Arkolith/Funds/Conservest Capital Advisors, Inc.

Conservest Capital Advisors, Inc.

CIK 1705716
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Conservest Capital Advisors, Inc. holds a focused book of 132 stocks worth $1.3B as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Goldman Sachs Access US Agg and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 14% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Conservest Capital Advisors, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
42
new positions
Added to
69
existing
Trimmed
42
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.2%
+16.9%/yr · since Oct '24
Their reported book
+21.2%
held from quarter-end
S&P 500
+29.3%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Conservest Capital Advisors, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 10.0 points over this window.

Growth of $10,000 cloning Conservest Capital Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
68%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Information Technology
1%
Financials
1%
Consumer Discretionary
0%
Industrials
0%
Health Care
0%
Energy
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

132 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$176.5M236.4K
14.0%
−1.4%
Reduced · −3K sh
2Select Sector SPDR TR
ST STR TECHN ETF
$166.2M872.6K
13.2%
−3.7%
Reduced · −34K sh
3State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$146.6M208.4K
11.7%
−1.6%
Reduced · −3K sh
4J P Morgan Exchange Traded F
INTRNL RES EQT
$75.5M915.7K
6.0%
−0.1%
Reduced · −1K sh
5Select Sector SPDR TR
ST STR CARE ETF
$74.3M468.2K
5.9%
−0.7%
Reduced · −3K sh
6Ishares TR
CORE DIV GRWTH
$60.4M796.3K
4.8%
+0.4%
Added · +3K sh
7Ishares TR
RUS 1000 ETF
$50.1M122.5K
4.0%
−5.9%
Reduced · −8K sh
8Select Sector SPDR TR
ST STR STAPL ETF
$37.4M450.4K
3.0%
−5.2%
Reduced · −25K sh
9Invesco QQQ TR
UNIT SER 1
$35.4M48.1K
2.8%
−1.5%
Reduced · −749 sh
10Invesco Exch Traded FD TR II
S&P GBL WATER
$33.5M510.1K
2.7%
+2.4%
Added · +12K sh
11Ishares TR
CORE S&P SCP ETF
$31.4M211.9K
2.5%
−0.2%
Reduced · −483 sh
12Vanguard Whitehall FDS
HIGH DIV YLD
$30.3M191.7K
2.4%
−3.2%
Reduced · −6K sh
13State STR SPDR Dow Jones Ind
UT SER 1
$25.4M48.6K
2.0%
−0.7%
Reduced · −323 sh
14Ishares TR
CORE MSCI EAFE
$21.9M227.1K
1.7%
+1.9%
Added · +4K sh
15Vanguard Index FDS
REAL ESTATE ETF
$17.6M182.6K
1.4%
−7.8%
Reduced · −16K sh
16Vanguard Malvern FDS
CORE BD ETF
$17.4M224.7K
1.4%
+7.5%
Added · +16K sh
17Ishares TR
0-3 MTH TREASURY
$16.9M167.5K
1.3%
−2.2%
Reduced · −4K sh
18Dimensional ETF Trust
US SMALL CAP ETF
$15.3M186.2K
1.2%
−0.2%
Reduced · −414 sh
19Vanguard World FD
COMM SRVC ETF
$13.9M75.6K
1.1%
+3.2%
Added · +2K sh
20Ishares TR
RUSSELL 3000 ETF
$13.3M31.2K
1.1%
+0.1%
Added · +32 sh
21Capital Grp Fixed Incm ETF T
SHORT DURATION
$11.8M459.8K
0.9%
+34%
Added · +116K sh
22SPDR Gold TR
GOLD SHS
$11.3M30.7K
0.9%
+2.0%
Added · +605 sh
23Select Sector SPDR TR
ST STR SVC ETF
$10.7M100.2K
0.9%
+7.1%
Added · +7K sh
24Ishares TR
ISHARES SEMICDTR
$9.8M15.3K
0.8%
+8.0%
Added · +1K sh
25Vanguard Scottsdale FDS
SHORT TERM TREAS
$7.3M125.7K
0.6%
−3.4%
Reduced · −4K sh
26Vanguard Scottsdale FDS
SHRT TRM CORP BD
$6.4M81.4K
0.5%
+20%
Added · +13K sh
27Apple Inc
COM
$5.7M19.5K
0.4%
+5.3%
Added · +979 sh
28Ishares TR
CORE US AGGBD ET
$5.4M54.4K
0.4%
−7.6%
Reduced · −4K sh
29Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.0M70.4K
0.4%
+0.4%
Added · +300 sh
30Invesco Exchange Traded FD T
WATER RES ETF
$4.8M70.1K
0.4%
+2.4%
Added · +2K sh
31Ishares TR
U.S. BAS MTL ETF
$4.6M25.9K
0.4%
+32%
Added · +6K sh
32Wisdomtree TR
FLOATNG RAT TREA
$4.5M88.9K
0.4%
+41%
Added · +26K sh
33Vanguard Index FDS
MID CAP ETF
$4.4M55.1K
0.4%
+298%
Added · +41K sh
34SPDR Series Trust
ST STR SP BIOT
$4.4M27.8K
0.3%
−11%
Reduced · −3K sh
35Vanguard Specialized Funds
DIV APP ETF
$4.2M17.6K
0.3%
−7.9%
Reduced · −2K sh
36Ishares TR
RUS MID CAP ETF
$4.0M36.6K
0.3%
−29%
Reduced · −15K sh
37Vaneck ETF Trust
BIOTECH ETF
$4.0M19.8K
0.3%
−2.5%
Reduced · −511 sh
38Global X FDS
US INFR DEV ETF
$3.8M64.2K
0.3%
+58%
Added · +24K sh
39Vanguard Malvern FDS
STRM INFPROIDX
$3.7M73.6K
0.3%
+36%
Added · +20K sh
40Goldman Sachs ETF TR
ACCESS US AGRAT
$3.4M83.2K
0.3%
New
New position
41Ishares TR
U.S. TECH ETF
$3.4M13.3K
0.3%
−1.5%
Reduced · −201 sh
42SPDR Index SHS FDS
ST STR NAT ETF
$3.2M47.2K
0.3%
+3.8%
Added · +2K sh
43Vaneck ETF Trust
AGRIBUSINESS ETF
$2.9M36.9K
0.2%
−2.2%
Reduced · −826 sh
44Ishares TR
US HLTHCARE ETF
$2.7M40.9K
0.2%
+0.3%
Added · +112 sh
45Dimensional ETF Trust
EMGR CRE EQT MNG
$2.7M67.0K
0.2%
+269%
Added · +49K sh
46Ishares TR
US CONSM STAPLES
$2.7M36.5K
0.2%
−1.9%
Reduced · −719 sh
47Ishares Inc
MSCI EMERG MRKT
$2.3M30.7K
0.2%
+0.7%
Added · +206 sh
48Amazon Com Inc
COM
$2.2M9.4K
0.2%
+7.5%
Added · +652 sh
49Lam Research Corp
COM NEW
$2.1M4.8K
0.2%
−0.6%
Reduced · −30 sh
50Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.9M9.1K
0.2%
−0.3%
Reduced · −29 sh
Showing 50 of 132 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 2026132$1.3B13F-HR
Q1 2026Mar 31, 2026May 4, 2026127$1.1B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026131$1.1B13F-HR
Q3 2025Sep 30, 2025Nov 17, 2025126$1.1B13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025122$1.0B13F-HR
Q1 2025Mar 31, 2025May 5, 2025110$952.0M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025109$968.0M13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024109$975.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.