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CIK: 0001633288
Total reported value
$717.4M
$717.4M
88 檔
25.2%
At the close of Q1 2025, Towercrest Capital Management disclosed equity holdings valued at approximately $717.4M, spread across 88 reported holdings.
In Q1 2025, Towercrest Capital Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.26% | +0.43% | -2.78% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.98% | +1.20% | -25.72% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.88% | -0.20% | -15.99% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 5.12% | -0.51% | -19.38% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 5.06% | -0.38% | -11.13% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.79% | -0.59% | +1.78% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.07% | -0.47% | -6.99% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.65% | +0.31% | -20.35% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 3.36% | -0.04% | -8.40% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.20% | +0.01% | +1.31% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.11% | +0.39% | -16.44% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.79% | -0.11% | +6.32% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.69% | +0.03% | -5.17% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.44% | -0.14% | -7.62% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.15% | +0.12% | -1.77% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.00% | +0.14% | -26.33% | |
| 17 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 1.99% | -0.11% | +9.04% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | +0.21% | -24.67% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.81% | +0.06% | -3.04% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.75% | -0.17% | +1.81% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.70% | +0.07% | -3.21% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.68% | +0.09% | -3.77% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | +0.08% | -29.10% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.01% | -43.70% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.29% | +0.19% | -28.04% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.15% | -0.12% | -3.50% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.11% | -0.22% | +0.62% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.07% | -0.04% | +4.88% | |
| 29 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 1.04% | -0.12% | +2.83% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.96% | -0.01% | -10.50% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.90% | +0.06% | -18.84% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.88% | +0.02% | -21.05% | |
| 33 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.80% | — | -1.95% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.65% | -0.13% | -2.83% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | +0.02% | -23.89% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.49% | +0.02% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.05% | -42.13% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.42% | — | -1.84% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.39% | +0.01% | -0.67% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.29% | -0.02% | +3.04% | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.27% | +0.02% | -3.55% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.24% | -0.02% | -23.29% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | — | -0.85% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.03% | -49.48% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.21% | -0.02% | -2.31% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.02% | -3.62% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | -0.03% | -15.01% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.16% | — | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | — | -28.56% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | -0.11% | — |
According to official SEC Form 13F filings, Towercrest Capital Management reported a total U.S. public equity portfolio value of $717.4M across 88 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, IVV, AGG) accounted for 25.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $48.7M
During Q1 2025, Towercrest Capital Management's top holdings by market value included SCHX (9.3%)、IVV (9.0%)、AGG (5.9%). The largest single position, SCHX, represented 9.3% of total portfolio value.
In Q1 2025, Towercrest Capital Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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