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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 SCHX, IVV, AGG, FLOT, HYG, and represent 34.30% of Towercrest Capital Management's stock portfolio.
Added to shares of these 10 stocks: SCHE, CORP, SCHZ, SPIB, SCHF, BK, SPAB, PCY, SPYD, SCHD.
Started 1 new stock position in BK.
Reduced shares in these 10 stocks: IVV (-$16M), FLOT (-$6.5M), AAPL (-$6.1M), AGG (-$5.9M), IEFA, IJH, IJR, SPY, HYG, IEMG.
Sold out of its positions in BRK.B, BA, ED, CPNG, XOM, GDDY, GS, DSI, PEP, PFE. GLD, XLF, XLK, UPS, VOOG, VYM.
Towercrest Capital Management was a net seller of stock by $-84M.
Towercrest Capital Management has $526M in assets under management (AUM), dropping by -14.94%.
Central Index Key (CIK): 0001633288

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Positions held by Towercrest Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Towercrest Capital Management

Towercrest Capital Management holds 88 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	9.3	$49M	-2%	2.2M	22.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.0	$47M	-25%	84k	561.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.9	$31M	-15%	313k	98.92	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	5.1	$27M	-19%	528k	51.05	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	5.1	$27M	-11%	338k	78.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	4.8	$25M		1.1M	23.16	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	4.1	$21M	-6%	696k	30.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.7	$19M	-20%	254k	75.65	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	3.4	$18M	-8%	195k	90.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.2	$17M		852k	19.78	View chart
Ishares Tr Core Msci Emkt (IEMG)	3.1	$16M	-16%	304k	53.97	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.8	$15M	+6%	533k	27.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.7	$14M	-5%	130k	108.69	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$13M	-7%	122k	105.44	View chart
Spdr Series Trust Portfolio Lr Etf (SPLG)	2.2	$11M		172k	65.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$11M	-26%	181k	58.35	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	2.0	$11M	+9%	108k	96.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$10M	-24%	99k	104.57	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.8	$9.5M	-3%	364k	26.20	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.7	$9.2M		360k	25.54	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.7	$9.0M	-3%	382k	23.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.7	$8.9M	-3%	412k	21.53	View chart
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$8.1M	-29%	15k	559.40	View chart
Apple (AAPL)	1.5	$7.8M	-43%	35k	222.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$6.8M	-28%	56k	122.01	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$6.0M	-3%	142k	42.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$5.8M		208k	27.96	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.1	$5.6M	+4%	169k	33.24	View chart
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY)	1.0	$5.5M	+2%	271k	20.17	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$5.1M	-10%	129k	39.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$4.7M	-18%	77k	61.78	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$4.6M	-21%	127k	36.41	View chart
Invesco Exchng Traded Fd Tr Fndmntl Hy Crp (PHB)	0.8	$4.2M		232k	18.06	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	0.6	$3.4M	-2%	76k	45.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$2.6M	-23%	7.3k	361.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$2.6M		102k	25.04	View chart
Microsoft Corporation (MSFT)	0.5	$2.4M	-42%	6.3k	375.42	View chart
Spdr Series Trust Portfolio Md Etf (SPMD)	0.4	$2.2M		43k	51.18	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.4	$2.1M		51k	40.76	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$1.5M	+3%	35k	44.26	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.3	$1.4M	-3%	21k	68.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.3M	-23%	16k	82.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.2M		7.0k	173.24	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	-49%	4.8k	245.30	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.1M	-2%	46k	24.34	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M	-3%	6.5k	165.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$826k	-15%	1.8k	468.82	View chart
Merck & Co (MRK)	0.2	$821k		9.1k	89.76	View chart
Amazon (AMZN)	0.2	$819k	-28%	4.3k	190.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$813k		2.2k	370.83	View chart
NVIDIA Corporation (NVDA)	0.2	$799k	-59%	7.4k	108.38	View chart
At&t (T)	0.1	$781k	-7%	28k	28.28	View chart
Meta Platforms Cl A (META)	0.1	$761k	-76%	1.3k	576.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$741k		2.7k	274.86	View chart
Visa Com Cl A (V)	0.1	$735k	-10%	2.1k	350.46	View chart
Home Depot (HD)	0.1	$689k	-14%	1.9k	366.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$644k		24k	26.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$616k	-5%	3.9k	156.23	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$611k		8.5k	71.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$554k		3.2k	172.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$519k	-4%	2.7k	193.97	View chart
International Business Machines (IBM)	0.1	$519k	-19%	2.1k	248.65	View chart
Bank of America Corporation (BAC)	0.1	$502k	-18%	12k	41.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$488k	-12%	950.00	513.75	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$485k		11k	45.65	View chart
Colgate-Palmolive Company (CL)	0.1	$448k	-4%	4.8k	93.70	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$442k	-14%	2.3k	188.12	View chart
Cisco Systems (CSCO)	0.1	$417k	-11%	6.8k	61.71	View chart
Chevron Corporation (CVX)	0.1	$402k	-7%	2.4k	167.29	View chart
Nextera Energy (NEE)	0.1	$361k		5.1k	70.89	View chart
Oracle Corporation (ORCL)	0.1	$349k		2.5k	139.81	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$346k		5.7k	60.48	View chart
Wal-Mart Stores (WMT)	0.1	$343k		3.9k	87.79	View chart
Costco Wholesale Corporation (COST)	0.1	$329k		348.00	946.42	View chart
Public Service Enterprise (PEG)	0.1	$301k		3.7k	82.30	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$295k		2.5k	115.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$293k	-46%	1.9k	154.64	View chart
Ishares Tr Russell 1000 Us	0.1	$278k		905.00	306.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$277k	-32%	2.4k	117.49	View chart
Resideo Technologies (REZI)	0.1	$269k		15k	17.70	View chart
Verizon Communications (VZ)	0.0	$259k	-8%	5.7k	45.36	View chart
Philip Morris International (PM)	0.0	$236k		3.9k	60.02	View chart
Walt Disney Company (DIS)	0.0	$227k	-18%	2.3k	98.72	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$226k		7.7k	29.24	View chart
Procter & Gamble Company (PG)	0.0	$225k	-49%	1.3k	170.42	View chart
Netflix (NFLX)	0.0	$222k		238.00	932.53	View chart
Bristol Myers Squibb (BMY)	0.0	$214k	-6%	3.5k	60.99	View chart
Bank of New York Mellon Corporation (BK)	0.0	$201k	NEW	2.4k	83.87	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 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
Towercrest Capital Management 2021 Q4 filed Feb. 10, 2022
Towercrest Capital Management 2021 Q3 filed Dec. 10, 2021
Towercrest Capital Management 2021 Q2 filed Aug. 13, 2021

View all past filings

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