§ 13F · FUND PROFILE
Towercrest Capital Management.
AUM · $717M (13F)Positions · 110Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 113K | $85M | 11.8% | +9% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 2.22M | $65M | 9.1% | +2% |
| 3 | AGG | ISHARES TR | 443K | $44M | 6.1% | +9% |
| 4 | HYG | ISHARES TR | 481K | $38M | 5.4% | +4% |
| 5 | LQD | ISHARES TR | 327K | $36M | 5.0% | +12% |
| 6 | IEFA | ISHARES TR | 332K | $32M | 4.5% | +13% |
| 7 | IEMG | ISHARES TR | 346K | $29M | 4.0% | +5% |
| 8 | FLOT | ISHARES TR | 528K | $27M | 3.8% | −2% |
| 9 | EMB | ISHARES TR | 239K | $23M | 3.2% | +8% |
| 10 | SCHZ | SCHWAB STRATEGIC TR | 957K | $22M | 3.1% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWERCREST SIGNAL
AC read
Towercrest Capital Management is a Other fund managing $717 million in assets. The fund runs a portfolio of 110 positions.
Read the full dossier →