Sylvest Advisors, LLC holds a focused book of 78 stocks worth $221.8M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Avantis US Large Cap Value and trimmed Pacer US Cash Cows 100 ETF. Their largest long position is Ishares Russell 1000 Value E at 14% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2044121/holdings"
Use Arkolith to show Sylvest Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sylvest Advisors, LLC'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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sylvest Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 78 | $468.6B |
| UBS Group AG | 80 / 78 | $120.9B |
| LPL Financial LLC | 80 / 78 | $64.7B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 78 | $44.2B |
| CWM, LLC | 80 / 78 | $6.2B |
| JPMORGAN CHASE & CO | 79 / 78 | $420.8B |
| ROYAL BANK OF CANADA | 79 / 78 | $144.0B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 78 | $15.4B |
Ranked by how many of Sylvest Advisors, LLC's top 78 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 VAL ETF | $32.1M | 132.2K | 14.5% | ▲+8.2% Added · +10K sh | |
| 2 | Ishares TR RUS 1000 GRW ETF | $25.7M | 206.6K | 11.6% | ▲+378% Added · +163K sh | |
| 3 | Schwab Strategic TR INTL EQTY ETF | $24.2M | 874.2K | 10.9% | ▲+1.2% Added · +10K sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $18.7M | 231.7K | 8.4% | ▲+305% Added · +174K sh | |
| 5 | Ishares TR CORE S&P SCP ETF | $14.1M | 95.1K | 6.4% | ▲+0.2% Added · +158 sh | |
| 6 | Pacer FDS TR US CASH COWS 100 | $13.6M | 218.1K | 6.1% | ▼−1.2% Reduced · −3K sh | |
| 7 | Pacer FDS TR US LRG CP CASH | $12.3M | 306.1K | 5.5% | ▼−1.8% Reduced · −6K sh | |
| 8 | Microsoft Corp COM | $8.1M | 21.8K | 3.7% | ▲+9.3% Added · +2K sh | |
| 9 | American Centy ETF TR AVANTIS EMGMKT | $8.0M | 83.1K | 3.6% | ▲+0.8% Added · +670 sh | |
| 10 | American Centy ETF TR US SML CP VALU | $6.3M | 50.2K | 2.8% | ▲+5.8% Added · +3K sh | |
| 11 | Apple Inc COM | $5.2M | 17.8K | 2.3% | ▼−1.3% Reduced · −232 sh | |
| 12 | Vanguard Index FDS TOTAL STK MKT | $4.8M | 12.9K | 2.2% | ▼−3.2% Reduced · −433 sh | |
| 13 | Wisdomtree TR US MIDCAP FUND | $4.7M | 62.1K | 2.1% | ▲+9.2% Added · +5K sh | |
| 14 | First TR Exchange-Traded Alp MID CP GR ALPH | $2.1M | 18.5K | 0.9% | ▼−1.5% Reduced · −285 sh | |
| 15 | Vanguard Index FDS REAL ESTATE ETF | $1.7M | 18.1K | 0.8% | ▲+5.8% Added · +986 sh | |
| 16 | American Centy ETF TR US LARGE CAP VLU | $1.5M | 16.3K | 0.7% | ▲New New position | |
| 17 | Merck & Co Inc COM | $1.5M | 11.5K | 0.7% | ▼−2.5% Reduced · −300 sh | |
| 18 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $1.4M | 26.2K | 0.6% | ▲+141% Added · +15K sh | |
| 19 | Ishares TR CORE S&P TTL STK | $1.3M | 7.9K | 0.6% | ▼−0.6% Reduced · −50 sh | |
| 20 | Amgen Inc COM | $1.1M | 3.1K | 0.5% | —Held | |
| 21 | Alphabet Inc CAP STK CL A | $1.1M | 3.1K | 0.5% | ▼−0.9% Reduced · −29 sh | |
| 22 | First TR Exchange-Traded Alp SML CP GRW ALP | $1.1M | 8.3K | 0.5% | ▼−2.9% Reduced · −250 sh | |
| 23 | Alphabet Inc CAP STK CL C | $982K | 2.8K | 0.4% | ▲+0.9% Added · +24 sh | |
| 24 | Badger Meter Inc COM | $953K | 6.4K | 0.4% | ▲New New position | |
| 25 | Price T Rowe Group Inc COM | $912K | 8.0K | 0.4% | ▲+3.7% Added · +289 sh | |
| 26 | Ball Corp COM | $912K | 14.6K | 0.4% | ▲New New position | |
| 27 | Hershey Co COM | $900K | 5.1K | 0.4% | ▲+1.7% Added · +85 sh | |
| 28 | Automatic Data Processing In COM | $899K | 4.0K | 0.4% | ▲New New position | |
| 29 | PPG Inds Inc COM | $890K | 7.3K | 0.4% | ▼−2.3% Reduced · −175 sh | |
| 30 | Tesla Inc COM | $849K | 2.0K | 0.4% | ▲+6.5% Added · +124 sh | |
| 31 | Donaldson Inc COM | $837K | 9.3K | 0.4% | ▲+1.4% Added · +133 sh | |
| 32 | Toro Co COM | $835K | 8.6K | 0.4% | ▼−1.1% Reduced · −100 sh | |
| 33 | Dominos Pizza Inc COM | $805K | 2.7K | 0.4% | ▲+74% Added · +1K sh | |
| 34 | Bristol-Myers Squibb Co COM | $798K | 13.9K | 0.4% | ▲+0.6% Added · +85 sh | |
| 35 | Intuit COM | $782K | 3.0K | 0.4% | ▲New New position | |
| 36 | Tennant Co COM | $779K | 8.9K | 0.4% | ▲+3.6% Added · +310 sh | |
| 37 | Carlisle Cos Inc COM | $759K | 2.1K | 0.3% | ▲+3.5% Added · +70 sh | |
| 38 | Nvidia Corporation COM | $752K | 3.8K | 0.3% | ▲+37% Added · +1K sh | |
| 39 | Altria Group Inc COM | $739K | 10.3K | 0.3% | ▼−3.3% Reduced · −350 sh | |
| 40 | US Bancorp COM NEW | $730K | 12.1K | 0.3% | ▼−1.5% Reduced · −190 sh | |
| 41 | Del Monte Corp ORD | $728K | 26.1K | 0.3% | ▼−0.3% Reduced · −74 sh | |
| 42 | Comcast Corp New CL A | $692K | 28.2K | 0.3% | ▲+108% Added · +15K sh | |
| 43 | Marsh & McLennan Cos Inc COM | $644K | 3.9K | 0.3% | ▲+4.9% Added · +180 sh | |
| 44 | Oracle Corp COM | $633K | 4.3K | 0.3% | —Held | |
| 45 | Packaging Corp Amer COM | $598K | 2.5K | 0.3% | ▼−1.9% Reduced · −48 sh | |
| 46 | Walmart Inc COM | $577K | 5.1K | 0.3% | ▲+1.4% Added · +72 sh | |
| 47 | SS&C Tech Hldgs COM | $576K | 9.3K | 0.3% | ▲+8.0% Added · +685 sh | |
| 48 | Travelers Companies Inc COM | $573K | 1.7K | 0.3% | —Held | |
| 49 | Primerica Inc COM | $568K | 2.0K | 0.3% | —Held | |
| 50 | Exxon Mobil Corp COM | $557K | 4.1K | 0.3% | ▲+34% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 78 | $221.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 70 | $188.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 69 | $187.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 74 | $186.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 73 | $173.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 71 | $160.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 74 | $162.7M | 13F-HR |
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.