Towercrest Capital Management

All 13F Filings

Location
Newtown, PA
Most recent 13F
Q2 2026
Holdings value ($000)
717,425
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/3/2026 110 717,425 13F-HR Towercrest Capital Management
Q1 2026 5/1/2026 103 641,775 13F-HR Towercrest Capital Management
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 47.99 K 6.7% 5.922 K 0 5.922 K
ETFs 642.5 K 89.6% 70.17 K 0 70.17 K
Debt 26.93 K 3.8% 0 442 -442
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
717,425
Holdings
110
QoQ value change ($000)
75,650 (11.8%)
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.