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CIK: 0001563690
Total reported value
$436.4M
$436.4M
182 檔
19.1%
At the close of Q4 2025, Boltwood Capital Management disclosed equity holdings valued at approximately $436.4M, spread across 182 reported holdings.
Boltwood Capital Management executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.16% | -0.04% | -0.07% | |
| 2 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 4.93% | -0.15% | +6.70% | |
| 3 | MBB | Ishares Mbs ETF | ETF-Other | 3.24% | -0.24% | +1.47% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.18% | -0.04% | -0.49% | |
| 5 | HYGV | Flexshares High Yield Value | ETF-High Yield | 3.11% | -0.72% | +3.10% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.05% | -0.28% | +2.59% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.13% | -0.06% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | +0.15% | -0.07% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.09% | +0.87% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | +0.26% | +1.18% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.06% | +0.04% | -0.09% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.03% | +0.54% | +101.11% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.01% | +0.05% | +1.27% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.89% | -0.25% | +2.35% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.77% | +0.11% | +0.90% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.70% | -0.18% | +3.02% | |
| 17 | MBSD | Flexshares Disciplined Durat | ETF-Other | 1.69% | -0.29% | -6.94% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | — | -0.58% | |
| 19 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.38% | -0.23% | -1.27% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.35% | -0.01% | -0.10% | |
| 21 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 1.29% | -0.12% | +1.51% | |
| 22 | GQRE | Flexshares Global Quality Re | ETF-Other | 1.25% | -0.03% | +2.87% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.17% | +0.43% | -1.44% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.13% | -0.10% | +2.46% | |
| 25 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.07% | -0.01% | +17.59% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.07% | +1.85% | |
| 27 | SKOR | Flexshares Credit-scored US | ETF-Other | 1.01% | -0.10% | +0.46% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.33% | +0.13% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.85% | +0.11% | +1.10% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.05% | +1.59% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.80% | -0.03% | -0.11% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.30% | +0.04% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.78% | -0.02% | +100.81% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.76% | -0.12% | -1.24% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.76% | — | +1.28% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.72% | -0.07% | +1.41% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.71% | +0.07% | +2.49% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.70% | +0.02% | -2.31% | |
| 39 | GNR | State Street Spdr S&p Global | ETF-Other | 0.69% | +0.11% | -4.97% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.69% | — | -1.35% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.11% | -8.20% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.09% | -0.92% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | -0.01% | +1.37% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.62% | +0.63% | +0.82% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.59% | -0.06% | +3.17% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-Other | 0.56% | +0.01% | +1.13% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.11% | -2.85% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.54% | — | -3.34% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.08% | -2.48% | |
| 50 | ICE | Intercontinental Exchange In | Stock-Financials | 0.51% | -0.15% | -2.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.18% | Add |
| 2 | CAT | Caterpillar Inc | +0.2% | -1.44% | Trim |
| 3 | TDTT | Flexshares Iboxx 3-year Targ | +0.1% | +6.70% | Add |
| 4 | LLY | Eli Lilly & Co | +0.1% | -2.48% | Trim |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +17.59% | Add |
| 6 | AMD | Advanced Micro Devices | +0.1% | +1.39% | Add |
| 7 | AAPL | Apple Inc | +0.1% | -0.06% | Trim |
| 8 | XLV | Ss Health Care Select Sector | +0.1% | +1.28% | Add |
| 9 | SCHF | Schwab Intl Equity ETF | +0.1% | -0.07% | Trim |
| 10 | KLAC | Kla CORP | +0.1% | +0.82% | Add |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +26.58% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +1.85% | Add |
| 13 | AXP | American Express Co | +0.1% | -1.35% | Trim |
| 14 | CRM | Salesforce Inc | +0.1% | -0.92% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | 0% | +1.48% | Add |
| 16 | WFC | Wells Fargo & Co | 0% | -0.26% | Trim |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -0.49% | Trim |
| 18 | XOM | Exxon Mobil CORP | 0% | +0.04% | Add |
| 19 | RTX | Rtx CORP | 0% | +0.51% | Add |
| 20 | XLK | Ss Technology Select Sector | 0% | +101.11% | Add |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +3.02% | Add |
| 22 | GUNR | Flexshares Global Upstream N | 0% | -1.27% | Trim |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | — | +2.59% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | — | +1.27% | Add |
| 25 | HYGV | Flexshares High Yield Value | 0% | +3.10% | Add |
| 26 | MBB | Ishares Mbs ETF | 0% | +1.47% | Add |
| 27 | PG | Procter & Gamble Co/the | -0.1% | -1.69% | Trim |
| 28 | BX | Blackstone Inc | -0.1% | -0.08% | Trim |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | -4.27% | Trim |
| 30 | CMG | Chipotle Mexican Grill Inc | -0.1% | -42.68% | Trim |
| 31 | LOW | Lowe's Cos Inc | -0.1% | -1.24% | Trim |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | -0.09% | Trim |
| 33 | HON | Honeywell International Inc | -0.1% | -50.21% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +1.59% | Add |
| 35 | ABT | Abbott Laboratories | -0.1% | -8.20% | Trim |
| 36 | MBSD | Flexshares Disciplined Durat | -0.2% | -6.94% | Trim |
| 37 | MSFT | Microsoft CORP | -0.2% | +0.87% | Add |
| 38 | ORCL | Oracle CORP | -0.3% | -0.94% | Trim |
| 39 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 40 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 41 | EMR | Emerson Electric Co | — | NEW | New buy |
| 42 | CARR | Carrier Global CORP | — | EXIT | Sold out |
| 43 | NUE | Nucor CORP | — | NEW | New buy |
| 44 | MDT | Medtronic plc | — | NEW | New buy |
| 45 | INTU | Intuit Inc | — | NEW | New buy |
| 46 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 47 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 48 | VAW | Vanguard Materials ETF | — | EXIT | Sold out |
| 49 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 50 | BIIB | Biogen Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Boltwood Capital Management reported a total U.S. public equity portfolio value of $436.4M across 182 disclosed positions in Q4 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 19.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
KKR
市值: $278.2K
Top Position Liquidated / Trimmed
CMCSA
前期市值: $459.3K
During Q4 2025, Boltwood Capital Management's top holdings by market value included SCHF (7.2%)、TDTT (4.9%)、MBB (3.2%). The largest single position, SCHF, represented 7.2% of total portfolio value.
In Q4 2025, Boltwood Capital Management made 50 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 19 holdings, and fully liquidating 4 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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