StockDriftsStockDriftsTop 50 Hillcrest Wealth Advisors - NY, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.79% | 96.8K | $66.5M | -0.24%(-237) | $337.47(+111.18%) | 2026-06-30 | |
| IWM | ISHARES TR | 8.93% | 83.0K | $24.9M | -0.15%(-123) | $184.23(+64.88%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.49% | 293.6K | $20.9M | -0.52%(-1.53K) | $48.92(+51.29%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.84% | 194.8K | $16.3M | +0.94%(+1.82K) | $50.17(+71.72%) | 2026-06-30 | |
| IWN | ISHARES TR | 5.55% | 70.0K | $15.5M | -0.79%(-558) | $136.21(+66.32%) | 2026-06-30 | |
| IWO | ISHARES TR | 5.41% | 38.4K | $15.1M | -1.05%(-408) | $209.05(+88.82%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.67% | 17.5K | $13.0M | -2.51%(-450) | $270.32(+186.83%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.14% | 140.1K | $11.6M | +13.27%(+16.42K) | $84.29(-3.73%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.62% | 102.3K | $10.1M | +8.01%(+7.59K) | $101.50(-4.04%) | 2026-06-30 | |
| TIP | ISHARES TR | 3.58% | 91.4K | $10.0M | +9.85%(+8.20K) | $110.85(-3.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.26% | +53.11% | +7.18% | +41.47% |
| Top 20 Holdings Unweighted | +14.17% | +48.82% | +6.50% | +37.02% |
Hillcrest Wealth Advisors - NY, LLC reports $279.43M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are VOO (23.8%), IWM (8.9%) and VEA (7.5%). The top 20 holdings account for 90.12% of reported assets. Its disclosed equity book has returned +53.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Hillcrest Wealth Advisors - NY, LLC, compare funds side by side, and get alerts the moment positions change.
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