§ 13F · FUND PROFILE
Hillcrest Wealth Advisors - NY, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212.7T (13F)Positions · 49Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$232.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 93K | $58.1T | 25.0% | NEW |
| 2 | IWM | ISHARES TR | 81K | $19.9T | 8.6% | NEW |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 259K | $16.2T | 7.0% | NEW |
| 4 | VEU | VANGUARD INTL EQUITY INDEX | 193K | $14.2T | 6.1% | NEW |
| 5 | IWN | ISHARES TR | 70K | $12.7T | 5.5% | NEW |
| 6 | SPY | SPDR S&P 500 ETF TR | 18K | $12.5T | 5.4% | NEW |
| 7 | IWO | ISHARES TR | 38K | $12.1T | 5.2% | NEW |
| 8 | TIP | ISHARES TR | 69K | $7.6T | 3.3% | NEW |
| 9 | AGG | ISHARES TR | 75K | $7.5T | 3.2% | NEW |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 87K | $7.3T | 3.2% | NEW |
§ 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 $212696.0 trillion in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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