Hillcrest Wealth Advisors - Ny, LLC - Q32026 Holdings

Hillcrest Wealth Advisors - Ny, LLC holds 55 stocks with a total portfolio value of $ 282.44M as of Q32026. In Q32026, Hillcrest Wealth Advisors - Ny, LLC added 1 new position, increased stakes in 24 stocks, reduced 17 holdings, and fully exited 2 positions. The largest holding is Vanguard Index Fds (VOO), representing 24.06% of the total portfolio.