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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, LQD, and represent 36.33% of Towercrest Capital Management's stock portfolio.
Added to shares of these 10 stocks: LQD (+$5.4M), IVV, AGG, HYG, SPIB, IEMG, IEFA, EMB, IJH, SBUX.
Started 7 new stock positions in RTX, TSM, FDX, SBUX, VEU, MMM, GEV.
Reduced shares in these 10 stocks: FLRN, FLOT, SCHX, SCHF, SPY, IFLN, VXF, PCY, SCHA, SCHM.
Sold out of its positions in IFLN, VXF.
Towercrest Capital Management was a net buyer of stock by $16M.
Towercrest Capital Management has $642M in assets under management (AUM), dropping by 1.18%.
Central Index Key (CIK): 0001633288

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Portfolio Holdings for Towercrest Capital Management

Towercrest Capital Management holds 103 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.6	$68M	+4%	104k	655.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	8.7	$56M		2.2M	25.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.3	$41M	+6%	408k	99.27	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	5.7	$37M	+4%	463k	79.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	4.9	$32M	+20%	291k	108.99	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	4.3	$27M	-4%	537k	50.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.2	$27M	+3%	294k	90.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	3.7	$24M		1.0M	23.22	View chart
Ishares Tr Core Msci Emkt (IEMG)	3.6	$23M	+4%	331k	69.77	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	3.2	$21M	+3%	222k	93.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.0	$20M	-2%	789k	24.75	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	2.8	$18M	-10%	585k	30.78	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.5	$16M		491k	32.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$16M	+4%	230k	67.54	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$15M	+4%	140k	106.15	View chart
Spdr Series Trust State Street Spd (SPYM)	2.0	$13M		168k	76.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$13M	+4%	102k	124.34	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.8	$12M		376k	30.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$10M		405k	25.10	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.6	$10M	+2%	391k	25.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$9.4M	+2%	66k	142.48	View chart
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$9.2M	-4%	14k	650.36	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$9.0M		311k	29.08	View chart
Apple (AAPL)	1.3	$8.7M	+2%	34k	253.79	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.2	$7.4M	+7%	176k	42.31	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.2	$7.4M	+18%	221k	33.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$6.5M		210k	30.68	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$6.2M	+5%	89k	70.18	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$5.5M		117k	46.91	View chart
Colgate-Palmolive Company (CL)	0.8	$5.4M		64k	85.23	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$5.2M		113k	45.65	View chart
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY)	0.8	$4.9M	-3%	232k	20.90	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	0.5	$3.1M	-3%	69k	45.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$3.1M		7.2k	426.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$3.0M		102k	29.13	View chart
Spdr Series Trust Portfolio Md Etf (SPMD)	0.4	$2.6M		44k	59.22	View chart
Microsoft Corporation (MSFT)	0.4	$2.6M	-2%	7.0k	370.17	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$2.2M	-2%	22k	96.80	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.3	$2.1M		43k	48.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.9M	+4%	3.3k	577.12	View chart
Johnson & Johnson (JNJ)	0.3	$1.8M		7.4k	244.44	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$1.8M	+3%	39k	45.52	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.7M	+6%	21k	82.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.7M	-2%	5.9k	286.86	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.2	$1.6M		20k	79.06	View chart
NVIDIA Corporation (NVDA)	0.2	$1.5M		8.7k	174.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.3M		7.0k	191.93	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M		4.2k	294.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.2M		4.3k	287.56	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.2M		50k	24.27	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	+2%	2.0k	572.13	View chart
Merck & Co (MRK)	0.2	$1.1M		9.2k	120.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M	+9%	1.8k	597.64	View chart
Amazon (AMZN)	0.2	$1.0M	-4%	4.9k	208.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.0M	-2%	2.3k	436.81	View chart
Visa Com Cl A (V)	0.1	$845k		2.8k	302.24	View chart
At&t (T)	0.1	$837k		29k	28.99	View chart
Home Depot (HD)	0.1	$817k	+29%	2.5k	328.89	View chart
Cisco Systems (CSCO)	0.1	$806k		10k	77.59	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$738k		24k	30.50	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$703k		9.2k	76.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$629k		3.2k	196.20	View chart
Bank of America Corporation (BAC)	0.1	$628k		13k	48.75	View chart
Starbucks Corporation (SBUX)	0.1	$605k	NEW	6.8k	89.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$589k	-8%	2.7k	215.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$577k		13k	45.62	View chart
Chevron Corporation (CVX)	0.1	$553k	+7%	2.7k	206.90	View chart
Wal-Mart Stores (WMT)	0.1	$541k	+4%	4.4k	124.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$537k	-3%	1.7k	320.85	View chart
International Business Machines (IBM)	0.1	$530k	+2%	2.2k	242.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$477k		2.2k	213.62	View chart
Nextera Energy (NEE)	0.1	$466k		5.0k	92.89	View chart
Broadcom (AVGO)	0.1	$466k	+8%	1.5k	309.51	View chart
Linde SHS (LIN)	0.1	$443k		893.00	495.76	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$406k		5.7k	70.91	View chart
Oracle Corporation (ORCL)	0.1	$390k	+6%	2.6k	147.11	View chart
Costco Wholesale Corporation (COST)	0.1	$383k	+5%	385.00	995.90	View chart
Trane Technologies SHS (TT)	0.1	$363k		871.00	416.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$340k		709.00	479.20	View chart
Netflix (NFLX)	0.1	$336k	+2%	3.5k	96.15	View chart
Citigroup Com New (C)	0.1	$333k		2.9k	113.41	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$327k		2.4k	138.33	View chart
Bank of New York Mellon Corporation (BK)	0.0	$306k		2.6k	118.63	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$302k		2.4k	128.12	View chart
Verizon Communications (VZ)	0.0	$299k	+3%	6.0k	50.20	View chart
Public Service Enterprise (PEG)	0.0	$296k		3.7k	80.95	View chart
Eli Lilly & Co. (LLY)	0.0	$293k	+8%	319.00	919.77	View chart
Ge Aerospace Com New	0.0	$290k	+19%	1.0k	283.77	View chart
Tesla Motors (TSLA)	0.0	$282k	-5%	758.00	371.75	View chart
Philip Morris International (PM)	0.0	$259k		3.9k	65.99	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$240k	+2%	8.2k	29.18	View chart
Ge Vernova (GEV)	0.0	$240k	NEW	275.00	872.90	View chart
Hershey Company (HSY)	0.0	$229k		1.1k	207.89	View chart
Raytheon Technologies Corp (RTX)	0.0	$226k	NEW	1.2k	192.87	View chart
Walt Disney Company (DIS)	0.0	$220k		2.3k	96.40	View chart
3M Company (MMM)	0.0	$220k	NEW	1.5k	145.23	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$220k	NEW	650.00	337.95	View chart
FedEx Corporation (FDX)	0.0	$218k	NEW	611.00	356.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$215k	NEW	2.9k	75.11	View chart
Ishares Tr Russell 1000 Us	0.0	$210k		590.00	356.56	View chart
UnitedHealth (UNH)	0.0	$208k	+3%	770.00	270.59	View chart
Las Vegas Sands (LVS)	0.0	$207k		3.9k	53.88	View chart
PNC Financial Services (PNC)	0.0	$204k		978.00	208.09	View chart

Past Filings by Towercrest Capital Management

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

Towercrest Capital Management 2026 Q1 filed May 1, 2026
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

View all past filings

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