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CIK: 0001767121
Total reported value
$279.4M
$279.4M
53 檔
42.2%
At the close of Q3 2025, Hillcrest Wealth Advisors - NY, LLC disclosed equity holdings valued at approximately $279.4M, spread across 53 reported holdings.
In Q3 2025, Hillcrest Wealth Advisors - NY, LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.47% | +0.31% | -1.71% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.63% | +0.58% | -3.60% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.88% | -0.17% | +0.55% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.32% | -0.03% | -1.30% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.66% | +0.12% | -2.90% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.56% | -0.05% | -1.20% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 5.47% | +0.48% | -2.21% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.23% | -0.20% | -1.12% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.14% | -0.19% | -3.03% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.05% | — | +0.06% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.60% | -0.17% | — | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.50% | -0.14% | -5.89% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.32% | -0.03% | -1.56% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.05% | +0.07% | -4.04% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.93% | +0.01% | -1.92% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.91% | -0.13% | -13.26% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.89% | -0.04% | — | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.30% | — | — | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.24% | -0.10% | -1.50% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.98% | -0.07% | -6.95% | |
| 21 | GE | General Electric | Stock-Industrials | 0.75% | +0.02% | -21.21% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 0.53% | +0.04% | -12.37% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | +0.02% | -12.28% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.12% | — | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | -1.23% | +6.12% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.39% | -0.04% | -12.83% | |
| 28 | GPN | Global Payments Inc | Stock-Industrials | 0.37% | -0.01% | +0.18% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.31% | +0.09% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.03% | -12.34% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.02% | -6.72% | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.24% | -0.08% | -24.66% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.01% | -0.29% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.19% | — | -78.17% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.19% | -0.01% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.18% | — | -10.00% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.05% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | +0.09% | — | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.16% | -0.44% | — | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.15% | -0.04% | — | |
| 42 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.14% | -0.02% | — | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.12% | +0.05% | +21.43% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.12% | — | -7.05% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.01% | -11.11% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.10% | — | -2.02% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.05% | — | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.10% | +0.08% | NEW | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | +0.02% | — | |
| 50 | DEI | Douglas Emmett Inc | Stock-Other | 0.09% | +0.01% | — |
According to official SEC Form 13F filings, Hillcrest Wealth Advisors - NY, LLC reported a total U.S. public equity portfolio value of $279.4M across 53 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IWM, VEA) accounted for 42.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHF
市值: $225.7K
Top Position Liquidated / Trimmed
GEV
前期市值: $427.4K
During Q3 2025, Hillcrest Wealth Advisors - NY, LLC's top holdings by market value included VOO (25.5%)、IWM (8.6%)、VEA (6.9%). The largest single position, VOO, represented 25.5% of total portfolio value.
In Q3 2025, Hillcrest Wealth Advisors - NY, LLC made 41 total portfolio adjustments, initiating 6 new buys, adding to 2 positions, trimming 32 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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