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Portfolio (Quarterly) Guide ↗

Towercrest Capital Management

· CIK 0001633288
13F Portfolio $717M AUM 110 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 27 Added 29 Reduced 5 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLOT ISHARES TR 527,506.0 $26.9M 3.75% -10K -1.8% $51.05 -0.1%
2 SCHZ SCHWAB STRATEGIC TR 956,732.0 $22.1M 3.08% -58K -5.7% $23.13 -1.6%
3 SCHE SCHWAB STRATEGIC TR 476,643.0 $17.3M 2.41% -14K -2.8% $36.26 +2.0%
4 FLRN SPDR SER TR 541,503.0 $16.7M 2.33% -43K -7.4% $30.85 -0.1%
5 SCHM SCHWAB STRATEGIC TR 364,410.0 $13.4M 1.87% -12K -3.1% $36.87 -1.9%
6 SCHA SCHWAB STRATEGIC TR 294,689.0 $10.6M 1.48% -16K -5.2% $36.13 -3.6%
7 AAPL APPLE INC Technology 33,727.0 $9.8M 1.36% -399.0 -1.2% $289.36 +6.9%
8 SCHD SCHWAB STRATEGIC TR 179,585.0 $5.7M 0.79% -31K -14.7% $31.71 +10.7%
9 PCY INVESCO EXCHNG TRADED FD TR 211,860.0 $4.6M 0.64% -20K -8.8% $21.65 -2.6%
10 SPMD SPDR SERIES TRUST 43,507.0 $2.9M 0.41% -451.0 -1.0% $67.56 -0.4%
11 TFI SPDR SER TR 55,947.0 $2.6M 0.36% -13K -19.1% $45.80 -2.0%
12 SPSM SPDR SER TR 42,686.0 $2.5M 0.34% -739.0 -1.7% $57.67 -0.7%
13 QQQ INVESCO QQQ TR Financial Services 2,588.0 $1.9M 0.27% -761.0 -22.7% $736.40 -3.1%
14 SPYD SPDR SER TR 37,307.0 $1.8M 0.25% -1K -3.5% $47.71 +5.7%
15 CORP PIMCO ETF TR 16,707.0 $1.6M 0.23% -6K -25.2% $96.90 -2.1%
16 JPM JPMORGAN CHASE & CO Financial Services 3,612.0 $1.2M 0.17% -616.0 -14.6% $327.33 +7.4%
17 CSCO CISCO SYS INC Technology 9,791.0 $1.2M 0.16% -600.0 -5.8% $117.46 -5.5%
18 META META PLATFORMS INC Communication Services 1,987.0 $1.1M 0.16% -10.0 -0.5% $563.29 -2.4%
19 COKE COCA COLA CONSOLIDATED INC Consumer Defensive 9,140.0 $743K 0.10% -100.0 -1.1% $81.27 +132.7%
20 SBUX STARBUCKS CORP Consumer Cyclical 6,601.0 $675K 0.09% -150.0 -2.2% $102.19 +4.8%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Financial Services 28.2%
Consumer Defensive 13.4%
Communication Services 6.9%
Healthcare 6.9%
Consumer Cyclical 5.1%
Industrials 2.3%
Utilities 1.7%
Energy 1.4%
Basic Materials 0.8%