StockDriftsStockDriftsTop 50 Sylvest Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | 14.45% | 132.2K | $32.1M | +8.18%(+10.00K) | $193.40(+33.63%) | 2026-06-30 | |
| IWF | ISHARES TR | 11.57% | 206.6K | $25.7M | +19.52%(+33.75K) | $99.63(+25.75%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 10.92% | 874.2K | $24.2M | +1.17%(+10.14K) | $19.65(+43.84%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 8.42% | 231.7K | $18.7M | +1.20%(+2.75K) | $66.29(+25.25%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.36% | 95.1K | $14.1M | +0.17%(+158) | $116.24(+27.97%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 6.11% | 218.1K | $13.6M | -1.23%(-2.71K) | $57.12(+22.73%) | 2026-06-30 | |
| COWG | PACER FDS TR | 5.54% | 306.1K | $12.3M | -1.79%(-5.58K) | $31.19(+25.93%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.66% | 21.8K | $8.1M | +9.27%(+1.85K) | $420.94(+19.44%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.62% | 83.1K | $8.0M | +0.81%(+670) | $61.90(+49.44%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.82% | 50.2K | $6.3M | +5.83%(+2.76K) | $97.96(+30.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.73% |
Sylvest Advisors, LLC reports $221.83M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are IWD (14.4%), IWF (11.6%) and SCHF (10.9%). The top 20 holdings account for 84.84% of reported assets. Its disclosed equity book has returned +26.11% cumulatively over 6 quarters. Figures reflect the Q2 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, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044121). View Sylvest Advisors, LLC’s 13F filings on SEC