Towercrest Capital Management
โขCIK: 1633288โขFiling: Q4 2025
**Towercrest Capital Management** is a multi-strategy fund managing $634M across 98 distinct positions. The portfolio exhibits a notable allocation to core US equity and fixed income, highlighted by significant holdings in IVV ($68.1M) and SCHX ($59.5M). Diversification is evident with substantial exposure to intermediate-term treasuries (AGG at $38.2M) and high-yield credit (HYG at $35.7M). The fund maintains global diversification through international equity and bond allocations, including IEFA ($25.4M) and IEMG ($21.3M).
Total AUM
$634.3M
QoQ Performance
+1.7%
Positions
55
Top 10 Concentration
54.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SCHX
AGG
HYG
IVV10.7%
SCHX9.4%
AGG6.0%
HYG5.6%
FLOT4.5%
LQD4.2%
IEFA4.0%
SCHZ3.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other82.3%
ETF12.5%
Technology3.3%
Financial0.6%
Healthcare0.5%
Consumer0.5%
Communication0.2%
Utilities0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
โ28 increased
โ42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023