Boltwood Capital Management holds a diversified book of 192 stocks worth $436.4M as of Q2 2026 (disclosed Jul 6, 2026, a ~6-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Schwab Intl Equity ETF. Their largest long position is Schwab Intl Equity ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Boltwood Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~6 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Boltwood Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $501.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $141.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $140.6B |
| UBS Group AG | 80 / 80 | $137.4B |
| LPL Financial LLC | 80 / 80 | $63.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.8B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $353.3B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $58.3B |
Ranked by how many of Boltwood Capital Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR INTL EQTY ETF | $31.4M | 1.13M | 7.2% | ▼−1.1% Reduced · −12K sh | |
| 2 | Flexshares TR IBOXX 3R TARGT | $23.8M | 995.6K | 5.5% | ▲+10.0% Added · +90K sh | |
| 3 | SPDR Index SHS FDS STATE STREET SPD | $13.8M | 273.5K | 3.2% | ▼−0.4% Reduced · −1K sh | |
| 4 | Ishares TR MBS ETF | $13.2M | 139.3K | 3.0% | ▲+3.6% Added · +5K sh | |
| 5 | Ishares TR 3 7 YR TREAS BD | $11.7M | 99.9K | 2.7% | ▲+1.9% Added · +2K sh | |
| 6 | Apple Inc COM | $11.2M | 38.8K | 2.6% | ▲+2.8% Added · +1K sh | |
| 7 | Nvidia Corporation COM | $11.1M | 55.7K | 2.6% | ▲+3.4% Added · +2K sh | |
| 8 | Select Sector SPDR TR STATE STREET TEC | $10.6M | 55.8K | 2.4% | ▼−0.7% Reduced · −374 sh | |
| 9 | Alphabet Inc CAP STK CL A | $9.7M | 27.2K | 2.2% | ▲+1.1% Added · +308 sh | |
| 10 | Schwab Strategic TR EMRG MKTEQ ETF | $9.6M | 264.1K | 2.2% | ▲+3.3% Added · +8K sh | |
| 11 | Ishares TR CORE S&P MCP ETF | $9.1M | 117.9K | 2.1% | ▲+0.1% Added · +115 sh | |
| 12 | Ishares TR CORE S&P SCP ETF | $8.4M | 56.6K | 1.9% | ▼−0.6% Reduced · −351 sh | |
| 13 | Caterpillar Inc COM | $7.8M | 7.4K | 1.8% | ▼−2.8% Reduced · −212 sh | |
| 14 | Microsoft Corp COM | $7.5M | 20.2K | 1.7% | ▲+4.8% Added · +937 sh | |
| 15 | Flexshares TR HIG YLD VL ETF | $7.3M | 180.8K | 1.7% | ▼−23% Reduced · −53K sh | |
| 16 | Flexshares TR MORNSTAR UPSTR | $6.9M | 140.6K | 1.6% | ▲+8.8% Added · +11K sh | |
| 17 | Ishares TR 1 3 YR TREAS BD | $6.8M | 83.4K | 1.6% | ▲+0.1% Added · +95 sh | |
| 18 | Ishares TR IBOXX HI YD ETF | $6.7M | 83.6K | 1.5% | ▼−4.4% Reduced · −4K sh | |
| 19 | Kla Corp COM NEW | $6.1M | 20.1K | 1.4% | ▲+890% Added · +18K sh | |
| 20 | SPDR Index SHS FDS STATE STREET SPD | $5.8M | 112.5K | 1.3% | ▲+0.2% Added · +269 sh | |
| 21 | JPMorgan Chase & Co COM | $5.5M | 16.9K | 1.3% | ▼−0.2% Reduced · −38 sh | |
| 22 | Flexshares TR GLB QLT R/E IDX | $5.4M | 84.9K | 1.2% | ▲+1.5% Added · +1K sh | |
| 23 | Flexshares TR STOXX GLOBR INF | $5.4M | 84.4K | 1.2% | ▲+0.9% Added · +802 sh | |
| 24 | Flexshares TR DISCP DUR MBS | $5.3M | 258.2K | 1.2% | ▼−9.6% Reduced · −27K sh | |
| 25 | Advanced Micro Devices Inc COM | $5.0M | 8.7K | 1.2% | ▼−0.5% Reduced · −43 sh | |
| 26 | SPDR Series Trust STATE STREET SPD | $5.0M | 223.7K | 1.1% | ▲+11% Added · +22K sh | |
| 27 | Amazon Com Inc COM | $4.6M | 19.1K | 1.0% | ▲+4.0% Added · +744 sh | |
| 28 | SPDR Index SHS FDS STATE STREET SPD | $4.5M | 67.2K | 1.0% | ▲+37% Added · +18K sh | |
| 29 | Ishares TR ISHS 1-5YR INVS | $4.3M | 81.3K | 1.0% | ▲+0.7% Added · +590 sh | |
| 30 | Schwab Strategic TR US SML CAP ETF | $4.3M | 117.8K | 1.0% | ▼−0.1% Reduced · −115 sh | |
| 31 | Chevron Corporation COM | $3.8M | 22.9K | 0.9% | ▲+0.4% Added · +95 sh | |
| 32 | Flexshares TR CR SCD US BD | $3.7M | 76.0K | 0.8% | ▼−0.8% Reduced · −603 sh | |
| 33 | Schwab Strategic TR US MID-CAP ETF | $3.6M | 96.8K | 0.8% | ▲+1.6% Added · +2K sh | |
| 34 | Exxon Mobil Corp COM | $3.5M | 25.6K | 0.8% | ▲+0.8% Added · +198 sh | |
| 35 | Ishares TR 0-5 YR TIPS ETF | $3.4M | 33.1K | 0.8% | ▲+49% Added · +11K sh | |
| 36 | Ishares TR MSCI EAFE ETF | $3.3M | 31.8K | 0.8% | ▼−0.7% Reduced · −225 sh | |
| 37 | Select Sector SPDR TR STATE STREET HEA | $3.2M | 20.2K | 0.7% | ▲+3.9% Added · +756 sh | |
| 38 | Select Sector SPDR TR STATE STREET CON | $3.0M | 25.8K | 0.7% | ▲+1.0% Added · +260 sh | |
| 39 | Schwab Strategic TR US BRD MKT ETF | $3.0M | 102.6K | 0.7% | ▼−0.1% Reduced · −154 sh | |
| 40 | Meta Platforms Inc CL A | $2.9M | 5.1K | 0.7% | ▲+4.9% Added · +241 sh | |
| 41 | Ishares TR 7-10 YR TRSY BD | $2.9M | 30.4K | 0.7% | ▲+1.1% Added · +318 sh | |
| 42 | Lowes Cos Inc COM | $2.6M | 11.9K | 0.6% | ▼~0% Reduced · −5 sh | |
| 43 | Select Sector SPDR TR STATE STREET IND | $2.6M | 13.8K | 0.6% | ▼−1.3% Reduced · −176 sh | |
| 44 | Select Sector SPDR TR STATE STREET FIN | $2.4M | 45.6K | 0.6% | ▲+0.7% Added · +309 sh | |
| 45 | American Express Co COM | $2.4M | 7.1K | 0.5% | ▼−0.4% Reduced · −30 sh | |
| 46 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.3M | 27.6K | 0.5% | ▼−0.1% Reduced · −25 sh | |
| 47 | Select Sector SPDR TR STATE STREET ENE | $2.3M | 43.0K | 0.5% | ▼−0.1% Reduced · −41 sh | |
| 48 | Select Sector SPDR TR STATE STREET COM | $2.3M | 21.2K | 0.5% | ▲+3.2% Added · +664 sh | |
| 49 | Eli Lilly & Co COM | $2.3M | 1.9K | 0.5% | ▲+1.0% Added · +18 sh | |
| 50 | SPDR Series Trust STATE STREET SPD | $2.1M | 81.7K | 0.5% | ▲+13% Added · +9K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1563690/holdings"
Use Arkolith to show Boltwood Capital Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 6, 2026 | 192 | $436.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 184 | $392.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 2, 2026 | 182 | $384.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 178 | $375.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 172 | $351.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 170 | $328.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 170 | $328.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 2, 2024 | 174 | $337.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.