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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 51.02% of Hillcrest Wealth Advisors - NY's stock portfolio.
Added to shares of these 10 stocks: TIP, STIP, VCIT, VEA, IWM, HYG, SCHH, JNK, SLV, IWN.
Started 1 new stock position in EEM.
Reduced shares in these 10 stocks: BRK.B, SNDK, FXI, VGT, SPY, IWB, AVGO, MSFT, JPM, VTV.
Sold out of its positions in AVGO, SNDK.
Hillcrest Wealth Advisors - NY was a net buyer of stock by $7.2M.
Hillcrest Wealth Advisors - NY has $282M in assets under management (AUM), dropping by 1.08%.
Central Index Key (CIK): 0001767121

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Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 55 positions in its portfolio as reported in the September 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)	24.1	$68M		97k	700.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	8.4	$24M	+2%	85k	277.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.6	$21M	+3%	303k	70.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	5.7	$16M		195k	82.97	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	5.3	$15M		71k	209.45	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	4.9	$14M		39k	356.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.6	$13M	-2%	17k	762.63	View chart
Ishares Tr Tips Bd Etf (TIP)	4.5	$13M	+32%	122k	104.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.3	$12M	+11%	156k	78.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.5	$9.9M	+2%	105k	94.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$8.6M		146k	59.31	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.6	$7.3M	+22%	73k	99.70	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.1	$6.0M		24k	247.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$5.0M	-11%	10k	497.95	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	1.7	$4.9M		55k	90.11	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.7	$4.7M	-3%	22k	216.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$4.5M		36k	125.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$3.0M	-6%	7.1k	416.13	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$2.5M	+18%	45k	54.51	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.8	$2.3M		43k	54.95	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.8	$2.2M	+24%	24k	92.75	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.7	$2.1M		14k	146.48	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.7	$1.9M	+4%	36k	53.40	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.6	$1.8M	+46%	80k	22.04	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.5	$1.5M	-16%	45k	34.02	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$1.4M	+66%	18k	77.21	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.3M	-2%	16k	81.16	View chart
Ge Aerospace Com New (GE)	0.5	$1.3M		4.2k	312.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.1M		2.8k	380.84	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$1.0M		6.0k	168.42	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$971k		5.8k	166.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$965k	-22%	7.7k	125.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$905k		2.6k	344.08	View chart
JPMorgan Chase & Co. (JPM)	0.3	$844k	-17%	2.6k	330.83	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$798k		10k	76.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$775k		5.7k	136.04	View chart
Global Payments (GPN)	0.3	$749k	-8%	9.2k	81.67	View chart
Apple (AAPL)	0.2	$639k	-3%	1.9k	333.02	View chart
Microsoft Corporation (MSFT)	0.2	$582k	-23%	1.1k	512.90	View chart
NVIDIA Corporation (NVDA)	0.2	$543k	-13%	2.4k	228.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$468k		4.5k	103.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$434k		566.00	765.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$425k	+5%	1.2k	340.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$403k		4.5k	89.63	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$363k		4.7k	78.10	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.1	$321k		11k	28.14	View chart
Amazon (AMZN)	0.1	$302k	+6%	1.2k	249.15	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$277k		4.0k	70.15	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$256k		7.7k	33.31	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$225k		600.00	374.24	View chart
Johnson & Johnson (JNJ)	0.1	$224k	-9%	847.00	264.74	View chart
PNC Financial Services (PNC)	0.1	$214k	+2%	964.00	222.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$206k	-8%	5.7k	35.93	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$200k	NEW	3.0k	66.79	View chart
Douglas Emmett (DEI)	0.0	$127k	-2%	13k	9.58	View chart

Past Filings by Hillcrest Wealth Advisors - NY

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

Hillcrest Wealth Advisors - NY 2026 Q3 filed Oct. 22, 2026
Hillcrest Wealth Advisors - NY 2026 Q2 filed July 21, 2026
Hillcrest Wealth Advisors - NY 2026 Q1 filed April 28, 2026
Hillcrest Wealth Advisors - NY 2025 Q4 filed Jan. 12, 2026
Hillcrest Wealth Advisors - NY 2025 Q3 filed Oct. 20, 2025
Hillcrest Wealth Advisors - NY 2025 Q2 filed July 22, 2025
Hillcrest Wealth Advisors - NY 2025 Q1 filed April 22, 2025
Hillcrest Wealth Advisors - NY 2024 Q4 filed Jan. 21, 2025
Hillcrest Wealth Advisors - NY 2024 Q3 filed Oct. 17, 2024
Hillcrest Wealth Advisors - NY 2024 Q2 filed July 18, 2024
Hillcrest Wealth Advisors - NY 2024 Q1 filed April 11, 2024
Hillcrest Wealth Advisors - NY 2023 Q4 filed Jan. 12, 2024
Hillcrest Wealth Advisors - NY 2023 Q3 filed Oct. 17, 2023
Hillcrest Wealth Advisors - NY 2023 Q2 filed July 31, 2023
Hillcrest Wealth Advisors - NY 2023 Q1 filed May 8, 2023
Hillcrest Wealth Advisors - NY 2022 Q4 filed Feb. 8, 2023

View all past filings

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