Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Conservest Capital Advisors, Inc. (CIK 1705716) reported $1.10B across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($156.0M, 14.14%), MDY ($130.6M, 11.84%), XLK ($120.4M, 10.92%), JIRE ($69.4M, 6.29%), XLV ($69.1M, 6.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $156.0M | 14.14% | 239,799 | Trimmed |
| 2 | MDY | STATE STR SPDR S&P MIDCAP 40 | $130.6M | 11.84% | 211,706 | Trimmed |
| 3 | XLK | SELECT SECTOR SPDR TR | $120.4M | 10.92% | 906,122 | Trimmed |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | $69.4M | 6.29% | 916,819 | Added |
| 5 | XLV | SELECT SECTOR SPDR TR | $69.1M | 6.27% | 471,537 | Trimmed |
| 6 | DGRO | ISHARES TR | $55.7M | 5.05% | 793,408 | Added |
| 7 | IWB | ISHARES TR | $46.4M | 4.21% | 130,159 | Trimmed |
| 8 | XLP | SELECT SECTOR SPDR TR | $38.9M | 3.53% | 475,085 | Trimmed |
| 9 | CGW | INVESCO EXCH TRADED FD TR II | $31.9M | 2.89% | 498,177 | Trimmed |
| 10 | VYM | VANGUARD WHITEHALL FDS | $29.3M | 2.66% | 198,052 | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $28.2M | 2.56% | 48,837 | Added |
| 12 | IJR | ISHARES TR | $26.4M | 2.39% | 212,417 | Added |
| 13 | DIA | STATE STR SPDR DOW JONES IND | $22.6M | 2.05% | 48,876 | Trimmed |
| 14 | IEFA | ISHARES TR | $20.2M | 1.83% | 222,771 | Trimmed |
| 15 | VNQ | VANGUARD INDEX FDS | $17.6M | 1.59% | 198,127 | Trimmed |
| 16 | SGOV | ISHARES TR | $17.2M | 1.56% | 171,311 | Added |
| 17 | VCRB | VANGUARD MALVERN FDS | $16.2M | 1.47% | 209,080 | Added |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $13.3M | 1.20% | 186,662 | Added |
| 19 | VOX | VANGUARD WORLD FD | $13.2M | 1.19% | 73,241 | Added |
| 20 | GLD | SPDR GOLD TR | $13.0M | 1.18% | 30,142 | Added |
| 21 | IWV | ISHARES TR | $11.6M | 1.05% | 31,204 | Trimmed |
| 22 | XLC | SELECT SECTOR SPDR TR | $10.4M | 0.94% | 93,511 | Added |
| 23 | CGSD | CAPITAL GRP FIXED INCM ETF T | $8.9M | 0.80% | 343,833 | Added |
| 24 | VGSH | VANGUARD SCOTTSDALE FDS | $7.6M | 0.69% | 130,033 | Trimmed |
| 25 | AGG | ISHARES TR | $5.8M | 0.53% | 58,907 | Added |
Source: SEC Form 13F filings · as of 2026-03-31