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 $279.4M across 56 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($66.5M, 23.79%), IWM ($24.9M, 8.93%), VEA ($20.9M, 7.49%), VEU ($16.3M, 5.84%), IWN ($15.5M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $66.5M | 23.79% | 96,774 | Trimmed |
| 2 | IWM | ISHARES TR | $24.9M | 8.93% | 83,009 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $20.9M | 7.49% | 293,551 | Trimmed |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $16.3M | 5.84% | 194,800 | Added |
| 5 | IWN | ISHARES TR | $15.5M | 5.55% | 70,047 | Trimmed |
| 6 | IWO | ISHARES TR | $15.1M | 5.41% | 38,392 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $13.0M | 4.67% | 17,458 | Trimmed |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $11.6M | 4.14% | 140,081 | Added |
| 9 | AGG | ISHARES TR | $10.1M | 3.62% | 102,330 | Added |
| 10 | TIP | ISHARES TR | $10.0M | 3.58% | 91,445 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $8.6M | 3.06% | 143,416 | Trimmed |
| 12 | STIP | ISHARES TR | $6.1M | 2.18% | 59,736 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.7M | 2.06% | 11,486 | Hold |
| 14 | IWD | ISHARES TR | $5.8M | 2.06% | 23,738 | Trimmed |
| 15 | VTV | VANGUARD INDEX FDS | $4.9M | 1.75% | 22,500 | Hold |
| 16 | VUG | VANGUARD INDEX FDS | $4.7M | 1.68% | 54,600 | Added |
| 17 | IWF | ISHARES TR | $4.4M | 1.59% | 35,800 | Added |
| 18 | IWB | ISHARES TR | $3.1M | 1.12% | 7,625 | Trimmed |
| 19 | DBEF | DBX ETF TR | $2.3M | 0.83% | 42,459 | Trimmed |
| 20 | SDY | SPDR SERIES TRUST | $2.1M | 0.77% | 14,100 | Trimmed |
| 21 | SLV | ISHARES SILVER TR | $2.1M | 0.73% | 38,365 | Added |
| 22 | XLF | SELECT SECTOR SPDR TR | $1.8M | 0.66% | 34,445 | Trimmed |
| 23 | JNK | SPDR SERIES TRUST | $1.9M | 0.66% | 19,240 | Added |
| 24 | FXI | ISHARES TR | $1.7M | 0.61% | 53,775 | Added |
| 25 | GE | GE AEROSPACE | $1.6M | 0.56% | 4,171 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30