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CIK: 0001563690
Total reported value
$436.4M
$436.4M
178 檔
18.4%
As reported in its official Q3 2025 Form 13F filing, Boltwood Capital Management's tracked investment portfolio stood at $436.4M with 178 total positions.
In Q3 2025, Boltwood Capital Management displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.10% | -0.04% | +0.09% | |
| 2 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 4.79% | -0.15% | +8.09% | |
| 3 | MBB | Ishares Mbs ETF | ETF-Other | 3.26% | -0.24% | +0.16% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.15% | -0.04% | -0.65% | |
| 5 | HYGV | Flexshares High Yield Value | ETF-High Yield | 3.13% | -0.72% | +2.93% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.05% | -0.28% | -0.37% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +0.15% | +0.84% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.09% | +0.82% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.47% | +0.13% | +0.52% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.15% | +0.04% | +0.55% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.02% | +0.54% | +0.87% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.01% | +0.05% | -0.36% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.90% | -0.25% | +0.44% | |
| 14 | MBSD | Flexshares Disciplined Durat | ETF-Other | 1.86% | -0.29% | -6.40% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.78% | +0.11% | -0.52% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.69% | -0.18% | +1.50% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.26% | +0.54% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | — | +0.22% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.38% | -0.01% | -1.19% | |
| 20 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.37% | -0.23% | -1.25% | |
| 21 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 1.36% | -0.12% | +1.04% | |
| 22 | GQRE | Flexshares Global Quality Re | ETF-Other | 1.29% | -0.03% | +2.20% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.13% | -0.10% | +2.92% | |
| 24 | SKOR | Flexshares Credit-scored US | ETF-Other | 1.04% | -0.10% | +1.32% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | +0.43% | -3.04% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.07% | +1.78% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.33% | +0.09% | |
| 28 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.94% | -0.01% | +36.94% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.05% | +1.12% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.84% | +0.11% | +3.01% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.82% | -0.12% | -1.06% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.80% | -0.02% | +0.55% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.80% | -0.03% | -0.28% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.77% | -0.11% | +0.65% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.30% | -0.06% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.03% | +0.76% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.73% | -0.07% | -4.05% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.72% | +0.02% | -2.95% | |
| 39 | GNR | State Street Spdr S&p Global | ETF-Other | 0.71% | +0.11% | -3.03% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.70% | +0.07% | +4.70% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.69% | — | +2.90% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.64% | — | -0.14% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.62% | -0.01% | +2.31% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.59% | -0.06% | +3.88% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.09% | -0.16% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.04% | -0.74% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-Other | 0.56% | +0.01% | +1.00% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.56% | -0.15% | +0.15% | |
| 49 | KLAC | Kla CORP | Stock-Tech | 0.56% | +0.63% | -1.76% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.55% | — | -2.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +0.84% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +0.82% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.54% | Add |
| 4 | XLK | Ss Technology Select Sector | +0.4% | +0.87% | Add |
| 5 | ORCL | Oracle CORP | +0.3% | +0.76% | Trim |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.3% | +36.94% | Add |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +0.44% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +0.22% | Add |
| 9 | CAT | Caterpillar Inc | +0.2% | -3.04% | Trim |
| 10 | AVGO | Broadcom Inc | +0.2% | +3.78% | Add |
| 11 | AAPL | Apple Inc | +0.2% | +0.52% | Add |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +43.94% | Add |
| 13 | SCHA | Schwab US Small-cap ETF | +0.2% | +3.01% | Add |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | +122.28% | Add |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +0.55% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +1.12% | Add |
| 17 | KLAC | Kla CORP | +0.1% | -1.76% | Trim |
| 18 | AMD | Advanced Micro Devices | +0.1% | +0.21% | Add |
| 19 | RTX | Rtx CORP | +0.1% | +1.87% | Add |
| 20 | TSLA | Tesla Inc | +0.1% | +4.75% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +1.78% | Add |
| 22 | MCHI | Ishares Msci China ETF | +0.1% | — | Add |
| 23 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.09% | Trim |
| 24 | SCHM | Schwab US Mid Cap ETF | +0.1% | +4.70% | Add |
| 25 | XLC | Ss Comm Select Sector Spdr | +0.1% | +3.88% | Add |
| 26 | XLY | Ss Consumer Disc Select Sect | +0.1% | +0.55% | Add |
| 27 | TPR | Tapestry Inc | +0.1% | -1.54% | Trim |
| 28 | BX | Blackstone Inc | +0.1% | +0.17% | Add |
| 29 | SPEM | State Street Sp Ptf Em ETF | 0% | -1.19% | Trim |
| 30 | AXP | American Express Co | 0% | -0.14% | Trim |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -0.65% | Trim |
| 32 | TDTT | Flexshares Iboxx 3-year Targ | 0% | +8.09% | Add |
| 33 | SCHB | Schwab US Broad Market ETF | 0% | -2.95% | Trim |
| 34 | XLI | Ss Industrial Select Sector | 0% | +1.00% | Add |
| 35 | XLF | Ss Financial Select Sector | — | +2.31% | Add |
| 36 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.36% | Add |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | -0.28% | Trim |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | -0.52% | Trim |
| 39 | NFRA | Flexshares Stoxx Global Broa | -0.1% | +1.04% | Add |
| 40 | GQRE | Flexshares Global Quality Re | -0.1% | +2.20% | Add |
| 41 | CRM | Salesforce Inc | -0.2% | -0.16% | Trim |
| 42 | RDDT | Reddit Inc-cl A | -0.2% | -54.78% | Trim |
| 43 | MBB | Ishares Mbs ETF | -0.6% | +0.16% | Trim |
| 44 | MBSD | Flexshares Disciplined Durat | -0.6% | -6.40% | Trim |
| 45 | HYGV | Flexshares High Yield Value | -0.7% | +2.93% | Trim |
| 46 | C | Citigroup Inc | — | NEW | New buy |
| 47 | NFLX | Netflix Inc | — | NEW | New buy |
| 48 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 49 | CDW | Cdw Corp/de | — | EXIT | Sold out |
| 50 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Boltwood Capital Management reported a total U.S. public equity portfolio value of $436.4M across 178 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, TDTT, MBB) accounted for 18.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
C
市值: $385.2K
Top Position Liquidated / Trimmed
CDW
前期市值: $281.3K
During Q3 2025, Boltwood Capital Management's top holdings by market value included SCHF (7.1%)、TDTT (4.8%)、MBB (3.3%). The largest single position, SCHF, represented 7.1% of total portfolio value.
In Q3 2025, Boltwood Capital Management made 50 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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