Boltwood Capital Management has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists the firm's contact details, including its address at 2099 Mount Diablo Blvd., Suite 220 in Walnut Creek, California, and identifies Zack Wolf as the partner responsible for the report.
The report details a portfolio consisting of 327 individual securities. The largest position in the portfolio is NVIDIA Corporation, with 12,958,738 shares. Other significant holdings include Microsoft Corporation with 10,581,127 shares, Apple Inc. with 13,237,325 shares, and Visa Inc. Class A with 273,091 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds comprising the bulk of the holdings. The iShares Core S&P Mid-Cap ETF holds 8,449,089 shares, while the iShares Core S&P Small-Cap ETF holds 7,587,087 shares. Other major ETF positions include the iShares Core S&P 500 ETF with 8,449,089 shares, the iShares Core S&P 500 ETF with 8,449,089 shares, and the iShares Core S&P 500 ETF with 8,449,089 shares.
Among individual equities, the top holdings include Microsoft Corporation, Apple Inc., Visa Inc. Class A, and Alphabet Inc. Class A. The filing also lists positions in major financial institutions such as JPMorgan Chase & Co., Bank of America Corp., and Wells Fargo & Co.
The report indicates that all positions are held as sole voting power, with no shared voting or dispositive power reported for any of the securities listed.
