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 51.58% of Hillcrest Wealth Advisors - NY's stock portfolio.
  • Added to shares of these 10 stocks: VUG, IWF, SLV, VCIT, TIP, FXI, AGG, VGT, STIP, SNDK.
  • Started 6 new stock positions in AMZN, SCHG, PNC, AVGO, SNDK, JNJ.
  • Reduced shares in these 10 stocks: XLF, SPY, VWO, COIN, GE, VOO, IWO, DBEF, IWN, VEA.
  • Sold out of its position in COIN.
  • Hillcrest Wealth Advisors - NY was a net buyer of stock by $14M.
  • Hillcrest Wealth Advisors - NY has $279M in assets under management (AUM), dropping by 13.18%.
  • Central Index Key (CIK): 0001767121

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Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 56 positions in its portfolio as reported in the June 2026 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) 23.8 $67M 97k 686.81
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Ishares Tr Russell 2000 Etf (IWM) 8.9 $25M 83k 300.45
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.5 $21M 294k 71.25
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.8 $16M 195k 83.75
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Ishares Tr Rus 2000 Val Etf (IWN) 5.5 $16M 70k 221.20
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Ishares Tr Rus 2000 Grw Etf (IWO) 5.4 $15M 38k 393.96
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.7 $13M -2% 18k 746.77
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.1 $12M +13% 140k 82.65
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Ishares Tr Core Us Aggbd Et (AGG) 3.6 $10M +8% 102k 98.98
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Ishares Tr Tips Bd Etf (TIP) 3.6 $10M +9% 91k 109.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $8.6M -3% 143k 59.69
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Ishares Tr 0-5 Yr Tips Etf (STIP) 2.2 $6.1M +8% 60k 102.16
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Ishares Tr Rus 1000 Val Etf (IWD) 2.1 $5.8M 24k 242.43
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $5.7M 12k 500.39
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Vanguard Index Fds Value Etf (VTV) 1.8 $4.9M 23k 217.93
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Vanguard Index Fds Growth Etf (VUG) 1.7 $4.7M +500% 55k 86.14
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $4.4M +292% 36k 124.17
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Ishares Tr Rus 1000 Etf (IWB) 1.1 $3.1M 7.6k 409.50
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.8 $2.3M -6% 43k 54.63
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Spdr Series Trust St Str Sp Div (SDY) 0.8 $2.1M -3% 14k 152.18
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Ishares Silver Tr Ishares (SLV) 0.7 $2.1M +835% 38k 53.47
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Spdr Series Trust St Bloo High Etf (JNK) 0.7 $1.9M 19k 96.37
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.7 $1.8M -37% 34k 53.61
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Ishares Tr China Lg-cap Etf (FXI) 0.6 $1.7M +79% 54k 31.59
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Ge Aerospace Com New (GE) 0.6 $1.6M -10% 4.2k 373.73
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Ishares Core Msci Emkt (IEMG) 0.5 $1.4M 17k 82.84
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $1.3M +3% 55k 23.68
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Vanguard World Inf Tech Etf (VGT) 0.4 $1.2M +69% 9.9k 119.52
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.4 $1.1M +27% 5.7k 185.23
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Spdr Gold Tr Gold Shs (GLD) 0.4 $1.0M 2.8k 368.38
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JPMorgan Chase & Co. (JPM) 0.4 $1.0M +2% 3.1k 327.33
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Select Sector Spdr Tr St Str Care Etf (XLV) 0.3 $952k +20% 6.0k 158.66
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $944k 2.6k 357.37
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $883k +29% 11k 79.97
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $836k 5.6k 148.31
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $813k 10k 77.91
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Global Payments (GPN) 0.3 $724k 10k 72.56
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Apple (AAPL) 0.2 $576k +31% 2.0k 289.36
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Microsoft Corporation (MSFT) 0.2 $551k +103% 1.5k 373.02
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NVIDIA Corporation (NVDA) 0.2 $550k 2.8k 200.09
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $468k 4.5k 103.88
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $434k 4.5k 96.43
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $424k 566.00 748.89
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Alphabet Cap Stk Cl C (GOOG) 0.1 $418k +33% 1.2k 353.33
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Ishares Gold Tr Ishares New (IAU) 0.1 $351k 4.7k 75.51
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Sandisk Corp (SNDK) 0.1 $325k NEW 143.00 2273.73
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $304k 11k 26.67
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $286k +40% 3.9k 73.41
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Amazon (AMZN) 0.1 $272k NEW 1.1k 238.34
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $268k -6% 7.7k 34.81
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Johnson & Johnson (JNJ) 0.1 $237k NEW 932.00 253.97
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PNC Financial Services (PNC) 0.1 $231k NEW 939.00 246.22
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $222k -14% 600.00 370.04
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Broadcom (AVGO) 0.1 $218k NEW 577.00 377.75
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $211k NEW 6.2k 33.84
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Douglas Emmett (DEI) 0.1 $160k 14k 11.80
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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