Towercrest Capital Management

All 13F Filings

Location
Newtown, PA
Most recent 13F
Q4 2025
Holdings value ($000)
634,263
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/21/2026 98 634,263 13F-HR Towercrest Capital Management
Q3 2025 10/24/2025 99 623,388 13F-HR Towercrest Capital Management
Q2 2025 8/5/2025 89 560,235 13F-HR Towercrest Capital Management
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 270.2 K 42.6% 5.308 K 0 5.308 K
ETFs 314.9 K 49.6% 4.165 K 0 4.165 K
Debt 28.63 K 4.5% 138 0 138
Other 20.54 K 3.2% 1.263 K 0 1.263 K
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Fund Snapshot

Q4 2025
Latest filed
1/21/2026
Total value ($000)
634,263
Holdings
98
QoQ value change ($000)
10,875 (1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.