Notify me when Hillcrest Wealth Advisors - NY, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 52 | $232,299,339 | +$8,373,111 | -$2,841,539 | +$5,531,572 | VOO, IWM, VEA, VEU, IWN | 13F-HR | 12 Jan 2026, 09:10 |
| Q3 2025 | 53 | $222,405,861 | +$1,244,023 | -$7,658,027 | -$6,414,004 | VOO, IWM, VEA, VEU, IWN | 13F-HR | 20 Oct 2025, 09:40 |
| Q2 2025 | 49 | $212,696,044 | +$1,468,527 | -$6,067,016 | -$4,598,489 | VOO, IWM, VEA, VEU, SPY | 13F-HR | 22 Jul 2025, 14:05 |
| Q1 2025 | 48 | $201,970,406 | +$4,008,678 | -$8,423,892 | -$4,415,214 | VOO, IWM, VEA, VEU, IWN | 13F-HR | 22 Apr 2025, 13:40 |
| Q4 2024 | 50 | $210,378,329 | +$14,278,867 | -$1,753,555 | +$12,525,312 | VOO, IWM, VEA, SPY, IWN | 13F-HR | 21 Jan 2025, 10:34 |
| Q3 2024 | 47 | $200,336,484 | +$4,975,745 | -$2,603,969 | +$2,371,776 | VOO, IWM, VEU, VEA, IWN | 13F-HR | 17 Oct 2024, 09:44 |
| Q2 2024 | 47 | $185,739,590 | +$3,215,070 | -$2,798,827 | +$416,243 | VOO, IWM, VEU, SPY, VEA | 13F-HR | 18 Jul 2024, 17:14 |
| Q1 2024 | 46 | $184,545,629 | +$2,215,294 | -$10,966,490 | -$8,751,196 | VOO, IWM, VEU, IWN, SPY | 13F-HR | 11 Apr 2024, 10:22 |
| Q4 2023 | 45 | $181,426,434 | +$1,054,632 | -$12,192,781 | -$11,138,149 | VOO, IWM, VEU, IWN, SPY | 13F-HR | 12 Jan 2024, 16:24 |
| Q3 2023 | 47 | $175,569,558 | +$13,696,141 | -$1,136,038 | +$12,560,103 | VOO, IWM, VEU, SPY, IWN | 13F-HR | 17 Oct 2023, 08:52 |
| Q2 2023 | 47 | $169,367,071 | +$1,533,283 | -$8,894,123 | -$7,360,840 | VOO, IWM, VEU, SPY, IWN | 13F-HR | 31 Jul 2023, 11:09 |
| Q1 2023 | 48 | $168,727,550 | +$617,419 | -$7,025,673 | -$6,408,254 | VOO, IWM, VEU, SPY, IWN | 13F-HR | 08 May 2023, 11:31 |
| Q4 2022 | 50 | $167,326,260 | +$3,486,498 | -$4,656,746 | -$1,170,248 | VOO, IWM, VEU, SPY, IWN | 13F-HR | 08 Feb 2023, 10:32 |
| Q3 2022 | 52 | $157,645,000 | +$4,582,470 | -$1,897,627 | +$2,684,843 | VOO, IWM, SPY, VEU, IWN | 13F-HR | 03 Nov 2022, 09:14 |
| Q2 2022 | 50 | $164,857,000 | +$11,753,130 | -$1,246,948 | +$10,506,182 | VOO, IWM, VEU, SPY, IWN | 13F-HR | 02 Aug 2022, 10:00 |
| Q1 2022 | 48 | $180,529,000 | +$10,148,147 | -$5,605,147 | +$4,543,000 | VOO, IWM, SPY, VEU, IWN | 13F-HR | 09 May 2022, 12:47 |
| Q4 2021 | 52 | $185,950,000 | +$11,751,711 | -$2,885,707 | +$8,866,004 | VOO, SPY, VEU, IWM, IWN | 13F-HR | 04 Feb 2022, 08:14 |
| Q3 2021 | 52 | $168,576,000 | +$9,393,121 | -$2,460,213 | +$6,932,908 | VOO, SPY, VEU, IWM, IWN | 13F-HR | 26 Oct 2021, 09:47 |
| Q2 2021 | 51 | $165,145,000 | +$5,182,903 | -$12,688,849 | -$7,505,946 | VOO, SPY, VEU, IWM, IWN | 13F-HR | 03 Aug 2021, 09:00 |
| Q1 2021 | 53 | $164,023,000 | +$12,278,215 | -$6,966,714 | +$5,311,501 | VOO, SPY, VEU, IWM, IWN | 13F-HR | 28 Apr 2021, 10:21 |
| Q4 2020 | 51 | $149,463,000 | +$3,882,303 | -$15,345,881 | -$11,463,578 | VOO, SPY, VEU, IWM, IWO | 13F-HR | 03 Feb 2021, 10:29 |
| Q3 2020 | 59 | $140,635,000 | +$24,369,875 | -$4,491,119 | +$19,878,756 | VOO, SPY, VEU, IWM, IWO | 13F-HR | 21 Oct 2020, 15:20 |
| Q2 2020 | 44 | $115,503,000 | +$1,401,469 | -$4,250,211 | -$2,848,742 | SPY, VOO, VEU, IWM, IWO | 13F-HR | 03 Aug 2020, 11:55 |
| Q1 2020 | 41 | $100,287,000 | +$10,003,215 | -$4,627,236 | +$5,375,979 | SPY, VOO, VEU, IWM, IWO | 13F-HR | 28 Apr 2020, 10:16 |
| Q4 2019 | 38 | $120,188,000 | +$2,757,740 | -$7,817,243 | -$5,059,503 | SPY, VOO, VEU, IWN, IWO | 13F-HR | 30 Jan 2020, 11:22 |
| Q3 2019 | 38 | $116,266,000 | +$2,476,814 | -$4,684,007 | -$2,207,193 | SPY, VOO, VEU, IWN, IWO | 13F-HR | 17 Oct 2019, 13:27 |
| Q2 2019 | 41 | $118,649,000 | +$4,650,617 | -$3,364,575 | +$1,286,042 | SPY, VEU, VOO, IWN, IWO | 13F-HR | 06 Aug 2019, 16:36 |
| Q1 2019 | 41 | $113,952,000 | +$1,808,600 | -$8,257,077 | -$6,448,477 | SPY, VEU, VOO, IWN, IWO | 13F-HR | 10 May 2019, 08:37 |
| Q4 2018 | 42 | $107,658,000 | $0 | $0 | $0 | SPY, VEU, VOO, IWN, IWO | 13F-HR | 08 Feb 2019, 15:38 |