DOSSIER · 13F-HR · Q2 2026
Towercrest Capital Management
$717M in tracked AUM across 110 positions as of Q2 2026.
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CIK 0001633288 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Towercrest Capital Management SEC 13F Filing
1. Portfolio Overview
Towercrest Capital Management has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 224.1% from approximately $195.69M in the third quarter of 2025 to $634.26M as of December 31, 2025. This dramatic increase suggests substantial capital inflows or a consolidation of reporting entities during the quarter.
The portfolio currentl...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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