Hillcrest Wealth Advisors - NY, LLC
Hillcrest Wealth Advisors - NY, LLC reported 56 positions worth $279.4M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VOO (23.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $66.5M | 23.79% | 96,774 | — | — | |
| ▸ 2 | IWM | SH | $24.9M | 8.93% | 83,009 | — | — | |
| ▸ 3 | VEA | SH | $20.9M | 7.49% | 293,551 | — | — | |
| ▸ 4 | VEU | SH | $16.3M | 5.84% | 194,800 | — | — | |
| ▸ 5 | IWN | SH | $15.5M | 5.55% | 70,047 | — | — | |
| ▸ 6 | IWO | SH | $15.1M | 5.41% | 38,392 | — | — | |
| ▸ 7 | SPY | SH | $13.0M | 4.67% | 17,458 | — | — | |
| ▸ 8 | VCIT | SH | $11.6M | 4.14% | 140,081 | — | — | |
| ▸ 9 | AGG | SH | $10.1M | 3.62% | 102,330 | — | — | |
| ▸ 10 | TIP | SH | $10.0M | 3.58% | 91,445 | — | — |
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Frequently Asked Questions
What stocks does Hillcrest Wealth Advisors - NY, LLC hold as of Q2 2026?
Hillcrest Wealth Advisors - NY, LLC reported 56 positions worth $279.4M in its Q2 2026 13F filing. Largest positions: VOO (23.8%), IWM (8.9%), VEA (7.5%), VEU (5.8%) and IWN (5.5%).
What did Hillcrest Wealth Advisors - NY, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Hillcrest Wealth Advisors - NY, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.