Universe · entity
Hillcrest Wealth Advisors - NY, LLC
Institutional manager (13F) · CIK 1767121
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $247M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $58M | 97,011 |
| 2 | ISHARES TR | $21M | 83,132 |
| 3 | VANGUARD TAX-MANAGED FDS | $19M | 295,083 |
| 4 | VANGUARD INTL EQUITY INDEX F | $14M | 192,979 |
| 5 | ISHARES TR | $13M | 70,605 |
| 6 | ISHARES TR | $12M | 38,800 |
| 7 | STATE STR SPDR S&P 500 ETF T | $12M | 17,908 |
| 8 | VANGUARD SCOTTSDALE FDS | $10M | 123,665 |
| 9 | ISHARES TR | $9M | 94,740 |
| 10 | ISHARES TR | $9M | 83,245 |
| 11 | VANGUARD INTL EQUITY INDEX F | $8M | 149,041 |
| 12 | ISHARES TR | $6M | 55,070 |
| 13 | BERKSHIRE HATHAWAY INC DEL | $6M | 11,486 |
| 14 | ISHARES TR | $5M | 24,113 |
| 15 | VANGUARD INDEX FDS | $4M | 22,500 |
| 16 | VANGUARD WORLD FD | $4M | 5,825 |
| 17 | VANGUARD INDEX FDS | $4M | 9,100 |
| 18 | ISHARES TR | $4M | 9,125 |
| 19 | ISHARES TR | $3M | 7,725 |
| 20 | SELECT SECTOR SPDR TR | $3M | 54,945 |
| 21 | DBX ETF TR | $2M | 45,225 |
| 22 | SPDR SERIES TRUST | $2M | 14,650 |
| 23 | SPDR SERIES TRUST | $2M | 19,065 |
| 24 | GE AEROSPACE | $1M | 4,671 |
| 25 | SPDR GOLD TR | $1M | 2,800 |
| 26 | ISHARES INC | $1M | 16,688 |
| 27 | SCHWAB STRATEGIC TR | $1M | 52,700 |
| 28 | ISHARES TR | $1M | 29,900 |
| 29 | JPMORGAN CHASE & CO | $881k | 2,995 |
| 30 | VANGUARD BD INDEX FDS | $813k | 10,374 |
| 31 | ALPHABET INC | $760k | 2,642 |
| 32 | SELECT SECTOR SPDR TR | $733k | 5,000 |
| 33 | SELECT SECTOR SPDR TR | $728k | 4,500 |
| 34 | ISHARES TR | $690k | 5,550 |
| 35 | ISHARES TR | $676k | 8,500 |
| 36 | GLOBAL PMTS INC | $671k | 9,974 |
| 37 | NVIDIA CORPORATION | $475k | 2,722 |
| 38 | ISHARES TR | $437k | 4,500 |
| 39 | ISHARES GOLD TR | $410k | 4,650 |
| 40 | VANGUARD INDEX FDS | $399k | 4,500 |
| 41 | APPLE INC | $383k | 1,511 |
| 42 | ISHARES TR | $370k | 566 |
| 43 | INVESCO DB MULTI-SECTOR COMM | $311k | 11,400 |
| 44 | ISHARES SILVER TR | $279k | 4,100 |
| 45 | MICROSOFT CORP | $269k | 728 |
| 46 | ALPHABET INC | $254k | 884 |
| 47 | SCHWAB STRATEGIC TR | $250k | 8,188 |
| 48 | VANGUARD INDEX FDS | $225k | 700 |
| 49 | VANGUARD BD INDEX FDS | $204k | 2,775 |
| 50 | COINBASE GLOBAL INC | $203k | 1,160 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.