# EDGAR Filing Document

**Accession Number:** 0001767121
**File Stem:** 0001214659-26-000335
**Filing Date:** 2026-1
**Character Count:** 8893
**Document Hash:** 30909bb996e2557cad6067a054b71ceb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-000335.hdr.sgml**: 20260112

**ACCESSION NUMBER**: 0001214659-26-000335

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260112

**DATE AS OF CHANGE**: 20260112

**EFFECTIVENESS DATE**: 20260112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hillcrest Wealth Advisors - NY, LLC
- **CENTRAL INDEX KEY:** 0001767121

**ORGANIZATION NAME:**
- **EIN:** 371462187
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19076
- **FILM NUMBER:** 26525009

**BUSINESS ADDRESS:**
- **STREET 1:** 100 VILLAGE COURT, SUITE 202
- **CITY:** HAZLET
- **STATE:** NJ
- **ZIP:** 07730
- **BUSINESS PHONE:** 732.837.4455

**MAIL ADDRESS:**
- **STREET 1:** 100 VILLAGE COURT, SUITE 202
- **CITY:** HAZLET
- **STATE:** NJ
- **ZIP:** 07730

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Hillcrest Wealth Advisors - NY LLC<br>**Address:** 100 VILLAGE COURT SUITE 202<br>HAZLET, NJ 07730

**Form 13F File Number:** 028-19076

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Danny A Yu<br>**Title:** CEO<br>**Phone:** 732-837-4455

**Signature, Place, and Date of Signing:**

Danny A Yu  Holmdel, NJ  01-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 52

**Form 13F Information Table Value Total:** $232299339

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 889546 | 2842 | SH |  | SOLE |  | 2842 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 280851 | 895 | SH |  | SOLE |  | 895 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 410780 | 1511 | SH |  | SOLE |  | 1511 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5773438 | 11486 | SH |  | SOLE |  | 11486 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 207660 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 2226290 | 46275 | SH |  | SOLE |  | 46275 | 0 | 0 |
| DOUGLAS EMMETT INC | COM | 25960P109 |  | 140035 | 12742 | SH |  | SOLE |  | 12742 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1716035 | 5571 | SH |  | SOLE |  | 5571 | 0 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 773381 | 9992 | SH |  | SOLE |  | 9992 | 0 | 0 |
| INVESCO DB MULTI-SECTOR | AGRICULTURE FD | 46140H106 |  | 290928 | 11400 | SH |  | SOLE |  | 11400 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 377441 | 4650 | SH |  | SOLE |  | 4650 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1121767 | 16688 | SH |  | SOLE |  | 16688 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 19935760 | 80987 | SH |  | SOLE |  | 80987 | 0 | 0 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 12744499 | 70330 | SH |  | SOLE |  | 70330 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 12129026 | 37550 | SH |  | SOLE |  | 37550 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 7587637 | 69035 | SH |  | SOLE |  | 69035 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 7468527 | 74775 | SH |  | SOLE |  | 74775 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 5500391 | 53720 | SH |  | SOLE |  | 53720 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 5098221 | 24238 | SH |  | SOLE |  | 24238 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 4212370 | 8900 | SH |  | SOLE |  | 8900 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 2910965 | 7795 | SH |  | SOLE |  | 7795 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 666999 | 5550 | SH |  | SOLE |  | 5550 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 432135 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 387676 | 566 | SH |  | SOLE |  | 566 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 378961 | 4700 | SH |  | SOLE |  | 4700 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 965049 | 2995 | SH |  | SOLE |  | 2995 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 352075 | 728 | SH |  | SOLE |  | 728 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 508213 | 2725 | SH |  | SOLE |  | 2725 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 211652 | 1014 | SH |  | SOLE |  | 1014 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 1233555 | 59050 | SH |  | SOLE |  | 59050 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 239584 | 8091 | SH |  | SOLE |  | 8091 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 216597 | 6640 | SH |  | SOLE |  | 6640 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 774000 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 698040 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 607162 | 13580 | SH |  | SOLE |  | 13580 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 445006 | 8125 | SH |  | SOLE |  | 8125 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1109668 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 12525507 | 18368 | SH |  | SOLE |  | 18368 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 2734494 | 19650 | SH |  | SOLE |  | 19650 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 1302128 | 13395 | SH |  | SOLE |  | 13395 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 817575 | 10374 | SH |  | SOLE |  | 10374 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 205544 | 2775 | SH |  | SOLE |  | 2775 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 58094454 | 92635 | SH |  | SOLE |  | 92635 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 4439526 | 9100 | SH |  | SOLE |  | 9100 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 4297275 | 22500 | SH |  | SOLE |  | 22500 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 398205 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 268216 | 800 | SH |  | SOLE |  | 800 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX | ALLWRLD EX US | 922042775 |  | 14199213 | 193029 | SH |  | SOLE |  | 193029 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX | FTSE EMR MKT ETF | 922042858 |  | 7222172 | 134341 | SH |  | SOLE |  | 134341 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 7325613 | 87470 | SH |  | SOLE |  | 87470 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 16184915 | 259083 | SH |  | SOLE |  | 259083 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1262582 | 1675 | SH |  | SOLE |  | 1675 | 0 | 0 |

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