Universe · entity
Towercrest Capital Management
Institutional manager (13F) · CIK 1633288
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $617M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $68M | 104,188 |
| 2 | SCHWAB STRATEGIC TR | $56M | 2,176,358 |
| 3 | ISHARES TR | $41M | 408,315 |
| 4 | ISHARES TR | $37M | 462,631 |
| 5 | ISHARES TR | $32M | 291,268 |
| 6 | ISHARES TR | $27M | 537,209 |
| 7 | ISHARES TR | $27M | 294,340 |
| 8 | SCHWAB STRATEGIC TR | $24M | 1,014,783 |
| 9 | ISHARES TR | $23M | 330,816 |
| 10 | ISHARES TR | $21M | 221,835 |
| 11 | SCHWAB STRATEGIC TR | $20M | 788,468 |
| 12 | SPDR SER TR | $18M | 584,824 |
| 13 | SCHWAB STRATEGIC TR | $16M | 490,541 |
| 14 | ISHARES TR | $16M | 230,280 |
| 15 | ISHARES TR | $15M | 139,953 |
| 16 | SPDR SERIES TRUST | $13M | 168,358 |
| 17 | ISHARES TR | $13M | 101,461 |
| 18 | SCHWAB STRATEGIC TR | $12M | 376,193 |
| 19 | SCHWAB STRATEGIC TR | $10M | 404,680 |
| 20 | SPDR SERIES TRUST | $10M | 391,329 |
| 21 | ISHARES TR | $9M | 65,773 |
| 22 | SPDR TR S&P 500 ETF TR | $9M | 14,179 |
| 23 | SCHWAB STRATEGIC TR | $9M | 310,751 |
| 24 | APPLE INC | $9M | 34,126 |
| 25 | ISHARES TR | $7M | 175,581 |
| 26 | SPDR SERIES TRUST | $7M | 221,386 |
| 27 | SCHWAB STRATEGIC TR | $6M | 210,438 |
| 28 | ISHARES TR | $6M | 88,990 |
| 29 | SPDR INDEX SHS FDS | $5M | 116,631 |
| 30 | COLGATE PALMOLIVE CO | $5M | 63,889 |
| 31 | SPDR INDEX SHS FDS | $5M | 113,431 |
| 32 | INVESCO EXCHNG TRADED FD TR | $5M | 232,208 |
| 33 | SPDR SER TR | $3M | 69,179 |
| 34 | ISHARES TR | $3M | 7,201 |
| 35 | SCHWAB STRATEGIC TR | $3M | 102,118 |
| 36 | SPDR SERIES TRUST | $3M | 43,958 |
| 37 | MICROSOFT CORP | $3M | 7,025 |
| 38 | PIMCO ETF TR | $2M | 22,351 |
| 39 | SPDR SER TR | $2M | 43,425 |
| 40 | INVESCO QQQ TR | $2M | 3,349 |
| 41 | JOHNSON & JOHNSON | $2M | 7,356 |
| 42 | SPDR SER TR | $2M | 38,649 |
| 43 | ISHARES TR | $2M | 20,754 |
| 44 | ALPHABET INC | $2M | 5,890 |
| 45 | SPDR SERIES TRUST | $2M | 19,740 |
| 46 | NVIDIA CORPORATION | $2M | 8,683 |
| 47 | INVESCO EXCHANGE TRADED FD T | $1M | 6,989 |
| 48 | JPMORGAN CHASE & CO | $1M | 4,228 |
| 49 | ALPHABET INC | $1M | 4,309 |
| 50 | SCHWAB STRATEGIC TR | $1M | 50,368 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.