Towercrest Capital Management
Towercrest Capital Management reported 110 positions worth $717.4M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: IVV (11.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $84.9M | 11.84% | 113,426 | — | — | |
| ▸ 2 | SCHX | SH | $65.4M | 9.12% | 2,222,715 | — | — | |
| ▸ 3 | AGG | SH | $43.9M | 6.12% | 443,414 | — | — | |
| ▸ 4 | HYG | SH | $38.5M | 5.36% | 481,066 | — | — | |
| ▸ 5 | LQD | SH | $35.7M | 4.98% | 327,308 | — | — | |
| ▸ 6 | IEFA | SH | $32.0M | 4.46% | 331,636 | — | — | |
| ▸ 7 | IEMG | SH | $28.6M | 3.99% | 345,719 | — | — | |
| ▸ 8 | FLOT | SH | $26.9M | 3.75% | 527,506 | — | — | |
| ▸ 9 | EMB | SH | $23.1M | 3.21% | 239,041 | — | — | |
| ▸ 10 | SCHZ | SH | $22.1M | 3.08% | 956,732 | — | — |
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Frequently Asked Questions
What stocks does Towercrest Capital Management hold as of Q2 2026?
Towercrest Capital Management reported 110 positions worth $717.4M in its Q2 2026 13F filing. Largest positions: IVV (11.8%), SCHX (9.1%), AGG (6.1%), HYG (5.4%) and LQD (5.0%).
What did Towercrest Capital Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Towercrest Capital Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.