Hillcrest Wealth Advisors - Ny, LLC Top Holdings and 13F Report (2026) About Hillcrest Wealth Advisors - Ny, LLCInvestment ActivityHillcrest Wealth Advisors - Ny, LLC has $246.89 million in total holdings as of March 31, 2026.Hillcrest Wealth Advisors - Ny, LLC owns shares of 51 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 8.54% of the portfolio was purchased this quarter.About 1.16% of the portfolio was sold this quarter.This quarter, Hillcrest Wealth Advisors - Ny, LLC has purchased 52 new stocks and bought additional shares in 17 stocks.Hillcrest Wealth Advisors - Ny, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $57,968,649iShares Russell 2000 ETF $20,616,736Vanguard FTSE Developed Markets ETF $18,908,919Vanguard FTSE All-World ex-US ETF $14,492,723iShares Russell 2000 Value ETF $13,386,002 Largest New Holdings this Quarter 464287184 - iShares China Large-Cap ETF $1,073,410 Holding46428Q109 - iShares Silver Trust $279,374 Holding19260Q107 - Coinbase Global $202,548 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 36,195 shares (about $3.00M)Vanguard Information Technology ETF 4,150 shares (about $2.90M)Vanguard S&P 500 ETF 4,376 shares (about $2.61M)Financial Select Sector SPDR Fund 46,820 shares (about $2.31M)Vanguard FTSE Developed Markets ETF 36,000 shares (about $2.31M) Largest Sales this Quarter SPDR S&P Dividend ETF 5,000 shares (about $729.70K)SPDR S&P 500 ETF Trust 460 shares (about $299.16K)GE Aerospace 900 shares (about $255.39K)Schwab U.S. REIT ETF 6,350 shares (about $136.46K)Alphabet 200 shares (about $57.51K) 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$57,968,649$2,614,866 ▲4.7%97,01123.5%ETFIWMiShares Russell 2000 ETF$20,616,736$531,960 ▲2.6%83,1328.4%FinanceVEAVanguard FTSE Developed Markets ETF$18,908,919$2,306,880 ▲13.9%295,0837.7%ETFVEUVanguard FTSE All-World ex-US ETF$14,492,723$3,755 ▼0.0%192,9795.9%ETFIWNiShares Russell 2000 Value ETF$13,386,002$52,137 ▲0.4%70,6055.4%ETFIWOiShares Russell 2000 Growth ETF$12,175,828$392,263 ▲3.3%38,8004.9%ETFSPYSPDR S&P 500 ETF Trust$11,646,289$299,156 ▼-2.5%17,9084.7%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$10,233,279$2,995,136 ▲41.4%123,6654.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,404,840$1,981,926 ▲26.7%94,7403.8%FinanceTIPiShares TIPS Bond ETF$9,186,918$1,568,216 ▲20.6%83,2453.7%ETFVWOVanguard FTSE Emerging Markets ETF$8,055,666$794,535 ▲10.9%149,0413.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$5,695,890$139,630 ▲2.5%55,0702.3%ETFBRK.BBerkshire Hathaway$5,504,0910.0%11,4862.2%FinanceIWDiShares Russell 1000 Value ETF$5,152,225$26,709 ▼-0.5%24,1132.1%ETFVTVVanguard Value ETF$4,414,5000.0%22,5001.8%ETFVGTVanguard Information Technology ETF$4,064,219$2,895,538 ▲247.8%5,8251.6%ETFVUGVanguard Growth ETF$3,974,7890.0%9,1001.6%ETFIWFiShares Russell 1000 Growth ETF$3,890,900$95,940 ▲2.5%9,1251.6%ETFIWBiShares Russell 1000 ETF$2,754,426$24,959 ▼-0.9%7,7251.1%ETFXLFFinancial Select Sector SPDR Fund$2,712,635$2,311,504 ▲576.2%54,9451.1%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,234,115$51,870 ▼-2.3%45,2250.9%ETFSDYSPDR S&P Dividend ETF$2,138,021$729,700 ▼-25.4%14,6500.9%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,824,902$542,732 ▲42.3%19,0650.7%FinanceGEGE Aerospace$1,325,490$255,393 ▼-16.2%4,6710.5%AerospaceGLDSPDR Gold Shares$1,204,8120.0%2,8000.5%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,163,9880.0%16,6880.5%ETFSCHHSchwab U.S. REIT ETF$1,132,523$136,462 ▼-10.8%52,7000.5%ETFFXIiShares China Large-Cap ETF$1,073,410$1,073,410 ▲New Holding29,9000.4%ETFJPMJPMorgan Chase & Co.$881,0090.0%2,9950.4%FinanceBSVVanguard Short-Term Bond ETF$813,4250.0%10,3740.3%ETFGOOGLAlphabet$759,734$57,512 ▼-7.0%2,6420.3%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$733,0500.0%5,0000.3%ETFXLIIndustrial Select Sector SPDR Fund$727,7850.0%4,5000.3%ETFIJRiShares Core S&P Small-Cap ETF$689,9210.0%5,5500.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$676,260$302,328 ▲80.9%8,5000.3%ETFGPNGlobal Payments$671,250$1,211 ▼-0.2%9,9740.3%Business ServicesNVDANVIDIA$474,717$523 ▼-0.1%2,7220.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$437,0850.0%4,5000.2%FinanceIAUiShares Gold Trust$409,9440.0%4,6500.2%FinanceVNQVanguard Real Estate ETF$399,1500.0%4,5000.2%ETFAAPLApple$383,4770.0%1,5110.2%Computer and TechnologyIVViShares Core S&P 500 ETF$369,7170.0%5660.1%ETFDBAInvesco DB Agriculture Fund$311,4480.0%11,4000.1%FinanceSLViShares Silver Trust$279,374$279,374 ▲New Holding4,1000.1%ETFMSFTMicrosoft$269,4840.0%7280.1%Computer and TechnologyGOOGAlphabet$253,584$3,155 ▼-1.2%8840.1%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$249,744$2,959 ▲1.2%8,1880.1%ETFVTIVanguard Total Stock Market ETF$224,567$32,081 ▼-12.5%7000.1%ETFBNDVanguard Total Bond Market ETF$204,3510.0%2,7750.1%ETFCOINCoinbase Global$202,548$202,548 ▲New Holding1,1600.1%FinanceDEIDouglas Emmett$128,018$7,988 ▲6.7%13,5900.1%FinanceXLEEnergy Select Sector SPDR Fund$0$607,162 ▼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$216,597 ▼-100.0%00.0%ETFPNCThe PNC Financial Services Group$0$211,652 ▼-100.0%00.0%FinanceAVGOBroadcom$0$207,660 ▼-100.0%00.0%Computer and TechnologyShowing 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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