Towercrest Capital Management
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 717,425
- 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 |
|---|---|---|---|---|---|
| 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.