StockDriftsStockDriftsTop 50 Towercrest Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.84% | 113.4K | $84.9M | +8.87%(+9.24K) | $390.67(+99.38%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 9.12% | 2.22M | $65.4M | +2.13%(+46.36K) | $11.82(+158.10%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.12% | 443.4K | $43.9M | +8.60%(+35.10K) | $103.04(-5.47%) | 2026-06-30 | |
| HYG | ISHARES TR | 5.36% | 481.1K | $38.5M | +3.98%(+18.43K) | $67.90(+17.40%) | 2026-06-30 | |
| LQD | ISHARES TR | 4.98% | 327.3K | $35.7M | +12.37%(+36.04K) | $112.67(-6.29%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.46% | 331.6K | $32.0M | +12.67%(+37.30K) | $68.32(+48.31%) | 2026-06-30 | |
| IEMG | ISHARES TR | 3.99% | 345.7K | $28.6M | +4.50%(+14.90K) | $53.94(+53.19%) | 2026-06-30 | |
| FLOT | ISHARES TR | 3.75% | 527.5K | $26.9M | -1.81%(-9.70K) | $50.71(+0.50%) | 2026-06-30 | |
| EMB | ISHARES TR | 3.21% | 239.0K | $23.1M | +7.76%(+17.21K) | $99.70(-4.86%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 3.08% | 956.7K | $22.1M | -5.72%(-58.05K) | $25.66(-11.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.49% | +34.88% | +3.83% | +20.69% |
| Top 20 Holdings Unweighted | +10.28% | +34.12% | +3.50% | +18.76% |
Towercrest Capital Management reports $717.42M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.8%), SCHX (9.1%) and AGG (6.1%). The top 20 holdings account for 77.93% of reported assets. Its disclosed equity book has returned +34.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Towercrest Capital Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633288). View Towercrest Capital Management’s 13F filings on SEC