Hillcrest Wealth Advisors - NY
Hillcrest Wealth Advisors - NY reported 55 stocks worth $282M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VOO (24.1%), IWM (8.4%) and VEA (7.6%). Compared with Q2 2026, the fund opened new positions in EEM, added to VOO, IWM and VEA, trimmed SPY, BRK.B and VTV and sold out of SNDK and AVGO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $68M | 24.1% | 97K | +200 (+0%) | 8 of 8 | |
| 2 |  IWM Ishares TR | $23.7M | 8.4% | 85K | +2,140 (+3%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $21.4M | 7.6% | 303K | +9,424 (+3%) | 8 of 8 | |
| 4 |  VEU Vanguard Intl Equity Index F | $16.2M | 5.7% | 195K | No change | 8 of 8 | |
| 5 |  IWN Ishares TR | $14.9M | 5.3% | 71K | +1,250 (+2%) | 8 of 8 | |
| 6 |  IWO Ishares TR | $13.8M | 4.9% | 39K | +300 (+1%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $13M | 4.6% | 17K | −358 (−2%) | 8 of 8 | |
| 8 |  TIP Ishares Tips Bond ETF | $12.6M | 4.5% | 121K | +30K (+33%) | 8 of 8 | |
| 9 |  VCIT Vanguard Scottsdale Fds | $12.2M | 4.3% | 156K | +16K (+11%) | 8 of 8 | |
| 10 |  AGG Ishares TR | $9.9M | 3.5% | 105K | +2,675 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hillcrest Wealth Advisors - NY 13F FAQ
What does Hillcrest Wealth Advisors - NY own?
Hillcrest Wealth Advisors - NY reported 55 stocks worth $282M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VOO (24.1%), IWM (8.4%) and VEA (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Hillcrest Wealth Advisors - NY buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 24 added to, 16 trimmed and 2 sold out. New positions include EEM. It sold all of SNDK and AVGO.
When will Hillcrest Wealth Advisors - NY file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Hillcrest Wealth Advisors - NY's portfolio worth?
The Q3 2026 filing reports $282M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.