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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
Page 2 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 65,773.0 $9.4M 1.46% +2K +2.8% $142.48 +13.1%
22 SPY SPDR TR S&P 500 ETF TR Financial Services 14,179.0 $9.2M 1.44% -620.0 -4.2% $650.36 +13.6%
23 SCHA SCHWAB STRATEGIC TR 310,751.0 $9.0M 1.41% -5K -1.6% $29.08 +12.0%
24 AAPL APPLE INC Technology 34,126.0 $8.7M 1.35% +772.0 +2.3% $253.79 +18.3%
25 SHYG ISHARES TR 175,581.0 $7.4M 1.16% +12K +7.4% $42.31 -0.1%
26 SPIB SPDR SERIES TRUST 221,386.0 $7.4M 1.16% +34K +18.0% $33.54 -0.7%
27 SCHD SCHWAB STRATEGIC TR 210,438.0 $6.5M 1.01% -4K -1.9% $30.68 +3.4%
28 DGRO ISHARES TR 88,990.0 $6.2M 0.97% +4K +5.1% $70.18 +4.5%
29 SPEM SPDR INDEX SHS FDS 116,631.0 $5.5M 0.85% +2K +1.8% $46.91 +8.4%
30 CL COLGATE PALMOLIVE CO Consumer Defensive 63,889.0 $5.4M 0.85% $85.23 +3.4%
31 SPDW SPDR INDEX SHS FDS 113,431.0 $5.2M 0.81% -2K -1.5% $45.65 +7.7%
32 PCY INVESCO EXCHNG TRADED FD TR 232,208.0 $4.9M 0.76% -9K -3.8% $20.90 +1.5%
33 TFI SPDR SER TR 69,179.0 $3.1M 0.49% -3K -3.6% $45.34 -0.4%
34 IWF ISHARES TR 7,201.0 $3.1M 0.48% $426.41 -70.8%
35 SCHG SCHWAB STRATEGIC TR 102,118.0 $3.0M 0.46% $29.13 +17.6%
36 SPMD SPDR SERIES TRUST 43,958.0 $2.6M 0.41% +242.0 +0.6% $59.22 +6.9%
37 MSFT MICROSOFT CORP Technology 7,025.0 $2.6M 0.41% -196.0 -2.7% $370.17 +10.6%
38 CORP PIMCO ETF TR 22,351.0 $2.2M 0.34% -581.0 -2.5% $96.80 -0.8%
39 SPSM SPDR SER TR 43,425.0 $2.1M 0.33% $48.32 +7.9%
40 QQQ INVESCO QQQ TR Financial Services 3,349.0 $1.9M 0.30% +156.0 +4.9% $577.11 +22.8%
Page 2 of 6  ·  103 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%