Towercrest Capital Management Portfolio Holdings

Towercrest Capital Management

  • $559 Million
  • Q2 2025

Towercrest Capital Management has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $559 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $55.7M, Ishares Core S&P 500 ETF with a value of $54.2M, Ishares Core U.S. Aggregate Bo with a value of $30.6M, Ishares Tr with a value of $26.8M, and Ishares Tr Fltg Rate Nt ETF with a value of $25.8M.

Examining the 13F form we can see an increase of $21.6M in the current position value, from $537M to 559M.

Towercrest Capital Management is based out at Newtown, PA

Below you can find more details about Towercrest Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $559 Million
ETFs: $531 Million
Technology: $13.2 Million
Communication Services: $3.66 Million
Consumer Defensive: $3.03 Million
Financial Services: $3.01 Million
Healthcare: $1.95 Million
Consumer Cyclical: $1.7 Million
Utilities: $662,000
Other: $343,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $559 Million
  • Prior Value $537 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Towercrest Capital Management Portfolio

Follow Towercrest Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Towercrest Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Towercrest Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email