Top 50 Sylvest Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 11% | 197.1K | $24.7M | -4.63%(-9.57K) | $100.61(+21.51%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 10.8% | 882.1K | $24.2M | +0.91%(+7.92K) | $19.72(+37.54%) | 2026-09-30 | |
| IWD | ISHARES TR | 8.78% | 79.5K | $19.7M | -39.89%(-52.74K) | $193.40(+33.67%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 7.17% | 177.9K | $16.1M | +992.30%(+161.66K) | $90.29(+3.40%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 6.32% | 212.4K | $14.2M | -2.59%(-5.64K) | $57.12(+23.55%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 5.27% | 150.8K | $11.8M | -34.92%(-80.92K) | $66.29(+21.96%) | 2026-09-30 | |
| COWG | PACER FDS TR | 4.95% | 278.6K | $11.1M | -8.99%(-27.53K) | $31.19(+32.07%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.89% | 21.4K | $11.0M | -1.83%(-398) | $420.94(+26.23%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.92% | 74.7K | $8.8M | +48.87%(+24.51K) | $105.61(+16.41%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.53% | 58.1K | $7.9M | -38.85%(-36.94K) | $116.24(+20.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +28.20% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +27.90% |
Sylvest Advisors LLC reports $224.40M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are IWF (11.0%), SCHF (10.8%) and IWD (8.8%). The top 20 holdings account for 83.73% of reported assets. Its disclosed equity book has returned +28.20% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sylvest Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044121). View Sylvest Advisors LLCโs 13F filings on SEC