Institutional Fund
Sylvest Advisors, LLC
Dallas, TXCIK 20441215 filings on record
Portfolio Value
$188.05M
Q1 2026
Holdings
70
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+0.3%
from $187.45M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.9%
- Schwab Strategic Tr11.4%
- Ishares Tr9.8%
- Vanguard Index Fds8.7%
- Pacer Fds Tr7.3%
- Ishares Tr6.3%
- Other42.6%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 122.2K | $26.12M | 13.9% | +4.8K | Added |
| 2 | Schwab Strategic Tr | 864.1K | $21.39M | 11.4% | +4.0K | Added |
| 3 | Ishares Tr | 43.2K | $18.43M | 9.8% | +1.8K | Added |
| 4 | Vanguard Index Fds | 57.2K | $16.44M | 8.7% | +703 | Added |
| 5 | Pacer Fds Tr | 220.8K | $13.81M | 7.3% | +1.7K | Added |
| 6 | Ishares Tr | 94.9K | $11.80M | 6.3% | +1.2K | Added |
| 7 | Pacer Fds Tr | 311.7K | $10.52M | 5.6% | +7.5K | Added |
| 8 | Microsoft Corp | 19.9K | $7.37M | 3.9% | +1.5K | Added |
| 9 | American Centy ETF Tr | 82.4K | $6.64M | 3.5% | −13.8K | Reduced |
| 10 | American Centy ETF Tr | 47.4K | $5.24M | 2.8% | +3.4K | Added |
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