Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Towercrest Capital Management (CIK 1633288) reported $641.8M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($68.3M, 10.64%), SCHX ($55.8M, 8.69%), AGG ($40.5M, 6.32%), HYG ($36.8M, 5.74%), LQD ($31.7M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $68.3M | 10.64% | 104,188 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $55.8M | 8.69% | 2.2M | Trimmed |
| 3 | AGG | ISHARES TR | $40.5M | 6.32% | 408,315 | Added |
| 4 | HYG | ISHARES TR | $36.8M | 5.74% | 462,631 | Added |
| 5 | LQD | ISHARES TR | $31.7M | 4.95% | 291,268 | Added |
| 6 | FLOT | ISHARES TR | $27.4M | 4.26% | 537,209 | Trimmed |
| 7 | IEFA | ISHARES TR | $26.7M | 4.15% | 294,340 | Added |
| 8 | SCHZ | SCHWAB STRATEGIC TR | $23.6M | 3.67% | 1.0M | Trimmed |
| 9 | IEMG | ISHARES TR | $23.1M | 3.60% | 330,816 | Added |
| 10 | EMB | ISHARES TR | $20.8M | 3.25% | 221,835 | Added |
| 11 | SCHF | SCHWAB STRATEGIC TR | $19.5M | 3.04% | 788,468 | Trimmed |
| 12 | FLRN | SPDR SER TR | $18.0M | 2.80% | 584,824 | Trimmed |
| 13 | SCHE | SCHWAB STRATEGIC TR | $16.2M | 2.52% | 490,541 | Added |
| 14 | IJH | ISHARES TR | $15.6M | 2.42% | 230,280 | Added |
| 15 | MUB | ISHARES TR | $14.9M | 2.31% | 139,953 | Added |
| 16 | SPLG | SPDR SERIES TRUST | $12.9M | 2.01% | 168,358 | Trimmed |
| 17 | IJR | ISHARES TR | $12.6M | 1.97% | 101,461 | Added |
| 18 | SCHM | SCHWAB STRATEGIC TR | $11.6M | 1.81% | 376,193 | Trimmed |
| 19 | SCHB | SCHWAB STRATEGIC TR | $10.2M | 1.58% | 404,680 | Trimmed |
| 20 | SPAB | SPDR SERIES TRUST | $10.0M | 1.56% | 391,329 | Added |
| 21 | ITOT | ISHARES TR | $9.4M | 1.46% | 65,773 | Added |
| 22 | SPY | SPDR TR S&P 500 ETF TR | $9.2M | 1.44% | 14,179 | Trimmed |
| 23 | SCHA | SCHWAB STRATEGIC TR | $9.0M | 1.41% | 310,751 | Trimmed |
| 24 | AAPL | APPLE INC | $8.7M | 1.35% | 34,126 | Added |
| 25 | SHYG | ISHARES TR | $7.4M | 1.16% | 175,581 | Added |
Source: SEC Form 13F filings · as of 2026-03-31