Towercrest Capital Management Portfolio Holdings

Towercrest Capital Management

  • $619 Million
  • Q3 2025

Towercrest Capital Management has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $619 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $64.8M, Schwab Strategic Tr Us Large C with a value of $59.1M, Ishares Core U.S. Aggregate Bo with a value of $34.6M, Ishares Tr with a value of $28.7M, and Ishares Tr Fltg Rate Nt ETF with a value of $28.5M.

Examining the 13F form we can see an increase of $60.5M in the current position value, from $559M to 619M.

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 $619 Million
ETFs: $579 Million
Technology: $16.5 Million
Consumer Defensive: $8.01 Million
Communication Services: $5.63 Million
Financial Services: $3.95 Million
Healthcare: $2.86 Million
Consumer Cyclical: $2.52 Million
Utilities: $752,000
Other: $387,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.34B
$1.07 Million 0.17% of portfolio
9,140
Q3 2025 Added 7.1%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $619 Million
  • Prior Value $559 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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