Hillcrest Wealth Advisors - Ny, LLC Top Holdings and 13F Report (2025) About Hillcrest Wealth Advisors - Ny, LLCInvestment ActivityHillcrest Wealth Advisors - Ny, LLC has $222.41 million in total holdings as of September 30, 2025.Hillcrest Wealth Advisors - Ny, LLC owns shares of 53 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.56% of the portfolio was purchased this quarter.About 3.44% of the portfolio was sold this quarter.This quarter, Hillcrest Wealth Advisors - Ny, LLC has purchased 49 new stocks and bought additional shares in 5 stocks.Hillcrest Wealth Advisors - Ny, LLC sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $56,654,471iShares Russell 2000 ETF $19,190,332Vanguard FTSE Developed Markets ETF $15,308,541Vanguard FTSE All-World ex-US ETF $14,047,686iShares Russell 2000 Value ETF $12,580,916 Largest New Holdings this Quarter 02079K107 - Alphabet $222,848 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $211,882 Holding921937835 - Vanguard Total Bond Market ETF $206,377 Holding11135F101 - Broadcom $204,874 Holding693475105 - The PNC Financial Services Group $203,743 Holding Largest Purchases this Quarter Alphabet 915 shares (about $222.85K)Schwab U.S. Large-Cap Growth ETF 6,640 shares (about $211.88K)Vanguard Total Bond Market ETF 2,775 shares (about $206.38K)Broadcom 621 shares (about $204.87K)The PNC Financial Services Group 1,014 shares (about $203.74K) Largest Sales this Quarter SPDR S&P Biotech ETF 15,175 shares (about $1.52M)Vanguard S&P 500 ETF 1,606 shares (about $983.48K)iShares Russell 2000 ETF 2,960 shares (about $716.20K)iShares 0-5 Year TIPS Bond ETF 6,275 shares (about $648.58K)GE Aerospace 1,500 shares (about $451.23K) 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$56,654,471$983,485 ▼-1.7%92,51525.5%ETFIWMiShares Russell 2000 ETF$19,190,332$716,202 ▼-3.6%79,3128.6%FinanceVEAVanguard FTSE Developed Markets ETF$15,308,541$83,888 ▲0.6%255,4836.9%ETFVEUVanguard FTSE All-World ex-US ETF$14,047,686$185,562 ▼-1.3%196,8296.3%ETFIWNiShares Russell 2000 Value ETF$12,580,916$375,721 ▼-2.9%71,1555.7%ETFSPYSPDR S&P 500 ETF Trust$12,369,630$149,890 ▼-1.2%18,5685.6%FinanceIWOiShares Russell 2000 Growth ETF$12,171,121$275,234 ▼-2.2%38,0305.5%ETFVWOVanguard FTSE Emerging Markets ETF$7,186,489$81,270 ▼-1.1%132,6413.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,977,400$217,944 ▼-3.0%69,6003.1%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$6,780,948$4,205 ▲0.1%80,6203.0%ETFBRK.BBerkshire Hathaway$5,774,4720.0%11,4862.6%FinanceTIPiShares TIPS Bond ETF$5,556,551$347,562 ▼-5.9%49,9602.5%ETFIWDiShares Russell 1000 Value ETF$5,154,492$81,436 ▼-1.6%25,3182.3%ETFVUGVanguard Growth ETF$4,556,295$191,844 ▼-4.0%9,5002.0%ETFIWFiShares Russell 1000 Growth ETF$4,297,662$84,314 ▼-1.9%9,1751.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,242,928$648,584 ▼-13.3%41,0501.9%ETFVTVVanguard Value ETF$4,196,0250.0%22,5001.9%ETFIWBiShares Russell 1000 ETF$2,885,4650.0%7,8951.3%ETFSDYSPDR S&P Dividend ETF$2,756,184$42,015 ▼-1.5%19,6801.2%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,175,938$162,470 ▼-6.9%46,8751.0%ETFGEGE Aerospace$1,675,868$451,230 ▼-21.2%5,5710.8%AerospaceXLVHealth Care Select Sector SPDR Fund$1,182,945$167,004 ▼-12.4%8,5000.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,106,665$154,912 ▼-12.3%16,7880.5%ETFGLDSPDR Gold Shares$995,3160.0%2,8000.4%FinanceVGTVanguard Information Technology ETF$970,619$55,997 ▲6.1%1,3000.4%ETFJPMJPMorgan Chase & Co.$944,7130.0%2,9950.4%FinanceBSVVanguard Short-Term Bond ETF$858,067$126,256 ▼-12.8%10,8740.4%ETFGPNGlobal Payments$830,135$1,495 ▲0.2%9,9920.4%Business ServicesXLIIndustrial Select Sector SPDR Fund$694,0350.0%4,5000.3%ETFGOOGLAlphabet$690,890$97,240 ▼-12.3%2,8420.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$659,507$47,532 ▼-6.7%5,5500.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$538,749$176,382 ▼-24.7%5,4980.2%FinanceNVDANVIDIA$508,431$1,493 ▼-0.3%2,7250.2%Computer and TechnologyXBISPDR S&P Biotech ETF$424,648$1,520,536 ▼-78.2%4,2380.2%ETFEFAiShares MSCI EAFE ETF$420,1650.0%4,5000.2%FinanceVNQVanguard Real Estate ETF$411,390$45,710 ▼-10.0%4,5000.2%ETFAAPLApple$385,2550.0%1,5130.2%Computer and TechnologyIVViShares Core S&P 500 ETF$378,8240.0%5660.2%ETFMSFTMicrosoft$377,0680.0%7280.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$350,1550.0%6,5000.2%ETFIAUiShares Gold Trust$338,3810.0%4,6500.2%FinanceDBAInvesco DB Agriculture Fund$305,0640.0%11,4000.1%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$276,046$48,714 ▲21.4%3,4000.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$270,471$20,523 ▼-7.1%9,2910.1%ETFVTIVanguard Total Stock Market ETF$262,536$32,817 ▼-11.1%8000.1%ETFSCHFSchwab International Equity ETF$225,681$4,656 ▼-2.0%9,6940.1%ETFGOOGAlphabet$222,848$222,848 ▲New Holding9150.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$211,882$211,882 ▲New Holding6,6400.1%ETFBNDVanguard Total Bond Market ETF$206,377$206,377 ▲New Holding2,7750.1%ETFDEIDouglas Emmett$205,9440.0%13,2270.1%FinanceGEHCGE HealthCare Technologies$205,0230.0%2,7300.1%MedicalAVGOBroadcom$204,874$204,874 ▲New Holding6210.1%Computer and TechnologyPNCThe PNC Financial Services Group$203,743$203,743 ▲New Holding1,0140.1%FinanceSCHHSchwab U.S. REIT ETF$0$268,203 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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