Hillcrest Wealth Advisors - NY, LLC
Hillcrest Wealth Advisors – NY, LLC is a boutique wealth management firm that provides comprehensive financial planning, investment advisory, and client oversight services, primarily to high net worth individuals, for over 20 years. The firm helps clients navigate complex financial situations and actively manage their investment portfolios.
Investment Strategy
The firm offers discretionary asset management, focusing on portfolio oversight and responding to rapidly changing investment conditions. While specifics about investment philosophy (value, growth, etc.) are not detailed in available sources, their services emphasize tailored financial planning and proactive monitoring for sophisticated investors.
Latest 13F Filing Activity
Hillcrest Wealth Advisors - NY, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 53 equity positions with a total 13F market value of $222M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Ishares TR among other positions. Hillcrest Wealth Advisors - NY, LLC reduced exposure to SPDR Series Trust, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 25.47% | $56.7M | 92,515 | $316.91 | $612.38 | +$3.2M |
I IWM | ISHARES TR | 8.63% | $19.2M | 79,312 | $165.53 | $241.96 | +$1.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 6.88% | $15.3M | 255,483 | $45.47 | $59.92 | +$823.3K |
V VEU | VANGUARD INTL EQUITY INDEX F | 6.32% | $14.0M | 196,829 | $47.14 | $71.37 | +$642.1K |
I IWN | ISHARES TR | 5.66% | $12.6M | 71,155 | $118.81 | $176.81 | +$1.0M |