StockDriftsStockDriftsTop 50 Towercrest Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.7% | 106.8K | $81.9M | -5.81%(-6.59K) | $390.67(+96.43%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 9.35% | 2.18M | $65.4M | -1.88%(-41.82K) | $11.82(+154.03%) | 2026-09-30 | |
| AGG | ISHARES TR | 6.37% | 471.8K | $44.6M | +6.41%(+28.40K) | $102.66(-6.37%) | 2026-09-30 | |
| HYG | ISHARES TR | 5.6% | 507.3K | $39.2M | +5.45%(+26.21K) | $68.45(+12.64%) | 2026-09-30 | |
| LQD | ISHARES TR | 5.05% | 345.7K | $35.3M | +5.61%(+18.37K) | $112.30(-7.14%) | 2026-09-30 | |
| IEFA | ISHARES TR | 4.29% | 310.0K | $30.0M | -6.51%(-21.59K) | $68.32(+40.74%) | 2026-09-30 | |
| FLOT | ISHARES TR | 4.05% | 555.9K | $28.4M | +5.38%(+28.36K) | $50.73(+0.54%) | 2026-09-30 | |
| IEMG | ISHARES TR | 3.59% | 309.8K | $25.1M | -10.39%(-35.91K) | $53.94(+39.86%) | 2026-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 3.24% | 1.03M | $22.7M | +7.14%(+68.33K) | $25.46(-11.78%) | 2026-09-30 | |
| EMB | ISHARES TR | 3.21% | 247.5K | $22.5M | +3.56%(+8.50K) | $99.49(-7.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.43% | +34.68% | +3.72% | +20.02% |
| Top 20 Holdings Unweighted | +10.24% | +33.97% | +3.31% | +17.68% |
Towercrest Capital Management reports $699.94M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.7%), SCHX (9.3%) and AGG (6.4%). The top 20 holdings account for 77.74% of reported assets. Its disclosed equity book has returned +34.68% on a three-year cumulative basis. Figures reflect the Q3 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