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Portfolio (Quarterly) Guide ↗

Towercrest Capital Management

· CIK 0001633288
13F Portfolio $641.8B AUM 103 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 42 Added 22 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IFLN INVESCO EXCHNG TRADED FD TR 20,810 $387K 0.06% SOLD
2 VXF VANGUARD INDEX FDS 1,011 $211K 0.03% SOLD
Sector Allocation
Technology 28.9%
Financial Services 28.0%
Consumer Defensive 14.4%
Communication Services 11.0%
Healthcare 6.5%
Consumer Cyclical 5.6%
Industrials 2.0%
Utilities 1.9%
Energy 1.1%
Basic Materials 0.8%