Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hillcrest Wealth Advisors - NY, LLC (CIK 1767121) reported $246.9M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($58.0M, 23.48%), IWM ($20.6M, 8.35%), VEA ($18.9M, 7.66%), VEU ($14.5M, 5.87%), IWN ($13.4M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $58.0M | 23.48% | 97,011 | Added |
| 2 | IWM | ISHARES TR | $20.6M | 8.35% | 83,132 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $18.9M | 7.66% | 295,083 | Added |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $14.5M | 5.87% | 192,979 | Trimmed |
| 5 | IWN | ISHARES TR | $13.4M | 5.42% | 70,605 | Added |
| 6 | IWO | ISHARES TR | $12.2M | 4.93% | 38,800 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $11.6M | 4.72% | 17,908 | Trimmed |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $10.2M | 4.14% | 123,665 | Added |
| 9 | AGG | ISHARES TR | $9.4M | 3.81% | 94,740 | Added |
| 10 | TIP | ISHARES TR | $9.2M | 3.72% | 83,245 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $8.1M | 3.26% | 149,041 | Added |
| 12 | STIP | ISHARES TR | $5.7M | 2.31% | 55,070 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.5M | 2.23% | 11,486 | Hold |
| 14 | IWD | ISHARES TR | $5.2M | 2.09% | 24,113 | Trimmed |
| 15 | VTV | VANGUARD INDEX FDS | $4.4M | 1.79% | 22,500 | Hold |
| 16 | VGT | VANGUARD WORLD FD | $4.1M | 1.65% | 5,825 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $4.0M | 1.61% | 9,100 | Hold |
| 18 | IWF | ISHARES TR | $3.9M | 1.58% | 9,125 | Added |
| 19 | IWB | ISHARES TR | $2.8M | 1.12% | 7,725 | Trimmed |
| 20 | XLF | SELECT SECTOR SPDR TR | $2.7M | 1.10% | 54,945 | Added |
| 21 | DBEF | DBX ETF TR | $2.2M | 0.90% | 45,225 | Trimmed |
| 22 | SDY | SPDR SERIES TRUST | $2.1M | 0.87% | 14,650 | Trimmed |
| 23 | JNK | SPDR SERIES TRUST | $1.8M | 0.74% | 19,065 | Added |
| 24 | GE | GE AEROSPACE | $1.3M | 0.54% | 4,671 | Trimmed |
| 25 | GLD | SPDR GOLD TR | $1.2M | 0.49% | 2,800 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31