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Towercrest Capital Management

Latest statistics and disclosures from Towercrest Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SCHX, AGG, HYG, FLOT, and represent 36.28% of Towercrest Capital Management's stock portfolio.
Added to shares of these 10 stocks: LQD (+$9.8M), HYG (+$7.2M), AGG, IVV, EMB, IEFA, SHYG, QQQ, MUB, IJH.
Started 2 new stock positions in TT, PNC.
Reduced shares in these 10 stocks: CORP (-$8.9M), PHB, SCHA, IJR, SCHZ, SCHX, SCHE, PCY, FLRN, SPSM.
Sold out of its positions in ABBV, PG, VEU.
Towercrest Capital Management was a net buyer of stock by $4.1M.
Towercrest Capital Management has $634M in assets under management (AUM), dropping by 1.74%.
Central Index Key (CIK): 0001633288

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Portfolio Holdings for Towercrest Capital Management

Towercrest Capital Management holds 98 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.7	$68M	+2%	99k	685.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	9.4	$60M		2.2M	26.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.0	$38M	+10%	383k	99.88	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	5.6	$36M	+25%	443k	80.63	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	4.5	$29M		563k	50.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	4.2	$27M	+58%	242k	110.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$25M	+3%	284k	89.47	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	3.8	$24M	-4%	1.0M	23.37	View chart
Ishares Tr Core Msci Emkt (IEMG)	3.4	$21M		317k	67.23	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	3.2	$21M	+5%	213k	96.28	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	3.2	$20M	-2%	651k	30.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.1	$20M		811k	24.04	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.5	$16M	-5%	482k	32.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$15M	+2%	220k	66.01	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$14M	+3%	134k	107.11	View chart
Spdr Series Trust State Street Spd (SPYM)	2.1	$14M		169k	80.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$12M	-11%	98k	120.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.8	$11M		380k	30.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.7	$11M	-2%	408k	26.23	View chart
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$10M	-2%	15k	681.94	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.5	$9.8M	+2%	381k	25.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$9.5M		64k	148.70	View chart
Apple (AAPL)	1.4	$9.1M		33k	271.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$9.0M	-15%	316k	28.48	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$7.0M	+10%	164k	42.87	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.0	$6.3M		188k	33.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$5.9M		215k	27.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$5.9M		85k	69.42	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$5.4M	-4%	115k	46.81	View chart
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY)	0.8	$5.2M	-11%	241k	21.66	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$5.1M	-2%	115k	44.41	View chart
Colgate-Palmolive Company (CL)	0.8	$5.0M		64k	79.02	View chart
Microsoft Corporation (MSFT)	0.6	$3.5M		7.2k	483.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$3.4M		7.2k	473.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$3.3M		102k	32.62	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	0.5	$3.3M	-9%	72k	45.71	View chart
Spdr Series Trust Portfolio Md Etf (SPMD)	0.4	$2.5M		44k	57.91	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.4	$2.2M	-79%	23k	97.85	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.3	$2.0M	-14%	43k	46.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.0M	+37%	3.2k	614.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.9M		6.1k	313.80	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.3	$1.6M	-4%	20k	82.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.6M	+7%	20k	82.82	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$1.6M		37k	43.25	View chart
NVIDIA Corporation (NVDA)	0.3	$1.6M		8.6k	186.49	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M		7.3k	206.96	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.4M		4.2k	322.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.3M		4.3k	313.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.3M		7.0k	191.57	View chart
Meta Platforms Cl A (META)	0.2	$1.3M		2.0k	660.09	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.2M	+3%	50k	24.37	View chart
Amazon (AMZN)	0.2	$1.2M		5.1k	230.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.1M	+7%	2.4k	487.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M	-3%	1.7k	627.13	View chart
Visa Com Cl A (V)	0.2	$981k		2.8k	350.71	View chart
Merck & Co (MRK)	0.2	$973k		9.2k	105.26	View chart
Cisco Systems (CSCO)	0.1	$800k	+6%	10k	77.03	View chart
At&t (T)	0.1	$730k		29k	24.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$718k		24k	29.61	View chart
Bank of America Corporation (BAC)	0.1	$708k		13k	55.00	View chart
Home Depot (HD)	0.1	$662k		1.9k	344.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$660k		3.0k	219.76	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$646k		9.2k	69.91	View chart
International Business Machines (IBM)	0.1	$633k		2.1k	296.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$609k		3.2k	190.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$583k	-33%	1.7k	335.31	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$582k	+19%	13k	46.04	View chart
Oracle Corporation (ORCL)	0.1	$487k		2.5k	194.91	View chart
Broadcom (AVGO)	0.1	$481k		1.4k	346.10	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$470k		2.2k	210.29	View chart
Wal-Mart Stores (WMT)	0.1	$463k		4.2k	111.41	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$424k		5.7k	74.17	View chart
Nextera Energy (NEE)	0.1	$401k	-15%	5.0k	80.27	View chart
Invesco Exchng Traded Fd Tr Fndmntl Hy Crp (PHB)	0.1	$387k	-91%	21k	18.60	View chart
Linde SHS (LIN)	0.1	$381k		893.00	426.39	View chart
Chevron Corporation (CVX)	0.1	$381k		2.5k	152.41	View chart
Tesla Motors (TSLA)	0.1	$359k	-11%	798.00	449.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$351k	-2%	699.00	502.65	View chart
Citigroup Com New (C)	0.1	$343k	-14%	2.9k	116.69	View chart
Trane Technologies SHS (TT)	0.1	$339k	NEW	871.00	389.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$334k		2.4k	141.06	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$323k		2.4k	136.94	View chart
Netflix (NFLX)	0.1	$321k	+1195%	3.4k	93.76	View chart
Eli Lilly & Co. (LLY)	0.0	$316k		294.00	1074.68	View chart
Costco Wholesale Corporation (COST)	0.0	$315k		365.00	861.53	View chart
Bank of New York Mellon Corporation (BK)	0.0	$299k		2.6k	116.09	View chart
Public Service Enterprise (PEG)	0.0	$293k		3.7k	80.30	View chart
Ge Aerospace Com New	0.0	$264k		856.00	308.03	View chart
Walt Disney Company (DIS)	0.0	$260k		2.3k	113.79	View chart
Las Vegas Sands (LVS)	0.0	$251k		3.9k	65.09	View chart
UnitedHealth (UNH)	0.0	$246k	-3%	745.00	330.11	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$236k	+3%	8.1k	29.28	View chart
Verizon Communications (VZ)	0.0	$235k		5.8k	40.73	View chart
Philip Morris International (PM)	0.0	$226k		3.9k	57.66	View chart
Ishares Tr Russell 1000 Us	0.0	$220k		590.00	373.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$211k		1.0k	209.09	View chart
PNC Financial Services (PNC)	0.0	$204k	NEW	978.00	208.73	View chart
Hershey Company (HSY)	0.0	$200k		1.1k	181.98	View chart

Past Filings by Towercrest Capital Management

SEC 13F filings are viewable for Towercrest Capital Management going back to 2014

Towercrest Capital Management 2025 Q4 filed Jan. 21, 2026
Towercrest Capital Management 2025 Q3 filed Oct. 24, 2025
Towercrest Capital Management 2025 Q2 filed Aug. 5, 2025
Towercrest Capital Management 2025 Q1 filed May 8, 2025
Towercrest Capital Management 2024 Q4 filed Feb. 11, 2025
Towercrest Capital Management 2024 Q3 filed Nov. 12, 2024
Towercrest Capital Management 2024 Q2 filed Aug. 6, 2024
Towercrest Capital Management 2024 Q1 filed May 10, 2024
Towercrest Capital Management 2023 Q4 filed Feb. 8, 2024
Towercrest Capital Management 2023 Q3 filed Nov. 13, 2023
Towercrest Capital Management 2023 Q2 filed Aug. 4, 2023
Towercrest Capital Management 2023 Q1 filed May 11, 2023
Towercrest Capital Management 2022 Q4 filed Feb. 9, 2023
Towercrest Capital Management 2022 Q3 filed Nov. 14, 2022
Towercrest Capital Management 2022 Q2 filed Aug. 11, 2022
Towercrest Capital Management 2022 Q1 filed May 11, 2022

View all past filings

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