Institutional Fund
Towercrest Capital Management
Newtown, PACIK 16332885 filings on record
Portfolio Value
$641.78M
Q1 2026
Holdings
103
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+1.2%
from $634.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.6%
- Schwab Strategic Tr8.7%
- Ishares Tr6.3%
- Ishares Tr5.7%
- Ishares Tr4.9%
- Ishares Tr4.3%
- Other59.4%
Portfolio Holdings
103 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 104.2K | $68.28M | 10.6% | +4.8K | Added |
| 2 | Schwab Strategic Tr | 2.18M | $55.80M | 8.7% | −35.9K | Reduced |
| 3 | Ishares Tr | 408.3K | $40.54M | 6.3% | +25.7K | Added |
| 4 | Ishares Tr | 462.6K | $36.81M | 5.7% | +20.1K | Added |
| 5 | Ishares Tr | 291.3K | $31.75M | 4.9% | +49.3K | Added |
| 6 | Ishares Tr | 537.2K | $27.37M | 4.3% | −25.7K | Reduced |
| 7 | Ishares Tr | 294.3K | $26.65M | 4.2% | +10.4K | Added |
| 8 | Schwab Strategic Tr | 1.01M | $23.56M | 3.7% | −4.1K | Reduced |
| 9 | Ishares Inc | 330.8K | $23.08M | 3.6% | +14.1K | Added |
| 10 | Ishares Tr | 221.8K | $20.84M | 3.2% | +8.5K | Added |
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