Boltwood Capital Management
Boltwood Capital Management reported 195 stocks worth $443M in its 13F filing for Q3 2026, filed Oct 2, 2026. Its largest holdings are SCHF (7.0%), TDTT (4.7%) and SPDW (3.1%). Compared with Q2 2026, the fund added to AAPL, MBB and NVDA, trimmed SCHF, TDTT and SPDW and sold out of ZBH, AMAT and LRCX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHF Schwab International | $30.9M | 7.0% | 1.1M | −9,107 (−1%) | 8 of 8 | |
| 2 |  TDTT Flexshares TR | $20.8M | 4.7% | 894K | −101K (−10%) | 8 of 8 | |
| 3 |  SPDW Spdr Developed | $13.6M | 3.1% | 270K | −2,985 (−1%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $13.2M | 3.0% | 40K | +907 (+2%) | 8 of 8 | |
| 5 |  MBB Ishares TR | $13.2M | 3.0% | 147K | +7,954 (+6%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $13M | 2.9% | 57K | +1,065 (+2%) | 8 of 8 | |
| 7 |  IEI Ishares TR | $11.5M | 2.6% | 102K | +1,787 (+2%) | 8 of 8 | |
| 8 |  XLK Select Sector Spdr TR | $11M | 2.5% | 56K | +185 (+0%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $10.6M | 2.4% | 21K | +401 (+2%) | 8 of 8 | |
| 10 |  SCHE Schwab Emerging Markets | $9.8M | 2.2% | 269K | +5,242 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Boltwood Capital Management 13F FAQ
What does Boltwood Capital Management own?
Boltwood Capital Management reported 195 stocks worth $443M in its 13F filing for Q3 2026, filed Oct 2, 2026. Its largest holdings are SCHF (7.0%), TDTT (4.7%) and SPDW (3.1%). The table above lists every position in the filing (the top 10 without an account).
What did Boltwood Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 110 added to, 60 trimmed and 5 sold out. It sold all of ZBH, AMAT and LRCX.
When will Boltwood Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Boltwood Capital Management's portfolio worth?
The Q3 2026 filing reports $443M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.