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CIK: 0001633288
Total reported value
$717.4M
$717.4M
103 檔
32.5%
As reported in its official Q1 2026 Form 13F filing, Towercrest Capital Management's tracked investment portfolio stood at $717.4M with 103 total positions.
In Q1 2026, Towercrest Capital Management displayed an active expansion posture, initiating 7 new positions and adding to 46 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.64% | +1.20% | +4.88% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.69% | +0.43% | -1.62% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.32% | -0.20% | +6.72% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 5.74% | -0.38% | +4.55% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.95% | +0.03% | +20.38% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 4.26% | -0.51% | -4.56% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.15% | +0.31% | +3.65% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.67% | -0.59% | -0.40% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.60% | +0.39% | +4.46% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 3.25% | -0.04% | +3.98% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.04% | +0.01% | -2.74% | |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.80% | -0.47% | -10.20% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.52% | -0.11% | +1.68% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.42% | +0.14% | +4.63% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 2.31% | -0.14% | +4.21% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.12% | -0.51% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.97% | +0.21% | +4.03% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.81% | +0.06% | -1.07% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.58% | +0.09% | -0.91% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.56% | -0.17% | +2.75% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.46% | +0.19% | +2.82% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.44% | +0.08% | -4.19% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.41% | +0.07% | -1.65% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.01% | +2.31% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.16% | -0.12% | +7.38% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.16% | -0.04% | +18.02% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.01% | -0.22% | -1.92% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.97% | +0.06% | +5.11% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.85% | -0.01% | +1.78% | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.85% | -0.03% | +0.00% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.81% | +0.02% | -1.53% | |
| 32 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.76% | -0.12% | -3.80% | |
| 33 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.49% | -0.13% | -3.61% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.02% | — | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | +0.02% | -0.05% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.41% | — | +0.55% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.05% | -2.71% | |
| 38 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.34% | -0.11% | -2.53% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.33% | +0.01% | +0.19% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | -0.03% | +4.89% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.02% | +0.35% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.27% | -0.02% | +3.78% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.27% | -0.02% | +6.10% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.03% | -2.79% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.24% | +0.02% | -0.39% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | — | +1.40% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.03% | +0.57% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.03% | — | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.19% | -0.02% | +0.63% |
According to official SEC Form 13F filings, Towercrest Capital Management reported a total U.S. public equity portfolio value of $717.4M across 103 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHX, AGG) accounted for 32.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SBUX
市值: $604.8K
Top Position Liquidated / Trimmed
IFLN
前期市值: $387.1K
During Q1 2026, Towercrest Capital Management's top holdings by market value included IVV (10.6%)、SCHX (8.7%)、AGG (6.3%). The largest single position, IVV, represented 10.6% of total portfolio value.
In Q1 2026, Towercrest Capital Management made 82 total portfolio adjustments, initiating 7 new buys, adding to 46 positions, trimming 27 holdings, and fully liquidating 2 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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