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The Analysis of Towercrest Capital Management's Holdings & P&L

Currently, Towercrest Capital Management holds 103 types of securities in its portfolio with a total value $641.8M. In the most recent quarter, they have increased their positions in LQD (+49.3K shares, valued at $5.4M), IVV (+4.8K shares, valued at $3.2M), AGG (+25.7K shares, valued at $2.6M); decreased their positions in FLRN (-66.4K shares, valued at $2.0M), FLOT (-25.7K shares, valued at $1.3M), SCHX (-35.9K shares, valued at $919.8K); initiated new positions in SBUX (+6.8K shares, valued at $604.8K), GEV (+275 shares, valued at $240.0K), RTX (+1.2K shares, valued at $225.7K).

1M P&L

+5.3M+0.79%

3M P&L

+1.9M+0.29%

HY P&L

+29.1M+4.48%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A595.1M

94.3%

2Consumer Electronics8.7M

1.4%

3Household & Personal Products5.4M

0.9%

Top Industries by Stock Count

1N/A52 stocks

57.1%

2Banks - Diversified3 stocks

3.3%

3Software - Infrastructure2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR104.2K shares4.88%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR2.2M shares-1.62%2026-03-312026-05-01

AGG ISHARES TR408.3K shares6.72%2026-03-312026-05-01

HYG ISHARES TR462.6K shares4.55%2026-03-312026-05-01

LQD ISHARES TR291.3K shares20.38%2026-03-312026-05-01

FLOT ISHARES TR537.2K shares-4.56%2026-03-312026-05-01

IEFA ISHARES TR294.3K shares3.65%2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR1.0M shares-0.40%2026-03-312026-05-01

Sponsored

IEMG ISHARES TR330.8K shares4.46%2026-03-312026-05-01

EMB ISHARES TR221.8K shares3.98%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR788.5K shares-2.74%2026-03-312026-05-01

FLRN SPDR SER TR584.8K shares-10.20%2026-03-312026-05-01

SCHE SCHWAB STRATEGIC TR490.5K shares1.68%2026-03-312026-05-01

IJH ISHARES TR230.3K shares4.63%2026-03-312026-05-01

MUB ISHARES TR140.0K shares4.21%2026-03-312026-05-01

SPYM SPDR SERIES TRUST168.4K shares-0.51%2026-03-312026-05-01

Sponsored

IJR ISHARES TR101.5K shares4.03%2026-03-312026-05-01

SCHM SCHWAB STRATEGIC TR376.2K shares-1.07%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR404.7K shares-0.91%2026-03-312026-05-01

SPAB SPDR SERIES TRUST391.3K shares2.75%2026-03-312026-05-01

ITOT ISHARES TR65.8K shares2.82%2026-03-312026-05-01

SPY SPDR TR S&P 500 ETF TR14.2K shares-4.19%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR310.8K shares-1.65%2026-03-312026-05-01

AAPL APPLE INC34.1K shares2.31%2026-03-312026-05-01

Sponsored

SHYG ISHARES TR175.6K shares7.38%2026-03-312026-05-01

SPIB SPDR SERIES TRUST221.4K shares18.02%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR210.4K shares-1.92%2026-03-312026-05-01

DGRO ISHARES TR89.0K shares5.11%2026-03-312026-05-01

SPEM SPDR INDEX SHS FDS116.6K shares1.78%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO63.9K shares0.00%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS113.4K shares-1.53%2026-03-312026-05-01

PCY INVESCO EXCHNG TRADED FD TR232.2K shares-3.80%2026-03-312026-05-01

Sponsored

TFI SPDR SER TR69.2K shares-3.61%2026-03-312026-05-01

IWF ISHARES TR7.2K shares0.00%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR102.1K shares-0.05%2026-03-312026-05-01

SPMD SPDR SERIES TRUST44.0K shares0.55%2026-03-312026-05-01

MSFT MICROSOFT CORP7.0K shares-2.71%2026-03-312026-05-01

CORP PIMCO ETF TR22.4K shares-2.53%2026-03-312026-05-01

SPSM SPDR SER TR43.4K shares0.19%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR3.3K shares4.89%2026-03-312026-05-01

Sponsored

JNJ JOHNSON & JOHNSON7.4K shares0.35%2026-03-312026-05-01

SPYD SPDR SER TR38.6K shares3.78%2026-03-312026-05-01

SHY ISHARES TR20.8K shares6.10%2026-03-312026-05-01

ALPHABET INC ALPHABET INC5.9K shares-2.79%2026-03-312026-05-01

SPTM SPDR SERIES TRUST19.7K shares-0.39%2026-03-312026-05-01

NVDA NVIDIA CORPORATION8.7K shares1.40%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO4.2K shares0.57%2026-03-312026-05-01

Sponsored

ALPHABET INC ALPHABET INC4.3K shares0.00%2026-03-312026-05-01

SCHO SCHWAB STRATEGIC TR50.4K shares0.63%2026-03-312026-05-01

META META PLATFORMS INC2.0K shares2.04%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC9.2K shares-0.23%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares9.50%2026-03-312026-05-01

AMZN AMAZON COM INC4.9K shares-4.64%2026-03-312026-05-01

VUG VANGUARD INDEX FDS2.3K shares-2.29%2026-03-312026-05-01

V VISA INC2.8K shares0.00%2026-03-312026-05-01

Sponsored

T AT&T INC28.9K shares-1.73%2026-03-312026-05-01

HD HOME DEPOT INC2.5K shares29.11%2026-03-312026-05-01

CSCO CISCO SYS INC10.4K shares0.00%2026-03-312026-05-01

SCHV SCHWAB STRATEGIC TR24.2K shares-0.11%2026-03-312026-05-01

COKE COCA COLA CONSOLIDATED INC9.2K shares0.00%2026-03-312026-05-01

VTV VANGUARD INDEX FDS3.2K shares0.63%2026-03-312026-05-01

BAC BANK AMER CORP12.9K shares0.00%2026-03-312026-05-01

SBUX STARBUCKS CORP6.8K sharesnew addition2026-03-312026-05-01

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.7K shares-8.66%2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR12.6K shares0.00%2026-03-312026-05-01

CVX CHEVRON CORP NEW2.7K shares7.05%2026-03-312026-05-01

WMT WALMART INC4.4K shares4.74%2026-03-312026-05-01

VTI VANGUARD INDEX FDS1.7K shares-3.74%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS2.2K shares2.34%2026-03-312026-05-01

IWD ISHARES TR2.2K shares0.00%2026-03-312026-05-01

NEE NEXTERA ENERGY INC5.0K shares0.44%2026-03-312026-05-01

Sponsored

BROADCOM INC BROADCOM INC1.5K shares8.20%2026-03-312026-05-01

LINDE PLC LINDE PLC893 shares0.00%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST5.7K shares0.00%2026-03-312026-05-01

ORCL ORACLE CORP2.6K shares6.00%2026-03-312026-05-01

COST COSTCO WHSL CORP NEW385 shares5.48%2026-03-312026-05-01

TT TRANE TECHNOLOGIES PLC871 shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL709 shares1.43%2026-03-312026-05-01

NFLX NETFLIX INC3.5K shares2.05%2026-03-312026-05-01

Sponsored

CITIGROUP INC CITIGROUP INC2.9K shares0.00%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP2.6K shares0.00%2026-03-312026-05-01

IWP ISHARES TR2.4K shares0.00%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC6.0K shares3.51%2026-03-312026-05-01

PEG PUBLIC SVC ENTERPRISE GRP IN3.7K shares0.00%2026-03-312026-05-01

LLY ELI LILLY & CO319 shares8.50%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE1.0K shares19.28%2026-03-312026-05-01

Sponsored

TSLA TESLA INC758 shares-5.01%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC3.9K shares0.00%2026-03-312026-05-01

SPSB SPDR SER TR8.2K shares2.16%2026-03-312026-05-01

GEV GE VERNOVA INC275 sharesnew addition2026-03-312026-05-01

HSY HERSHEY CO1.1K shares0.00%2026-03-312026-05-01

RTX RTX CORPORATION1.2K sharesnew addition2026-03-312026-05-01

DIS DISNEY WALT CO2.3K shares0.00%2026-03-312026-05-01

MMM 3M CO1.5K sharesnew addition2026-03-312026-05-01

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC650 sharesnew addition2026-03-312026-05-01

FDX FEDEX CORP611 sharesnew addition2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F2.9K sharesnew addition2026-03-312026-05-01

ISHARES TR ISHARES TR590 shares0.00%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC770 shares3.36%2026-03-312026-05-01

LVS LAS VEGAS SANDS CORP3.9K shares0.00%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC978 shares0.00%2026-03-312026-05-01

IVV

ISHARES TR

4.88%

Shares104.2K

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB STRATEGIC TR

-1.62%

Shares2.2M

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

6.72%

Shares408.3K

Event2026-03-31

Filed2026-05-01

HYG

ISHARES TR

4.55%

Shares462.6K

Event2026-03-31

Filed2026-05-01

LQD

ISHARES TR

20.38%

Shares291.3K

Event2026-03-31

Filed2026-05-01

FLOT

ISHARES TR

-4.56%

Shares537.2K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

3.65%

Shares294.3K

Event2026-03-31

Filed2026-05-01

SCHZ

SCHWAB STRATEGIC TR

-0.40%

Shares1.0M

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES TR

4.46%

Shares330.8K

Event2026-03-31

Filed2026-05-01

EMB

ISHARES TR

3.98%

Shares221.8K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

-2.74%

Shares788.5K

Event2026-03-31

Filed2026-05-01

FLRN

SPDR SER TR

-10.20%

Shares584.8K

Event2026-03-31

Filed2026-05-01

SCHE

SCHWAB STRATEGIC TR

1.68%

Shares490.5K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

4.63%

Shares230.3K

Event2026-03-31

Filed2026-05-01

MUB

ISHARES TR

4.21%

Shares140.0K

Event2026-03-31

Filed2026-05-01

SPYM

SPDR SERIES TRUST

-0.51%

Shares168.4K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

4.03%

Shares101.5K

Event2026-03-31

Filed2026-05-01

SCHM

SCHWAB STRATEGIC TR

-1.07%

Shares376.2K

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

-0.91%

Shares404.7K

Event2026-03-31

Filed2026-05-01

SPAB

SPDR SERIES TRUST

2.75%

Shares391.3K

Event2026-03-31

Filed2026-05-01

ITOT

ISHARES TR

2.82%

Shares65.8K

Event2026-03-31

Filed2026-05-01

SPY

SPDR TR S&P 500 ETF TR

-4.19%

Shares14.2K

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

-1.65%

Shares310.8K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

2.31%

Shares34.1K

Event2026-03-31

Filed2026-05-01

SHYG

ISHARES TR

7.38%

Shares175.6K

Event2026-03-31

Filed2026-05-01

SPIB

SPDR SERIES TRUST

18.02%

Shares221.4K

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

-1.92%

Shares210.4K

Event2026-03-31

Filed2026-05-01

DGRO

ISHARES TR

5.11%

Shares89.0K

Event2026-03-31

Filed2026-05-01

SPEM

SPDR INDEX SHS FDS

1.78%

Shares116.6K

Event2026-03-31

Filed2026-05-01

COLGATE PALMOLIVE CO

0.00%

Shares63.9K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

-1.53%

Shares113.4K

Event2026-03-31

Filed2026-05-01

PCY

INVESCO EXCHNG TRADED FD TR

-3.80%

Shares232.2K

Event2026-03-31

Filed2026-05-01

TFI

SPDR SER TR

-3.61%

Shares69.2K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-01

SCHG

SCHWAB STRATEGIC TR

-0.05%

Shares102.1K

Event2026-03-31

Filed2026-05-01

SPMD

SPDR SERIES TRUST

0.55%

Shares44.0K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-2.71%

Shares7.0K

Event2026-03-31

Filed2026-05-01

CORP

PIMCO ETF TR

-2.53%

Shares22.4K

Event2026-03-31

Filed2026-05-01

SPSM

SPDR SER TR

0.19%

Shares43.4K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

4.89%

Shares3.3K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

0.35%

Shares7.4K

Event2026-03-31

Filed2026-05-01

SPYD

SPDR SER TR

3.78%

Shares38.6K

Event2026-03-31

Filed2026-05-01

SHY

ISHARES TR

6.10%

Shares20.8K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-2.79%

Shares5.9K

Event2026-03-31

Filed2026-05-01

SPTM

SPDR SERIES TRUST

-0.39%

Shares19.7K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

1.40%

Shares8.7K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

0.57%

Shares4.2K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-01

SCHO

SCHWAB STRATEGIC TR

0.63%

Shares50.4K

Event2026-03-31

Filed2026-05-01