13F Filings History of Hillcrest Wealth Advisors - NY, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$232,299,339
Signature - Title
Danny A Yu - CEO
Location
Hazlet, NJ
Summary
This page shows a list of all the recent 13F filings made by Hillcrest Wealth Advisors - NY, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hillcrest Wealth Advisors - NY, LLC reported 52 stock holdings with total value $232,299,339 as of Q4 2025. Top holdings included VOO, IWM, VEA, VEU, and IWN.

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Holdings Value
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