Hillcrest Wealth Advisors - NY, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Hillcrest Wealth Advisors - NY, LLC held in its portfolio 51 assets valued at $232,299,339 (i.e. $232.30M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($58.09M), ISHARES TR ($19.94M), and VANGUARD TAX-MANAGED FDS ($16.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hillcrest Wealth Advisors - NY, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 92635 | 58094454 | S&P 500 ETF SHS |
| ISHARES TR | 80987 | 19935760 | RUSSELL 2000 ETF |
| VANGUARD TAX-MANAGED FDS | 259083 | 16184915 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX | 193029 | 14199213 | ALLWRLD EX US |
| ISHARES TR | 70330 | 12744499 | RUS 2000 VAL ETF |
| SPDR S&P 500 ETF TR | 18368 | 12525507 | TR UNIT |
| ISHARES TR | 37550 | 12129026 | RUS 2000 GRW ETF |
| ISHARES TR | 69035 | 7587637 | TIPS BD ETF |
| ISHARES TR | 74775 | 7468527 | CORE US AGGBD ET |
| VANGUARD SCOTTSDALE FDS | 87470 | 7325613 | INT-TERM CORP |
| VANGUARD INTL EQUITY INDEX | 134341 | 7222172 | FTSE EMR MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 11486 | 5773438 | CL B NEW |
| ISHARES TR | 53720 | 5500391 | 0-5 YR TIPS ETF |
| ISHARES TR | 24238 | 5098221 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 9100 | 4439526 | GROWTH ETF |
| VANGUARD INDEX FDS | 22500 | 4297275 | VALUE ETF |
| ISHARES TR | 8900 | 4212370 | RUS 1000 GRW ETF |
| SPDR SERIES TRUST | 33045 | 4036622 | STATE STREET SPD |
| ISHARES TR | 7795 | 2910965 | RUS 1000 ETF |
| DBX ETF TR | 46275 | 2226290 | XTRACK MSCI EAFE |
| GE AEROSPACE | 5571 | 1716035 | COM NEW |
| VANGUARD WORLD FD | 1675 | 1262582 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 59050 | 1233555 | US REIT ETF |
| ISHARES INC | 16688 | 1121767 | CORE MSCI EMKT |
| SPDR GOLD TR | 2800 | 1109668 | GOLD SHS |
| JPMORGAN CHASE & CO. | 2995 | 965049 | COM |
| ALPHABET INC | 2842 | 889546 | CAP STK CL A |
| VANGUARD BD INDEX FDS | 10374 | 817575 | SHORT TRM BOND |
| SELECT SECTOR SPDR TR | 5000 | 774000 | STATE STREET HEA |
| GLOBAL PMTS INC | 9992 | 773381 | COM |
| SELECT SECTOR SPDR TR | 4500 | 698040 | STATE STREET IND |
| ISHARES TR | 5550 | 666999 | CORE S&P SCP ETF |
| SELECT SECTOR SPDR TR | 13580 | 607162 | STATE STREET ENE |
| NVIDIA CORPORATION | 2725 | 508213 | COM |
| SELECT SECTOR SPDR TR | 8125 | 445006 | STATE STREET FIN |
| ISHARES TR | 4500 | 432135 | MSCI EAFE ETF |
| APPLE INC | 1511 | 410780 | COM |
| VANGUARD INDEX FDS | 4500 | 398205 | REAL ESTATE ETF |
| ISHARES TR | 566 | 387676 | CORE S&P500 ETF |
| ISHARES TR | 4700 | 378961 | IBOXX HI YD ETF |
| ISHARES GOLD TR | 4650 | 377441 | ISHARES NEW |
| MICROSOFT CORP | 728 | 352075 | COM |
| INVESCO DB MULTI-SECTOR | 11400 | 290928 | AGRICULTURE FD |
| ALPHABET INC | 895 | 280851 | CAP STK CL C |
| VANGUARD INDEX FDS | 800 | 268216 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 8091 | 239584 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 6640 | 216597 | US LCAP GR ETF |
| PNC FINL SVCS GROUP INC | 1014 | 211652 | COM |
| BROADCOM INC | 600 | 207660 | COM |
| VANGUARD BD INDEX FDS | 2775 | 205544 | TOTAL BND MRKT |
| DOUGLAS EMMETT INC | 12742 | 140035 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.