Towercrest Capital Management

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

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

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

View all past filings