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CIK: 0001767121
Total reported value
$279.4M
$279.4M
51 檔
44.9%
According to the latest 13F quarterly dataset, Hillcrest Wealth Advisors - NY, LLC managed an equity portfolio of $279.4M at the end of Q1 2026, spanning 51 distinct U.S. exchange-listed positions.
Hillcrest Wealth Advisors - NY, LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 4 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.48% | +0.31% | +4.72% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.35% | +0.58% | +2.65% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.66% | -0.17% | +13.90% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.87% | -0.03% | -0.03% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.42% | +0.12% | +0.39% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 4.93% | +0.48% | +3.33% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.72% | -0.05% | -2.50% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.14% | — | +41.38% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.81% | -0.19% | +26.70% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.72% | -0.14% | +20.58% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.26% | -0.20% | +10.94% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.31% | -0.13% | +2.51% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.23% | -0.17% | — | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.09% | -0.03% | -0.52% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.79% | -0.04% | — | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.65% | -1.23% | +247.76% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.61% | +0.07% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.58% | +0.01% | +2.53% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.12% | — | -0.90% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.10% | -0.44% | +576.25% | |
| 21 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.90% | -0.07% | -2.27% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.87% | -0.10% | -25.45% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.74% | -0.08% | +42.33% | |
| 24 | GE | General Electric | Stock-Industrials | 0.54% | +0.02% | -16.16% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.12% | — | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | +0.02% | — | |
| 27 | SCHH | Schwab US Reit ETF | ETF-Other | 0.46% | — | -10.75% | |
| 28 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.43% | +0.18% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | — | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.33% | -0.04% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.03% | -7.04% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.30% | +0.04% | — | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.29% | +0.09% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | +0.02% | — | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.27% | +0.05% | +80.85% | |
| 36 | GPN | Global Payments Inc | Stock-Industrials | 0.27% | -0.01% | -0.18% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.01% | -0.11% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | — | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.17% | -0.04% | — | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.16% | — | — | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.16% | +0.05% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 43 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.13% | -0.02% | — | |
| 44 | SLV | Ishares Silver Trust | ETF-Commodities | 0.11% | +0.62% | — | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | +0.09% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.05% | -1.23% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.10% | — | +1.20% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | -0.01% | -12.50% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.08% | +0.02% | — | |
| 50 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.08% | -0.08% | EXIT |
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 51 disclosed positions in Q1 2026.
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 44.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
FXI
市值: $1.1M
Top Position Liquidated / Trimmed
XLE
前期市值: $607.2K
During Q1 2026, Hillcrest Wealth Advisors - NY, LLC's top holdings by market value included VOO (23.5%)、IWM (8.3%)、VEA (7.7%). The largest single position, VOO, represented 23.5% of total portfolio value.
In Q1 2026, Hillcrest Wealth Advisors - NY, LLC made 37 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 13 holdings, and fully liquidating 4 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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