§ 13F · FUND PROFILE
Towercrest Capital Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $623M (13F)Positions · 99Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 104K | $68M | 10.6% | +5% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 2.18M | $56M | 8.7% | −2% |
| 3 | AGG | ISHARES TR | 408K | $41M | 6.3% | +7% |
| 4 | HYG | ISHARES TR | 463K | $37M | 5.7% | +5% |
| 5 | LQD | ISHARES TR | 291K | $32M | 4.9% | +20% |
| 6 | FLOT | ISHARES TR | 537K | $27M | 4.3% | −5% |
| 7 | IEFA | ISHARES TR | 294K | $27M | 4.2% | +4% |
| 8 | SCHZ | SCHWAB STRATEGIC TR | 1.01M | $24M | 3.7% | ±0% |
| 9 | IEMG | ISHARES TR | 331K | $23M | 3.6% | +4% |
| 10 | EMB | ISHARES TR | 222K | $21M | 3.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWERCREST SIGNAL
AC read
Towercrest Capital Management is a Other fund managing $623 million in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed