Hillcrest Wealth Advisors - NY, LLC: 13F holdings
CIK 17671212026Q2
| Positions | 56 |
|---|
| Reported value | $279.4m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 56 (+5 vs prior quarter) |
|---|
| Reported value | $279.4m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 96,774 | $66.5m | 23.8% |
| IWM ISHARES TR | 83,009 | $24.9m | 8.9% |
| VEA VANGUARD TAX-MANAGED FDS | 293,551 | $20.9m | 7.5% |
| VEU VANGUARD INTL EQUITY INDEX F | 194,800 | $16.3m | 5.8% |
| IWN ISHARES TR | 70,047 | $15.5m | 5.5% |
| IWO ISHARES TR | 38,392 | $15.1m | 5.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 17,458 | $13.0m | 4.7% |
| VCIT VANGUARD SCOTTSDALE FDS | 140,081 | $11.6m | 4.1% |
| AGG ISHARES TR | 102,330 | $10.1m | 3.6% |
| TIP ISHARES TR | 91,445 | $10.0m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767121")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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