Hillcrest Wealth Advisors - Ny, LLC - Q22026 Holdings

Hillcrest Wealth Advisors - Ny, LLC holds 56 stocks with a total portfolio value of $ 279.43M as of Q22026. In Q22026, Hillcrest Wealth Advisors - Ny, LLC added 6 new positions, increased stakes in 23 stocks, reduced 15 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VOO), representing 23.79% of the total portfolio.