Towercrest Capital Management

RIA/Wealth

Towercrest Capital Management is a RIA/Wealth based in Newtown, PA led by Curtis Wayne Snyder, reporting $709.7M in AUM as of Q3 2025 with 93% ETF concentration and 52% concentrated in top 10 holdings.

Managing PartnerCurtis Wayne Snyder

Portfolio Value: $623.1M
Positions: 98
Top Holding: IVV at 10.39%
Last Reported: Q3 2025

Address41 University Drive, Suite 400, Newtown, PA, 18940, United States

Top Holdings

Largest long holdings in Towercrest Capital Management's portfolio (52.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$64.8M	10.39%	+$6.4M Bought	— 96.8K shares	Q4 2014 Held for 10y 11m
2 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$59.1M	9.49%	-$938.0K Sold	— 2.2M shares	Q2 2018 Held for 7y 5m
3 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$34.6M	5.56%	+$3.7M Bought	— 345.6K shares	Q4 2014 Held for 10y 11m
4 iShares iBoxx High Yield Corporate Bond HYG	ETF ETF	$28.7M	4.61%	+$1.7M Bought	— 353.5K shares	Q1 2019 Held for 6y 8m
5 iShares Floating Rate Bond FLOT	ETF ETF	$28.5M	4.57%	+$2.7M Bought	— 557.7K shares	Q4 2014 Held for 10y 11m
6 SCHZ Schwab US Aggregate Bond SCHZ	ETF ETF	$25.0M	4.01%	+$845.1K Bought	— 1.1M shares	Q2 2018 Held for 7y 5m
7 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$24.0M	3.86%	+$1.6M Bought	— 275.4K shares	Q4 2014 Held for 10y 11m
8 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$21.2M	3.39%	+$1.4M Bought	— 320.9K shares	Q4 2014 Held for 10y 11m
9 SPDR Bloomberg Investment Grade Floating Rate ETF FLRN	ETF ETF	$20.5M	3.29%	+$742.7K Bought	— 665.3K shares	Q2 2018 Held for 7y 5m
10 iShares J.P. Morgan USD Emerging Markets Bond EMB	ETF ETF	$19.3M	3.09%	+$1.2M Bought	— 202.5K shares	Q4 2014 Held for 10y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Towercrest Capital Management's latest filing

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Market Value

$623.1M

Prior: $560.2M

Q/Q Change

+11.23%

+$62.9M

Net Flows % of MV

+5.21%

Turnover Ratio

3.65%

New Purchases

4 stocks

$1.3M

Added To

56 stocks

+$36.9M

Sold Out Of

0 stocks

Reduced Holdings

21 stocks

-$5.8M

Increased Positions

Position	Shares Δ	Change
1 Broadcom Inc. AVGO	New	0 → 1.4K +$458.6K
2 Linde LIN	New	0 → 893.0 +$424.2K
3 AbbVie ABBV	New	0 → 1.0K +$234.1K
4 Vanguard Extended Market VXF	New	0 → 1.0K +$211.6K
5 Colgate-Palmolive CL	+1,243.61%	4.8K → 64.1K +$4.7M

Decreased Positions

Position	Shares Δ	Change
1 AMCA iShares Russell 1000 Pure U.S. Revenue ETF AMCA	-24.84%	785.0 → 590.0 −$71.3K
2 Vanguard FTSE All-World Ex-US ETF VEU	-12.71%	3.4K → 2.9K −$30.4K
3 Schwab U.S. Small-Cap ETF SCHA	-11.64%	423.6K → 374.3K −$1.4M
4 SPDR Portfolio S&P 600 Small Cap ETF SPSM	-9.71%	56.3K → 50.8K −$253.4K
5 Vanguard Total World Stock VT	-7.42%	2.5K → 2.4K −$26.0K