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Boltwood Capital Management

Portfolio Manager
Boltwood Capital Management
Performance
-1.36% (2026 Q1)
AUM (13F)
$392.07M
# of Holdings
184
Performance Rank
Allocation (Top 20)
50.77%

Boltwood Capital Management Holdings Map

Top 50 Boltwood Capital Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHF
SCHWAB STRATEGIC TR
7.23%1.15M$28.4M
+0.07%(+801)
2025-Q1: 1.17M shares2025-Q2: 1.14M shares2025-Q3: 1.15M shares2025-Q4: 1.14M shares2026-Q1: 1.15M shares
$16.01(+66.50%)
2026-03-31
TDTT
FLEXSHARES TR
5.6%905.3K$21.9M
+14.78%(+116.61K)
2025-Q1: 643.3K shares2025-Q2: 683.8K shares2025-Q3: 739.1K shares2025-Q4: 788.7K shares2026-Q1: 905.3K shares
$23.90(+1.69%)
2026-03-31
MBB
ISHARES TR
3.26%134.4K$12.8M
+2.88%(+3.76K)
2025-Q1: 134.0K shares2025-Q2: 128.6K shares2025-Q3: 128.8K shares2025-Q4: 130.7K shares2026-Q1: 134.4K shares
$97.22(-2.99%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
3.2%274.7K$12.5M
-0.21%(-590)
2025-Q1: 281.7K shares2025-Q2: 278.4K shares2025-Q3: 276.6K shares2025-Q4: 275.3K shares2026-Q1: 274.7K shares
$29.63(+66.04%)
2026-03-31
IEI
ISHARES TR
2.97%98.1K$11.6M
-0.21%(-210)
2025-Q1: 95.9K shares2025-Q2: 96.2K shares2025-Q3: 95.8K shares2025-Q4: 98.3K shares2026-Q1: 98.1K shares
$118.52(-0.70%)
2026-03-31
AAPL
APPLE INC
2.45%37.8K$9.6M
+3.87%(+1.41K)
2025-Q1: 34.1K shares2025-Q2: 36.2K shares2025-Q3: 36.4K shares2025-Q4: 36.4K shares2026-Q1: 37.8K shares
$80.15(+254.56%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.4%53.9K$9.4M
+4.55%(+2.34K)
2025-Q1: 49.5K shares2025-Q2: 51.1K shares2025-Q3: 51.6K shares2025-Q4: 51.5K shares2026-Q1: 53.9K shares
$36.36(+440.47%)
2026-03-31
HYGV
FLEXSHARES TR
2.39%233.5K$9.4M
-20.53%(-60.33K)
2025-Q1: 315.6K shares2025-Q2: 276.9K shares2025-Q3: 285.0K shares2025-Q4: 293.9K shares2026-Q1: 233.5K shares
$44.07(-8.71%)
2026-03-31
SCHE
SCHWAB STRATEGIC TR
2.15%255.7K$8.4M
+5.78%(+13.96K)
2025-Q1: 240.0K shares2025-Q2: 240.6K shares2025-Q3: 242.0K shares2025-Q4: 241.7K shares2026-Q1: 255.7K shares
$26.11(+37.85%)
2026-03-31
IJH
ISHARES TR
2.03%117.8K$8.0M
+0.71%(+835)
2025-Q1: 114.1K shares2025-Q2: 115.9K shares2025-Q3: 115.5K shares2025-Q4: 117.0K shares2026-Q1: 117.8K shares
$28.50(+157.08%)
2026-03-31

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