Hillcrest Wealth Advisors - NY, LLC

HAZLET, NJ · CIK 1767121 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHazlet, NJ

$279.4m reported value +13.2% vs Q1 2026

56positions

73.0%in top 10

6 new 20 added 17 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	96,774	$66.5m23.79%	23.79%	Reduced -237	-237 -0.2%
2	ISHARES TR RUSSELL 2000 ETF IWM	IWM	83,009	$24.9m8.93%	8.93%	Reduced -123	-123 -0.1%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	293,551	$20.9m7.49%	7.49%	Reduced -1.5k	-1,532 -0.5%
4	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	194,800	$16.3m5.84%	5.84%	Added +1.8k	+1,821 0.9%
5	ISHARES TR RUS 2000 VAL ETF IWN	IWN	70,047	$15.5m5.55%	5.55%	Reduced -558	-558 -0.8%
6	ISHARES TR RUS 2000 GRW ETF IWO	IWO	38,392	$15.1m5.41%	5.41%	Reduced -408	-408 -1.1%
7	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	17,458	$13.0m4.67%	4.67%	Reduced -450	-450 -2.5%
8	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	140,081	$11.6m4.14%	4.14%	Added +16.4k	+16,416 13.3%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	102,330	$10.1m3.62%	3.62%	Added +7.6k	+7,590 8.0%
10	ISHARES TR TIPS BD ETF TIP	TIP	91,445	$10.0m3.58%	3.58%	Added +8.2k	+8,200 9.8%
11	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	143,416	$8.6m3.06%	3.06%	Reduced -5.6k	-5,625 -3.8%
12	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	59,736	$6.1m2.18%	2.18%	Added +4.7k	+4,666 8.5%
13	ISHARES TR RUS 1000 VAL ETF IWD	IWD	23,738	$5.8m2.06%	2.06%	Reduced -375	-375 -1.6%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	11,486	$5.7m2.06%	2.06%	Unchanged
15	VANGUARD INDEX FDS VALUE ETF VTV	VTV	22,500	$4.9m1.75%	1.75%	Unchanged
16	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	54,600	$4.7m1.68%	1.68%	Unchanged
17	ISHARES TR RUS 1000 GRW ETF IWF	IWF	35,800	$4.4m1.59%	1.59%	Reduced -700	-700 -1.9%
18	ISHARES TR RUS 1000 ETF IWB	IWB	7,625	$3.1m1.12%	1.12%	Reduced -100	-100 -1.3%
19	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	42,459	$2.3m0.83%	0.83%	Reduced -2.8k	-2,766 -6.1%
20	SPDR SER TR S&P DIVID ETF SDY	SDY	14,100	$2.1m0.77%	0.77%	Reduced -550	-550 -3.8%
21	ISHARES SILVER TR ISHARES SLV	SLV	38,365	$2.1m0.73%	0.73%	Added +34.3k	+34,265 835.7%
22	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	19,240	$1.9m0.66%	0.66%	Added +175	+175 0.9%
23	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	34,445	$1.8m0.66%	0.66%	Reduced -20.5k	-20,500 -37.3%
24	ISHARES TR CHINA LG-CAP ETF FXI	FXI	53,775	$1.7m0.61%	0.61%	Added +23.9k	+23,875 79.8%
25	GE AEROSPACE COM NEW GE	GE	4,171	$1.6m0.56%	0.56%	Reduced -500	-500 -10.7%
26	ISHARES INC CORE MSCI EMKT IEMG	IEMG	16,688	$1.4m0.49%	0.49%	Unchanged
27	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	54,600	$1.3m0.46%	0.46%	Added +1.9k	+1,900 3.6%
28	VANGUARD WORLD FD INF TECH ETF VGT	VGT	9,850	$1.2m0.42%	0.42%	Reduced -36.8k	-36,750 -78.9%
29	SELECT SECTOR SPDR TR INDL XLI	XLI	5,715	$1.1m0.38%	0.38%	Added +1.2k	+1,215 27.0%
30	SPDR GOLD TR GOLD SHS GLD	GLD	2,800	$1.0m0.37%	0.37%	Unchanged
31	JPMORGAN CHASE & CO COM JPM	JPM	3,080	$1.0m0.36%	0.36%	Added +85	+85 2.8%
32	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	6,000	$952.0k0.34%	0.34%	Added +1.0k	+1,000 20.0%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,642	$944.2k0.34%	0.34%	Unchanged
34	ISHARES TR IBOXX HI YD ETF HYG	HYG	11,040	$882.9k0.32%	0.32%	Added +2.5k	+2,540 29.9%
35	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,638	$836.2k0.30%	0.30%	Added +88	+88 1.6%
36	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	10,440	$813.4k0.29%	0.29%	Added +66	+66 0.6%
37	GLOBAL PMTS INC COM GPN	GPN	9,974	$723.7k0.26%	0.26%	Unchanged
38	APPLE INC COM AAPL	AAPL	1,991	$576.1k0.21%	0.21%	Added +480	+480 31.8%
39	MICROSOFT CORP COM MSFT	MSFT	1,478	$551.3k0.20%	0.20%	Added +750	+750 103.0%
40	NVIDIA CORPORATION COM NVDA	NVDA	2,751	$550.4k0.20%	0.20%	Added +29	+29 1.1%
41	ISHARES TR MSCI EAFE ETF EFA	EFA	4,500	$467.5k0.17%	0.17%	Unchanged
42	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	4,500	$433.9k0.16%	0.16%	Unchanged
43	ISHARES TR CORE S&P500 ETF IVV	IVV	566	$423.9k0.15%	0.15%	Unchanged
44	ALPHABET INC CAP STK CL C GOOG	GOOG	1,184	$418.3k0.15%	0.15%	Added +300	+300 33.9%
45	ISHARES GOLD TR ISHARES NEW IAU	IAU	4,650	$351.1k0.13%	0.13%	Unchanged
46	SANDISK CORP COM SNDK	SNDK	143	$325.1k0.12%	0.12%	New
47	INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD DBA	DBA	11,400	$304.0k0.11%	0.11%	Unchanged
48	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	3,900	$286.3k0.10%	0.10%	Added +1.1k	+1,125 40.5%
49	AMAZON COM INC COM AMZN	AMZN	1,140	$271.7k0.10%	0.10%	New
50	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	7,688	$267.6k0.10%	0.10%	Reduced -500	-500 -6.1%
51	JOHNSON & JOHNSON COM JNJ	JNJ	932	$236.7k0.08%	0.08%	New
52	PNC FINL SVCS GROUP INC COM PNC	PNC	939	$231.2k0.08%	0.08%	New
53	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	600	$222.0k0.08%	0.08%	Reduced -100	-100 -14.3%
54	BROADCOM INC COM AVGO	AVGO	577	$218.0k0.08%	0.08%	New
55	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	6,240	$211.2k0.08%	0.08%	New
56	DOUGLAS EMMETT INC COM DEI	DEI	13,590	$160.4k0.06%	0.06%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COINBASE GLOBAL INC COIN	COIN	1,160	$202.5k1.2k shares