Hillcrest Wealth Advisors - NY

Latest statistics and disclosures from Hillcrest Wealth Advisors - NY's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, IWM, VEA, VEU, IWN, and represent 52.96% of Hillcrest Wealth Advisors - NY's stock portfolio.
  • Added to shares of these 10 stocks: GOOG, SCHG, BND, AVGO, PNC, VEA, VGT, HYG, VCIT, GPN.
  • Started 5 new stock positions in AVGO, PNC, GOOG, SCHG, BND.
  • Reduced shares in these 10 stocks: XBI, VOO, IWM, STIP, GE, IWN, TIP, IWO, SCHH, AGG.
  • Sold out of its position in SCHH.
  • Hillcrest Wealth Advisors - NY was a net seller of stock by $-6.4M.
  • Hillcrest Wealth Advisors - NY has $222M in assets under management (AUM), dropping by 4.57%.
  • Central Index Key (CIK): 0001767121

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Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 25.5 $57M 93k 612.38
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Ishares Tr Russell 2000 Etf (IWM) 8.6 $19M -3% 79k 241.96
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.9 $15M 256k 59.92
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.3 $14M 197k 71.37
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Ishares Tr Rus 2000 Val Etf (IWN) 5.7 $13M -2% 71k 176.81
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.6 $12M 19k 666.18
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Ishares Tr Rus 2000 Grw Etf (IWO) 5.5 $12M -2% 38k 320.04
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $7.2M 133k 54.18
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Ishares Tr Core Us Aggbd Et (AGG) 3.1 $7.0M -3% 70k 100.25
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $6.8M 81k 84.11
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $5.8M 12k 502.74
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Ishares Tr Tips Bd Etf (TIP) 2.5 $5.6M -5% 50k 111.22
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Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $5.2M 25k 203.59
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Vanguard Index Fds Growth Etf (VUG) 2.0 $4.6M -4% 9.5k 479.61
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $4.3M 9.2k 468.41
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Ishares Tr 0-5 Yr Tips Etf (STIP) 1.9 $4.2M -13% 41k 103.36
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Vanguard Index Fds Value Etf (VTV) 1.9 $4.2M 23k 186.49
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Ishares Tr Rus 1000 Etf (IWB) 1.3 $2.9M 7.9k 365.48
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Spdr Series Trust S&p Divid Etf (SDY) 1.2 $2.8M 20k 140.05
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.0 $2.2M -6% 47k 46.42
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Ge Aerospace Com New (GE) 0.8 $1.7M -21% 5.6k 300.82
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $1.2M -12% 8.5k 139.17
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Ishares Core Msci Emkt (IEMG) 0.5 $1.1M -12% 17k 65.92
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Spdr Gold Tr Gold Shs (GLD) 0.4 $995k 2.8k 355.47
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Vanguard World Inf Tech Etf (VGT) 0.4 $971k +6% 1.3k 746.63
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JPMorgan Chase & Co. (JPM) 0.4 $945k 3.0k 315.43
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $858k -12% 11k 78.91
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Global Payments (GPN) 0.4 $830k 10k 83.08
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Select Sector Spdr Tr Indl (XLI) 0.3 $694k 4.5k 154.23
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $691k -12% 2.8k 243.10
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $660k -6% 5.6k 118.83
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Spdr Series Trust Bloomberg High Y (JNK) 0.2 $539k -24% 5.5k 97.99
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NVIDIA Corporation (NVDA) 0.2 $508k 2.7k 186.58
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Spdr Series Trust S&p Biotech (XBI) 0.2 $425k -78% 4.2k 100.20
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $420k 4.5k 93.37
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $411k -10% 4.5k 91.42
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Apple (AAPL) 0.2 $385k 1.5k 254.63
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $379k 566.00 669.30
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Microsoft Corporation (MSFT) 0.2 $377k 728.00 517.95
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Select Sector Spdr Tr Financial (XLF) 0.2 $350k 6.5k 53.87
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Ishares Gold Tr Ishares New (IAU) 0.2 $338k 4.7k 72.77
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $305k 11k 26.76
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $276k +21% 3.4k 81.19
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $271k -7% 9.3k 29.11
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $263k -11% 800.00 328.17
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $226k -2% 9.7k 23.28
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Alphabet Cap Stk Cl C (GOOG) 0.1 $223k NEW 915.00 243.55
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $212k NEW 6.6k 31.91
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $206k NEW 2.8k 74.37
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Douglas Emmett (DEI) 0.1 $206k 13k 15.57
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Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $205k 2.7k 75.10
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Broadcom (AVGO) 0.1 $205k NEW 621.00 329.91
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PNC Financial Services (PNC) 0.1 $204k NEW 1.0k 200.93
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Past Filings by Hillcrest Wealth Advisors - NY

SEC 13F filings are viewable for Hillcrest Wealth Advisors - NY going back to 2018

View all past filings