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.
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 |