Hillcrest Wealth Advisors - NY, LLC - Portfolio overview

Hillcrest Wealth Advisors - NY, LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 23.34%
2. IWM - ISHARES TR, 8.30%
3. VEA - VANGUARD TAX-MANAGED FDS, 7.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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