Hillcrest Wealth Advisors Ny, LLC Portfolio Holdings
Hillcrest Wealth Advisors Ny, LLC
- $229 Million
- Q4 2025
Hillcrest Wealth Advisors Ny, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $229 Million distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $57.2M, Ishares Russell 2000 ETF with a value of $19.2M, Vanguard Ftse Developed Market with a value of $15.9M, Vanguard Ftse All World Ex Us with a value of $14.1M, and Ishares Russell2000 Val ETF with a value of $12.3M.
Examining the 13F form we can see an increase of $7.13M in the current position value, from $222M to 229M.
Below you can find more details about Hillcrest Wealth Advisors Ny, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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