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: $436.4M184 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$371K	0.1%Prev: 0.1%	2,292 SH	Increased+65 SH
ABBOTT LABORATORIES	COM	$1.7M	0.4%	18,713 SH	New
ABBVIE INC	COM	$1.7M	0.4%Prev: 0.4%	6,880 SH	Increased-61 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$225K	0.1%Prev: 0.1%	1,805 SH	Decreased+334 SH
ADOBE INC	COM	$420K	0.1%Prev: 0.2%	2,047 SH	Decreased+141 SH
ADVANCED MICRO DEVICES INC	COM	$5.0M	1.2%Prev: 0.3%	8,664 SH	Increased+563 SH
ALLSTATE CORP	COM	$1.7M	0.4%Prev: 0.4%	6,964 SH	Increased-190 SH
ALPHABET INC	CAP STK CL A	$9.7M	2.2%Prev: 1.3%	27,174 SH	Increased+1,318 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.3%Prev: 0.1%	3,145 SH	Increased+470 SH
AMAZON COM INC	COM	$4.6M	1.0%Prev: 1.0%	19,149 SH	Increased+2,333 SH
AMERICAN EXPRESS CO	COM	$2.4M	0.5%Prev: 0.7%	7,070 SH	Increased-173 SH
AMERICAN TOWER CORP	COM	$440K	0.1%	2,689 SH	New
ANALOG DEVICES INC	COM	$1.1M	0.3%Prev: 0.2%	2,895 SH	Increased+55 SH
APPLE INC	COM	$11.2M	2.6%Prev: 2.1%	38,842 SH	Increased+2,638 SH
APPLIED MATLS INC	COM	$253K	0.1%	350 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$428K	0.1%	215 SH	New
AT&T INC	COM	$398K	0.1%Prev: 0.2%	19,248 SH	Decreased-780 SH
AUTOMATIC DATA PROCESSING IN	COM	$723K	0.2%Prev: 0.3%	3,230 SH	Decreased-6 SH
BANCO SANTANDER SA	ADR	$152K	0.0%	11,000 SH	New
BANK AMERICA CORP	COM	$214K	0.0%	3,760 SH	New
BANK MONTREAL MEDIUM	COM	$777K	0.2%	4,400 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.2%Prev: 0.3%	2,106 SH	Increased+87 SH
BIOGEN INC	COM	$322K	0.1%	1,489 SH	New
BLACKROCK INC	COM	$616K	0.1%Prev: 0.2%	641 SH	Decreased-34 SH
BLACKSTONE INC	COM	$1.1M	0.2%Prev: 0.4%	8,996 SH	Decreased+67 SH
BOEING CO	COM	$886K	0.2%Prev: 0.2%	4,093 SH	Increased+423 SH
BRISTOL-MYERS SQUIBB CO	COM	$400K	0.1%Prev: 0.1%	6,937 SH	Increased+1,297 SH
BROADCOM INC	COM	$2.0M	0.5%Prev: 0.3%	5,398 SH	Increased+2,142 SH
CATERPILLAR INC	COM	$7.8M	1.8%Prev: 0.9%	7,359 SH	Increased-852 SH
CENCORA INC	COM	$555K	0.1%Prev: 0.1%	1,962 SH	Increased+236 SH
CHEVRON CORPORATION	COM	$3.8M	0.9%	22,860 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$206K	0.0%Prev: 0.2%	6,050 SH	Decreased-7,190 SH
CISCO SYS INC	COM	$1.4M	0.3%Prev: 0.2%	11,868 SH	Increased+275 SH
CITIGROUP INC	COM NEW	$817K	0.2%Prev: 0.1%	5,834 SH	Increased+2,389 SH
CME GROUP INC	COM	$695K	0.2%Prev: 0.2%	3,145 SH	Decreased+45 SH
COCA COLA CO	COM	$2.1M	0.5%Prev: 0.5%	25,983 SH	Increased-140 SH
CORNING INC	COM	$494K	0.1%	1,935 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.6M	0.4%	1,761 SH	New
CROWDSTRIKE HLDGS INC	CL A	$694K	0.2%Prev: 0.1%	910 SH	Increased+9 SH
CVS HEALTH CORP	COM	$973K	0.2%Prev: 0.2%	9,407 SH	Increased+797 SH
DANAHER CORP DEL	COM	$846K	0.2%	4,440 SH	New
DISNEY WALT CO	COM	$1.3M	0.3%Prev: 0.5%	13,285 SH	Decreased-132 SH
DOMINION ENERGY INC	COM	$278K	0.1%Prev: 0.1%	4,065 SH	Increased-50 SH
EATON CORP PLC	SHS	$551K	0.1%Prev: 0.1%	1,292 SH	Increased+271 SH
ELI LILLY & CO	COM	$2.3M	0.5%Prev: 0.4%	1,878 SH	Increased-95 SH
EMERSON ELEC CO	COM	$423K	0.1%	2,956 SH	New
EXXON MOBIL CORP	COM	$3.5M	0.8%Prev: 0.8%	25,625 SH	Increased+285 SH
FLEXSHARES TR	CR SCD US BD	$3.7M	0.8%Prev: 1.1%	75,994 SH	Decreased-1,924 SH
FLEXSHARES TR	DISCP DUR MBS	$5.3M	1.2%Prev: 2.1%	258,214 SH	Decreased-99,946 SH
FLEXSHARES TR	FLEXSHARES ULTRA	$1.4M	0.3%Prev: 0.4%	18,973 SH	Decreased-1,750 SH
FLEXSHARES TR	GLB QLT R/E IDX	$5.4M	1.2%Prev: 1.3%	84,852 SH	Increased+7,295 SH
FLEXSHARES TR	HIG YLD VL ETF	$7.3M	1.7%Prev: 3.2%	180,790 SH	Decreased-96,123 SH
FLEXSHARES TR	IBOXX 3R TARGT	$23.8M	5.5%Prev: 4.7%	995,568 SH	Increased+311,786 SH
FLEXSHARES TR	MORNSTAR UPSTR	$6.9M	1.6%Prev: 1.4%	140,613 SH	Increased+21,930 SH
FLEXSHARES TR	STOXX GLOBR INF	$5.4M	1.2%Prev: 1.4%	84,421 SH	Increased+4,193 SH
FORTIVE CORP	COM	$268K	0.1%Prev: 0.1%	4,390 SH	Increased-18 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$260K	0.1%	7,300 SH	New
FRANKLIN TEMPLETON ETF TR	FTSE CANADA	$208K	0.0%	4,050 SH	New
FRANKLIN TEMPLETON ETF TR	FTSE CHINA	$1.0M	0.2%Prev: 0.3%	50,475 SH	Increased+7,925 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$494K	0.1%Prev: 0.1%	12,430 SH	Increased+230 SH
FRANKLIN TEMPLETON ETF TR	FTSE SOUTH KOREA	$1.1M	0.3%Prev: 0.1%	17,175 SH	Increased+400 SH
FRANKLIN TEMPLETON ETF TR	FTSE TAIWAN	$1.4M	0.3%Prev: 0.2%	13,050 SH	Increased+400 SH
FREEPORT MCMORAN INC	CL B	$624K	0.1%	9,929 SH	New
GE AEROSPACE	COM NEW	$422K	0.1%Prev: 0.1%	1,128 SH	Increased-48 SH
GE VERNOVA INC	COM	$291K	0.1%	248 SH	New
GOLDMAN SACHS GROUP INC	COM	$832K	0.2%Prev: 0.1%	823 SH	Increased+378 SH
GSK PLC	SPONSORED ADR	$684K	0.2%Prev: 0.1%	13,053 SH	Increased+1,060 SH
HALLIBURTON CO	COM	$271K	0.1%	7,985 SH	New
HOME DEPOT INC	COM	$996K	0.2%Prev: 0.3%	2,825 SH	Decreased+55 SH
INTEL CORP	COM	$977K	0.2%	7,000 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$1.4M	0.3%Prev: 0.7%	11,760 SH	Decreased-726 SH
INTERNATIONAL BUSINESS MACHS	COM	$734K	0.2%Prev: 0.2%	2,610 SH	Decreased+15 SH
INTUIT	COM	$266K	0.1%	1,018 SH	New
ISHARES INC	MSCI AUST ETF	$242K	0.1%	8,600 SH	New
ISHARES INC	MSCI BRAZIL ETF	$245K	0.1%	7,100 SH	New
ISHARES INC	MSCI CDA ETF	$519K	0.1%Prev: 0.1%	9,000 SH	Increased+3,375 SH
ISHARES INC	MSCI FRANCE ETF	$529K	0.1%Prev: 0.1%	11,650 SH	Increased+2,300 SH
ISHARES INC	MSCI GERMANY ETF	$441K	0.1%Prev: 0.1%	10,650 SH	Increased+2,400 SH
ISHARES INC	MSCI JAPAN ETF	$800K	0.2%	8,575 SH	New
ISHARES INC	MSCI NETHERL ETF	$292K	0.1%	4,150 SH	New
ISHARES INC	MSCI STH AFR ETF	$275K	0.1%	4,350 SH	New
ISHARES INC	MSCI STH KOR ETF	$1.1M	0.3%Prev: 0.1%	5,630 SH	Increased+1,830 SH
ISHARES INC	MSCI SWITZERLAND	$497K	0.1%Prev: 0.1%	7,900 SH	Increased+2,025 SH
ISHARES INC	MSCI TAIWAN ETF	$1.5M	0.3%Prev: 0.2%	14,050 SH	Increased+4,550 SH
ISHARES TR	0-5 YR TIPS ETF	$3.4M	0.8%Prev: 0.2%	33,140 SH	Increased+26,540 SH
ISHARES TR	1 3 YR TREAS BD	$6.8M	1.6%Prev: 1.8%	83,420 SH	Increased+7,860 SH
ISHARES TR	20 YR TR BD ETF	$1.9M	0.4%Prev: 0.4%	21,439 SH	Increased+4,474 SH
ISHARES TR	3 7 YR TREAS BD	$11.7M	2.7%Prev: 3.3%	99,909 SH	Increased+3,752 SH
ISHARES TR	7-10 YR TRSY BD	$2.9M	0.7%Prev: 0.8%	30,368 SH	Increased+666 SH
ISHARES TR	CALIF MUN BD ETF	$778K	0.2%Prev: 0.2%	13,505 SH	Increased+2,855 SH
ISHARES TR	CORE S&P MCP ETF	$9.1M	2.1%Prev: 2.0%	117,935 SH	Increased+1,995 SH
ISHARES TR	CORE S&P SCP ETF	$8.4M	1.9%Prev: 1.8%	56,611 SH	Increased+200 SH
ISHARES TR	GLB INFRASTR ETF	$1.2M	0.3%Prev: 0.2%	17,945 SH	Increased+5,035 SH
ISHARES TR	IBOXX HI YD ETF	$6.7M	1.5%Prev: 2.0%	83,640 SH	Decreased-3,944 SH
ISHARES TR	ISHS 1-5YR INVS	$4.3M	1.0%Prev: 1.2%	81,305 SH	Increased+3,193 SH
ISHARES TR	ISHS 5-10YR INVT	$1.3M	0.3%Prev: 0.4%	24,231 SH	Increased+841 SH
ISHARES TR	MBS ETF	$13.2M	3.0%Prev: 3.4%	139,285 SH	Increased+10,697 SH
ISHARES TR	MSCI CHINA ETF	$1.1M	0.2%Prev: 0.3%	21,090 SH	Increased+3,740 SH
ISHARES TR	MSCI EAFE ETF	$3.3M	0.8%Prev: 0.8%	31,827 SH	Increased-380 SH
ISHARES TR	MSCI EMG MKT ETF	$804K	0.2%Prev: 0.2%	11,753 SH	Increased-170 SH
ISHARES TR	MSCI INDIA ETF	$911K	0.2%Prev: 0.3%	18,450 SH	Decreased-975 SH
ISHARES TR	MSCI UK ETF NEW	$802K	0.2%Prev: 0.1%	17,375 SH	Increased+4,575 SH
ISHARES TR	NATIONAL MUN ETF	$246K	0.1%	2,285 SH	New
ISHARES TR	RESIDENTIAL MULT	$341K	0.1%Prev: 0.1%	3,600 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$1.5M	0.3%Prev: 0.3%	13,955 SH	Increased+3,220 SH
ISHARES TR	ULTRA SHORT DUR	$1.0M	0.2%Prev: 0.3%	20,600 SH	Increased+300 SH
JACOBS SOLUTIONS INC	COM	$430K	0.1%Prev: 0.1%	3,415 SH	Decreased-85 SH
JOHNSON & JOHNSON	COM	$1.2M	0.3%Prev: 0.2%	4,618 SH	Increased+576 SH
JOHNSON CONTROLS INTERNATION	SHS	$599K	0.1%	4,100 SH	New
JPMORGAN CHASE & CO	COM	$5.5M	1.3%	16,944 SH	New
KKR & CO INC	COM	$318K	0.1%	3,469 SH	New
KLA CORP	COM NEW	$6.1M	1.4%Prev: 0.5%	20,100 SH	Increased+18,112 SH
LAM RESEARCH CORP	COM NEW	$234K	0.1%	540 SH	New
LOWES COS INC	COM	$2.6M	0.6%Prev: 0.8%	11,937 SH	Decreased-404 SH
MARSH & MCLENNAN COS INC	COM	$461K	0.1%Prev: 0.3%	2,763 SH	Decreased-1,804 SH
MASTERCARD INCORPORATED	CL A	$1.5M	0.3%Prev: 0.4%	2,880 SH	Increased+392 SH
MCDONALDS CORP	COM	$541K	0.1%Prev: 0.2%	2,001 SH	Decreased+76 SH
MEDTRONIC PLC	SHS	$489K	0.1%	6,253 SH	New
MERCK & CO INC	COM	$764K	0.2%Prev: 0.1%	5,943 SH	Increased+215 SH
META PLATFORMS INC	CL A	$2.9M	0.7%Prev: 1.0%	5,110 SH	Decreased+565 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.3M	0.3%Prev: 0.3%	14,029 SH	Increased-1,135 SH
MICRON TECHNOLOGY INC	COM	$525K	0.1%	455 SH	New
MICROSOFT CORP	COM	$7.5M	1.7%Prev: 2.5%	20,229 SH	Decreased+2,243 SH
MONDELEZ INTL INC	CL A	$772K	0.2%Prev: 0.3%	13,350 SH	Decreased-423 SH
MOODYS CORP	COM	$301K	0.1%Prev: 0.1%	665 SH	Decreased-70 SH
NETFLIX INC.	COM	$475K	0.1%	6,647 SH	New
NEXTERA ENERGY INC	COM	$604K	0.1%Prev: 0.1%	6,877 SH	Increased-629 SH
NORFOLK SOUTHN CORP	COM	$600K	0.1%Prev: 0.2%	1,908 SH	Decreased-482 SH
NUCOR CORP	COM	$333K	0.1%	1,495 SH	New
NVIDIA CORPORATION	COM	$11.1M	2.6%Prev: 2.3%	55,677 SH	Increased+4,554 SH
ORACLE CORP	COM	$1.5M	0.3%Prev: 0.6%	10,385 SH	Decreased+436 SH
PALO ALTO NETWORKS INC	COM	$1.4M	0.3%Prev: 0.2%	4,003 SH	Increased+86 SH
PEPSICO INC	COM	$711K	0.2%Prev: 0.2%	5,251 SH	Increased+75 SH
PFIZER INC	COM	$1.4M	0.3%Prev: 0.4%	58,299 SH	Increased+445 SH
PHILIP MORRIS INTL INC	COM	$347K	0.1%Prev: 0.1%	1,920 SH	Increased+35 SH
PROCTER & GAMBLE CO	COM	$2.1M	0.5%	14,131 SH	New
PROLOGIS INC.	COM	$700K	0.2%Prev: 0.1%	5,170 SH	Increased+160 SH
REDDIT INC	CL A	$519K	0.1%Prev: 0.3%	2,990 SH	Decreased-3,600 SH
RTX CORPORATION	COM	$1.7M	0.4%Prev: 0.3%	8,814 SH	Increased+468 SH
SALESFORCE INC	COM	$1.5M	0.3%Prev: 0.7%	9,706 SH	Decreased+455 SH
SANDISK CORP	COM	$784K	0.2%	345 SH	New
SCHWAB CHARLES CORP	COM	$781K	0.2%Prev: 0.2%	8,460 SH	Increased+681 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$9.6M	2.2%Prev: 2.1%	264,128 SH	Increased+23,497 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$31.4M	7.2%Prev: 7.2%	1,133,518 SH	Increased-11,008 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.0M	0.7%Prev: 0.7%	102,641 SH	Increased-6,324 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.6M	0.8%Prev: 0.7%	96,784 SH	Increased+12,005 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.3M	1.0%Prev: 0.8%	117,817 SH	Increased+7,752 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$2.3M	0.5%	21,210 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$4.4M	1.0%	41,987 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.3M	0.5%	42,976 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$2.4M	0.6%	45,562 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.2M	0.7%	20,178 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$2.6M	0.6%	13,806 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$1.0M	0.2%	20,059 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$693K	0.2%	15,749 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$10.6M	2.4%	55,807 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$904K	0.2%	19,928 SH	New
SHELL PLC	SPON ADS	$211K	0.0%	2,725 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$25.9M	5.9%	487,786 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.3M	2.1%	391,268 SH	New
STARBUCKS CORP	COM	$265K	0.1%Prev: 0.1%	2,590 SH	Increased+95 SH
TAPESTRY INC	COM	$1.1M	0.2%Prev: 0.2%	7,345 SH	Increased-875 SH
TESLA INC	COM	$1.2M	0.3%Prev: 0.2%	2,782 SH	Increased+782 SH
TEXAS INSTRS INC	COM	$212K	0.0%	710 SH	New
TJX COS INC NEW	COM	$1.8M	0.4%Prev: 0.4%	12,209 SH	Increased-317 SH
TRUIST FINL CORP	COM	$215K	0.0%	4,310 SH	New
UNION PAC CORP	COM	$295K	0.1%Prev: 0.1%	1,085 SH	Increased-30 SH
US BANCORP	COM NEW	$346K	0.1%	5,725 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$546K	0.1%Prev: 0.1%	5,660 SH	Increased+4 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.3%Prev: 0.3%	2,988 SH	Increased-321 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	0.5%Prev: 0.6%	27,619 SH	Increased-2,325 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$651K	0.1%Prev: 0.2%	10,900 SH	Increased-38 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$805K	0.2%Prev: 0.2%	3,400 SH	Increased-57 SH
VANGUARD WORLD FD	COMM SRVC ETF	$354K	0.1%Prev: 0.1%	1,927 SH	Increased-70 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$278K	0.1%Prev: 0.1%	702 SH	Increased-12 SH
VANGUARD WORLD FD	ENERGY ETF	$249K	0.1%Prev: 0.1%	1,659 SH	Increased-145 SH
VANGUARD WORLD FD	FINANCIALS ETF	$263K	0.1%Prev: 0.1%	1,997 SH	Increased-1 SH
VANGUARD WORLD FD	INF TECH ETF	$519K	0.1%Prev: 0.1%	4,341 SH	Increased+3,789 SH
VERIZON COMMUNICATIONS INC	COM	$298K	0.1%Prev: 0.1%	7,050 SH	Increased+590 SH
VISA INC	COM CL A	$242K	0.1%	705 SH	New
WALMART INC	COM	$2.1M	0.5%Prev: 0.5%	18,390 SH	Increased-1,392 SH
WELLS FARGO & CO	COM	$1.4M	0.3%	17,160 SH	New
YUM BRANDS INC	COM	$235K	0.1%	1,469 SH	New
ZIMMER BIOMET HOLDINGS INC	COM	$324K	0.1%Prev: 0.1%	3,760 SH	Decreased+73 SH

Sold (vs prior filing)

ABBOTT LABS — $2.9M
AMERICAN TOWER CORP NEW — $579K
BANCO SANTANDER S.A. — $91K
BANK MONTREAL QUE — $484K
CARRIER GLOBAL CORPORATION — $261K
CHEVRON CORP NEW — $3.3M
COMCAST CORP NEW — $506K
COSTCO WHSL CORP NEW — $1.5M
DANAHER CORPORATION — $868K
FREEPORT-MCMORAN INC — $459K
HONEYWELL INTL INC — $728K
ISHARES INC — $392K
ISHARES TR — $208K
JOHNSON CTLS INTL PLC — $496K
JPMORGAN CHASE & CO. — $4.9M
NETFLIX INC — $325K
NIKE INC — $223K
PAYPAL HLDGS INC — $522K
PROCTER AND GAMBLE CO — $2.2M
SELECT SECTOR SPDR TR — $2.0M
… and 23 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