Investor
Towercrest Capital Management
CIK 0001633288 · filed 2026-05-01 · SEC filing
13F book
$641.8M
Positions
103
7 new · 2 sold
Largest name
10.6%
Ishares Tr
Est. mark
−$8.23M
Price effect on 96 names still held. Flow $15.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 104.2K | $68.3M | 10.6% | −$2.98M | Added$201.6K |
| Schwab Strategic Tr | — | 2.18M | $55.8M | 8.7% | −$2.76M | Cut−$3.73M |
| Ishares Tr | — | 408.3K | $40.5M | 6.3% | −$232.7K | Added$2.32M |
| Ishares Tr | — | 462.6K | $36.8M | 5.7% | −$473.3K | Added$1.13M |
| Ishares Tr | — | 291.3K | $31.7M | 4.9% | −$290.3K | Added$5.08M |
| Ishares Tr | — | 537.2K | $27.4M | 4.3% | $48.2K | Cut−$1.26M |
| Ishares Tr | — | 294.3K | $26.7M | 4.2% | $304.7K | Added$1.24M |
| Schwab Us Aggregate Bond | — | 1.01M | $23.6M | 3.7% | −$152.2K | Cut−$247.3K |
| Ishares Inc | — | 330.8K | $23.1M | 3.6% | $804.7K | Added$1.79M |
| Ishares Tr | — | 221.8K | $20.8M | 3.2% | −$500.9K | Added$296.2K |
| Schwab Strategic Tr | — | 788.5K | $19.5M | 3.0% | $559.8K | Cut$26.2K |
| Spdr Series Trust | — | 584.8K | $18M | 2.8% | $29.2K | Cut−$2.01M |
| Schwab Strategic Tr | — | 490.5K | $16.2M | 2.5% | $96.5K | Added$363.4K |
| Ishares Tr | — | 230.3K | $15.6M | 2.4% | $337.2K | Added$1.03M |
| Ishares Tr | — | 140K | $14.9M | 2.3% | −$128.9K | Added$471.6K |
| Spdr Series Trust | — | 168.4K | $12.9M | 2.0% | −$619.6K | Cut−$689.3K |
| Ishares Tr | — | 101.5K | $12.6M | 2.0% | $403.5K | Added$891.7K |
| Schwab Strategic Tr | — | 376.2K | $11.6M | 1.8% | $334.8K | Cut$212K |
| Schwab Strategic Tr | — | 404.7K | $10.2M | 1.6% | −$457.3K | Cut−$554.6K |
| Spdr Series Trust | — | 391.3K | $10M | 1.6% | −$49.5K | Added$218.8K |
| Ishares Tr | — | 65.8K | $9.37M | 1.5% | −$398K | Added−$141.4K |
| Spdr S&P 500 Etf Tr | — | 14.2K | $9.22M | 1.4% | −$447.8K | Cut−$870.6K |
| Schwab Strategic Tr | — | 310.8K | $9.04M | 1.4% | $186.4K | Cut$37.9K |
| Apple Inc. | AAPL | 34.1K | $8.66M | 1.4% | −$602.8K | Added−$406.8K |
| Ishares Tr | — | 175.6K | $7.43M | 1.2% | −$91.6K | Added$418.8K |
| Spdr Series Trust | — | 221.4K | $7.43M | 1.2% | −$50.6K | Added$1.08M |
| Schwab Strategic Tr | — | 210.4K | $6.46M | 1.0% | $683.9K | Cut$571K |
| Ishares Tr | — | 89K | $6.25M | 1.0% | $64.4K | Added$368K |
| Spdr Index Shs Fds | — | 116.6K | $5.47M | 0.9% | $11.5K | Added$107.2K |
| Colgate Palmolive Co | CL | 63.9K | $5.45M | 0.8% | $396.8K | Added$396.9K |
| Spdr Index Shs Fds | — | 113.4K | $5.18M | 0.8% | $140.7K | Cut$62.3K |
| Invesco Exch Traded Fd Tr Ii | — | 232.2K | $4.85M | 0.8% | −$176.5K | Cut−$375K |
| Spdr Series Trust | — | 69.2K | $3.14M | 0.5% | −$25.6K | Cut−$144K |
| Ishares Tr | — | 7.2K | $3.07M | 0.5% | −$337.7K | Held |
| Schwab Strategic Tr | — | 102.1K | $2.97M | 0.5% | −$356.4K | Cut−$358.1K |
| Spdr Series Trust | — | 44K | $2.6M | 0.4% | $57.3K | Added$71.6K |
| Microsoft Corp | MSFT | 7.03K | $2.6M | 0.4% | −$796.9K | Cut−$891.7K |
| Pimco Etf Tr | — | 22.4K | $2.16M | 0.3% | −$23.5K | Cut−$80.4K |
| Spdr Series Trust | — | 43.4K | $2.1M | 0.3% | $63.3K | Added$67.2K |
| Invesco Qqq Tr | — | 3.35K | $1.93M | 0.3% | −$118.5K | Added−$28.5K |
| Johnson & Johnson | JNJ | 7.36K | $1.8M | 0.3% | $274.7K | Added$281.1K |
| Spdr Series Trust | — | 38.6K | $1.76M | 0.3% | $84.5K | Added$148.6K |
| Ishares Tr | — | 20.8K | $1.71M | 0.3% | −$4.89K | Added$93.7K |
| Alphabet Inc | — | 5.89K | $1.69M | 0.3% | −$158.7K | Cut−$211.7K |
| Spdr Series Trust | — | 19.7K | $1.56M | 0.2% | −$67.9K | Cut−$74.3K |
| Nvidia Corp | NVDA | 8.68K | $1.51M | 0.2% | −$103.6K | Added−$82.7K |
| Invesco Exchange Traded Fd T | — | 6.99K | $1.34M | 0.2% | $2.52K | Held |
| Jpmorgan Chase & Co. | — | 4.23K | $1.24M | 0.2% | −$118K | Added−$110.9K |
| Alphabet Inc | — | 4.31K | $1.24M | 0.2% | −$109.6K | Held |
| Schwab Strategic Tr | — | 50.4K | $1.22M | 0.2% | −$5.02K | Added$2.67K |
| Meta Platforms, Inc. | META | 2K | $1.14M | 0.2% | −$172.1K | Added−$149.3K |
| Merck & Co., Inc. | MRK | 9.22K | $1.11M | 0.2% | $138.7K | Cut$136.4K |
| Vanguard Index Fds | — | 1.84K | $1.1M | 0.2% | −$49.7K | Added$45.9K |
| Amazon Com Inc | AMZN | 4.89K | $1.02M | 0.2% | −$110.4K | Cut−$165.3K |
| Vanguard Growth Etf | — | 2.3K | $1.01M | 0.2% | −$117.6K | Cut−$143.9K |
| Visa Inc. | V | 2.8K | $845.4K | 0.1% | −$135.6K | Held |
| At&T Inc | — | 28.9K | $837.3K | 0.1% | $119.9K | Cut$107.3K |
| Home Depot, Inc. | HD | 2.48K | $817K | 0.1% | −$29.3K | Added$154.9K |
| Cisco Sys Inc | — | 10.4K | $806.2K | 0.1% | $5.82K | Held |
| Schwab Strategic Tr | — | 24.2K | $738.4K | 0.1% | $21.5K | Cut$20.7K |
| Coca Cola Cons Inc | — | 9.24K | $702.7K | 0.1% | $56.7K | Held |
| Vanguard Index Fds | — | 3.21K | $629.2K | 0.1% | $16.6K | Added$20.5K |
| Bank America Corp | — | 12.9K | $627.7K | 0.1% | −$80.5K | Held |
| Starbucks Corp | SBUX | 6.75K | $604.8K | 0.1% | — | New |
| Vanguard Specialized Funds | — | 2.74K | $589.4K | 0.1% | −$12.9K | Cut−$70.1K |
| Fidelity Merrimack Str Tr | — | 12.6K | $576.5K | 0.1% | −$5.31K | Held |
| Chevron Corp New | CVX | 2.67K | $553.3K | 0.1% | $136.1K | Added$172.5K |
| Walmart Inc. | WMT | 4.35K | $541K | 0.1% | $53.5K | Added$78K |
| Vanguard Index Fds | — | 1.67K | $536.8K | 0.1% | −$24.2K | Cut−$46K |
| International Business Machs | — | 2.19K | $530K | 0.1% | −$114.9K | Added−$102.8K |
| Ishares Tr | — | 2.23K | $477.4K | 0.1% | $7.44K | Held |
| Nextera Energy Inc | — | 5.02K | $466.3K | 0.1% | $63K | Added$65.1K |
| Broadcom Inc. | AVGO | 1.5K | $465.5K | 0.1% | −$50.9K | Added−$15.6K |
| Linde Plc | LIN | 893 | $442.7K | 0.1% | $61.9K | Held |
| Dimensional Etf Trust | — | 5.72K | $405.7K | 0.1% | −$18.7K | Held |
| Oracle Corp | — | 2.65K | $389.5K | 0.1% | −$119.4K | Added−$97.3K |
| Costco Whsl Corp New | — | 385 | $383.4K | 0.1% | $49K | Added$69K |
| Trane Technologies Plc | TT | 871 | $363K | 0.1% | $24K | Held |
| Berkshire Hathaway Inc Del | — | 709 | $339.8K | 0.1% | −$16.4K | Added−$11.6K |
| Netflix Inc | NFLX | 3.49K | $335.6K | 0.1% | $8.17K | Added$14.9K |
| Citigroup Inc | — | 2.94K | $333.3K | 0.1% | −$9.64K | Held |
| Vanguard Intl Equity Index F | — | 2.37K | $327.1K | 0.1% | −$6.47K | Held |
| Bank New York Mellon Corp | — | 2.58K | $305.5K | 0.0% | $6.54K | Held |
| Ishares Tr | — | 2.36K | $302.4K | 0.0% | −$20.8K | Held |
| Verizon Communications Inc | VZ | 5.96K | $299.4K | 0.0% | $54.6K | Added$64.7K |
| Public Svc Enterprise Grp In | — | 3.65K | $295.6K | 0.0% | $2.37K | Held |
| Eli Lilly & Co | LLY | 319 | $293.4K | 0.0% | −$45.5K | Added−$22.5K |
| Ge Aerospace | — | 1.02K | $289.7K | 0.0% | −$20.8K | Added$26.1K |
| Tesla, Inc. | TSLA | 758 | $281.8K | 0.0% | −$59.1K | Cut−$77.1K |
| Philip Morris Intl Inc | — | 3.92K | $258.9K | 0.0% | $32.7K | Held |
| Spdr Series Trust | — | 8.24K | $240.4K | 0.0% | −$807 | Added$4.27K |
| GE Vernova Inc. | GEV | 275 | $240K | 0.0% | — | New |
| Hershey Co | HSY | 1.1K | $228.7K | 0.0% | $28.5K | Held |
| RTX Corp | RTX | 1.17K | $225.7K | 0.0% | — | New |
| Disney Walt Co | — | 2.28K | $220.1K | 0.0% | −$39.7K | Held |
| 3M CO | MMM | 1.51K | $219.7K | 0.0% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 650 | $219.7K | 0.0% | — | New |
| Fedex Corp | FDX | 611 | $217.6K | 0.0% | — | New |
| Vanguard Intl Equity Index F | — | 2.86K | $214.9K | 0.0% | — | New |
| Ishares Tr | — | 590 | $210.4K | 0.0% | −$9.96K | Held |
| Unitedhealth Group Inc | UNH | 770 | $208.4K | 0.0% | −$44.3K | Added−$37.6K |
| Las Vegas Sands Corp | LVS | 3.85K | $207.4K | 0.0% | −$43.2K | Held |
| Pnc Finl Svcs Group Inc | — | 978 | $203.5K | 0.0% | −$626 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.