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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 1,496.0 $565K 0.08% -8.0 -0.5% $377.75 -2.5%
22 IWD ISHARES TR 2,185.0 $530K 0.07% -50.0 -2.2% $242.38 +6.2%
23 CVX CHEVRON CORP NEW Energy 2,599.0 $431K 0.06% -75.0 -2.8% $165.76 +23.8%
24 LLY ELI LILLY & CO Healthcare 314.0 $377K 0.05% -5.0 -1.6% $1199.43 +4.7%
25 GE AEROSPACE 1,006.0 $376K 0.05% -15.0 -1.5% $373.73
26 NEE NEXTERA ENERGY INC Utilities 4,257.0 $374K 0.05% -763.0 -15.2% $87.77 -4.7%
27 TSLA TESLA INC Consumer Cyclical 571.0 $240K 0.03% -187.0 -24.7% $420.60 -13.7%
28 DIS DISNEY WALT CO Communication Services 2,248.0 $216K 0.03% -35.0 -1.5% $96.24 +12.0%
29 RTX RTX CORPORATION Industrials 1,120.0 $212K 0.03% -50.0 -4.3% $189.70 +10.7%
Page 2 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%