You're signed outSign in or to get full access.
Towercrest Capital Management
Towercrest Capital Management, LLC is a registered investment advisor headquartered in Newtown, Pennsylvania. The firm was founded in 2009 and is registered in Delaware. With a staff of 1, it provides discretionary investment management and advisory services primarily to high net worth individuals and other investment advisers, serving over 1,500 accounts. Towercrest Capital Management manages portfolios with a regulatory assets under management (AUM) of over $700 million as of 2025. The firm is structured to serve both individual and institutional clients with customized solutions.
Investment Strategy
Towercrest Capital Management, LLC employs a discretionary investment strategy focused on managing portfolios for high net worth individuals and other investment advisers. The firm primarily invests in public equities and implements a diversified approach tailored to the specific objectives and risk tolerances of its clients. Its philosophy emphasizes long-term growth and preservation of capital, with a focus on direct client engagement and portfolio customization.
Latest 13F Filing Activity
Towercrest Capital Management filed their most recent 13F report on Jun 30, 2025 disclosing 88 equity positions with a total 13F market value of $560M. The fund increased holdings in Schwab Strategic TR, Ishares TR, Ishares TR among other positions. Towercrest Capital Management reduced exposure to SPDR Ser TR, Schwab Strategic TR, Ishares TR among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 9.95% | $55.7M | 2,280,596 | $11.93 | $24.44 | +$7.0M |
I IVV | ISHARES TR | 9.68% | $54.2M | 87,231 | $363.52 | $620.90 | +$6.9M |
A AGG | ISHARES TR | 5.46% | $30.6M | 308,652 | $105.70 | $99.20 | -$316.0K |
H HYG | ISHARES TR | 4.78% | $26.8M | 332,071 | $81.00 | $80.65 | +$153.8K |
F FLOT | ISHARES TR | 4.60% | $25.8M | 504,762 | $50.64 | $51.02 | -$1.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more