Hillcrest Wealth Advisors - Ny, LLC - Q12026 Holdings

Hillcrest Wealth Advisors - Ny, LLC holds 51 stocks with a total portfolio value of $ 246.89M as of Q12026. In Q12026, Hillcrest Wealth Advisors - Ny, LLC added 3 new positions, increased stakes in 17 stocks, reduced 13 holdings, and fully exited 4 positions. The largest holding is Vanguard Index Fds (VOO), representing 23.48% of the total portfolio.