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 $717.4M across 110 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($84.9M, 11.84%), SCHX ($65.4M, 9.12%), AGG ($43.9M, 6.12%), HYG ($38.5M, 5.36%), LQD ($35.7M, 4.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $84.9M | 11.84% | 113,426 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $65.4M | 9.12% | 2.2M | Added |
| 3 | AGG | ISHARES TR | $43.9M | 6.12% | 443,414 | Added |
| 4 | HYG | ISHARES TR | $38.5M | 5.36% | 481,066 | Added |
| 5 | LQD | ISHARES TR | $35.7M | 4.98% | 327,308 | Added |
| 6 | IEFA | ISHARES TR | $32.0M | 4.46% | 331,636 | Added |
| 7 | IEMG | ISHARES TR | $28.6M | 3.99% | 345,719 | Added |
| 8 | FLOT | ISHARES TR | $26.9M | 3.75% | 527,506 | Trimmed |
| 9 | EMB | ISHARES TR | $23.1M | 3.21% | 239,041 | Added |
| 10 | SCHZ | SCHWAB STRATEGIC TR | $22.1M | 3.08% | 956,732 | Trimmed |
| 11 | SCHF | SCHWAB STRATEGIC TR | $21.9M | 3.05% | 790,195 | Added |
| 12 | IJH | ISHARES TR | $18.4M | 2.56% | 238,477 | Added |
| 13 | SCHE | SCHWAB STRATEGIC TR | $17.3M | 2.41% | 476,643 | Trimmed |
| 14 | FLRN | SPDR SER TR | $16.7M | 2.33% | 541,503 | Trimmed |
| 15 | IJR | ISHARES TR | $15.7M | 2.18% | 105,624 | Added |
| 16 | MUB | ISHARES TR | $15.6M | 2.17% | 144,937 | Added |
| 17 | SPLG | SPDR SERIES TRUST | $15.3M | 2.13% | 173,788 | Added |
| 18 | SCHM | SCHWAB STRATEGIC TR | $13.4M | 1.87% | 364,410 | Trimmed |
| 19 | SCHB | SCHWAB STRATEGIC TR | $12.0M | 1.67% | 414,502 | Added |
| 20 | ITOT | ISHARES TR | $11.8M | 1.65% | 72,112 | Added |
| 21 | SPY | SPDR TR S&P 500 ETF TR | $10.9M | 1.52% | 14,586 | Added |
| 22 | SCHA | SCHWAB STRATEGIC TR | $10.6M | 1.48% | 294,689 | Trimmed |
| 23 | SPAB | SPDR SERIES TRUST | $10.0M | 1.39% | 390,850 | Trimmed |
| 24 | AAPL | APPLE INC | $9.8M | 1.36% | 33,727 | Trimmed |
| 25 | SPIB | SPDR SERIES TRUST | $8.0M | 1.12% | 240,113 | Added |
Source: SEC Form 13F filings · as of 2026-06-30