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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 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR TR S&P 500 ETF TR Financial Services 14,586.0 $10.9M 1.52% +407.0 +2.9% $746.75 +2.5%
22 SCHA SCHWAB STRATEGIC TR 294,689.0 $10.6M 1.48% -16K -5.2% $36.13 -3.6%
23 SPAB SPDR SERIES TRUST 390,850.0 $10.0M 1.39% $25.52 -1.7%
24 AAPL APPLE INC Technology 33,727.0 $9.8M 1.36% -399.0 -1.2% $289.36 +6.9%
25 SPIB SPDR SERIES TRUST 240,113.0 $8.0M 1.12% +19K +8.5% $33.46 -1.1%
26 SHYG ISHARES TR 175,323.0 $7.4M 1.04% $42.41 -0.4%
27 DGRO ISHARES TR 97,675.0 $7.4M 1.03% +9K +9.8% $75.79 +5.0%
28 SPEM SPDR INDEX SHS FDS 116,999.0 $6.1M 0.84% $51.78 +1.2%
29 SPDW SPDR INDEX SHS FDS 117,680.0 $5.9M 0.83% +4K +3.8% $50.39 +3.2%
30 CL COLGATE PALMOLIVE CO Consumer Defensive 63,891.0 $5.9M 0.82% $91.68 -0.7%
31 SCHD SCHWAB STRATEGIC TR 179,585.0 $5.7M 0.79% -31K -14.7% $31.71 +10.7%
32 PCY INVESCO EXCHNG TRADED FD TR 211,860.0 $4.6M 0.64% -20K -8.8% $21.65 -2.6%
33 IWF ISHARES TR 28,805.0 $3.6M 0.50% +22K +300.0% $124.17 -1.4%
34 SCHG SCHWAB STRATEGIC TR 102,084.0 $3.5M 0.48% $33.84 +4.4%
35 SPMD SPDR SERIES TRUST 43,507.0 $2.9M 0.41% -451.0 -1.0% $67.56 -0.4%
36 MSFT MICROSOFT CORP Technology 7,017.0 $2.6M 0.36% $373.03 +29.5%
37 TFI SPDR SER TR 55,947.0 $2.6M 0.36% -13K -19.1% $45.80 -2.0%
38 SPSM SPDR SER TR 42,686.0 $2.5M 0.34% -739.0 -1.7% $57.67 -0.7%
39 GOOG ALPHABET INC 5,890.0 $2.1M 0.29% $353.33
40 QQQ INVESCO QQQ TR Financial Services 2,588.0 $1.9M 0.27% -761.0 -22.7% $736.40 -3.1%
Page 2 of 6  ·  110 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%