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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 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 7,356.0 $1.8M 0.28% $244.44 -5.6%
42 SPYD SPDR SER TR 38,649.0 $1.8M 0.27% +1K +3.8% $45.52 +1.5%
43 SHY ISHARES TR 20,754.0 $1.7M 0.27% +1K +6.1% $82.57 -0.6%
44 GOOG ALPHABET INC Communication Services 5,890.0 $1.7M 0.26% -169.0 -2.8% $286.86 +38.5%
45 SPTM SPDR SERIES TRUST 19,740.0 $1.6M 0.24% $79.06 +13.2%
46 NVDA NVIDIA CORPORATION Technology 8,683.0 $1.5M 0.24% +120.0 +1.4% $174.39 +35.2%
47 RSP INVESCO EXCHANGE TRADED FD T 6,989.0 $1.3M 0.21% $191.93 +5.0%
48 JPM JPMORGAN CHASE & CO Financial Services 4,228.0 $1.2M 0.19% +24.0 +0.6% $294.16 +2.0%
49 GOOGL ALPHABET INC Communication Services 4,309.0 $1.2M 0.19% $287.56 +39.5%
50 SCHO SCHWAB STRATEGIC TR 50,368.0 $1.2M 0.19% +317.0 +0.6% $24.27 -0.6%
51 META META PLATFORMS INC Communication Services 1,997.0 $1.1M 0.18% +40.0 +2.0% $572.13 +8.1%
52 MRK MERCK & CO INC Healthcare 9,225.0 $1.1M 0.17% $120.29 -5.7%
53 VOO VANGUARD INDEX FDS 1,845.0 $1.1M 0.17% +160.0 +9.5% $597.64 +13.7%
54 AMZN AMAZON COM INC Consumer Cyclical 4,893.0 $1.0M 0.16% -238.0 -4.6% $208.27 +26.8%
55 VUG VANGUARD INDEX FDS 2,302.0 $1.0M 0.16% -54.0 -2.3% $436.81 -80.0%
56 V VISA INC Financial Services 2,797.0 $845K 0.13% $302.24 +6.7%
57 T AT&T INC Communication Services 28,881.0 $837K 0.13% -508.0 -1.7% $28.99 -14.9%
58 HD HOME DEPOT INC Consumer Cyclical 2,484.0 $817K 0.13% +560.0 +29.1% $328.89 -7.5%
59 CSCO CISCO SYS INC Technology 10,391.0 $806K 0.13% $77.59 +48.9%
60 SCHV SCHWAB STRATEGIC TR 24,210.0 $738K 0.12% $30.50 +6.8%
Page 3 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%