account_balance

Investment manager · 13F filer · SEC CIK 1767121

Hillcrest Wealth Advisors - NY, LLC

Reported value$282Mas of Sep 30, 2026

Positions55 1 new, 2 sold out

Top 10 weight72.8%VOO alone is 24%

FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard Index FDS

24.1%

IWMiShares Tr

8.4%Added +3%

VEAVanguard Tax-Managed FDS

7.6%Added +3%

VEUVanguard Intl Equity Index F

5.7%

IWNiShares Tr

5.3%

IWOiShares Tr

4.9%

SPYSPDR S&P 500 ETF Trust

4.6%Trimmed −2%

TIPiShares Tr

4.5%Added +33%

VCITVanguard Scottsdale FDS

4.3%Added +11%

AGGiShares Tr

3.5%+3%

VWOVanguard Intl Equity Index F

3.1%

STIPiShares Tr

2.6%+22%

VOOVanguard Index FDS

24.1%

IWMiShares Tr

8.4%

VEAVanguard Tax-Managed FDS

7.6%

VEUVanguard Intl Equity Index F

5.7%

IWN5.3%

IWO4.9%

SPYSPDR S&P 500 ETF Trust

4.6%

TIPiShares Tr

4.5%

VCIT4.3%

AGG3.5%

VWO3.1%

STIP

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VOO Vanguard Index FDS 24.1% Held

IWM iShares Tr 8.4% Added +3%

VEA Vanguard Tax-Managed FDS 7.6% Added +3%

VEU Vanguard Intl Equity Index F 5.7% Held

IWN iShares Tr 5.3% Held

IWO iShares Tr 4.9% Held

SPY SPDR S&P 500 ETF Trust 4.6% Trimmed −2%

TIP iShares Tr 4.5% Added +33%

VCIT Vanguard Scottsdale FDS 4.3% Added +11%

AGG iShares Tr 3.5% Added +3%

VWO Vanguard Intl Equity Index F 3.1% Held

STIP iShares Tr 2.6% Added +22%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 21, 2026 filing

add_circleNew

EEM $200K

arrow_upwardAdded

HYG +66%
SCHH +46%
TIP +33%
JNK +25%

arrow_downwardTrimmed

MSFT −23%
VGT −22%
JPM −17%
FXI −16%

remove_circleSold out

SNDK $325K
AVGO $218K

Hillcrest Wealth Advisors - NY, LLC

Where the money is

Biggest moves since Jun 30, 2026

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