Sylvest Advisors
Latest statistics and disclosures from Sylvest Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, SCHF, IWD, AVLV, COWZ, and represent 44.07% of Sylvest Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVLV (+$15M), VOT, VOE, AVUV, IJT, VFLO, XOM, FITB, FTC, PRF.
- Started 4 new stock positions in IJT, VFLO, XOM, FITB.
- Reduced shares in these 10 stocks: IWD (-$13M), VO (-$6.3M), IJR (-$5.0M), IWF, COWG, PKG, , AIS, COWZ, VTI.
- Sold out of its positions in Exxon Mobil Corporation, AIS, MCD, PKG.
- Sylvest Advisors was a net buyer of stock by $4.3k.
- Sylvest Advisors has $224M in assets under management (AUM), dropping by 1.16%.
- Central Index Key (CIK): 0002044121
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Portfolio Holdings for Sylvest Advisors
Sylvest Advisors holds 78 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 11.0 | $25M | -4% | 197k | 125.26 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 10.8 | $24M | 882k | 27.47 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 8.8 | $20M | -39% | 80k | 247.93 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 7.2 | $16M | +992% | 178k | 90.44 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 6.3 | $14M | -2% | 212k | 66.76 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 5.3 | $12M | -34% | 151k | 78.42 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 5.0 | $11M | -8% | 279k | 39.88 |
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| Microsoft Corporation (MSFT) | 4.9 | $11M | 21k | 512.91 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.9 | $8.8M | +48% | 75k | 117.77 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.5 | $7.9M | -38% | 58k | 136.04 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.4 | $7.6M | -2% | 81k | 94.02 |
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| Apple (AAPL) | 2.6 | $5.8M | 18k | 333.03 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 2.1 | $4.6M | -4% | 12k | 374.23 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 2.0 | $4.6M | +3% | 64k | 71.64 |
|
| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 1.8 | $4.1M | +1049% | 14k | 292.11 |
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| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 1.8 | $4.0M | +1010% | 21k | 195.53 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 1.1 | $2.4M | NEW | 15k | 160.33 |
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| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.8 | $1.8M | 18k | 98.84 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $1.7M | +4% | 19k | 89.63 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.7 | $1.7M | +15% | 30k | 54.43 |
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| Merck & Co (MRK) | 0.7 | $1.6M | -6% | 11k | 145.31 |
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| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.6 | $1.3M | NEW | 25k | 51.19 |
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| Amgen (AMGN) | 0.6 | $1.2M | -6% | 2.9k | 421.51 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.1M | -15% | 6.7k | 166.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.1M | 3.1k | 344.09 |
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| Automatic Data Processing (ADP) | 0.5 | $1.0M | -2% | 3.9k | 258.06 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $947k | 2.8k | 340.75 |
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| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.4 | $928k | -2% | 8.0k | 115.32 |
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| NVIDIA Corporation (NVDA) | 0.4 | $855k | 3.7k | 228.36 |
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| Bristol Myers Squibb (BMY) | 0.4 | $847k | -2% | 14k | 62.40 |
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| Intuit (INTU) | 0.4 | $827k | 3.0k | 275.71 |
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| T. Rowe Price (TROW) | 0.4 | $815k | -2% | 7.8k | 104.05 |
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| Donaldson Company (DCI) | 0.4 | $812k | 9.3k | 87.04 |
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| Ball Corporation (BALL) | 0.4 | $805k | 14k | 56.03 |
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| Toro Company (TTC) | 0.4 | $800k | -3% | 8.3k | 96.42 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.4 | $794k | +125% | 4.5k | 177.40 |
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| Domino's Pizza (DPZ) | 0.3 | $781k | -4% | 2.6k | 299.61 |
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| Badger Meter (BMI) | 0.3 | $777k | -2% | 6.3k | 123.54 |
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| Hershey Company (HSY) | 0.3 | $777k | -3% | 4.9k | 157.61 |
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| Del Monte Corp Ord (DMC) | 0.3 | $753k | -3% | 25k | 29.96 |
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| PPG Industries (PPG) | 0.3 | $720k | -5% | 6.9k | 104.33 |
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| Tesla Motors (TSLA) | 0.3 | $716k | 2.0k | 354.81 |
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| Ss&c Technologies Holding (SSNC) | 0.3 | $687k | -3% | 8.9k | 77.07 |
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| Genpact SHS (G) | 0.3 | $671k | +8% | 21k | 32.53 |
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| Us Bancorp Com New (USB) | 0.3 | $667k | -4% | 12k | 57.76 |
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| Carlisle Companies (CSL) | 0.3 | $656k | -2% | 2.0k | 322.17 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $653k | 3.6k | 183.37 |
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| Altria (MO) | 0.3 | $648k | -6% | 9.6k | 67.34 |
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| Marsh & McLennan Companies (MRSH) | 0.3 | $644k | -2% | 3.8k | 170.73 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.3 | $628k | NEW | 3.9k | 162.77 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $590k | -3% | 27k | 21.76 |
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| Tennant Company (TNC) | 0.3 | $585k | -2% | 8.7k | 67.22 |
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| Oracle Corporation (ORCL) | 0.3 | $561k | -5% | 4.1k | 137.30 |
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| Travelers Companies (TRV) | 0.2 | $552k | -10% | 1.5k | 356.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $546k | 1.1k | 497.95 |
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| Primerica (PRI) | 0.2 | $545k | 2.0k | 272.39 |
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| Amdocs SHS (DOX) | 0.2 | $534k | 9.3k | 57.18 |
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| Wal-Mart Stores (WMT) | 0.2 | $530k | 5.1k | 103.92 |
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| Chevron Corporation (CVX) | 0.2 | $522k | 2.6k | 204.20 |
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| Mosaic (MOS) | 0.2 | $509k | -3% | 24k | 21.65 |
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| Fifth Third Ban (FITB) | 0.2 | $504k | NEW | 10k | 50.58 |
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| Amazon (AMZN) | 0.2 | $468k | -2% | 1.9k | 249.15 |
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| Jefferies Finl Group (JEF) | 0.2 | $458k | -5% | 10k | 45.73 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $417k | -5% | 4.5k | 93.43 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $382k | +5% | 3.0k | 128.10 |
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| Visa Com Cl A (V) | 0.2 | $378k | -4% | 1.1k | 359.36 |
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| Procter & Gamble Company (PG) | 0.1 | $312k | 2.1k | 145.28 |
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| Goldman Sachs (GS) | 0.1 | $279k | 310.00 | 900.36 |
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| Caterpillar (CAT) | 0.1 | $279k | 344.00 | 810.62 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $271k | 1.3k | 208.02 |
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| Advanced Micro Devices (AMD) | 0.1 | $257k | 420.00 | 611.76 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $251k | -19% | 616.00 | 406.63 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.1 | $250k | 710.00 | 351.95 |
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| Rbc Cad (RY) | 0.1 | $244k | 1.2k | 196.59 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $230k | 2.6k | 90.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $223k | 292.00 | 765.07 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $219k | 2.8k | 78.10 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $217k | -15% | 1.7k | 128.93 |
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Past Filings by Sylvest Advisors
SEC 13F filings are viewable for Sylvest Advisors going back to 2024
- Sylvest Advisors 2026 Q3 filed Oct. 26, 2026
- Sylvest Advisors 2026 Q2 filed July 22, 2026
- Sylvest Advisors 2026 Q1 filed April 22, 2026
- Sylvest Advisors 2025 Q4 filed Jan. 20, 2026
- Sylvest Advisors 2025 Q3 filed Oct. 31, 2025
- Sylvest Advisors 2025 Q2 filed July 16, 2025
- Sylvest Advisors 2025 Q1 filed April 23, 2025
- Sylvest Advisors 2024 Q4 filed Jan. 24, 2025