Sylvest Advisors, LLC Portfolio Holdings

Sylvest Advisors, LLC

  • $186 Billion
  • Q3 2025

Sylvest Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $21B, Schwab Strategic Tr Intl Eqty with a value of $20.2B, Ishares Russell 1000 Gr ETF with a value of $19.2B, Vanguard Mid Cap ETF with a value of $16.3B, and Pacer Fds Tr Us Cash Cows 100 with a value of $15.4B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $174B to 186B.

Sylvest Advisors, LLC is based out at Dallas, TX

Below you can find more details about Sylvest Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Billion
ETFs: $125 Billion
Technology: $19.1 Billion
Financial Services: $6.15 Billion
Healthcare: $6.01 Billion
Industrials: $4.65 Billion
Consumer Defensive: $4.12 Billion
Basic Materials: $2.48 Billion
Consumer Cyclical: $2.44 Billion
Other: $3.42 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.99B
$775 Million 0.42% of portfolio
22,358
Q3 2025 Added 6.51%
$8.24B
$728 Million 0.39% of portfolio
17,382
Q3 2025 Reduced 2.9%
$7.32B
$663 Million 0.36% of portfolio
8,699
Q3 2025 Reduced 0.8%
$9.51B
$555 Million 0.3% of portfolio
2,000
Q4 2024 New
$8.36B
$559 Million 0.3% of portfolio
30,538
Q3 2025 Reduced 1.66%
$7.17B
$490 Million 0.26% of portfolio
11,005
Q3 2025 Reduced 9.04%
$9.48B
$462 Million 0.25% of portfolio
5,632
Q3 2025 Added 16.77%
$4.44B
$349 Million 0.19% of portfolio
10,384
Q2 2025 Reduced 8.78%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $186 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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