ETF Holders

Towercrest Capital Management ETF holdings

Newtown, PA

Reported $669.2M in 54 ETFs in its Form 13F for June 30, 2026.

ETF value
$669.2M
ETFs held
54
Change from prior quarter
+11.6%
With price moves
ETFs as a share of its 13F
93.3%
of $717.4M

Top 10 of 54 ETF holdings

TickerFundValueSharesChange
IVViShares Core S&P 500 ETF$84.9M113,426+9,238 shares
SCHXSchwab U.S. Large-Cap ETF$65.4M2,222,715+46,357 shares
AGGiShares Core U.S. Aggregate Bond ETF$43.9M443,414+35,099 shares
HYGiShares iBoxx $ High Yield Corporate Bond ETF$38.5M481,066+18,435 shares
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF$35.7M327,308+36,040 shares
IEFAiShares Core MSCI EAFE ETF$32.0M331,636+37,296 shares
IEMGiShares Core MSCI Emerging Markets ETF$28.6M345,719+14,903 shares
FLOTiShares Floating Rate Bond ETF$26.9M527,506−9,703 shares
EMBiShares J.P. Morgan USD Emerging Markets Bond ETF$23.1M239,041+17,206 shares
SCHZSchwab U.S. Aggregate Bond ETF$22.1M956,732−58,051 shares
44 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001633288. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Towercrest Capital Management own?

Towercrest Capital Management reported 54 ETF positions worth $669.2M in its Form 13F for June 30, 2026. The largest was IVV, at $84.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.