§ 13F · FUND PROFILE
Hillcrest Wealth Advisors - NY, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $213M (13F)Positions · 49Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 97K | $58M | 23.5% | +5% |
| 2 | IWM | ISHARES TR | 83K | $21M | 8.4% | +3% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 295K | $19M | 7.7% | +14% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | 193K | $14M | 5.9% | ±0% |
| 5 | IWN | ISHARES TR | 71K | $13M | 5.4% | ±0% |
| 6 | IWO | ISHARES TR | 39K | $12M | 4.9% | +3% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $12M | 4.7% | −2% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 124K | $10M | 4.1% | +41% |
| 9 | AGG | ISHARES TR | 95K | $9M | 3.8% | +27% |
| 10 | TIP | ISHARES TR | 83K | $9M | 3.7% | +21% |
§ 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 $213 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed