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 52.16% of Hillcrest Wealth Advisors - NY's stock portfolio.
  • Added to shares of these 10 stocks: TIP, STIP, SCHH, JNK, XLE, VCIT, AGG, IWM, VGT, VEA.
  • Started 2 new stock positions in XLE, SCHH.
  • Reduced shares in these 10 stocks: XLV, , VEU, IWD, SCHF, GEHC, VUG, IWO, IWN, SPY.
  • Sold out of its positions in GEHC, XBI, SCHF.
  • Hillcrest Wealth Advisors - NY was a net buyer of stock by $5.5M.
  • Hillcrest Wealth Advisors - NY has $232M in assets under management (AUM), dropping by 4.45%.
  • Central Index Key (CIK): 0001767121

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Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 52 positions in its portfolio as reported in the December 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) 25.0 $58M 93k 627.13
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Ishares Tr Russell 2000 Etf (IWM) 8.6 $20M +2% 81k 246.16
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $16M 259k 62.47
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Vanguard Intl Equity Index Allwrld Ex Us (VEU) 6.1 $14M 193k 73.56
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Ishares Tr Rus 2000 Val Etf (IWN) 5.5 $13M 70k 181.21
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.4 $13M 18k 681.92
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Ishares Tr Rus 2000 Grw Etf (IWO) 5.2 $12M 38k 323.01
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Ishares Tr Tips Bd Etf (TIP) 3.3 $7.6M +38% 69k 109.91
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Ishares Tr Core Us Aggbd Et (AGG) 3.2 $7.5M +7% 75k 99.88
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.2 $7.3M +8% 88k 83.75
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Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 3.1 $7.2M 134k 53.76
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $5.8M 12k 502.65
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Ishares Tr 0-5 Yr Tips Etf (STIP) 2.4 $5.5M +30% 54k 102.39
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Ishares Tr Rus 1000 Val Etf (IWD) 2.2 $5.1M -4% 24k 210.34
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Vanguard Index Fds Growth Etf (VUG) 1.9 $4.4M -4% 9.1k 487.86
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Vanguard Index Fds Value Etf (VTV) 1.8 $4.3M 23k 190.99
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $4.2M -2% 8.9k 473.30
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Ishares Tr Rus 1000 Etf (IWB) 1.3 $2.9M 7.8k 373.44
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Spdr Series Trust State Street Spd (SDY) 1.2 $2.7M 20k 139.16
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.0 $2.2M 46k 48.11
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Ge Aerospace Com New (GE) 0.7 $1.7M 5.6k 308.03
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Spdr Series Trust State Street Spd (JNK) 0.6 $1.3M +143% 13k 97.21
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Vanguard World Inf Tech Etf (VGT) 0.5 $1.3M +28% 1.7k 753.78
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $1.2M NEW 59k 20.89
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Ishares Core Msci Emkt (IEMG) 0.5 $1.1M 17k 67.22
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Spdr Gold Tr Gold Shs (GLD) 0.5 $1.1M 2.8k 396.31
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JPMorgan Chase & Co. (JPM) 0.4 $965k 3.0k 322.22
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $890k 2.8k 313.00
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $818k -4% 10k 78.81
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Select Sector Spdr Tr State Street Hea (XLV) 0.3 $774k -41% 5.0k 154.80
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Global Payments (GPN) 0.3 $773k 10k 77.40
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Select Sector Spdr Tr State Street Ind (XLI) 0.3 $698k 4.5k 155.12
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $667k 5.6k 120.18
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Select Sector Spdr Tr State Street Ene (XLE) 0.3 $607k NEW 14k 44.71
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NVIDIA Corporation (NVDA) 0.2 $508k 2.7k 186.50
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Select Sector Spdr Tr State Street Fin (XLF) 0.2 $445k +25% 8.1k 54.77
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $432k 4.5k 96.03
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Apple (AAPL) 0.2 $411k 1.5k 271.86
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $398k 4.5k 88.49
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $388k 566.00 684.94
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $379k +38% 4.7k 80.63
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Ishares Gold Tr Ishares New (IAU) 0.2 $377k 4.7k 81.17
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Microsoft Corporation (MSFT) 0.2 $352k 728.00 483.62
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Invesco Db Multi-sector Agriculture Fd (DBA) 0.1 $291k 11k 25.52
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Alphabet Cap Stk Cl C (GOOG) 0.1 $281k -2% 895.00 313.80
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $268k 800.00 335.27
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $240k -12% 8.1k 29.61
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $217k 6.6k 32.62
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PNC Financial Services (PNC) 0.1 $212k 1.0k 208.73
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Broadcom (AVGO) 0.1 $208k -3% 600.00 346.10
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $206k 2.8k 74.07
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Douglas Emmett (DEI) 0.1 $140k -3% 13k 10.99
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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