• 13F History

Towercrest Capital Management

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$618M
Signature - Title
Curtis Snyder - Managing Member
Location
Newtown, PA
Summary
This page shows a list of all the recent 13F filings made by Towercrest Capital Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Towercrest Capital Management reported 103 stock holdings with total value $618M as of Q4 2024. Top holdings included IVV, SCHX, AGG, FLOT, and HYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 103 $618M +$98.3M -$7.82M +$90.5M IVV, SCHX, AGG, FLOT, HYG 13F-HR 2/11/2025, 03:38 PM
Q3 2024 101 $620M +$7.25M -$26M -$18.7M IVV, SCHX, AGG, FLOT, HYG 13F-HR 11/12/2024, 03:38 PM
Q2 2024 107 $607M +$17.4M -$7.43M +$10M IVV, SCHX, FLOT, AGG, HYG 13F-HR 8/6/2024, 02:06 PM
Q1 2024 106 $592M +$28.8M -$5.4M +$23.4M IVV, SCHX, FLOT, AGG, HYG 13F-HR 5/9/2024, 07:09 PM
Q4 2023 103 $554M +$23M -$8.33M +$14.7M IVV, SCHX, FLOT, AGG, HYG 13F-HR 2/8/2024, 03:52 PM
Q3 2023 105 $513M +$9.02M -$12.4M -$3.34M IVV, SCHX, FLOT, AGG, FLRN 13F-HR 11/13/2023, 01:28 PM
Q2 2023 102 $536M +$44.7M -$4.19M +$40.5M IVV, SCHX, FLOT, FLRN, AGG 13F-HR 8/4/2023, 04:00 PM
Q1 2023 92 $480M +$18.1M -$9.72M +$8.4M SCHX, IVV, FLRN, SCHZ, FLOT 13F-HR 5/11/2023, 03:18 PM
Q4 2022 89 $451M +$10M -$8.56M +$1.44M SCHX, IVV, SCHZ, AGG, FLRN 13F-HR 2/9/2023, 03:51 PM
Q3 2022 85 $427M +$18.3M -$13.1M +$5.23M SCHX, IVV, AGG, SCHZ, FLRN 13F-HR 11/14/2022, 07:58 AM
Q2 2022 88 $446M +$7.18M -$11.9M -$4.76M SCHX, IVV, SCHZ, AGG, FLRN 13F-HR 8/11/2022, 12:09 PM
Q1 2022 88 $512M +$45.2M -$12.5M +$32.7M SCHX, SCHZ, IVV, AGG, FLRN 13F-HR 5/11/2022, 04:19 PM
Q4 2021 90 $545M +$8.05M -$1.61M +$6.44M SCHX, IVV, SCHZ, AGG, FLRN 13F-HR 2/10/2022, 09:56 AM
Q3 2021 91 $527M +$19M -$1.8M +$17.2M SCHX, SCHZ, AGG, IVV, FLRN 13F-HR 12/10/2021, 03:54 PM
Q2 2021 85 $515M +$35.2M -$4.28M +$30.9M SCHX, AGG, SCHZ, IVV, FLRN 13F-HR 8/13/2021, 05:10 PM
Q1 2021 82 $466M +$23.8M -$9.95M +$13.9M SCHX, SCHZ, AGG, IVV, FLRN 13F-HR 5/14/2021, 04:09 PM
Q4 2020 81 $444M +$11.6M -$7.29M +$4.3M SCHX, AGG, SCHZ, IVV, FLRN 13F-HR 2/12/2021, 01:34 PM
Q3 2020 76 $406M +$27.3M -$12.5M +$14.8M SCHX, AGG, SCHZ, FLRN, IVV 13F-HR 11/13/2020, 09:04 AM
Q2 2020 73 $381M +$32.5M -$21M +$11.5M SCHX, AGG, SCHZ, IVV, FLRN 13F-HR 8/13/2020, 11:02 AM
Q1 2020 74 $332M +$23.1M -$20.8M +$2.32M AGG, SCHZ, SCHX, FLRN, FLOT 13F-HR 5/14/2020, 04:33 PM
Q4 2019 76 $381M +$18.6M -$1.12M +$17.5M SCHX, FLOT, AGG, SCHZ, FLRN 13F-HR 2/14/2020, 08:00 AM
Q3 2019 67 $359M +$11.2M -$1.94M +$9.23M SCHX, SCHZ, AGG, FLOT, FLRN 13F-HR 11/13/2019, 07:26 AM
Q2 2019 70 $335M +$12.8M -$17.6M -$4.8M SCHX, AGG, SCHZ, FLOT, FLRN 13F-HR 8/14/2019, 10:03 AM
Q1 2019 69 $345M +$38.9M -$20.1M +$18.8M SCHX, AGG, FLOT, SCHZ, IEFA 13F-HR 5/15/2019, 10:19 AM
Q4 2018 66 $294M +$28.1M -$11.1M +$16.9M SCHX, AGG, SCHZ, FLOT, IEFA 13F-HR 2/15/2019, 08:30 AM
Q3 2018 68 $324M +$22.7M -$4.72M +$18M SCHX, SCHZ, AGG, SCHF, SPY 13F-HR 11/19/2018, 08:28 AM
Q2 2018 75 $316M +$175M -$583K +$174M SCHX, SCHZ, AGG, SPY, IEFA 13F-HR 8/14/2018, 03:30 PM
Q1 2018 29 $143M +$10.8M -$1.11M +$9.66M AGG, IEFA, SPY, IVV, HYG 13F-HR 5/14/2018, 02:23 PM
Q4 2017 25 $136M +$14.9M -$6.73M +$8.17M AGG, SPY, IEFA, IVV, HYG 13F-HR 2/14/2018, 10:28 AM
Q3 2017 25 $129M +$657K -$819K -$161K AGG, IEFA, SPY, GVI, IVV 13F-HR 11/14/2017, 10:01 AM
Q2 2017 24 $126M +$9.46M -$6.05M +$3.41M AGG, IEFA, SPY, GVI, IVV 13F-HR 8/15/2017, 10:06 AM
Q1 2017 24 $119M +$11.4M -$4.41M +$7.01M AGG, SPY, IEFA, IVV, IJH 13F-HR 5/23/2017, 12:53 PM
Q4 2016 24 $113M +$9.13M -$5.19M +$3.95M SPY, AGG, IEFA, IVV, GVI 13F-HR 2/15/2017, 01:52 PM
Q3 2016 22 $111M +$9.2M -$987K +$8.21M SPY, AGG, IEFA, HYG, IVV 13F-HR 11/15/2016, 09:12 AM
Q2 2016 23 $104M +$15.7M -$799K +$14.9M SPY, AGG, IEFA, HYG, ITOT 13F-HR 8/15/2016, 01:37 PM
Q1 2016 23 $88M +$7.66M -$9.53M -$1.87M SPY, AGG, IEFA, HYG, ITOT 13F-HR 5/16/2016, 11:15 AM
Q4 2015 23 $92.6M +$3.66M -$3.4M +$254K AGG, SPY, IVV, IEFA, HYG 13F-HR 2/12/2016, 03:09 PM
Q3 2015 22 $90.7M +$6.48M -$6.1M +$382K AGG, IVV, SPY, IEFA, HYG 13F-HR 11/16/2015, 08:57 AM
Q2 2015 22 $94.7M +$2.39M -$1.72M +$678K AGG, IVV, SPY, HYG, IEFA 13F-HR 8/14/2015, 11:51 AM
Q1 2015 22 $95.6M +$10.7M -$2.82M +$7.84M AGG, SPY, IVV, HYG, IEFA 13F-HR 5/14/2015, 02:44 PM
Q4 2014 21 $86.3M AGG, SPY, HYG, IVV, GVI 13F-HR 2/13/2015, 11:54 AM