Hillcrest Wealth Advisors - Ny, LLC Top Holdings and 13F Report (2026) About Hillcrest Wealth Advisors - Ny, LLCInvestment ActivityHillcrest Wealth Advisors - Ny, LLC has $279.43 million in total holdings as of June 30, 2026.Hillcrest Wealth Advisors - Ny, LLC owns shares of 56 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.99% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Hillcrest Wealth Advisors - Ny, LLC has purchased 51 new stocks and bought additional shares in 23 stocks.Hillcrest Wealth Advisors - Ny, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $66,465,108iShares Russell 2000 ETF $24,940,054Vanguard FTSE Developed Markets ETF $20,915,495Vanguard FTSE All-World ex-US ETF $16,314,530iShares Russell 2000 Value ETF $15,494,396 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $325,143 Holding023135106 - Amazon.com $271,708 Holding478160104 - Johnson & Johnson $236,700 Holding693475105 - The PNC Financial Services Group $231,201 Holding11135F101 - Broadcom $217,962 Holding Largest Purchases this Quarter Vanguard Growth ETF 45,500 shares (about $3.92M)iShares Russell 1000 Growth ETF 26,675 shares (about $3.31M)iShares Silver Trust 34,265 shares (about $1.83M)Vanguard Intermediate-Term Corporate Bond ETF 16,416 shares (about $1.36M)iShares TIPS Bond ETF 8,200 shares (about $897.33K) Largest Sales this Quarter Financial Select Sector SPDR Fund 20,500 shares (about $1.10M)SPDR S&P 500 ETF Trust 450 shares (about $336.05K)Vanguard FTSE Emerging Markets ETF 5,625 shares (about $335.76K)GE Aerospace 500 shares (about $186.87K)Vanguard S&P 500 ETF 237 shares (about $162.77K) 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$66,465,108$162,773 â–¼-0.2%96,77423.8%ETFIWMiShares Russell 2000 ETF$24,940,054$36,955 â–¼-0.1%83,0098.9%FinanceVEAVanguard FTSE Developed Markets ETF$20,915,495$109,155 â–¼-0.5%293,5517.5%ETFVEUVanguard FTSE All-World ex-US ETF$16,314,530$152,509 â–²0.9%194,8005.8%ETFIWNiShares Russell 2000 Value ETF$15,494,396$123,430 â–¼-0.8%70,0475.5%ETFIWOiShares Russell 2000 Growth ETF$15,124,912$160,736 â–¼-1.1%38,3925.4%ETFSPYSPDR S&P 500 ETF Trust$13,037,111$336,047 â–¼-2.5%17,4584.7%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$11,577,695$1,356,782 â–²13.3%140,0814.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,128,623$751,258 â–²8.0%102,3303.6%FinanceTIPiShares TIPS Bond ETF$10,006,826$897,326 â–²9.9%91,4453.6%ETFVWOVanguard FTSE Emerging Markets ETF$8,560,501$335,756 â–¼-3.8%143,4163.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$6,102,630$476,679 â–²8.5%59,7362.2%ETFIWDiShares Russell 1000 Value ETF$5,754,803$90,911 â–¼-1.6%23,7382.1%ETFBRK.BBerkshire Hathaway$5,747,4800.0%11,4862.1%FinanceVTVVanguard Value ETF$4,903,4250.0%22,5001.8%ETFVUGVanguard Growth ETF$4,703,244$3,919,370 â–²500.0%54,6001.7%ETFIWFiShares Russell 1000 Growth ETF$4,445,286$3,312,235 â–²292.3%35,8001.6%ETFIWBiShares Russell 1000 ETF$3,122,438$40,950 â–¼-1.3%7,6251.1%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,319,535$151,107 â–¼-6.1%42,4590.8%ETFSDYSPDR S&P Dividend ETF$2,145,738$83,699 â–¼-3.8%14,1000.8%ETFSLViShares Silver Trust$2,051,377$1,832,150 â–²835.7%38,3650.7%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,854,159$16,865 â–²0.9%19,2400.7%FinanceXLFFinancial Select Sector SPDR Fund$1,846,596$1,099,005 â–¼-37.3%34,4450.7%ETFFXIiShares China Large-Cap ETF$1,698,752$754,211 â–²79.8%53,7750.6%ETFGEGE Aerospace$1,558,828$186,865 â–¼-10.7%4,1710.6%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$1,382,4340.0%16,6880.5%ETFSCHHSchwab U.S. REIT ETF$1,292,928$44,992 â–²3.6%54,6000.5%ETFVGTVanguard Information Technology ETF$1,177,272$481,068 â–²69.1%9,8500.4%ETFXLIIndustrial Select Sector SPDR Fund$1,058,589$225,054 â–²27.0%5,7150.4%ETFGLDSPDR Gold Shares$1,031,4640.0%2,8000.4%FinanceJPMJPMorgan Chase & Co.$1,008,176$27,823 â–²2.8%3,0800.4%FinanceXLVHealth Care Select Sector SPDR Fund$951,960$158,660 â–²20.0%6,0000.3%ETFGOOGLAlphabet$944,1720.0%2,6420.3%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$882,869$203,124 â–²29.9%11,0400.3%ETFIJRiShares Core S&P Small-Cap ETF$836,172$13,051 â–²1.6%5,6380.3%ETFBSVVanguard Short-Term Bond ETF$813,380$5,142 â–²0.6%10,4400.3%ETFGPNGlobal Payments$723,7130.0%9,9740.3%Business ServicesAAPLApple$576,116$138,893 â–²31.8%1,9910.2%Computer and TechnologyMSFTMicrosoft$551,324$279,765 â–²103.0%1,4780.2%Computer and TechnologyNVDANVIDIA$550,448$5,803 â–²1.1%2,7510.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$467,4600.0%4,5000.2%FinanceVNQVanguard Real Estate ETF$433,9350.0%4,5000.2%ETFIVViShares Core S&P 500 ETF$423,8720.0%5660.2%ETFGOOGAlphabet$418,343$105,999 â–²33.9%1,1840.1%Computer and TechnologyIAUiShares Gold Trust$351,1220.0%4,6500.1%FinanceSANDISK CORP$325,143$325,143 â–²New Holding1430.1%COMDBAInvesco DB Agriculture Fund$304,0380.0%11,4000.1%FinanceBNDVanguard Total Bond Market ETF$286,299$82,586 â–²40.5%3,9000.1%ETFAMZNAmazon.com$271,708$271,708 â–²New Holding1,1400.1%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$267,631$17,406 â–¼-6.1%7,6880.1%ETFJNJJohnson & Johnson$236,700$236,700 â–²New Holding9320.1%MedicalPNCThe PNC Financial Services Group$231,201$231,201 â–²New Holding9390.1%FinanceVTIVanguard Total Stock Market ETF$222,024$37,004 â–¼-14.3%6000.1%ETFAVGOBroadcom$217,962$217,962 â–²New Holding5770.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$211,162$211,162 â–²New Holding6,2400.1%ETFDEIDouglas Emmett$160,3620.0%13,5900.1%FinanceCOINCoinbase Global$0$202,548 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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