Hillcrest Wealth Advisors - NY, LLC
All 13F Filings
- Location
- Hazlet, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 282,435
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 55 | 282,435 | 13F-HR | Hillcrest Wealth Advisors - NY, LLC |
| Q2 2026 | 7/21/2026 | 56 | 279,430 | 13F-HR | Hillcrest Wealth Advisors - NY, LLC |
| Q1 2026 | 4/28/2026 | 51 | 246,886 | 13F-HR | Hillcrest Wealth Advisors - NY, LLC |
| Q4 2025 | 1/12/2026 | 52 | 232,299 | 13F-HR | Hillcrest Wealth Advisors - NY, LLC |
| Q3 2025 | 10/20/2025 | 53 | 222,406 | 13F-HR | Hillcrest Wealth Advisors - NY, LLC |
| Q2 2025 | 7/22/2025 | 49 | 212,696 | 13F-HR | Hillcrest Wealth Advisors - NY, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.9 K | 4.2% | 0 | 1.617 K | -1.617 K |
| ETFs | 269.7 K | 95.5% | 4.64 K | 0 | 4.64 K |
| Debt | 798 | 0.3% | 0 | 15 | -15 |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
282,435
Holdings
55
QoQ value change ($000)
3,005
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.