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.
Sylvest Advisors, LLC (CIK 2044121) reported $188.0M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWD ($26.1M, 13.89%), SCHF ($21.4M, 11.37%), IWF ($18.4M, 9.80%), VO ($16.4M, 8.74%), COWZ ($13.8M, 7.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $26.1M | 13.89% | 122,226 | Added |
| 2 | SCHF | SCHWAB STRATEGIC TR | $21.4M | 11.37% | 864,057 | Added |
| 3 | IWF | ISHARES TR | $18.4M | 9.80% | 43,223 | Added |
| 4 | VO | VANGUARD INDEX FDS | $16.4M | 8.74% | 57,244 | Added |
| 5 | COWZ | PACER FDS TR | $13.8M | 7.34% | 220,764 | Added |
| 6 | IJR | ISHARES TR | $11.8M | 6.28% | 94,929 | Added |
| 7 | COWG | PACER FDS TR | $10.5M | 5.59% | 311,679 | Added |
| 8 | MSFT | MICROSOFT CORP | $7.4M | 3.92% | 19,923 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $6.6M | 3.53% | 82,444 | Trimmed |
| 10 | AVUV | AMERICAN CENTY ETF TR | $5.2M | 2.78% | 47,390 | Added |
| 11 | AAPL | APPLE INC | $4.6M | 2.44% | 18,048 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $4.3M | 2.28% | 13,382 | Added |
| 13 | EZM | WISDOMTREE TR | $3.8M | 2.03% | 56,894 | Added |
| 14 | FNY | FIRST TR EXCHANGE-TRADED ALP | $1.7M | 0.90% | 18,793 | Added |
| 15 | VNQ | VANGUARD INDEX FDS | $1.5M | 0.81% | 17,088 | New |
| 16 | JNJ | JOHNSON & JOHNSON | $1.4M | 0.76% | 5,850 | Trimmed |
| 17 | MRK | MERCK & CO INC | $1.4M | 0.75% | 11,772 | Trimmed |
| 18 | ITOT | ISHARES TR | $1.1M | 0.60% | 7,921 | Trimmed |
| 19 | AMGN | AMGEN INC | $1.1M | 0.59% | 3,147 | Added |
| 20 | FDP | FRESH DEL MONTE PRODUCE INC | $1.1M | 0.56% | 26,158 | Trimmed |
| 21 | HSY | HERSHEY CO | $1.0M | 0.56% | 5,042 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $960,796 | 0.51% | 2,005 | Hold |
| 23 | NTAP | NETAPP INC | $950,896 | 0.51% | 9,287 | Added |
| 24 | GOOGL | ALPHABET INC | $900,898 | 0.48% | 3,133 | Added |
| 25 | ZTS | ZOETIS INC | $850,166 | 0.45% | 7,192 | Added |
Source: SEC Form 13F filings · as of 2026-03-31