The Analysis of Towercrest Capital Management's Holdings


Currently, Towercrest Capital Management holds 99 types of securities in its portfolio with a total value $623.4M. In the most recent quarter, they have increased their positions in IVV (+9.5K shares, valued at $6.4M), CL (+59.3K shares, valued at $4.7M), AGG (+36.9K shares, valued at $3.7M); decreased their positions in SCHA (-49.3K shares, valued at $1.4M), SCHX (-35.6K shares, valued at $938.0K), SCHF (-37.8K shares, valued at $880.1K); initiated new positions in AVGO (+1.4K shares, valued at $458.6K), LIN (+893 shares, valued at $424.2K), TSLA (+900 shares, valued at $400.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR96.8K shares10.91%2025-09-302025-10-24history
SCHX SCHWAB STRATEGIC TR2.2M shares-1.56%2025-09-302025-10-24history
AGG ISHARES TR345.6K shares11.97%2025-09-302025-10-24history
HYG ISHARES TR353.5K shares6.46%2025-09-302025-10-24history
FLOT ISHARES TR557.7K shares10.49%2025-09-302025-10-24history
SCHZ SCHWAB STRATEGIC TR1.1M shares3.50%2025-09-302025-10-24history
IEFA ISHARES TR275.4K shares7.30%2025-09-302025-10-24history
IEMG ISHARES TR320.9K shares7.24%2025-09-302025-10-24history
Sponsored
FLRN SPDR SER TR665.3K shares3.75%2025-09-302025-10-24history
EMB ISHARES TR202.5K shares6.57%2025-09-302025-10-24history
SCHF SCHWAB STRATEGIC TR821.3K shares-4.40%2025-09-302025-10-24history
LQD ISHARES TR152.8K shares10.19%2025-09-302025-10-24history
SCHE SCHWAB STRATEGIC TR508.5K shares-2.51%2025-09-302025-10-24history
IJH ISHARES TR214.9K shares10.63%2025-09-302025-10-24history
MUB ISHARES TR129.7K shares5.67%2025-09-302025-10-24history
SPYM SPDR SERIES TRUST172.7K shares-2.91%2025-09-302025-10-24history
Sponsored
IJR ISHARES TR110.7K shares1.06%2025-09-302025-10-24history
SCHM SCHWAB STRATEGIC TR386.3K shares-0.61%2025-09-302025-10-24history
CORP PIMCO ETF TR113.6K shares3.20%2025-09-302025-10-24history
SCHB SCHWAB STRATEGIC TR417.2K shares-2.65%2025-09-302025-10-24history
SCHA SCHWAB STRATEGIC TR374.3K shares-11.64%2025-09-302025-10-24history
SPY SPDR TR S&P 500 ETF TR15.1K shares-0.74%2025-09-302025-10-24history
SPAB SPDR SERIES TRUST370.2K shares6.19%2025-09-302025-10-24history
ITOT ISHARES TR63.8K shares7.01%2025-09-302025-10-24history
Sponsored
AAPL APPLE INC34.0K shares-3.29%2025-09-302025-10-24history
SHYG ISHARES TR148.0K shares4.35%2025-09-302025-10-24history
SPIB SPDR SERIES TRUST185.4K shares4.66%2025-09-302025-10-24history
SCHD SCHWAB STRATEGIC TR214.8K shares8.15%2025-09-302025-10-24history
PCY INVESCO EXCHNG TRADED FD TR271.3K shares2.55%2025-09-302025-10-24history
DGRO ISHARES TR83.4K shares8.60%2025-09-302025-10-24history
SPEM SPDR INDEX SHS FDS120.6K shares-3.37%2025-09-302025-10-24history
CL COLGATE PALMOLIVE CO64.1K shares1243.61%2025-09-302025-10-24history
Sponsored
SPDW SPDR INDEX SHS FDS118.2K shares-5.33%2025-09-302025-10-24history
PHB INVESCO EXCHNG TRADED FD TR233.3K shares1.52%2025-09-302025-10-24history
MSFT MICROSOFT CORP7.3K shares12.64%2025-09-302025-10-24history
TFI SPDR SER TR79.4K shares4.27%2025-09-302025-10-24history
IWF ISHARES TR7.2K shares0.00%2025-09-302025-10-24history
SCHG SCHWAB STRATEGIC TR102.2K shares-0.04%2025-09-302025-10-24history
SPMD SPDR SERIES TRUST44.6K shares-1.44%2025-09-302025-10-24history
SPSM SPDR SER TR50.8K shares-9.71%2025-09-302025-10-24history
Sponsored
SPTM SPDR SERIES TRUST20.8K shares-4.66%2025-09-302025-10-24history
SPYD SPDR SER TR37.4K shares10.07%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION8.6K shares19.27%2025-09-302025-10-24history
SHY ISHARES TR18.3K shares16.24%2025-09-302025-10-24history
GOOG ALPHABET INC6.1K shares55.39%2025-09-302025-10-24history
META META PLATFORMS INC2.0K shares49.09%2025-09-302025-10-24history
QQQ INVESCO QQQ TR2.3K shares31.34%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON7.4K shares13.47%2025-09-302025-10-24history
Sponsored
JPM JPMORGAN CHASE & CO4.3K shares-2.47%2025-09-302025-10-24history
RSP INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2025-09-302025-10-24history
SCHO SCHWAB STRATEGIC TR48.5K shares6.00%2025-09-302025-10-24history
AMZN AMAZON COM INC5.2K shares12.16%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS1.8K shares84.42%2025-09-302025-10-24history
VUG VANGUARD INDEX FDS2.2K shares0.00%2025-09-302025-10-24history
GOOGL ALPHABET INC4.3K shares126.19%2025-09-302025-10-24history
V VISA INC2.8K shares33.44%2025-09-302025-10-24history
Sponsored
VTI VANGUARD INDEX FDS2.6K shares-1.35%2025-09-302025-10-24history
T AT&T INC29.2K shares5.52%2025-09-302025-10-24history
HD HOME DEPOT INC1.9K shares2.67%2025-09-302025-10-24history
MRK MERCK & CO INC9.2K shares0.83%2025-09-302025-10-24history
ORCL ORACLE CORP2.5K shares0.52%2025-09-302025-10-24history
SCHV SCHWAB STRATEGIC TR24.2K shares0.00%2025-09-302025-10-24history
CSCO CISCO SYS INC9.8K shares44.90%2025-09-302025-10-24history
BAC BANK AMER CORP12.9K shares7.10%2025-09-302025-10-24history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.00%2025-09-302025-10-24history
COKE COCA COLA CONSOLIDATED INC9.1K shares7.10%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS2.1K shares2.40%2025-09-302025-10-24history
VTV VANGUARD INDEX FDS3.2K shares0.00%2025-09-302025-10-24history
FBND FIDELITY MERRIMACK STR TR10.6K shares0.00%2025-09-302025-10-24history
AVGO BROADCOM INC1.4K sharesnew addition2025-09-302025-10-24history
IWD ISHARES TR2.2K shares0.00%2025-09-302025-10-24history
NEE NEXTERA ENERGY INC5.9K shares15.89%2025-09-302025-10-24history
Sponsored
WMT WALMART INC4.2K shares6.45%2025-09-302025-10-24history
LIN LINDE PLC893 sharesnew addition2025-09-302025-10-24history
DFUS DIMENSIONAL ETF TRUST5.7K shares0.00%2025-09-302025-10-24history
TSLA TESLA INC900 sharesnew addition2025-09-302025-10-24history
CVX CHEVRON CORP NEW2.5K shares4.08%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL720 sharesnew addition2025-09-302025-10-24history
C CITIGROUP INC3.4K shares36.79%2025-09-302025-10-24history
COST COSTCO WHSL CORP NEW365 shares4.89%2025-09-302025-10-24history
Sponsored
IWP ISHARES TR2.4K shares0.00%2025-09-302025-10-24history
VT VANGUARD INTL EQUITY INDEX F2.4K shares-7.42%2025-09-302025-10-24history
NFLX NETFLIX INC264 shares10.92%2025-09-302025-10-24history
PEG PUBLIC SVC ENTERPRISE GRP IN3.7K shares0.00%2025-09-302025-10-24history
BK BANK NEW YORK MELLON CORP2.6K shares7.29%2025-09-302025-10-24history
UNH UNITEDHEALTH GROUP INC770 shares1.85%2025-09-302025-10-24history
DIS DISNEY WALT CO2.3K shares-0.65%2025-09-302025-10-24history
PM PHILIP MORRIS INTL INC3.9K shares0.00%2025-09-302025-10-24history
Sponsored
GE AEROSPACE GE AEROSPACE856 sharesnew addition2025-09-302025-10-24history
VZ VERIZON COMMUNICATIONS INC5.7K shares0.23%2025-09-302025-10-24history
ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-10-24history
SPSB SPDR SER TR7.8K shares4.17%2025-09-302025-10-24history
LLY ELI LILLY & CO294 sharesnew addition2025-09-302025-10-24history
ISHARES TR ISHARES TR590 shares-24.84%2025-09-302025-10-24history
VXF VANGUARD INDEX FDS1.0K sharesnew addition2025-09-302025-10-24history
VEU VANGUARD INTL EQUITY INDEX F2.9K shares-12.71%2025-09-302025-10-24history
Sponsored
LVS LAS VEGAS SANDS CORP3.9K sharesnew addition2025-09-302025-10-24history
HSY HERSHEY CO1.1K sharesnew addition2025-09-302025-10-24history
PG PROCTER AND GAMBLE CO1.3K shares1.83%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available