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Boltwood Capital Management - Q3 2026 13F Filings

BO

Boltwood Capital Management

CIK: 0001563690
Address: California Walnut Creek 2099 Mount Diablo Blvd., Suite 220
$443.31 M
Portfolio Value
195
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/02/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. STIP Ishares 0-5 Year Tips Bond Etf
+$6.13 M
2. MBB Ishares Mbs Etf
+$712,837.47
3. SPMB Spdr Portfolio Mortgage Backed Bond Etf
+$516,957.58
4. FLKR Franklin Ftse South Korea Etf
+$472,020.42
5. RWO Spdr Dow Jones Global Real Estate Etf
+$411,104

Top Sells

Q3 2026
1. TDTT Flexshares Iboxx 3-Year Targ
−$2.35 M
2. HYGV Flexshares High Yield Value-Scored Bond Index Fund
−$879,214.33
3. MBSD Flexshares Disciplined Duration Mbs Index Fund
−$635,992.98
4. ZBH Zimmer Biomet Holdings
−$323,698
5. TLT Ishares 20+ Year Treasury Bond Etf
−$290,119.4

Asset Allocation

Stocks/ETFs
+1.58%
$443.31 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Boltwood Capital Management Q3 2026 Filing Summary

Boltwood Capital Management filed its 13F report for Q3 2026 on October 02, 2026. The portfolio totaled 443.31 M reflecting a +1.58% change from the prior quarter, spanning 195 assets. The top 10 holdings comprised 33.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Boltwood Capital Management’s Q3 2026 Filing

Boltwood Capital Management submitted their Form 13F-HR for the Q3 2026 period on 10/02/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Boltwood Capital Management reported a managed portfolio value of 443.31 M, consisting of 195 individual positions.

This page displays the raw filing documents. To see which stocks Boltwood Capital Management bought or sold during Q3 2026, please visit Boltwood Capital Management's Portfolio Analysis page.