account_balance

Investment manager · 13F filer · SEC CIK 1633288

Towercrest Capital Management

Reported value$700Mas of Sep 30, 2026

Positions105 1 new, 6 sold out

Top 10 weight56.4%IVV alone is 12%

FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

11.7%Trimmed −6%

SCHXSchwab Strategic Tr

9.3%

AGGiShares Tr

6.4%Added +6%

HYGiShares Tr

5.6%Added +5%

LQDiShares Tr

5.0%Added +6%

IEFAiShares Tr

4.3%Trimmed −7%

FLOTiShares Tr

4.1%Added +5%

IEMGiShares Tr

3.6%Trimmed −10%

SCHZSchwab Strategic Tr

3.2%+7%

EMBiShares Tr

3.2%+4%

SCHFSchwab Strategic Tr

2.9%Trimmed −6%

FLRNSPDR Ser Tr

2.5%+6%

IVViShares Tr

11.7%Trimmed −6%

SCHXSchwab Strategic Tr

9.3%

AGGiShares Tr

6.4%Added +6%

HYGiShares Tr

5.6%Added +5%

LQDiShares Tr

5.0%+6%

IEFAiShares Tr

4.3%

FLOTiShares Tr

4.1%

IEMGiShares Tr

3.6%

SCHZSchwab Strategic Tr

3.2%

EMB3.2%

SCHF2.9%

FLRN2.5%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 11.7% Trimmed −6%

SCHX Schwab Strategic Tr 9.3% Held

AGG iShares Tr 6.4% Added +6%

HYG iShares Tr 5.6% Added +5%

LQD iShares Tr 5.0% Added +6%

IEFA iShares Tr 4.3% Trimmed −7%

FLOT iShares Tr 4.1% Added +5%

IEMG iShares Tr 3.6% Trimmed −10%

SCHZ Schwab Strategic Tr 3.2% Added +7%

EMB iShares Tr 3.2% Added +4%

SCHF Schwab Strategic Tr 2.9% Trimmed −6%

FLRN SPDR Ser Tr 2.5% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Aug 3, 2026 filing

add_circleNew

VO $206K

arrow_upwardAdded

GOOG +25%
GOOGL +17%
SPIB +8%
SCHZ +7%

arrow_downwardTrimmed

IEMG −10%
IJR −10%
SCHA −9%
SPSM −8%

remove_circleSold out

XOM $404K
VT $371K
FLEX $212K
LRCX $208K

Towercrest Capital Management

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email