M	0.5%Prev: 0.6%	26,213 SH	Increased-42 SH
CORNING INC	COM	$258K	0.1%	1,895 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.7M	0.4%	1,719 SH	New
CROWDSTRIKE HLDGS INC	CL A	$349K	0.1%Prev: 0.1%	895 SH	Increased-31 SH
CVS HEALTH CORP	COM	$631K	0.2%Prev: 0.2%	8,785 SH	Increased+115 SH
DANAHER CORP DEL	COM	$829K	0.2%	4,370 SH	New
DISNEY WALT CO	COM	$1.3M	0.3%Prev: 0.4%	13,030 SH	Decreased-353 SH
DOMINION ENERGY INC	COM	$257K	0.1%Prev: 0.1%	4,150 SH	Increased-35 SH
EATON CORP PLC	SHS	$450K	0.1%Prev: 0.1%	1,259 SH	Increased+314 SH
ELI LILLY & CO	COM	$1.7M	0.4%Prev: 0.5%	1,860 SH	Increased-145 SH
EMERSON ELEC CO	COM	$341K	0.1%	2,604 SH	New
EXXON MOBIL CORP	COM	$4.3M	1.1%Prev: 0.9%	25,427 SH	Increased+277 SH
FLEXSHARES TR	CR SCD US BD	$3.7M	0.9%Prev: 1.2%	76,597 SH	Decreased-6,325 SH
FLEXSHARES TR	DISCP DUR MBS	$5.9M	1.5%Prev: 2.4%	285,683 SH	Decreased-103,495 SH
FLEXSHARES TR	FLEXSHARES ULTRA	$1.5M	0.4%Prev: 0.6%	20,073 SH	Decreased-3,883 SH
FLEXSHARES TR	GLB QLT R/E IDX	$5.0M	1.3%Prev: 1.4%	83,627 SH	Increased+6,760 SH
FLEXSHARES TR	HIG YLD VL ETF	$9.4M	2.4%Prev: 3.9%	233,538 SH	Decreased-82,098 SH
FLEXSHARES TR	IBOXX 3R TARGT	$21.9M	5.6%Prev: 4.8%	905,288 SH	Increased+261,954 SH
FLEXSHARES TR	MORNSTAR UPSTR	$7.1M	1.8%Prev: 1.6%	129,236 SH	Increased-2,736 SH
FLEXSHARES TR	STOXX GLOBR INF	$5.3M	1.4%Prev: 1.4%	83,619 SH	Increased+3,089 SH
FORTIVE CORP	COM	$243K	0.1%Prev: 0.1%	4,400 SH	Decreased-23 SH
FRANKLIN TEMPLETON ETF TR	FTSE CHINA	$958K	0.2%Prev: 0.3%	42,775 SH	Increased-275 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$449K	0.1%Prev: 0.1%	12,400 SH	Increased+3,300 SH
FRANKLIN TEMPLETON ETF TR	FTSE SOUTH KOREA	$677K	0.2%Prev: 0.1%	16,975 SH	Increased+450 SH
FRANKLIN TEMPLETON ETF TR	FTSE TAIWAN	$889K	0.2%Prev: 0.1%	13,050 SH	Increased+2,100 SH
FREEPORT MCMORAN INC	CL B	$585K	0.1%	9,952 SH	New
GE AEROSPACE	COM NEW	$322K	0.1%Prev: 0.1%	1,133 SH	Increased-53 SH
GE VERNOVA INC	COM	$214K	0.1%	245 SH	New
GOLDMAN SACHS GROUP INC	COM	$626K	0.2%Prev: 0.1%	740 SH	Increased+305 SH
GSK PLC	SPONSORED ADR	$684K	0.2%Prev: 0.1%	12,388 SH	Increased+400 SH
HALLIBURTON CO	COM	$319K	0.1%Prev: 0.1%	8,185 SH	Increased-1,175 SH
HOME DEPOT INC	COM	$936K	0.2%Prev: 0.3%	2,845 SH	Decreased-25 SH
HONEYWELL INTL INC	COM	$370K	0.1%Prev: 0.2%	1,636 SH	Decreased-1,479 SH
INTEL CORP	COM	$313K	0.1%	7,100 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$1.9M	0.5%Prev: 0.7%	11,868 SH	Decreased-1,018 SH
INTERNATIONAL BUSINESS MACHS	COM	$631K	0.2%Prev: 0.2%	2,605 SH	Decreased-87 SH
INTUIT	COM	$252K	0.1%	583 SH	New
ISHARES INC	MSCI BRAZIL ETF	$211K	0.1%	5,500 SH	New
ISHARES INC	MSCI CDA ETF	$384K	0.1%Prev: 0.1%	7,000 SH	Increased+775 SH
ISHARES INC	MSCI FRANCE ETF	$440K	0.1%Prev: 0.1%	10,150 SH	Increased+2,000 SH
ISHARES INC	MSCI GERMANY ETF	$367K	0.1%Prev: 0.1%	9,250 SH	Increased+2,100 SH
ISHARES INC	MSCI JAPAN ETF	$547K	0.1%	6,475 SH	New
ISHARES INC	MSCI STH AFR ETF	$278K	0.1%	4,100 SH	New
ISHARES INC	MSCI STH KOR ETF	$500K	0.1%	4,065 SH	New
ISHARES INC	MSCI SWITZERLAND	$394K	0.1%Prev: 0.1%	6,700 SH	Increased+1,175 SH
ISHARES INC	MSCI TAIWAN ETF	$833K	0.2%Prev: 0.1%	11,750 SH	Increased+1,650 SH
ISHARES TR	0-5 YR TIPS ETF	$2.3M	0.6%Prev: 0.1%	22,265 SH	Increased+19,265 SH
ISHARES TR	1 3 YR TREAS BD	$6.9M	1.8%Prev: 1.9%	83,325 SH	Increased+7,665 SH
ISHARES TR	20 YR TR BD ETF	$1.8M	0.5%Prev: 0.5%	20,935 SH	Increased+3,100 SH
ISHARES TR	3 7 YR TREAS BD	$11.6M	3.0%Prev: 3.4%	98,073 SH	Increased+2,205 SH
ISHARES TR	7-10 YR TRSY BD	$2.9M	0.7%Prev: 0.9%	30,050 SH	Decreased-917 SH
ISHARES TR	CALIF MUN BD ETF	$706K	0.2%Prev: 0.2%	12,415 SH	Increased+715 SH
ISHARES TR	CORE S&P MCP ETF	$8.0M	2.0%Prev: 2.0%	117,820 SH	Increased+3,745 SH
ISHARES TR	CORE S&P SCP ETF	$7.1M	1.8%Prev: 1.8%	56,962 SH	Increased+336 SH
ISHARES TR	GLB INFRASTR ETF	$1.0M	0.3%Prev: 0.2%	15,130 SH	Increased+3,670 SH
ISHARES TR	IBOXX HI YD ETF	$7.0M	1.8%Prev: 1.6%	87,505 SH	Increased+20,105 SH
ISHARES TR	ISHS 1-5YR INVS	$4.2M	1.1%Prev: 1.3%	80,715 SH	Increased+2,063 SH
ISHARES TR	ISHS 5-10YR INVT	$1.3M	0.3%Prev: 0.4%	23,908 SH	Increased+463 SH
ISHARES TR	MBS ETF	$12.8M	3.3%Prev: 3.8%	134,437 SH	Increased+452 SH
ISHARES TR	MSCI CHINA ETF	$1.2M	0.3%Prev: 0.2%	21,015 SH	Increased+7,690 SH
ISHARES TR	MSCI EAFE ETF	$3.1M	0.8%Prev: 0.8%	32,052 SH	Increased-670 SH
ISHARES TR	MSCI EMG MKT ETF	$670K	0.2%Prev: 0.2%	11,803 SH	Increased-95 SH
ISHARES TR	MSCI INDIA ETF	$1.1M	0.3%Prev: 0.3%	23,350 SH	Increased+4,475 SH
ISHARES TR	MSCI UK ETF NEW	$659K	0.2%Prev: 0.1%	14,475 SH	Increased+3,075 SH
ISHARES TR	NATIONAL MUN ETF	$233K	0.1%	2,191 SH	New
ISHARES TR	RESIDENTIAL MULT	$300K	0.1%Prev: 0.1%	3,600 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$1.3M	0.3%Prev: 0.4%	12,605 SH	Increased+1,205 SH
ISHARES TR	ULTRA SHORT DUR	$1.0M	0.3%	20,505 SH	New
JACOBS SOLUTIONS INC	COM	$441K	0.1%Prev: 0.1%	3,465 SH	Increased-60 SH
JOHNSON & JOHNSON	COM	$1.1M	0.3%Prev: 0.2%	4,439 SH	Increased+981 SH
JOHNSON CONTROLS INTERNATION	SHS	$551K	0.1%	4,210 SH	New
JPMORGAN CHASE & CO	COM	$5.0M	1.3%	16,982 SH	New
KKR & CO INC	COM	$307K	0.1%	3,319 SH	New
KLA CORP	COM NEW	$3.0M	0.8%Prev: 0.4%	2,030 SH	Increased-20 SH
LOWES COS INC	COM	$2.8M	0.7%Prev: 0.9%	11,942 SH	Decreased-551 SH
MARSH & MCLENNAN COS INC	COM	$515K	0.1%Prev: 0.3%	2,968 SH	Decreased-1,654 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.3%Prev: 0.4%	2,685 SH	Increased+481 SH
MCDONALDS CORP	COM	$600K	0.2%Prev: 0.2%	1,931 SH	Decreased-54 SH
MEDTRONIC PLC	SHS	$362K	0.1%	4,183 SH	New
MERCK & CO INC	COM	$703K	0.2%Prev: 0.2%	5,843 SH	Increased+60 SH
META PLATFORMS INC	CL A	$2.8M	0.7%Prev: 0.8%	4,869 SH	Increased+510 SH
MICROCHIP TECHNOLOGY INC.	COM	$914K	0.2%Prev: 0.3%	14,139 SH	Decreased-5,125 SH
MICROSOFT CORP	COM	$7.1M	1.8%Prev: 1.9%	19,292 SH	Increased+2,302 SH
MONDELEZ INTL INC	CL A	$751K	0.2%Prev: 0.3%	13,034 SH	Decreased-334 SH
MOODYS CORP	COM	$297K	0.1%Prev: 0.1%	680 SH	Decreased-75 SH
NETFLIX INC.	COM	$455K	0.1%	4,737 SH	New
NEXTERA ENERGY INC	COM	$662K	0.2%Prev: 0.2%	7,124 SH	Increased-283 SH
NORFOLK SOUTHN CORP	COM	$552K	0.1%Prev: 0.2%	1,922 SH	Increased-406 SH
NUCOR CORP	COM	$253K	0.1%	1,495 SH	New
NVIDIA CORPORATION	COM	$9.4M	2.4%Prev: 1.6%	53,862 SH	Increased+4,356 SH
ORACLE CORP	COM	$1.5M	0.4%Prev: 0.4%	10,195 SH	Increased-175 SH
PALANTIR TECHNOLOGIES INC	CL A	$202K	0.1%	1,380 SH	New
PALO ALTO NETWORKS INC	COM	$631K	0.2%Prev: 0.2%	3,935 SH	Decreased+18 SH
PAYPAL HLDGS INC	COM	$321K	0.1%Prev: 0.1%	7,100 SH	Decreased+765 SH
PEPSICO INC	COM	$820K	0.2%Prev: 0.2%	5,281 SH	Increased+95 SH
PFIZER INC	COM	$1.6M	0.4%Prev: 0.4%	56,819 SH	Increased+170 SH
PHILIP MORRIS INTL INC	COM	$312K	0.1%Prev: 0.1%	1,885 SH	Decreased-90 SH
PROCTER & GAMBLE CO	COM	$2.0M	0.5%	13,952 SH	New
PROLOGIS INC.	COM	$673K	0.2%Prev: 0.2%	5,095 SH	Increased+70 SH
REDDIT INC	CL A	$403K	0.1%Prev: 0.4%	2,990 SH	Decreased-8,982 SH
RTX CORPORATION	COM	$1.7M	0.4%Prev: 0.3%	8,704 SH	Increased+1,631 SH
SALESFORCE INC	COM	$1.7M	0.4%Prev: 0.8%	9,216 SH	Decreased-49 SH
SANDISK CORP	COM	$219K	0.1%	345 SH	New
SCHWAB CHARLES CORP	COM	$755K	0.2%Prev: 0.2%	8,037 SH	Increased+320 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$8.4M	2.1%Prev: 2.0%	255,695 SH	Increased+15,736 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$28.4M	7.2%Prev: 7.0%	1,145,614 SH	Increased-23,152 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.6M	0.7%Prev: 0.7%	102,795 SH	Increased-3,465 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.9M	0.8%Prev: 0.6%	95,254 SH	Increased+16,281 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$3.4M	0.9%Prev: 0.7%	117,932 SH	Increased+22,194 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$2.3M	0.6%	20,546 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$4.1M	1.0%	41,662 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.6M	0.7%	43,017 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$2.2M	0.6%	45,253 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$2.8M	0.7%	19,422 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$2.3M	0.6%	13,982 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$1.0M	0.3%	20,865 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$637K	0.2%	15,602 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$7.5M	1.9%	56,181 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$989K	0.3%	21,547 SH	New
SHELL PLC	SPON ADS	$230K	0.1%	2,475 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$23.0M	5.9%	468,030 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$8.6M	2.2%	360,383 SH	New
STARBUCKS CORP	COM	$229K	0.1%Prev: 0.1%	2,555 SH	Decreased-67 SH
TAPESTRY INC	COM	$1.1M	0.3%Prev: 0.2%	7,554 SH	Increased-904 SH
TESLA INC	COM	$835K	0.2%Prev: 0.2%	2,245 SH	Increased+285 SH
TJX COS INC NEW	COM	$1.9M	0.5%Prev: 0.5%	12,128 SH	Increased-773 SH
UNION PAC CORP	COM	$269K	0.1%Prev: 0.1%	1,110 SH	Increased-20 SH
US BANCORP	COM NEW	$300K	0.1%	5,770 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$502K	0.1%Prev: 0.2%	5,656 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$957K	0.2%Prev: 0.3%	2,984 SH	Increased-273 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.1M	0.5%Prev: 0.6%	27,644 SH	Increased-4,330 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$591K	0.2%Prev: 0.2%	10,938 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$731K	0.2%Prev: 0.2%	3,400 SH	Increased-172 SH
VANGUARD WORLD FD	COMM SRVC ETF	$357K	0.1%Prev: 0.1%	1,987 SH	Increased-17 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$252K	0.1%Prev: 0.1%	702 SH	Increased-62 SH
VANGUARD WORLD FD	ENERGY ETF	$292K	0.1%Prev: 0.1%	1,689 SH	Increased-24 SH
VANGUARD WORLD FD	FINANCIALS ETF	$241K	0.1%Prev: 0.1%	1,997 SH	Increased+34 SH
VANGUARD WORLD FD	INF TECH ETF	$382K	0.1%Prev: 0.1%	547 SH	Increased-34 SH
VERIZON COMMUNICATIONS INC	COM	$342K	0.1%Prev: 0.1%	6,810 SH	Increased+425 SH
VISA INC	COM CL A	$203K	0.1%	670 SH	New
WALMART INC	COM	$2.3M	0.6%Prev: 0.5%	18,580 SH	Increased-1,306 SH
WELLS FARGO & CO	COM	$1.4M	0.3%	17,185 SH	New
ZIMMER BIOMET HOLDINGS INC	COM	$353K	0.1%Prev: 0.1%	3,903 SH	Decreased+105 SH

Sold (vs prior filing)

ABBOTT LABS — $2.9M
AMERICAN TOWER CORP NEW — $573K
BANCO SANTANDER S.A. — $74K
BANK MONTREAL QUE — $413K
BECTON DICKINSON & CO — $279K
CDW CORP — $281K
CHEVRON CORP NEW — $3.8M
COMCAST CORP NEW — $530K
COSTCO WHSL CORP NEW — $1.4M
DANAHER CORPORATION — $901K
FREEPORT-MCMORAN INC — $413K
ISHARES INC — $379K
ISHARES TR — $208K
ISHARES TR — $1.0M
JOHNSON CTLS INTL PLC — $426K
JPMORGAN CHASE & CO. — $4.0M
PROCTER AND GAMBLE CO — $2.4M
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $2.2M
SELECT SECTOR SPDR TR — $2.0M
… and 21 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