Towercrest Capital Management
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 641,775
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 42.06 K | 6.6% | 0 | 228.2 K | -228.2 K |
| ETFs | 572.3 K | 89.2% | 257.5 K | 0 | 257.5 K |
| Debt | 27.37 K | 4.3% | 0 | 1.258 K | -1.258 K |
| Other | 0 | 0.0% | 0 | 20.54 K | -20.54 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
641,775
Holdings
103
QoQ value change ($000)
7,512
(1.2%)
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.