Towercrest Capital Management
CIK 1633288
13F filing for Q2 2026・No. 3,166
- Holdings
- US$717.42M
- Quarter change
- +US$75.65M
- Entries
- 110
- Net bought (estimate)
- +US$22.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 5
- Cut 33
- Added 37
- Corporate actions 0
- Unchanged 28
Largest holdings
110 stocks worth US$717.42M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 113,426 | US$84.95M | 11.84% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 2,222,715 | US$65.41M | 9.12% |
| ISHARES TRCORE US AGGBD ET | Added | 443,414 | US$43.88M | 6.12% |
| HYGISHARES TRIBOXX HI YD ETF | Added | 481,066 | US$38.47M | 5.36% |
| LQDISHARES TRIBOXX INV CP ETF | Added | 327,308 | US$35.7M | 4.98% |
| ISHARES TRCORE MSCI EAFE | Added | 331,636 | US$32.03M | 4.46% |
| IEMGISHARES TRCORE MSCI EMKT | Added | 345,719 | US$28.63M | 3.99% |
| ISHARES TRFLTG RATE NT ETF | Cut | 527,506 | US$26.93M | 3.75% |
| ISHARES TRJPMORGAN USD EMG | Added | 239,041 | US$23.05M | 3.21% |
| SCHWAB STRATEGIC TRUS AGGREGATE B | Cut | 956,732 | US$22.13M | 3.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.