Hillcrest Wealth Advisors - NY, LLC

RIA/Wealth

Hillcrest Wealth Advisors - NY, LLC is a RIA/Wealth based in Hazlet, NJ led by Danny Anthony Yu, reporting $355.4M in AUM as of Q3 2025 with 94% ETF concentration, 73% concentrated in top 10 holdings, and 25% allocation to VOO.

CEODanny Anthony Yu

Portfolio Value: $222.4M
Positions: 53
Top Holding: VOO at 25.47%
Last Reported: Q3 2025

Address100 Village Court, Suite 202, Hazlet, NJ, 07730, United States

Top Holdings

Largest long holdings in Hillcrest Wealth Advisors - NY, LLC's portfolio (73.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$56.7M	25.47%	-$983.5K Sold	— 92.5K shares	Q4 2018 Held for 6y 11m
2 iShares Russell 2000 IWM	ETF ETF	$19.2M	8.63%	-$716.2K Sold	— 79.3K shares	Q4 2018 Held for 6y 11m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$15.3M	6.88%	+$83.9K Bought	— 255.5K shares	Q4 2018 Held for 6y 11m
4 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$14.0M	6.32%	-$185.6K Sold	— 196.8K shares	Q4 2018 Held for 6y 11m
5 iShares Russell 2000 Value IWN	ETF ETF	$12.6M	5.66%	-$375.7K Sold	— 71.2K shares	Q4 2018 Held for 6y 11m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$12.4M	5.56%	-$149.9K Sold	— 18.6K shares	Q4 2018 Held for 6y 11m
7 iShares Russell 2000 Growth IWO	ETF ETF	$12.2M	5.47%	-$275.2K Sold	— 38.0K shares	Q4 2018 Held for 6y 11m
8 Vanguard FTSE Emerging Markets VWO	ETF ETF	$7.2M	3.23%	-$81.3K Sold	— 132.6K shares	Q4 2018 Held for 6y 11m
9 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$7.0M	3.14%	-$217.9K Sold	— 69.6K shares	Q4 2018 Held for 6y 11m
10 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$6.8M	3.05%	+$4.2K Bought	— 80.6K shares	Q1 2020 Held for 5y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hillcrest Wealth Advisors - NY, LLC's latest filing

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Market Value

$222.4M

Prior: $212.7M

Q/Q Change

+4.57%

+$9.7M

Net Flows % of MV

-3.17%

Turnover Ratio

2.0%

New Purchases

2 stocks

$416.8K

Added To

5 stocks

+$194.3K

Sold Out Of

1 stocks

$268.2K

Reduced Holdings

28 stocks

-$7.4M

Increased Positions

Position	Shares Δ	Change
1 Schwab U.S. Large-Cap Growth SCHG	New	0 → 6.6K +$211.9K
2 Broadcom Inc. AVGO	New	0 → 621.0 +$204.9K
3 iShares iBoxx High Yield Corporate Bond HYG	+21.43%	2.8K → 3.4K +$48.7K
4 Vanguard Information Technology VGT	+6.12%	1.2K → 1.3K +$56.0K
5 Vanguard FTSE Developed Markets VEA	+0.55%	254.1K → 255.5K +$83.9K

Decreased Positions

Position	Shares Δ	Change
1 Schwab U.S. REIT SCHH	Sold	12.7K → 0 −$268.2K
2 XBI SPDR S&P Biotech XBI	-78.17%	19.4K → 4.2K −$1.5M
3 JNK SPDR Bloomberg High Yield Bond JNK	-24.66%	7.3K → 5.5K −$176.4K
4 General Electric GE	-21.21%	7.1K → 5.6K −$451.2K
5 iShares 0-5 Year TIPS Bond STIP	-13.26%	47.3K → 41.1K −$648.6K