Hillcrest Wealth Advisors - Ny, LLC Top Holdings and 13F Report (2025) About Hillcrest Wealth Advisors - Ny, LLCInvestment ActivityHillcrest Wealth Advisors - Ny, LLC has $212.70 million in total holdings as of June 30, 2025.Hillcrest Wealth Advisors - Ny, LLC owns shares of 49 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.69% of the portfolio was purchased this quarter.About 2.85% of the portfolio was sold this quarter.This quarter, Hillcrest Wealth Advisors - Ny, LLC has purchased 48 new stocks and bought additional shares in 4 stocks.Hillcrest Wealth Advisors - Ny, LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $53,463,647iShares Russell 2000 ETF $17,753,475Vanguard FTSE Developed Markets ETF $14,485,272Vanguard FTSE All-World ex-US ETF $13,405,617SPDR S&P 500 ETF Trust $11,611,255 Largest New Holdings this Quarter 808524847 - Schwab U.S. REIT ETF $268,203 Holding808524805 - Schwab International Equity ETF $218,662 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 880 shares (about $499.87K)Vanguard FTSE Developed Markets ETF 7,750 shares (about $441.83K)Schwab U.S. REIT ETF 12,675 shares (about $268.20K)Schwab International Equity ETF 9,894 shares (about $218.66K)Vanguard FTSE Emerging Markets ETF 600 shares (about $29.68K) Largest Sales this Quarter Vanguard Intermediate-Term Corporate Bond ETF 14,325 shares (about $1.19M)GE Aerospace 3,100 shares (about $797.91K)iShares Core U.S. Aggregate Bond ETF 5,050 shares (about $500.96K)iShares Russell 2000 Growth ETF 1,215 shares (about $347.32K)Vanguard Value ETF 1,470 shares (about $259.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHillcrest Wealth Advisors - Ny, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$53,463,647$499,867 ▲0.9%94,12125.1%ETFIWMiShares Russell 2000 ETF$17,753,475$55,026 ▼-0.3%82,2728.3%FinanceVEAVanguard FTSE Developed Markets ETF$14,485,272$441,828 ▲3.1%254,0836.8%ETFVEUVanguard FTSE All-World ex-US ETF$13,405,617$58,817 ▼-0.4%199,4296.3%ETFSPYSPDR S&P 500 ETF Trust$11,611,255$232,929 ▼-2.0%18,7935.5%FinanceIWNiShares Russell 2000 Value ETF$11,560,653$224,808 ▼-1.9%73,2805.4%ETFIWOiShares Russell 2000 Growth ETF$11,117,095$347,320 ▼-3.0%38,8905.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,119,972$500,959 ▼-6.6%71,7743.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$6,680,864$1,187,829 ▼-15.1%80,5703.1%ETFVWOVanguard FTSE Emerging Markets ETF$6,634,614$29,676 ▲0.4%134,1413.1%ETFTIPiShares TIPS Bond ETF$5,841,473$233,835 ▼-3.8%53,0852.7%ETFBRK.BBerkshire Hathaway$5,579,5540.0%11,4862.6%FinanceIWDiShares Russell 1000 Value ETF$4,995,207$58,269 ▼-1.2%25,7182.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,870,216$10,291 ▲0.2%47,3252.3%ETFVUGVanguard Growth ETF$4,340,160$65,760 ▼-1.5%9,9002.0%ETFVTVVanguard Value ETF$3,976,650$259,808 ▼-6.1%22,5001.9%ETFIWFiShares Russell 1000 Growth ETF$3,971,946$53,073 ▼-1.3%9,3551.9%ETFSDYSPDR S&P Dividend ETF$2,711,885$13,573 ▼-0.5%19,9801.3%ETFIWBiShares Russell 1000 ETF$2,680,905$101,871 ▼-3.7%7,8951.3%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,203,906$91,875 ▼-4.0%50,3751.0%ETFGEGE Aerospace$1,820,005$797,909 ▼-30.5%7,0710.9%AerospaceXBISPDR S&P Biotech ETF$1,609,920$187,422 ▼-10.4%19,4130.8%ETFXLVHealth Care Select Sector SPDR Fund$1,307,4630.0%9,7000.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,148,854$94,547 ▼-7.6%19,1380.5%ETFBSVVanguard Short-Term Bond ETF$981,704$78,700 ▼-7.4%12,4740.5%ETFJPMJPMorgan Chase & Co.$868,280$114,514 ▼-11.7%2,9950.4%FinanceGLDSPDR Gold Shares$853,5240.0%2,8000.4%FinanceVGTVanguard Information Technology ETF$812,518$232,148 ▼-22.2%1,2250.4%ETFGPNGlobal Payments$798,319$960 ▼-0.1%9,9740.4%Business ServicesJNKSPDR Bloomberg High Yield Bond ETF$709,876$53,498 ▼-7.0%7,2980.3%FinanceXLIIndustrial Select Sector SPDR Fund$663,8400.0%4,5000.3%ETFIJRiShares Core S&P Small-Cap ETF$650,2760.0%5,9500.3%ETFGOOGLAlphabet$571,3380.0%3,2420.3%Computer and TechnologyVNQVanguard Real Estate ETF$445,300$222,650 ▼-33.3%5,0000.2%ETFNVDANVIDIA$431,787$6,478 ▼-1.5%2,7330.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$402,2550.0%4,5000.2%FinanceMSFTMicrosoft$362,1140.0%7280.2%Computer and TechnologyIVViShares Core S&P 500 ETF$351,4290.0%5660.2%ETFXLFFinancial Select Sector SPDR Fund$340,405$197,697 ▼-36.7%6,5000.2%ETFAAPLApple$310,4220.0%1,5130.1%Computer and TechnologyDBAInvesco DB Agriculture Fund$298,1100.0%11,4000.1%FinanceIAUiShares Gold Trust$289,9740.0%4,6500.1%FinanceSCHVSchwab U.S. Large-Cap Value ETF$276,5980.0%9,9960.1%ETFVTIVanguard Total Stock Market ETF$273,5370.0%9000.1%ETFSCHHSchwab U.S. REIT ETF$268,203$268,203 ▲New Holding12,6750.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$225,820$167,349 ▼-42.6%2,8000.1%ETFSCHFSchwab International Equity ETF$218,662$218,662 ▲New Holding9,8940.1%ETFGEHCGE HealthCare Technologies$202,2110.0%2,7300.1%MedicalDEIDouglas Emmett$198,9340.0%13,2270.1%FinanceGE VERNOVA INC$0$427,392 ▼-100.0%00.0%COMShowing largest 100 holdings. 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