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CIK: 0001633288
Total reported value
$717.4M
$717.4M
89 檔
26.9%
At the close of Q2 2025, Towercrest Capital Management disclosed equity holdings valued at approximately $717.4M, spread across 89 reported holdings.
During Q2 2025, Towercrest Capital Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.95% | +0.43% | +3.36% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.68% | +1.20% | +3.71% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.46% | -0.20% | -1.29% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.78% | -0.38% | -1.62% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 4.60% | -0.51% | -4.44% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.26% | -0.59% | -5.65% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.82% | +0.31% | +1.00% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.53% | -0.47% | -7.85% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.39% | +0.01% | +0.88% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.21% | +0.39% | -1.41% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 3.14% | -0.04% | -2.76% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.81% | -0.11% | -2.15% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.71% | +0.03% | +6.62% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.31% | +0.12% | +3.23% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 2.29% | -0.14% | +0.90% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.15% | +0.14% | +7.57% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.14% | +0.21% | +10.82% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.95% | +0.06% | +6.69% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.91% | +0.07% | +10.90% | |
| 20 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 1.91% | -0.11% | +1.94% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.82% | +0.09% | +4.12% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | +0.08% | +4.83% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.59% | -0.17% | -3.27% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.44% | +0.19% | +6.79% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.01% | -0.34% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.09% | -0.12% | -0.02% | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.06% | -0.04% | +4.85% | |
| 28 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.96% | -0.12% | -2.38% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.95% | -0.01% | -3.20% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.22% | -4.55% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.90% | +0.02% | -1.40% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.88% | +0.06% | +0.17% | |
| 33 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.76% | — | -0.90% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.61% | -0.13% | +0.79% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.05% | +2.17% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | +0.02% | -1.69% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.53% | +0.02% | — | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.44% | — | +5.46% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.43% | +0.01% | +10.42% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.29% | +0.02% | +2.86% | |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.26% | -0.02% | -1.85% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.23% | -0.02% | +1.34% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.03% | -8.41% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | — | -2.04% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.20% | -0.02% | -0.25% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | +6.97% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.02% | +0.26% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | -0.03% | +0.57% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.02% | — |
According to official SEC Form 13F filings, Towercrest Capital Management reported a total U.S. public equity portfolio value of $717.4M across 89 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, IVV, AGG) accounted for 26.9% of total reported equity market value during Q2 2025.
During Q2 2025, Towercrest Capital Management's top holdings by market value included SCHX (9.9%)、IVV (9.7%)、AGG (5.5%). The largest single position, SCHX, represented 9.9% of total portfolio value.
In Q2 2025, Towercrest Capital Management made 0 total portfolio adjustments, initiating 0 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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