StockDriftsStockDriftsTop 50 Boltwood Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 6.97% | 1.12M | $30.9M | -0.80%(-9.11K) | $16.01(+68.12%) | 2026-09-30 | |
| TDTT | FLEXSHARES TR | 4.69% | 894.3K | $20.8M | -10.17%(-101.26K) | $23.91(-2.04%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.06% | 270.5K | $13.6M | -1.09%(-2.98K) | $29.63(+66.25%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.99% | 39.7K | $13.2M | +2.34%(+907) | $89.92(+281.36%) | 2026-09-30 | |
| MBB | ISHARES TR | 2.98% | 147.2K | $13.2M | +5.71%(+7.95K) | $96.85(-6.85%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.92% | 56.7K | $13.0M | +1.91%(+1.06K) | $44.37(+389.22%) | 2026-09-30 | |
| IEI | ISHARES TR | 2.6% | 101.7K | $11.5M | +1.79%(+1.79K) | $118.54(-3.83%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.47% | 56.0K | $11.0M | +0.33%(+185) | $45.69(+307.03%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.39% | 20.6K | $10.6M | +1.98%(+401) | $135.49(+293.77%) | 2026-09-30 | |
| SCHE | SCHWAB STRATEGIC TR | 2.21% | 269.4K | $9.8M | +1.98%(+5.24K) | $26.56(+34.28%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.46% | +34.77% | +3.67% | +19.72% |
| Top 20 Holdings Unweighted | +11.57% | +38.88% | +4.99% | +27.59% |
Boltwood Capital Management reports $443.31M in US-listed equity holdings across 195 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (7.0%), TDTT (4.7%) and SPDW (3.1%). The top 20 holdings account for 49.95% of reported assets. Its disclosed equity book has returned +34.77% on a three-year cumulative basis. Figures reflect the Q3 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