StockDriftsStockDriftsTop 50 Boltwood Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 7.19% | 1.13M | $31.4M | -1.06%(-12.10K) | $16.01(+79.02%) | 2026-06-30 | |
| TDTT | FLEXSHARES TR | 5.45% | 995.6K | $23.8M | +9.97%(+90.28K) | $23.91(-1.47%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.16% | 273.5K | $13.8M | -0.45%(-1.23K) | $29.63(+76.18%) | 2026-06-30 | |
| MBB | ISHARES TR | 3.02% | 139.3K | $13.2M | +3.61%(+4.85K) | $97.13(-4.11%) | 2026-06-30 | |
| IEI | ISHARES TR | 2.69% | 99.9K | $11.7M | +1.87%(+1.84K) | $118.51(-1.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.58% | 38.8K | $11.2M | +2.81%(+1.06K) | $84.76(+260.30%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.55% | 55.7K | $11.1M | +3.37%(+1.81K) | $41.13(+449.70%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.44% | 55.8K | $10.6M | -0.67%(-374) | $45.20(+321.99%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.23% | 27.2K | $9.7M | +1.15%(+308) | $86.63(+297.91%) | 2026-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 2.19% | 264.1K | $9.6M | +3.30%(+8.43K) | $26.37(+40.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.69% | +31.98% | +3.71% | +19.98% |
| Top 20 Holdings Unweighted | +11.09% | +37.10% | +5.25% | +29.15% |
Boltwood Capital Management reports $436.41M in US-listed equity holdings across 192 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (7.2%), TDTT (5.5%) and SPDW (3.2%). The top 20 holdings account for 50.11% of reported assets. Its disclosed equity book has returned +31.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boltwood Capital Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1563690). View Boltwood Capital Management’s 13F filings on SEC