StockDrifts LogoStockDrifts

Towercrest Capital Management

Portfolio Manager
Towercrest Capital Management
Performance
-1.30% (2026 Q1)
AUM (13F)
$641.78M
# of Holdings
103
Performance Rank
Allocation (Top 20)
77.29%

Towercrest Capital Management Holdings Map

Top 50 Towercrest Capital Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
10.64%104.2K$68.3M
+4.88%(+4.85K)
2025-Q1: 84.1K shares2025-Q2: 87.2K shares2025-Q3: 96.8K shares2025-Q4: 99.3K shares2026-Q1: 104.2K shares
$363.96(+104.89%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
8.69%2.18M$55.8M
-1.62%(-35.87K)
2025-Q1: 2.21M shares2025-Q2: 2.28M shares2025-Q3: 2.24M shares2025-Q4: 2.21M shares2026-Q1: 2.18M shares
$11.49(+153.78%)
2026-03-31
AGG
ISHARES TR
6.32%408.3K$40.5M
+6.72%(+25.71K)
2025-Q1: 312.7K shares2025-Q2: 308.7K shares2025-Q3: 345.6K shares2025-Q4: 382.6K shares2026-Q1: 408.3K shares
$103.38(-4.56%)
2026-03-31
HYG
ISHARES TR
5.74%462.6K$36.8M
+4.55%(+20.14K)
2025-Q1: 337.5K shares2025-Q2: 332.1K shares2025-Q3: 353.5K shares2025-Q4: 442.5K shares2026-Q1: 462.6K shares
$67.44(+18.49%)
2026-03-31
LQD
ISHARES TR
4.95%291.3K$31.7M
+20.38%(+49.31K)
2025-Q1: 130.0K shares2025-Q2: 138.6K shares2025-Q3: 152.8K shares2025-Q4: 242.0K shares2026-Q1: 291.3K shares
$113.16(-4.02%)
2026-03-31
FLOT
ISHARES TR
4.26%537.2K$27.4M
-4.56%(-25.69K)
2025-Q1: 528.2K shares2025-Q2: 504.8K shares2025-Q3: 557.7K shares2025-Q4: 562.9K shares2026-Q1: 537.2K shares
$50.71(+0.43%)
2026-03-31
IEFA
ISHARES TR
4.15%294.3K$26.7M
+3.65%(+10.35K)
2025-Q1: 254.2K shares2025-Q2: 256.7K shares2025-Q3: 275.4K shares2025-Q4: 284.0K shares2026-Q1: 294.3K shares
$65.30(+48.76%)
2026-03-31
SCHZ
SCHWAB STRATEGIC TR
3.67%1.01M$23.6M
-0.40%(-4.07K)
2025-Q1: 1.09M shares2025-Q2: 1.03M shares2025-Q3: 1.06M shares2025-Q4: 1.02M shares2026-Q1: 1.01M shares
$25.66(-10.06%)
2026-03-31
IEMG
ISHARES TR
3.6%330.8K$23.1M
+4.46%(+14.12K)
2025-Q1: 303.5K shares2025-Q2: 299.2K shares2025-Q3: 320.9K shares2025-Q4: 316.7K shares2026-Q1: 330.8K shares
$52.99(+54.85%)
2026-03-31
EMB
ISHARES TR
3.25%221.8K$20.8M
+3.98%(+8.49K)
2025-Q1: 195.4K shares2025-Q2: 190.0K shares2025-Q3: 202.5K shares2025-Q4: 213.3K shares2026-Q1: 221.8K shares
$100.08(-4.54%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Towercrest Capital Management, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all