Boltwood Capital Management — 13F holdings

Boltwood Capital Management reported 195 holdings worth $443M in its 13F filing for Q3 2026, filed October 2, 2026.

Largest positions

1. SCHF SCHWAB STRATEGIC TR — $30.9M (7.0%)
2. TDTT FLEXSHARES TR — $20.8M (4.7%)
3. SPDW SPDR INDEX SHS FDS — $13.6M (3.1%)
4. AAPL APPLE INC — $13.2M (3.0%)
5. MBB ISHARES TR — $13.2M (3.0%)
6. NVDA NVIDIA CORPORATION — $13.0M (2.9%)
7. IEI ISHARES TR — $11.5M (2.6%)
8. XLK SELECT SECTOR SPDR TR — $11.0M (2.5%)
9. MSFT MICROSOFT CORP — $10.6M (2.4%)
10. SCHE SCHWAB STRATEGIC TR — $9.82M (2.2%)