Towercrest Capital Management
CIK: 0001633288SEC EDGAR →
Portfolio Value
$634K
Holdings
98
As of
Q4 2025
New Positions
98
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 2,212,231 | $59.5M | 9385.85% |
| 2 | ISHARES TR | 382,609 | $38.2M | 6025.10% |
| 3 | ISHARES TR | 442,486 | $35.7M | 5624.95% |
| 4 | ISHARES TR | 562,898 | $28.6M | 4513.74% |
| 5 | ISHARES TR | 241,954 | $26.7M | 4203.30% |
| 6 | ISHARES TR | 283,986 | $25.4M | 4005.91% |
| 7 | SCHWAB STRATEGIC TR | 1,018,851 | $23.8M | 3753.96% |
| 8 | ISHARES TR | 316,691 | $21.3M | 3356.81% |
| 9 | ISHARES TR | 213,349 | $20.5M | 3238.56% |
| 10 | SPDR SER TR | 651,222 | $20.0M | 3155.16% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (98)
$59.5M · 2.2M shares
$38.2M · 383K shares
$35.7M · 442K shares
$28.6M · 563K shares
$26.7M · 242K shares
$25.4M · 284K shares
$23.8M · 1.0M shares
$21.3M · 317K shares
$20.5M · 213K shares
$20.0M · 651K shares
$19.5M · 811K shares
$15.8M · 482K shares
$14.5M · 220K shares
$14.4M · 134K shares
$13.6M · 169K shares
$11.7M · 98K shares
$11.4M · 380K shares
$10.7M · 408K shares
$9.8M · 381K shares
$9.5M · 64K shares
$9.1M · 33K shares
$9.0M · 316K shares
$7.0M · 164K shares
$6.3M · 188K shares
$5.9M · 215K shares
$5.9M · 85K shares
$5.4M · 115K shares
$5.2M · 241K shares
$5.1M · 115K shares
$5.0M · 64K shares
$3.5M · 7K shares
$3.4M · 7K shares
$3.3M · 102K shares
$3.3M · 72K shares
$2.5M · 44K shares
$2.2M · 23K shares
$2.0M · 43K shares
$1.9M · 6K shares
$1.6M · 20K shares
$1.6M · 20K shares
$1.6M · 37K shares
$1.6M · 9K shares
$1.5M · 7K shares
$1.4M · 4K shares
$1.3M · 4K shares
$1.3M · 7K shares
$1.2M · 50K shares
$1.2M · 5K shares
$1.1M · 2K shares
$980K · 3K shares
$973K · 9K shares
$800K · 10K shares
$730K · 29K shares
$717K · 24K shares
$708K · 13K shares
$662K · 2K shares
$659K · 3K shares
$645K · 9K shares
$632K · 2K shares
$608K · 3K shares
$582K · 2K shares
$581K · 13K shares
$486K · 2K shares
$481K · 1K shares
$470K · 2K shares
$463K · 4K shares
$424K · 6K shares
$401K · 5K shares
$387K · 21K shares
$380K · 893 shares
$380K · 2K shares
$358K · 798 shares
$342K · 3K shares
$338K · 871 shares
$333K · 2K shares
$323K · 2K shares
$320K · 3K shares
$298K · 3K shares
$293K · 4K shares
$263K · 856 shares
$259K · 2K shares
$250K · 4K shares
$245K · 745 shares
$236K · 8K shares
$234K · 6K shares
$226K · 4K shares
$220K · 590 shares
$211K · 1K shares
$204K · 978 shares
$200K · 1K shares
$68K · 99K shares
$10K · 15K shares
$2K · 3K shares
$1K · 2K shares
$1K · 2K shares
$351 · 699 shares
$315 · 294 shares
$314 · 365 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $487.3M | 88.5% |
| Unknown | 8 | $28.8M | 5.2% |
| Technology | 7 | $16.6M | 3.0% |
| Consumer Defensive | 5 | $6.4M | 1.2% |
| Communication Services | 6 | $4.6M | 0.8% |
| Healthcare | 4 | $2.7M | 0.5% |
| Consumer Cyclical | 4 | $2.5M | 0.4% |
| Utilities | 2 | $694K | 0.1% |
| Industrials | 2 | $601K | 0.1% |
| Basic Materials | 1 | $380K | 0.1% |
| Energy | 1 | $380K | 0.1% |