StockDriftsStockDriftsTop 50 Hillcrest Wealth Advisors - Ny LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 24.06% | 97.0K | $68.0M | +0.21%(+200) | $338.21(+109.70%) | 2026-09-30 | |
| IWM | ISHARES TR | 8.38% | 85.1K | $23.7M | +2.58%(+2.14K) | $186.87(+48.06%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.57% | 303.0K | $21.4M | +3.21%(+9.42K) | $49.61(+40.97%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.72% | 194.7K | $16.2M | -0.04%(-74) | $50.17(+63.31%) | 2026-09-30 | |
| IWN | ISHARES TR | 5.29% | 71.3K | $14.9M | +1.78%(+1.25K) | $137.60(+55.02%) | 2026-09-30 | |
| IWO | ISHARES TR | 4.89% | 38.7K | $13.8M | +0.78%(+300) | $210.34(+65.01%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.62% | 17.1K | $13.0M | -2.05%(-358) | $270.32(+182.61%) | 2026-09-30 | |
| TIP | ISHARES TR | 4.48% | 121.5K | $12.6M | +32.86%(+30.05K) | $109.83(-3.19%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.33% | 156.1K | $12.2M | +11.43%(+16.01K) | $83.90(-6.27%) | 2026-09-30 | |
| AGG | ISHARES TR | 3.51% | 105.0K | $9.9M | +2.61%(+2.67K) | $101.38(-5.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.15% | +56.68% | +7.31% | +42.28% |
| Top 20 Holdings Unweighted | +14.94% | +51.86% | +6.69% | +38.26% |
Hillcrest Wealth Advisors - Ny LLC reports $282.44M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are VOO (24.1%), IWM (8.4%) and VEA (7.6%). The top 20 holdings account for 90.16% of reported assets. Its disclosed equity book has returned +56.68% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hillcrest Wealth Advisors - Ny LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767121). View Hillcrest Wealth Advisors - Ny LLC’s 13F filings on SEC