Hillcrest Wealth Advisors - NY, LLC ETF holdings
Hazlet, NJ
Reported $265.9M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$265.9M
ETFs held
41
Change from prior quarter
+12.7%
With price moves
ETFs as a share of its 13F
95.2%
of $279.4M
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $66.5M | 96,774 | −237 shares |
| IWM | iShares Russell 2000 ETF | $24.9M | 83,009 | −123 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $20.9M | 293,551 | −1,532 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $16.3M | 194,800 | +1,821 shares |
| IWN | iShares Russell 2000 Value ETF | $15.5M | 70,047 | −558 shares |
| IWO | iShares Russell 2000 Growth ETF | $15.1M | 38,392 | −408 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $13.0M | 17,458 | −450 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $11.6M | 140,081 | +16,416 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $10.1M | 102,330 | +7,590 shares |
| TIP | iShares TIPS Bond ETF | $10.0M | 91,445 | +8,200 shares |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001767121. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Hillcrest Wealth Advisors - NY, LLC own?
Hillcrest Wealth Advisors - NY, LLC reported 41 ETF positions worth $265.9M in its Form 13F for June 30, 2026. The largest was VOO, at $66.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.