Sylvest Advisors, LLC - Portfolio overview

Sylvest Advisors, LLC has 83 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IWD - ISHARES TR, 13.23%
2. SCHF - SCHWAB STRATEGIC TR, 10.84%
3. IWF - ISHARES TR, 9.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.