Conservest Capital Advisors

Conservest Capital Advisors as of March 31, 2026

Portfolio Holdings for Conservest Capital Advisors

Conservest Capital Advisors holds 127 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.1 $156M 240k 650.36
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 11.8 $131M 212k 616.77
Select Sector Spdr Tr State Street Tec (XLK) 10.9 $120M 906k 132.90
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 6.3 $69M 917k 75.74
Select Sector Spdr Tr State Street Hea (XLV) 6.3 $69M 472k 146.61
Ishares Tr Core Div Grwth (DGRO) 5.0 $56M 793k 70.18
Ishares Tr Rus 1000 Etf (IWB) 4.2 $46M 130k 356.56
Select Sector Spdr Tr State Street Con (XLP) 3.5 $39M 475k 81.98
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 2.9 $32M 498k 63.94
Vanguard Whitehall Fds High Div Yld (VYM) 2.7 $29M 198k 148.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $28M 49k 577.18
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $26M 212k 124.31
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 2.1 $23M 49k 463.19
Ishares Tr Core Msci Eafe (IEFA) 1.8 $20M 223k 90.53
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $18M 198k 88.70
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $17M 171k 100.66
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.5 $16M 209k 77.38
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.2 $13M 187k 71.13
Vanguard World Comm Srvc Etf (VOX) 1.2 $13M 73k 179.84
Spdr Gold Tr Gold Shs (GLD) 1.2 $13M 30k 430.29
Ishares Tr Russell 3000 Etf (IWV) 1.0 $12M 31k 370.68
Select Sector Spdr Tr State Street Com (XLC) 0.9 $10M 94k 110.86
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.8 $8.9M 344k 25.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $7.6M 130k 58.54
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $5.8M 59k 99.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $5.4M 68k 79.27
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $5.0M 51k 97.23
Apple (AAPL) 0.4 $4.7M 19k 253.78
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $4.7M 14k 328.66
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.4 $4.6M 68k 66.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $4.5M 70k 64.08
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $4.1M 19k 215.06
Spdr Series Trust State Street Spd (XBI) 0.4 $4.0M 31k 127.73
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $4.0M 14k 287.19
Vaneck Etf Trust Biotech Etf (BBH) 0.3 $3.8M 20k 188.02
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.3 $3.5M 20k 175.92
Spdr Index Shs Fds State Street Spd (GNR) 0.3 $3.4M 45k 74.67
Vaneck Etf Trust Agribusiness Etf (MOO) 0.3 $3.2M 38k 84.50
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $3.2M 63k 50.34
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $2.7M 54k 49.95
Ishares Tr Us Consm Staples (IYK) 0.2 $2.6M 37k 70.03
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $2.5M 41k 61.64
Ishares Tr U.s. Tech Etf (IYW) 0.2 $2.4M 14k 181.42
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $2.1M 41k 50.81
Exxon Mobil Corporation (XOM) 0.2 $2.0M 12k 169.66
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.0M 31k 64.73
Select Sector Spdr Tr State Street Mat (XLB) 0.2 $1.9M 37k 49.97
Amazon (AMZN) 0.2 $1.8M 8.7k 208.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.8M 9.1k 191.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M 28k 54.05
Chevron Corporation (CVX) 0.1 $1.5M 7.3k 206.89
Ishares Silver Tr Ishares (SLV) 0.1 $1.4M 21k 68.14
Ishares Msci Eurzone Etf (EZU) 0.1 $1.3M 21k 62.64
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.3M 4.6k 286.87
Vanguard World Inf Tech Etf (VGT) 0.1 $1.3M 1.8k 697.62
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.3M 4.4k 287.58
NVIDIA Corporation (NVDA) 0.1 $1.2M 7.1k 174.40
Ishares Core Msci Emkt (IEMG) 0.1 $1.1M 16k 69.75
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.1M 2.5k 436.79
Comcast Corp Cl A (CMCSA) 0.1 $1.1M 37k 28.71
Microsoft Corporation (MSFT) 0.1 $1.0M 2.8k 370.14
Lam Research Corp Com New (LRCX) 0.1 $1.0M 4.9k 213.66
Vanguard World Consum Stp Etf (VDC) 0.1 $915k 4.1k 224.59
Spdr Series Trust State Street Spd (XSD) 0.1 $908k 2.8k 326.16
Vanguard Index Fds Value Etf (VTV) 0.1 $896k 4.6k 196.20
Meta Platforms Cl A (META) 0.1 $893k 1.6k 571.98
Vanguard Index Fds Small Cp Etf (VB) 0.1 $851k 3.2k 261.94
Vanguard World Health Car Etf (VHT) 0.1 $846k 3.1k 272.29
Spdr Series Trust State Street Spd (SDY) 0.1 $822k 5.6k 145.93
Ishares Tr Core S&p500 Etf (IVV) 0.1 $795k 1.2k 653.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $787k 12k 67.53
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $708k 13k 56.79
Globus Med Cl A (GMED) 0.1 $667k 7.7k 86.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $633k 5.6k 113.11
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $614k 18k 33.86
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $580k 14k 40.83
Wal-Mart Stores (WMT) 0.1 $558k 4.5k 124.29
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $526k 27k 19.30
Ishares Tr Msci Eafe Etf (EFA) 0.0 $518k 5.3k 97.13
ConocoPhillips (COP) 0.0 $511k 3.9k 132.00
Select Sector Spdr Tr State Street Con (XLY) 0.0 $483k 4.4k 108.99
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $477k 4.0k 118.62
Aon Shs Cl A (AON) 0.0 $467k 1.4k 322.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $445k 1.4k 320.81
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $439k 2.1k 211.15
Ishares Tr Russell 2000 Etf (IWM) 0.0 $438k 1.8k 248.02
Home Depot (HD) 0.0 $433k 1.3k 328.80
Spdr Series Trust State Street Spd (SPYM) 0.0 $413k 5.4k 76.54
Spdr Series Trust State Street Spd (SPYD) 0.0 $390k 8.6k 45.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $371k 4.5k 82.75
Amgen (AMGN) 0.0 $369k 1.1k 351.85
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $367k 2.3k 161.71
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $353k 3.4k 103.88
Global X Fds Artificial Etf (AIQ) 0.0 $346k 7.4k 46.67
Broadcom (AVGO) 0.0 $345k 1.1k 309.51
Kinder Morgan (KMI) 0.0 $340k 10k 33.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $338k 566.00 597.55
PNC Financial Services (PNC) 0.0 $324k 1.6k 208.09
JPMorgan Chase & Co. (JPM) 0.0 $323k 1.1k 294.16
International Business Machines (IBM) 0.0 $319k 1.3k 242.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $319k 665.00 479.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $314k 10k 30.68
Deere & Company (DE) 0.0 $309k 548.00 562.90
Enterprise Products Partners (EPD) 0.0 $307k 8.1k 37.84
Costco Wholesale Corporation (COST) 0.0 $298k 299.00 997.30
Johnson & Johnson (JNJ) 0.0 $290k 1.2k 244.37
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $287k 3.1k 91.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $283k 5.7k 49.89
Abbvie (ABBV) 0.0 $282k 1.3k 217.54
EOG Resources (EOG) 0.0 $280k 1.9k 144.57
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.0 $279k 3.7k 76.29
Spdr Series Trust State Street Spd (SPMD) 0.0 $276k 4.7k 59.22
Lowe's Companies (LOW) 0.0 $269k 1.1k 236.28
McDonald's Corporation (MCD) 0.0 $260k 836.00 310.67
Caterpillar (CAT) 0.0 $257k 362.00 708.44
Goldman Sachs Etf Tr Technology Oppor (GTOP) 0.0 $249k 6.9k 36.21
Palo Alto Networks (PANW) 0.0 $246k 1.5k 160.32
Consolidated Edison (ED) 0.0 $246k 2.2k 113.18
Oracle Corporation (ORCL) 0.0 $237k 1.6k 147.11
Netflix (NFLX) 0.0 $235k 2.4k 96.15
Ishares Tr Expanded Tech (IGV) 0.0 $221k 2.8k 80.05
Hamilton Lane Cl A (HLNE) 0.0 $214k 2.2k 99.40
Eaton Corp SHS (ETN) 0.0 $207k 580.00 357.67
Bitwise Funds Trust Crypto Industry (BITQ) 0.0 $207k 11k 18.86
Compass Pathways Sponsored Ads (CMPS) 0.0 $140k 25k 5.53
Fractyl Health (GUTS) 0.0 $29k 64k 0.46
Sachem Cap (SACH) 0.0 $24k 23k 1.01