Towercrest Capital Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Towercrest Capital Management held in its portfolio 98 assets valued at $634,263,209 (i.e. $634.26M).
The most valuable assets in the portfolio included: ISHARES TR ($68.08M), SCHWAB STRATEGIC TR ($59.53M), and ISHARES TR ($38.22M).
The chart below shows the top 10 valuable assets, and the table below shows the top 98 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Towercrest Capital Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 99339 | 68075704 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 2212231 | 59531129 | US LRG CAP ETF |
| ISHARES TR | 382609 | 38215959 | CORE US AGGBD ET |
| ISHARES TR | 442486 | 35677884 | IBOXX HI YD ETF |
| ISHARES TR | 562898 | 28629078 | FLTG RATE NT ETF |
| ISHARES TR | 241954 | 26660969 | IBOXX INV CP ETF |
| ISHARES TR | 283986 | 25408341 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 1018851 | 23810554 | US AGGREGATE B |
| ISHARES TR | 316691 | 21291430 | CORE MSCI EMKT |
| ISHARES TR | 213349 | 20541191 | JPMORGAN USD EMG |
| SPDR SER TR | 651222 | 20012067 | BLOMBERG BRC INV |
| SCHWAB STRATEGIC TR | 810666 | 19488409 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 482441 | 15799934 | EMRG MKTEQ ETF |
| ISHARES TR | 220094 | 14528647 | CORE S&P MCP ETF |
| ISHARES TR | 134296 | 14384445 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 169228 | 13575442 | STATE STREET SPD |
| ISHARES TR | 97535 | 11724492 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 380277 | 11434930 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 408391 | 10712100 | US BRD MKT ETF |
| SPDR TR S&P 500 ETF TR | 14799 | 10091990 | TR UNIT |
| SPDR SERIES TRUST | 380856 | 9807050 | PORTFOLIO AGRGTE |
| ISHARES TR | 63972 | 9512609 | CORE S&P TTL STK |
| APPLE INC | 33354 | 9067728 | COM |
| SCHWAB STRATEGIC TR | 315966 | 8998709 | US SML CAP ETF |
| ISHARES TR | 163518 | 7010027 | 0-5YR HI YL CP |
| SPDR SERIES TRUST | 187582 | 6342151 | PORTFOLIO INTRMD |
| SCHWAB STRATEGIC TR | 214553 | 5885183 | US DIVIDEND EQ |
| ISHARES TR | 84664 | 5877647 | CORE DIV GRWTH |
| SPDR INDEX SHS FDS | 114589 | 5363890 | PORTFOLIO EMG MK |
| INVESCO EXCHNG TRADED FD TR | 241373 | 5228145 | EMRNG MKT SVRG |
| SPDR INDEX SHS FDS | 115195 | 5115832 | PORTFOLIO DEVLPD |
| COLGATE PALMOLIVE CO | 63888 | 5048442 | COM |
| MICROSOFT CORP | 7221 | 3492145 | COM |
| ISHARES TR | 7201 | 3408350 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 102171 | 3332818 | US LCAP GR ETF |
| SPDR SER TR | 71770 | 3280607 | NUVEEN BRC MUNIC |
| SPDR SERIES TRUST | 43716 | 2531591 | PORTFOLIO MD ETF |
| PIMCO ETF TR | 22932 | 2243909 | INV GRD CRP BD |
| SPDR SER TR | 43343 | 2031039 | PORTFOLIO SM ETF |
| INVESCO QQQ TR | 3193 | 1961260 | UNIT SER 1 |
| ALPHABET INC | 6059 | 1901314 | CAP STK CL C |
| SPDR SERIES TRUST | 19817 | 1634880 | PORTFOLIO TL STK |
| ISHARES TR | 19560 | 1619938 | 1 3 YR TREAS BD |
| SPDR SER TR | 37242 | 1610709 | PRTFLO S&P500 HI |
| NVIDIA CORPORATION | 8563 | 1596925 | COM |
| JOHNSON & JOHNSON | 7330 | 1517031 | COM |
| JPMORGAN CHASE & CO | 4204 | 1354613 | COM |
| ALPHABET INC | 4309 | 1348717 | CAP STK CL A |
| INVESCO EXCHANGE TRADED FD T | 6989 | 1338875 | S&P500 EQL WGT |
| META PLATFORMS INC | 1957 | 1291796 | CL A |
| SCHWAB STRATEGIC TR | 50051 | 1219754 | SHT TM US TRES |
| AMAZON COM INC | 5131 | 1184337 | COM |
| VANGUARD INDEX FDS | 2356 | 1149439 | GROWTH ETF |
| VANGUARD INDEX FDS | 1685 | 1056709 | S&P 500 ETF SHS |
| VISA INC | 2797 | 980936 | COM CL A |
| MERCK & CO INC | 9246 | 973234 | COM |
| CISCO SYS INC | 10391 | 800419 | COM |
| AT&T INC | 29389 | 730016 | COM |
| SCHWAB STRATEGIC TR | 24237 | 717658 | US LCAP VA ETF |
| BANK AMER CORP | 12875 | 708125 | COM |
| HOME DEPOT INC | 1924 | 662048 | COM |
| VANGUARD SPECIALIZED FUNDS | 3001 | 659495 | DIV APP ETF |
| COCA COLA CONSOLIDATED INC | 9240 | 645968 | COM |
| INTERNATIONAL BUSINESS MACHS | 2136 | 632805 | COM |
| VANGUARD INDEX FDS | 3187 | 608685 | VALUE ETF |
| VANGUARD INDEX FDS | 1738 | 582767 | TOTAL STK MKT |
| FIDELITY MERRIMACK STR TR | 12636 | 581761 | TOTAL BD ETF |
| ORACLE CORP | 2498 | 486885 | COM |
| BROADCOM INC | 1390 | 481079 | COM |
| ISHARES TR | 2235 | 470007 | RUS 1000 VAL ETF |
| WALMART INC | 4156 | 463024 | COM |
| DIMENSIONAL ETF TRUST | 5721 | 424327 | US EQUITY ETF |
| NEXTERA ENERGY INC | 4998 | 401207 | COM |
| INVESCO EXCHNG TRADED FD TR | 20810 | 387072 | FNDMNTL HY CRP |
| LINDE PLC | 893 | 380766 | SHS |
| CHEVRON CORP NEW | 2498 | 380720 | COM |
| TESLA INC | 798 | 358877 | COM |
| BERKSHIRE HATHAWAY INC DEL | 699 | 351352 | CL B NEW |
| CITIGROUP INC | 2939 | 342952 | COM NEW |
| TRANE TECHNOLOGIES PLC | 871 | 338993 | SHS |
| VANGUARD INTL EQUITY INDEX F | 2365 | 333616 | TT WRLD ST ETF |
| ISHARES TR | 2360 | 323178 | RUS MD CP GR ETF |
| NETFLIX INC | 3420 | 320659 | COM |
| ELI LILLY & CO | 294 | 315956 | COM |
| COSTCO WHSL CORP NEW | 365 | 314459 | COM |
| BANK NEW YORK MELLON CORP | 2575 | 298932 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 3652 | 293256 | COM |
| GE AEROSPACE | 856 | 263674 | COM NEW |
| DISNEY WALT CO | 2283 | 259783 | COM |
| LAS VEGAS SANDS CORP | 3850 | 250597 | COM |
| UNITEDHEALTH GROUP INC | 745 | 245932 | COM |
| SPDR SER TR | 8063 | 236097 | PORTFOLIO SHORT |
| VERIZON COMMUNICATIONS INC | 5763 | 234731 | COM |
| PHILIP MORRIS INTL INC | 3924 | 226258 | COM |
| ISHARES TR | 590 | 220330 | RUSSELL 1000 US |
| VANGUARD INDEX FDS | 1011 | 211393 | EXTEND MKT ETF |
| PNC FINL SVCS GROUP INC | 978 | 204138 | COM |
| HERSHEY CO | 1100 | 200178 | COM |
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