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
Other82.2%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022