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Sylvest Advisors, LLC

Portfolio Manager
Sylvest Advisors, LLC
Performance
-1.31% (2026 Q1)
AUM (13F)
$188.05M
# of Holdings
70
Performance Rank
Allocation (Top 20)
84.96%

Sylvest Advisors, LLC Holdings Map

Top 50 Sylvest Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWD
ISHARES TR
13.89%122.2K$26.1M
+4.07%(+4.78K)
2025-Q1: 103.8K shares2025-Q2: 104.6K shares2025-Q3: 103.0K shares2025-Q4: 117.5K shares2026-Q1: 122.2K shares
$190.74(+23.04%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
11.37%864.1K$21.4M
+0.46%(+3.98K)
2025-Q1: 852.4K shares2025-Q2: 852.8K shares2025-Q3: 866.4K shares2025-Q4: 860.1K shares2026-Q1: 864.1K shares
$19.58(+39.47%)
2026-03-31
IWF
ISHARES TR
9.8%43.2K$18.4M
+4.36%(+1.81K)
2025-Q1: 39.4K shares2025-Q2: 40.5K shares2025-Q3: 40.9K shares2025-Q4: 41.4K shares2026-Q1: 43.2K shares
$392.41(-68.32%)
2026-03-31
VO
VANGUARD INDEX FDS
8.74%57.2K$16.4M
+1.24%(+703)
2025-Q1: 54.7K shares2025-Q2: 55.5K shares2025-Q3: 55.6K shares2025-Q4: 56.5K shares2026-Q1: 57.2K shares
$66.18(+16.41%)
2026-03-31
COWZ
PACER FDS TR
7.34%220.8K$13.8M
+0.77%(+1.69K)
2025-Q1: 274.0K shares2025-Q2: 269.2K shares2025-Q3: 267.9K shares2025-Q4: 219.1K shares2026-Q1: 220.8K shares
$57.12(+10.23%)
2026-03-31
IJR
ISHARES TR
6.28%94.9K$11.8M
+1.25%(+1.17K)
2025-Q1: 79.6K shares2025-Q2: 81.2K shares2025-Q3: 81.2K shares2025-Q4: 93.8K shares2026-Q1: 94.9K shares
$116.21(+16.41%)
2026-03-31
COWG
PACER FDS TR
5.59%311.7K$10.5M
+2.46%(+7.49K)
2025-Q1: 266.0K shares2025-Q2: 302.8K shares2025-Q3: 308.5K shares2025-Q4: 304.2K shares2026-Q1: 311.7K shares
$31.19(+19.63%)
2026-03-31
MSFT
MICROSOFT CORP
3.92%19.9K$7.4M
+8.38%(+1.54K)
2025-Q1: 18.8K shares2025-Q2: 18.4K shares2025-Q3: 18.4K shares2025-Q4: 18.4K shares2026-Q1: 19.9K shares
$426.03(-4.89%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.53%82.4K$6.6M
-14.35%(-13.82K)
2025-Q1: 94.3K shares2025-Q2: 95.8K shares2025-Q3: 95.6K shares2025-Q4: 96.3K shares2026-Q1: 82.4K shares
$61.70(+53.78%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
2.78%47.4K$5.2M
+7.82%(+3.44K)
2025-Q1: 40.1K shares2025-Q2: 41.9K shares2025-Q3: 40.9K shares2025-Q4: 44.0K shares2026-Q1: 47.4K shares
$96.88(+21.61%)
2026-03-31

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