Notify me when Towercrest Capital Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 98 | $633,390,983 | +$28,272,447 | -$24,133,032 | +$4,139,415 | IVV, SCHX, AGG, HYG, FLOT | 13F-HR | 21 Jan 2026, 15:42 |
| Q3 2025 | 99 | $623,128,578 | +$39,910,864 | -$5,800,206 | +$34,110,658 | IVV, SCHX, AGG, HYG, FLOT | 13F-HR | 24 Oct 2025, 15:04 |
| Q2 2025 | 89 | $560,004,531 | +$12,506,568 | -$8,038,504 | +$4,468,064 | SCHX, IVV, AGG, HYG, FLOT | 13F-HR | 05 Aug 2025, 15:40 |
| Q1 2025 | 88 | $525,452,486 | +$3,259,151 | -$86,988,378 | -$83,729,227 | SCHX, IVV, AGG, FLOT, HYG | 13F-HR | 08 May 2025, 14:14 |
| Q4 2024 | 103 | $618,001,438 | +$98,267,333 | -$7,815,305 | +$90,452,028 | IVV, SCHX, AGG, FLOT, HYG | 13F-HR | 11 Feb 2025, 15:38 |
| Q3 2024 | 101 | $619,707,378 | +$7,250,470 | -$25,967,125 | -$18,716,655 | IVV, SCHX, AGG, FLOT, HYG | 13F-HR | 12 Nov 2024, 15:38 |
| Q2 2024 | 107 | $607,017,460 | +$17,428,093 | -$7,430,893 | +$9,997,200 | IVV, SCHX, FLOT, AGG, HYG | 13F-HR | 06 Aug 2024, 14:06 |
| Q1 2024 | 107 | $592,290,836 | +$28,858,180 | -$5,397,095 | +$23,461,085 | IVV, SCHX, FLOT, AGG, HYG | 13F-HR | 09 May 2024, 19:09 |
| Q4 2023 | 105 | $558,507,510 | +$22,992,647 | -$18,411,064 | +$4,581,583 | IVV, SCHX, FLOT, AGG, HYG | 13F-HR | 08 Feb 2024, 15:52 |
| Q3 2023 | 105 | $513,281,469 | +$9,015,590 | -$12,359,115 | -$3,343,525 | IVV, SCHX, FLOT, AGG, FLRN | 13F-HR | 13 Nov 2023, 13:28 |
| Q2 2023 | 104 | $536,137,524 | +$44,707,982 | -$4,194,682 | +$40,513,300 | IVV, SCHX, FLOT, FLRN, AGG | 13F-HR | 04 Aug 2023, 16:00 |
| Q1 2023 | 94 | $480,138,063 | +$18,122,143 | -$9,924,137 | +$8,198,006 | SCHX, IVV, FLRN, SCHZ, FLOT | 13F-HR | 11 May 2023, 15:18 |
| Q4 2022 | 91 | $450,958,166 | +$9,999,144 | -$8,813,271 | +$1,185,873 | SCHX, IVV, SCHZ, AGG, FLRN | 13F-HR | 09 Feb 2023, 16:51 |
| Q3 2022 | 87 | $426,640,000 | +$18,299,462 | -$13,742,807 | +$4,556,655 | SCHX, IVV, AGG, SCHZ, FLRN | 13F-HR | 14 Nov 2022, 08:58 |
| Q2 2022 | 91 | $445,894,000 | +$7,180,302 | -$13,783,753 | -$6,603,451 | SCHX, IVV, SCHZ, AGG, FLRN | 13F-HR | 11 Aug 2022, 12:09 |
| Q1 2022 | 91 | $511,593,000 | +$45,170,643 | -$13,091,237 | +$32,079,406 | SCHX, SCHZ, IVV, AGG, FLRN | 13F-HR | 11 May 2022, 16:19 |
| Q4 2021 | 93 | $545,438,000 | +$8,050,841 | -$6,318,944 | +$1,731,897 | SCHX, IVV, SCHZ, AGG, FLRN | 13F-HR | 10 Feb 2022, 10:56 |
| Q3 2021 | 94 | $526,572,000 | +$19,040,347 | -$1,799,750 | +$17,240,597 | SCHX, SCHZ, AGG, IVV, FLRN | 13F-HR | 10 Dec 2021, 15:54 |
| Q2 2021 | 88 | $515,070,000 | +$35,152,857 | -$4,253,544 | +$30,899,313 | SCHX, AGG, SCHZ, IVV, FLRN | 13F-HR | 13 Aug 2021, 17:10 |
| Q1 2021 | 85 | $466,288,000 | +$23,813,310 | -$9,949,793 | +$13,863,517 | SCHX, SCHZ, AGG, IVV, FLRN | 13F-HR | 14 May 2021, 16:09 |
| Q4 2020 | 84 | $444,025,000 | +$11,591,666 | -$7,501,840 | +$4,089,826 | SCHX, AGG, SCHZ, IVV, FLRN | 13F-HR | 12 Feb 2021, 14:34 |
| Q3 2020 | 79 | $406,167,000 | +$27,299,016 | -$13,022,295 | +$14,276,721 | SCHX, AGG, SCHZ, FLRN, IVV | 13F-HR | 13 Nov 2020, 10:04 |
| Q2 2020 | 77 | $381,385,000 | +$32,720,312 | -$22,843,976 | +$9,876,336 | SCHX, AGG, SCHZ, IVV, FLRN | 13F-HR | 13 Aug 2020, 11:02 |
| Q1 2020 | 78 | $331,886,000 | +$23,116,726 | -$24,577,944 | -$1,461,218 | AGG, SCHZ, SCHX, FLRN, FLOT | 13F-HR | 14 May 2020, 16:33 |
| Q4 2019 | 79 | $390,038,000 | +$18,846,324 | -$1,671,295 | +$17,175,029 | SCHX, FLOT, AGG, SCHZ, FLRN | 13F-HR | 14 Feb 2020, 09:00 |
| Q3 2019 | 70 | $358,981,000 | +$11,171,892 | -$3,025,514 | +$8,146,378 | SCHX, SCHZ, AGG, FLOT, FLRN | 13F-HR | 13 Nov 2019, 08:26 |
| Q2 2019 | 74 | $335,377,000 | +$12,783,954 | -$17,906,310 | -$5,122,356 | SCHX, AGG, SCHZ, FLOT, FLRN | 13F-HR | 14 Aug 2019, 10:03 |
| Q1 2019 | 71 | $345,364,000 | +$39,162,270 | -$14,572,707 | +$24,589,563 | SCHX, AGG, FLOT, SCHZ, IEFA | 13F-HR | 15 May 2019, 10:19 |
| Q4 2018 | 69 | $297,075,000 | +$28,068,723 | -$31,349,550 | -$3,280,827 | SCHX, AGG, SCHZ, FLOT, IEFA | 13F-HR | 15 Feb 2019, 09:30 |
| Q3 2018 | 70 | $328,806,000 | +$22,754,357 | -$17,253,198 | +$5,501,159 | SCHX, SCHZ, AGG, SCHF, SPY | 13F-HR | 19 Nov 2018, 09:28 |
| Q2 2018 | 76 | $315,590,000 | +$174,601,414 | -$1,802,892 | +$172,798,522 | SCHX, SCHZ, AGG, SPY, IEFA | 13F-HR | 14 Aug 2018, 15:30 |
| Q1 2018 | 30 | $143,000,000 | +$10,766,378 | -$1,310,903 | +$9,455,475 | AGG, IEFA, SPY, IVV, HYG | 13F-HR | 14 May 2018, 14:23 |
| Q4 2017 | 26 | $135,958,000 | +$14,902,628 | -$10,603,177 | +$4,299,451 | AGG, SPY, IEFA, IVV, HYG | 13F-HR | 14 Feb 2018, 11:28 |
| Q3 2017 | 26 | $128,884,000 | +$657,439 | -$818,582 | -$161,143 | AGG, IEFA, SPY, GVI, IVV | 13F-HR | 14 Nov 2017, 11:01 |
| Q2 2017 | 25 | $126,201,000 | +$9,457,894 | -$6,052,402 | +$3,405,492 | AGG, IEFA, SPY, GVI, IVV | 13F-HR | 15 Aug 2017, 10:06 |
| Q1 2017 | 25 | $118,512,000 | +$11,416,516 | -$6,079,018 | +$5,337,498 | AGG, SPY, IEFA, IVV, IJH | 13F-HR | 23 May 2017, 12:53 |
| Q4 2016 | 25 | $113,284,000 | +$9,134,716 | -$6,944,361 | +$2,190,355 | SPY, AGG, IEFA, IVV, GVI | 13F-HR | 15 Feb 2017, 14:52 |
| Q3 2016 | 23 | $111,100,000 | +$9,196,546 | -$987,116 | +$8,209,430 | SPY, AGG, IEFA, HYG, IVV | 13F-HR | 15 Nov 2016, 10:12 |
| Q2 2016 | 23 | $104,049,000 | +$9,506,539 | -$1,895,763 | +$7,610,776 | SPY, AGG, IEFA, HYG, ITOT | 13F-HR | 15 Aug 2016, 13:37 |
| Q1 2016 | 24 | $87,791,241 | +$7,657,980 | -$9,529,368 | -$1,871,388 | SPY, AGG, IEFA, HYG, ITOT | 13F-HR | 16 May 2016, 11:15 |
| Q4 2015 | 23 | $92,321,269 | +$3,657,546 | -$3,403,860 | +$253,686 | AGG, SPY, IVV, IEFA, HYG | 13F-HR | 12 Feb 2016, 16:09 |
| Q3 2015 | 22 | $90,465,248 | +$6,477,919 | -$6,096,360 | +$381,559 | AGG, IVV, SPY, IEFA, HYG | 13F-HR | 16 Nov 2015, 09:57 |
| Q2 2015 | 22 | $94,450,276 | +$2,394,301 | -$2,101,922 | +$292,379 | AGG, IVV, SPY, HYG, IEFA | 13F-HR | 14 Aug 2015, 11:51 |
| Q1 2015 | 22 | $95,389,257 | +$10,404,966 | -$2,817,046 | +$7,587,920 | AGG, SPY, IVV, HYG, IEFA | 13F-HR | 14 May 2015, 14:44 |
| Q4 2014 | 21 | $86,291,000 | $0 | $0 | $0 | AGG, SPY, HYG, IVV, GVI | 13F-HR | 13 Feb 2015, 12:54 |