Towercrest Capital Management

Est. AUM

$641.8M

13F long equity, this entity only

Positions

103

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$68.3M	104188	10.64%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$55.8M	2176358	8.69%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$40.5M	408315	6.32%	SOLE
4	ISHARES TR	IBOXX HI YD ETF	$36.8M	462631	5.74%	SOLE
5	ISHARES TR	IBOXX INV CP ETF	$31.7M	291268	4.95%	SOLE
6	ISHARES TR	FLTG RATE NT ETF	$27.4M	537209	4.26%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$26.6M	294340	4.15%	SOLE
8	SCHWAB STRATEGIC TR	US AGGREGATE B	$23.6M	1014783	3.67%	SOLE
9	ISHARES TR	CORE MSCI EMKT	$23.1M	330816	3.60%	SOLE
10	ISHARES TR	JPMORGAN USD EMG	$20.8M	221835	3.25%	SOLE
11	SCHWAB STRATEGIC TR	INTL EQTY ETF	$19.5M	788468	3.04%	SOLE
12	SPDR SER TR	BLOMBERG BRC INV	$18.0M	584824	2.80%	SOLE
13	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$16.2M	490541	2.52%	SOLE
14	ISHARES TR	CORE S&P MCP ETF	$15.6M	230280	2.42%	SOLE
15	ISHARES TR	NATIONAL MUN ETF	$14.9M	139953	2.31%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$12.9M	168358	2.01%	SOLE
17	ISHARES TR	CORE S&P SCP ETF	$12.6M	101461	1.97%	SOLE
18	SCHWAB STRATEGIC TR	US MID-CAP ETF	$11.6M	376193	1.81%	SOLE
19	SCHWAB STRATEGIC TR	US BRD MKT ETF	$10.2M	404680	1.58%	SOLE
20	SPDR SERIES TRUST	PORTFOLIO AGRGTE	$10.0M	391329	1.56%	SOLE
21	ISHARES TR	CORE S&P TTL STK	$9.4M	65773	1.46%	SOLE
22	SPDR TR S&P 500 ETF TR	TR UNIT	$9.2M	14179	1.44%	SOLE
23	SCHWAB STRATEGIC TR	US SML CAP ETF	$9.0M	310751	1.41%	SOLE
24	APPLE INC	COM	$8.7M	34126	1.35%	SOLE
25	ISHARES TR	0-5YR HI YL CP	$7.4M	175581	1.16%	SOLE
26	SPDR SERIES TRUST	PORTFOLIO INTRMD	$7.4M	221386	1.16%	SOLE
27	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.5M	210438	1.01%	SOLE
28	ISHARES TR	CORE DIV GRWTH	$6.2M	88990	0.97%	SOLE
29	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$5.5M	116631	0.85%	SOLE
30	COLGATE PALMOLIVE CO	COM	$5.4M	63889	0.85%	SOLE
31	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$5.2M	113431	0.81%	SOLE
32	INVESCO EXCHNG TRADED FD TR	EMRNG MKT SVRG	$4.9M	232208	0.76%	SOLE
33	SPDR SER TR	NUVEEN BRC MUNIC	$3.1M	69179	0.49%	SOLE
34	ISHARES TR	RUS 1000 GRW ETF	$3.1M	7201	0.48%	SOLE
35	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.0M	102118	0.46%	SOLE
36	SPDR SERIES TRUST	PORTFOLIO MD ETF	$2.6M	43958	0.41%	SOLE
37	MICROSOFT CORP	COM	$2.6M	7025	0.41%	SOLE
38	PIMCO ETF TR	INV GRD CRP BD	$2.2M	22351	0.34%	SOLE
39	SPDR SER TR	PORTFOLIO SM ETF	$2.1M	43425	0.33%	SOLE
40	INVESCO QQQ TR	UNIT SER 1	$1.9M	3349	0.30%	SOLE
41	JOHNSON & JOHNSON	COM	$1.8M	7356	0.28%	SOLE
42	SPDR SER TR	PRTFLO S&P500 HI	$1.8M	38649	0.27%	SOLE
43	ISHARES TR	1 3 YR TREAS BD	$1.7M	20754	0.27%	SOLE
44	ALPHABET INC	CAP STK CL C	$1.7M	5890	0.26%	SOLE
45	SPDR SERIES TRUST	PORTFOLIO TL STK	$1.6M	19740	0.24%	SOLE
46	NVIDIA CORPORATION	COM	$1.5M	8683	0.24%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.3M	6989	0.21%	SOLE
48	JPMORGAN CHASE & CO	COM	$1.2M	4228	0.19%	SOLE
49	ALPHABET INC	CAP STK CL A	$1.2M	4309	0.19%	SOLE
50	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	50368	0.19%	SOLE

1–50 of 103

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.