Hillcrest Wealth Advisors - NY, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal executive officer, Danny A Yu, as the authorized signatory for the report.
The firm reported a total of 55 stocks held in its portfolio. The largest single holding disclosed in the filing is Berkshire Hathaway Inc., Class B New, for which the firm reported ownership of 10,131 shares. The portfolio also includes significant positions in Alphabet Inc. Class A and Class C, with 2,629 and 1,247 shares, respectively. Apple Inc. and Amazon.com Inc. were also listed as major holdings, with 1,920 and 1,211 shares, respectively.
In addition to individual equities, the filing reveals substantial exposure to exchange-traded funds (ETFs). The portfolio includes a mix of domestic and international equity funds, as well as funds focused on specific sectors and commodities. Notable ETF holdings include the Vanguard Total Stock Market ETF, with 96,974 shares, and the Vanguard International Equity Index Fund (All World ex US), with 194,726 shares. The firm also holds the Invesco DB Multi-Sector Commodity Agriculture Fund, with 11,400 shares, and the iShares Silver Trust, with 45,340 shares.
The filing lists the firm's address as 100 Village Court, Suite 202, Hazlet, NJ 07730.
