Arkolith/Funds/Towercrest Capital Management

Towercrest Capital Management

CIK 1633288
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Towercrest Capital Management holds a focused book of 110 stocks worth $717.4M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Sandisk Corp and trimmed Ishares Floating Rate Bond E. Their largest long position is Ishares Core S&P 500 ETF at 12% of the equity book.

Opened
33
bought for the first time
Added to
37
already held, bought more
Trimmed
33
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
56%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Information Technology
3%
Materials
1%
Health Care
1%
Consumer Discretionary
1%
Financials
1%
Communication Services
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Towercrest Capital Management

Manager / fundShared namesTheir $ in those
FMR LLC79 / 80$770.3B
MORGAN STANLEY79 / 80$601.2B
JPMORGAN CHASE & CO79 / 80$516.7B
BANK OF AMERICA CORP /DE/79 / 80$460.6B
WELLS FARGO & COMPANY/MN79 / 80$192.8B
ROYAL BANK OF CANADA79 / 80$162.9B
UBS Group AG79 / 80$161.0B
AMERIPRISE FINANCIAL INC79 / 80$139.9B

Ranked by how many of Towercrest Capital Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

110 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$84.9M113.4K
11.8%
+8.9%
Added · +9K sh
2Schwab Strategic TR
US LRG CAP ETF
$65.4M2.22M
9.1%
+2.1%
Added · +46K sh
3Ishares TR
CORE US AGGBD ET
$43.9M443.4K
6.1%
+8.6%
Added · +35K sh
4Ishares TR
IBOXX HI YD ETF
$38.5M481.1K
5.4%
+4.0%
Added · +18K sh
5Ishares TR
IBOXX INV CP ETF
$35.7M327.3K
5.0%
+12%
Added · +36K sh
6Ishares TR
CORE MSCI EAFE
$32.0M331.6K
4.5%
+13%
Added · +37K sh
7Ishares TR
CORE MSCI EMKT
$28.6M345.7K
4.0%
+4.5%
Added · +15K sh
8Ishares TR
FLTG RATE NT ETF
$26.9M527.5K
3.8%
−1.8%
Reduced · −10K sh
9Ishares TR
JPMORGAN USD EMG
$23.1M239.0K
3.2%
+7.8%
Added · +17K sh
10Schwab Strategic TR
US AGGREGATE B
$22.1M956.7K
3.1%
−5.7%
Reduced · −58K sh
11Schwab Strategic TR
INTL EQTY ETF
$21.9M790.2K
3.1%
+0.2%
Added · +2K sh
12Ishares TR
CORE S&P MCP ETF
$18.4M238.5K
2.6%
+3.5%
Added · +8K sh
13Schwab Strategic TR
EMRG MKTEQ ETF
$17.3M476.6K
2.4%
−2.8%
Reduced · −14K sh
14SPDR Ser TR
BLOMBERG BRC INV
$16.7M541.5K
2.3%
−7.4%
Reduced · −43K sh
15Ishares TR
CORE S&P SCP ETF
$15.7M105.6K
2.2%
+4.1%
Added · +4K sh
16Ishares TR
NATIONAL MUN ETF
$15.6M144.9K
2.2%
+3.6%
Added · +5K sh
17SPDR Series Trust
STATE STREET SPD
$15.3M173.8K
2.1%
+3.2%
Added · +5K sh
18Schwab Strategic TR
US MID-CAP ETF
$13.4M364.4K
1.9%
−3.1%
Reduced · −12K sh
19Schwab Strategic TR
US BRD MKT ETF
$12.0M414.5K
1.7%
+2.4%
Added · +10K sh
20Ishares TR
CORE S&P TTL STK
$11.8M72.1K
1.7%
+9.6%
Added · +6K sh
21SPDR TR S&P 500 ETF TR
TR UNIT
$10.9M14.6K
1.5%
+2.9%
Added · +407 sh
22Schwab Strategic TR
US SML CAP ETF
$10.6M294.7K
1.5%
−5.2%
Reduced · −16K sh
23SPDR Series Trust
PORTFOLIO AGRGTE
$10.0M390.9K
1.4%
−0.1%
Reduced · −479 sh
24Apple Inc
COM
$9.8M33.7K
1.4%
−1.2%
Reduced · −399 sh
25SPDR Series Trust
PORTFOLIO INTRMD
$8.0M240.1K
1.1%
+8.4%
Added · +19K sh
26Ishares TR
0-5YR HI YL CP
$7.4M175.3K
1.0%
−0.1%
Reduced · −258 sh
27Ishares TR
CORE DIV GRWTH
$7.4M97.7K
1.0%
+9.8%
Added · +9K sh
28SPDR Index SHS FDS
PORTFOLIO EMG MK
$6.1M117.0K
0.8%
+0.3%
Added · +368 sh
29SPDR Index SHS FDS
PORTFOLIO DEVLPD
$5.9M117.7K
0.8%
+3.7%
Added · +4K sh
30Colgate Palmolive Co
COM
$5.9M63.9K
0.8%
~0%
Added · +2 sh
31Schwab Strategic TR
US DIVIDEND EQ
$5.7M179.6K
0.8%
−15%
Reduced · −31K sh
32Invesco Exchng Traded FD TR
EMRNG MKT SVRG
$4.6M211.9K
0.6%
−8.8%
Reduced · −20K sh
33Ishares TR
RUS 1000 GRW ETF
$3.6M28.8K
0.5%
+300%
Added · +22K sh
34Schwab Strategic TR
US LCAP GR ETF
$3.5M102.1K
0.5%
~0%
Reduced · −34 sh
35SPDR Series Trust
PORTFOLIO MD ETF
$2.9M43.5K
0.4%
−1.0%
Reduced · −451 sh
36Microsoft Corp
COM
$2.6M7.0K
0.4%
−0.1%
Reduced · −8 sh
37SPDR Ser TR
NUVEEN BRC MUNIC
$2.6M55.9K
0.4%
−19%
Reduced · −13K sh
38SPDR Ser TR
PORTFOLIO SM ETF
$2.5M42.7K
0.3%
−1.7%
Reduced · −739 sh
39Alphabet Inc
CAP STK CL C
$2.1M5.9K
0.3%
Held
40Invesco QQQ TR
UNIT SER 1
$1.9M2.6K
0.3%
−23%
Reduced · −761 sh
41SPDR Series Trust
PORTFOLIO TL STK
$1.9M20.7K
0.3%
+5.1%
Added · +1K sh
42Johnson & Johnson
COM
$1.9M7.4K
0.3%
~0%
Added · +1 sh
43Ishares TR
1 3 YR TREAS BD
$1.8M22.0K
0.3%
+6.0%
Added · +1K sh
44SPDR Ser TR
PRTFLO S&P500 HI
$1.8M37.3K
0.2%
−3.5%
Reduced · −1K sh
45Nvidia Corporation
COM
$1.7M8.7K
0.2%
+0.1%
Added · +13 sh
46Pimco ETF TR
INV GRD CRP BD
$1.6M16.7K
0.2%
−25%
Reduced · −6K sh
47Alphabet Inc
CAP STK CL A
$1.5M4.3K
0.2%
+0.5%
Added · +20 sh
48Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.5M7.0K
0.2%
Held
49Vanguard Index FDS
S&P 500 ETF SHS
$1.3M1.9K
0.2%
+1.7%
Added · +31 sh
50Schwab Strategic TR
SHT TM US TRES
$1.2M50.6K
0.2%
+0.4%
Added · +220 sh
Showing 50 of 110 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026110$717.4M13F-HR
Q1 2026Mar 31, 2026May 1, 2026103$641.8M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202698$634.3M13F-HR
Q3 2025Sep 30, 2025Oct 24, 202599$623.4M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202589$560.2M13F-HR
Q1 2025Mar 31, 2025May 8, 202588$526.3M13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025103$618.7M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024101$620.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.