Hillcrest Wealth Advisors - Ny, LLC - Q42025 Holdings

Hillcrest Wealth Advisors - Ny, LLC holds 52 stocks with a total portfolio value of $ 232.3M as of Q42025. In Q42025, Hillcrest Wealth Advisors - Ny, LLC added 2 new positions, increased stakes in 12 stocks, reduced 18 holdings, and fully exited 3 positions. The largest holding is Vanguard Index Fds (VOO), representing 25.01% of the total portfolio.