§ 13F · FUND PROFILE
Hillcrest Wealth Advisors - NY, LLC.
AUM · $279M (13F)Positions · 56Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 97K | $66M | 23.8% | ±0% |
| 2 | IWM | ISHARES TR | 83K | $25M | 8.9% | ±0% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 294K | $21M | 7.5% | −1% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | 195K | $16M | 5.8% | +1% |
| 5 | IWN | ISHARES TR | 70K | $15M | 5.5% | −1% |
| 6 | IWO | ISHARES TR | 38K | $15M | 5.4% | −1% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 17K | $13M | 4.7% | −3% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 140K | $12M | 4.1% | +13% |
| 9 | AGG | ISHARES TR | 102K | $10M | 3.6% | +8% |
| 10 | TIP | ISHARES TR | 91K | $10M | 3.6% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HILLCREST SIGNAL
AC read
Hillcrest Wealth Advisors - NY, LLC is a Other fund managing $279 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →