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 50.78% of Hillcrest Wealth Advisors - NY's stock portfolio.
  • Added to shares of these 10 stocks: VCIT, VGT, VOO, XLF, VEA, AGG, TIP, FXI, VWO, JNK.
  • Started 3 new stock positions in COIN, FXI, SLV.
  • Reduced shares in these 10 stocks: SDY, , SPY, GE, SCHG, PNC, AVGO, SCHH, GOOGL, DBEF.
  • Sold out of its positions in AVGO, PNC, SCHG, XLE.
  • Hillcrest Wealth Advisors - NY was a net buyer of stock by $18M.
  • Hillcrest Wealth Advisors - NY has $247M in assets under management (AUM), dropping by 6.28%.
  • Central Index Key (CIK): 0001767121

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Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 51 positions in its portfolio as reported in the March 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) 23.5 $58M +4% 97k 597.55
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Ishares Tr Russell 2000 Etf (IWM) 8.4 $21M +2% 83k 248.00
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.7 $19M +13% 295k 64.08
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.9 $15M 193k 75.10
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Ishares Tr Rus 2000 Val Etf (IWN) 5.4 $13M 71k 189.59
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Ishares Tr Rus 2000 Grw Etf (IWO) 4.9 $12M +3% 39k 313.81
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.7 $12M -2% 18k 650.34
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.1 $10M +41% 124k 82.75
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Ishares Tr Core Us Aggbd Et (AGG) 3.8 $9.4M +26% 95k 99.27
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Ishares Tr Tips Bd Etf (TIP) 3.7 $9.2M +20% 83k 110.36
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $8.1M +10% 149k 54.05
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Ishares Tr 0-5 Yr Tips Etf (STIP) 2.3 $5.7M +2% 55k 103.43
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $5.5M 12k 479.20
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Ishares Tr Rus 1000 Val Etf (IWD) 2.1 $5.2M 24k 213.67
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Vanguard Index Fds Value Etf (VTV) 1.8 $4.4M 23k 196.20
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Vanguard World Inf Tech Etf (VGT) 1.6 $4.1M +247% 5.8k 697.72
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Vanguard Index Fds Growth Etf (VUG) 1.6 $4.0M 9.1k 436.79
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $3.9M +2% 9.1k 426.40
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Ishares Tr Rus 1000 Etf (IWB) 1.1 $2.8M 7.7k 356.56
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Select Sector Spdr Tr State Street Fin (XLF) 1.1 $2.7M +576% 55k 49.37
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.9 $2.2M -2% 45k 49.40
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Spdr Series Trust State Street Spd (SDY) 0.9 $2.1M -25% 15k 145.94
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Spdr Series Trust State Street Spd (JNK) 0.7 $1.8M +42% 19k 95.72
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Ge Aerospace Com New (GE) 0.5 $1.3M -16% 4.7k 283.77
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Spdr Gold Tr Gold Shs (GLD) 0.5 $1.2M 2.8k 430.29
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Ishares Core Msci Emkt (IEMG) 0.5 $1.2M 17k 69.75
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $1.1M -10% 53k 21.49
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Ishares Tr China Lg-cap Etf (FXI) 0.4 $1.1M NEW 30k 35.90
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JPMorgan Chase & Co. (JPM) 0.4 $881k 3.0k 294.16
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $813k 10k 78.41
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $760k -7% 2.6k 287.56
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Select Sector Spdr Tr State Street Hea (XLV) 0.3 $733k 5.0k 146.61
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Select Sector Spdr Tr State Street Ind (XLI) 0.3 $728k 4.5k 161.73
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $690k 5.6k 124.31
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $676k +80% 8.5k 79.56
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Global Payments (GPN) 0.3 $671k 10k 67.30
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NVIDIA Corporation (NVDA) 0.2 $475k 2.7k 174.40
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $437k 4.5k 97.13
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Ishares Gold Tr Ishares New (IAU) 0.2 $410k 4.7k 88.16
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $399k 4.5k 88.70
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Apple (AAPL) 0.2 $384k 1.5k 253.79
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $370k 566.00 653.21
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $311k 11k 27.32
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Ishares Silver Tr Ishares (SLV) 0.1 $279k NEW 4.1k 68.14
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Microsoft Corporation (MSFT) 0.1 $270k 728.00 370.17
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Alphabet Cap Stk Cl C (GOOG) 0.1 $254k 884.00 286.86
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $250k 8.2k 30.50
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $225k -12% 700.00 320.81
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $204k 2.8k 73.64
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Coinbase Global Com Cl A (COIN) 0.1 $203k NEW 1.2k 174.61
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Douglas Emmett (DEI) 0.1 $128k +6% 14k 9.42
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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

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