Notify me when Boltwood Capital Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 182 | $384,558,402 | +$14,970,076 | -$3,926,995 | +$11,043,081 | SCHF, TDTT, MBB, SPDW, HYGV | 13F-HR | 02 Jan 2026, 16:19 |
| Q3 2025 | 178 | $375,674,954 | +$7,263,935 | -$2,747,893 | +$4,516,042 | SCHF, TDTT, MBB, SPDW, HYGV | 13F-HR | 06 Oct 2025, 12:00 |
| Q2 2025 | 172 | $351,768,949 | +$10,524,345 | -$9,159,567 | +$1,364,778 | SCHF, TDTT, MBB, IEI, HYGV | 13F-HR | 08 Jul 2025, 10:48 |
| Q1 2025 | 170 | $328,943,416 | +$11,656,235 | -$10,985,306 | +$670,929 | SCHF, TDTT, HYGV, MBB, IEI | 13F-HR | 10 Apr 2025, 17:23 |
| Q4 2024 | 170 | $328,152,132 | +$22,519,328 | -$6,253,028 | +$16,266,300 | SCHF, TDTT, HYGV, MBB, IEI | 13F-HR | 06 Jan 2025, 10:32 |
| Q3 2024 | 174 | $337,449,636 | +$9,105,711 | -$9,211,915 | -$106,204 | SCHF, HYGV, TDTT, MBB, IEI | 13F-HR | 02 Oct 2024, 14:53 |
| Q2 2024 | 166 | $320,057,902 | +$15,419,626 | -$12,559,112 | +$2,860,514 | SCHF, MBB, HYGV, TDTT, IEI | 13F-HR | 08 Jul 2024, 17:22 |
| Q1 2024 | 169 | $322,752,976 | +$17,880,453 | -$6,157,963 | +$11,722,490 | SCHF, HYGV, MBB, IEI, SPDW | 13F-HR | 04 Apr 2024, 15:05 |
| Q4 2023 | 165 | $301,933,786 | +$23,606,189 | -$13,341,467 | +$10,264,722 | SCHF, MBB, HYGV, IEI, SPDW | 13F-HR | 05 Jan 2024, 13:08 |
| Q3 2023 | 155 | $269,960,548 | +$11,547,773 | -$8,567,328 | +$2,980,445 | SCHF, IEI, HYGV, MBB, SPDW | 13F-HR | 10 Oct 2023, 16:35 |
| Q2 2023 | 160 | $277,318,087 | +$9,128,622 | -$7,966,163 | +$1,162,459 | SCHF, IEI, MBB, HYGV, SPDW | 13F-HR | 06 Jul 2023, 15:07 |
| Q1 2023 | 159 | $267,503,757 | +$15,237,525 | -$4,179,647 | +$11,057,878 | SCHF, HYGV, IEI, MBB, MBSD | 13F-HR | 03 Apr 2023, 19:10 |
| Q4 2022 | 144 | $246,294,199 | +$19,667,356 | -$9,019,852 | +$10,647,504 | SCHF, HYGV, MBSD, IEI, SPDW | 13F-HR | 06 Jan 2023, 14:45 |
| Q3 2022 | 143 | $218,442,000 | +$18,734,546 | -$14,335,819 | +$4,398,727 | SCHF, HYGV, MBSD, SPDW, IEI | 13F-HR | 04 Oct 2022, 11:35 |
| Q2 2022 | 147 | $231,021,000 | +$21,704,203 | -$15,431,557 | +$6,272,646 | SCHF, HYGV, MBSD, SPDW, IEI | 13F-HR | 07 Jul 2022, 13:32 |
| Q1 2022 | 156 | $258,830,000 | +$14,599,093 | -$10,912,200 | +$3,686,893 | SCHF, SPDW, HYGV, MBSD, AAPL | 13F-HR | 20 Apr 2022, 11:29 |
| Q4 2021 | 156 | $270,696,000 | +$13,335,702 | -$4,604,283 | +$8,731,419 | SCHF, SPDW, HYGV, MBSD, AAPL | 13F-HR | 10 Jan 2022, 13:50 |
| Q3 2021 | 151 | $247,988,000 | +$15,050,088 | -$4,940,185 | +$10,109,903 | SCHF, HYGV, SPDW, MBSD, IJR | 13F-HR | 08 Oct 2021, 15:31 |
| Q2 2021 | 150 | $240,804,000 | +$10,037,983 | -$5,485,350 | +$4,552,633 | SCHF, SPDW, HYGV, MBSD, IJR | 13F-HR | 06 Jul 2021, 11:09 |
| Q1 2021 | 148 | $225,167,000 | +$14,086,465 | -$6,756,424 | +$7,330,041 | SCHF, SPDW, HYGV, IJR, MBSD | 13F-HR | 05 Apr 2021, 10:22 |
| Q4 2020 | 143 | $205,896,000 | +$12,210,126 | -$6,353,307 | +$5,856,819 | SCHF, SPDW, AAPL, IJR, IJH | 13F-HR | 04 Jan 2021, 14:26 |
| Q3 2020 | 140 | $179,209,000 | +$17,559,486 | -$10,539,666 | +$7,019,820 | SCHF, SPDW, AAPL, MSFT, IJH | 13F-HR | 05 Oct 2020, 16:01 |
| Q2 2020 | 129 | $165,618,000 | +$6,948,190 | -$6,408,549 | +$539,641 | SCHF, SPDW, AAPL, MSFT, IJH | 13F-HR | 01 Jul 2020, 18:11 |
| Q1 2020 | 127 | $141,298,000 | +$13,409,635 | -$14,986,476 | -$1,576,841 | SCHF, SPDW, CORP, CMF, MSFT | 13F-HR | 07 Apr 2020, 12:57 |
| Q4 2019 | 137 | $178,243,000 | +$17,019,784 | -$7,689,876 | +$9,329,908 | SCHF, VEU, EFA, IJR, IJH | 13F-HR | 07 Jan 2020, 14:33 |
| Q3 2019 | 130 | $158,839,000 | +$8,681,373 | -$8,630,095 | +$51,278 | SCHF, VEU, CVX, IJR, IJH | 13F-HR | 02 Oct 2019, 16:20 |
| Q2 2019 | 128 | $156,926,000 | +$4,048,090 | -$5,605,714 | -$1,557,624 | SCHF, CVX, VEU, IJR, IJH | 13F-HR | 01 Jul 2019, 14:54 |
| Q1 2019 | 126 | $153,407,000 | +$7,911,179 | -$16,211,060 | -$8,299,881 | SCHF, CVX, VEU, IJR, IJH | 13F-HR | 01 Apr 2019, 18:22 |
| Q4 2018 | 123 | $146,122,000 | +$16,591,667 | -$19,776,615 | -$3,184,948 | SCHF, CVX, VEU, IJR, EFA | 13F-HR | 07 Jan 2019, 16:00 |
| Q3 2018 | 130 | $167,768,000 | +$10,506,260 | -$4,466,324 | +$6,039,936 | SCHF, IJR, AAPL, CVX, VEU | 13F-HR | 09 Oct 2018, 18:49 |
| Q2 2018 | 125 | $153,520,000 | +$9,851,368 | -$4,895,955 | +$4,955,413 | SCHF, CVX, VEU, IJR, IJH | 13F-HR | 06 Jul 2018, 16:47 |
| Q1 2018 | 119 | $146,041,000 | +$2,471,662 | -$15,395,992 | -$12,924,330 | SCHF, CVX, VEU, IJR, IJH | 13F-HR | 05 Apr 2018, 15:17 |
| Q4 2017 | 121 | $163,452,000 | +$7,665,941 | -$4,669,901 | +$2,996,040 | PFE, SCHF, CVX, VEU, AAPL | 13F-HR | 09 Jan 2018, 17:59 |
| Q3 2017 | 118 | $153,974,000 | +$4,715,907 | -$4,397,935 | +$317,972 | PFE, SCHF, CVX, VEU, IJR | 13F-HR | 10 Oct 2017, 15:52 |
| Q2 2017 | 117 | $147,761,000 | +$6,659,820 | -$5,007,155 | +$1,652,665 | PFE, SCHF, CVX, VEU, IJR | 13F-HR | 07 Jul 2017, 16:39 |
| Q1 2017 | 112 | $142,887,000 | +$11,416,006 | -$2,740,760 | +$8,675,246 | PFE, SCHF, CVX, VEU, WFC | 13F-HR | 06 Apr 2017, 14:59 |
| Q4 2016 | 107 | $130,805,000 | +$8,054,464 | -$4,625,545 | +$3,428,919 | PFE, CVX, SCHF, XOM, IJR | 13F-HR | 09 Jan 2017, 13:14 |
| Q3 2016 | 102 | $124,609,000 | +$4,280,953 | -$308,069 | +$3,972,884 | PFE, VEU, CVX, XOM, IJR | 13F-HR | 05 Oct 2016, 12:26 |
| Q2 2016 | 100 | $120,273,000 | +$4,105,060 | -$2,115,819 | +$1,989,241 | PFE, VEU, XOM, CVX, WFC | 13F-HR | 05 Jul 2016, 17:14 |
| Q1 2016 | 100 | $113,602,000 | +$8,870,565 | -$5,515,529 | +$3,355,036 | PFE, VEU, XOM, CVX, WFC | 13F-HR | 13 Apr 2016, 18:37 |
| Q4 2015 | 96 | $109,092,000 | +$11,423,800 | -$1,474,688 | +$9,949,112 | PFE, VEU, WFC, XOM, CVX | 13F-HR | 08 Feb 2016, 19:39 |
| Q3 2015 | 83 | $93,828,000 | +$1,577,377 | -$1,625,754 | -$48,377 | PFE, VEU, WFC, XOM, IJH | 13F-HR | 14 Oct 2015, 13:17 |
| Q2 2015 | 81 | $101,659,000 | +$10,866,292 | -$246,003,659 | -$235,137,367 | PFE, VEU, WFC, CVX, XOM | 13F-HR | 24 Jul 2015, 16:28 |
| Q1 2015 | 92 | $341,230,000 | +$1,903,692 | -$11,478,689 | -$9,574,997 | PLD, EXPD, WFC, PG, MLM | 13F-HR | 07 May 2015, 16:48 |
| Q4 2014 | 92 | $350,414,000 | +$26,875,410 | -$22,540,216 | +$4,335,194 | PLD, PG, WFC, EXPD, APA | 13F-HR | 20 Jan 2015, 17:16 |
| Q3 2014 | 89 | $337,471,000 | +$9,158,839 | -$8,267,277 | +$891,562 | PLD, PG, WFC, MRK, BK | 13F-HR | 14 Oct 2014, 12:22 |
| Q2 2014 | 91 | $338,757,000 | +$20,882,810 | -$2,811,948 | +$18,070,862 | PLD, MRK, WFC, PG, BK | 13F-HR | 24 Jul 2014, 19:02 |
| Q1 2014 | 86 | $317,738,000 | +$7,784,938 | -$4,504,854 | +$3,280,084 | PLD, GOOGL, MRK, PG, WFC | 13F-HR | 24 Apr 2014, 18:59 |
| Q4 2013 | 87 | $305,484,000 | $0 | $0 | $0 | PLD, GOOGL, PG, MRK, WFC | 13F-HR | 16 Jan 2014, 13:06 |