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CIK: 0001767121
Total reported value
$279.4M
$279.4M
52 檔
43.4%
As reported in its official Q4 2025 Form 13F filing, Hillcrest Wealth Advisors - NY, LLC's tracked investment portfolio stood at $279.4M with 52 total positions.
In Q4 2025, Hillcrest Wealth Advisors - NY, LLC adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 3 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 | 25.01% | +0.31% | +0.13% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.58% | +0.58% | +2.11% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.97% | -0.17% | +1.41% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.11% | -0.03% | -1.93% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.49% | +0.12% | -1.16% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.39% | -0.05% | -1.08% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 5.22% | +0.48% | -1.26% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.27% | -0.14% | +38.18% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.22% | -0.19% | +7.44% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.15% | — | +8.50% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.11% | -0.20% | +1.28% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.49% | -0.17% | — | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.37% | -0.13% | +30.86% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.19% | -0.03% | -4.27% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.91% | +0.07% | -4.21% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.85% | -0.04% | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.81% | +0.01% | -3.00% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.25% | — | -1.27% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.18% | -0.10% | -0.15% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.96% | -0.07% | -1.28% | |
| 21 | GE | General Electric | Stock-Industrials | 0.74% | +0.02% | — | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.56% | -0.08% | +143.63% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.54% | -1.23% | +28.85% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-Other | 0.53% | — | — | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.02% | -0.60% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.12% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.03% | — | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.35% | -0.04% | -4.60% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.33% | +0.04% | -41.18% | |
| 31 | GPN | Global Payments Inc | Stock-Industrials | 0.33% | -0.01% | — | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.30% | +0.09% | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.02% | — | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.26% | — | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.01% | — | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.19% | -0.44% | +25.00% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.19% | -0.01% | — | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.05% | -0.13% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.17% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.16% | +0.05% | +38.24% | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.16% | -0.04% | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.09% | — | |
| 44 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.13% | -0.02% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.05% | -2.19% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.01% | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.10% | — | -12.92% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.09% | +0.08% | NEW | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.09% | +0.08% | NEW | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.09% | +0.08% | NEW |
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 52 disclosed positions in Q4 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 43.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHH
市值: $1.2M
Top Position Liquidated / Trimmed
XBI
前期市值: $424.6K
During Q4 2025, Hillcrest Wealth Advisors - NY, LLC's top holdings by market value included VOO (25.0%)、IWM (8.6%)、VEA (7.0%). The largest single position, VOO, represented 25.0% of total portfolio value.
In Q4 2025, Hillcrest Wealth Advisors - NY, LLC made 34 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 17 holdings, and fully liquidating 3 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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