Conservest Capital Advisors, Inc.
All 13F Filings
- Location
- Wynnewood, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,257,161
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 132 | 1,257,161 | 13F-HR | Conservest Capital Advisors, Inc. |
| Q1 2026 | 5/4/2026 | 127 | 1,103,128 | 13F-HR | Conservest Capital Advisors, Inc. |
| Q4 2025 | 2/12/2026 | 131 | 1,108,686 | 13F-HR | Conservest Capital Advisors, Inc. |
| Q3 2025 | 11/17/2025 | 126 | 1,080,831 | 13F-HR | Conservest Capital Advisors, Inc. |
| Q2 2025 | 7/31/2025 | 122 | 1,012,577 | 13F-HR | Conservest Capital Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.29 K | 2.9% | 4.899 K | 0 | 4.899 K |
| ETFs | 1.221 M | 97.1% | 149.1 K | 0 | 149.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
1,257,161
Holdings
132
QoQ value change ($000)
154,033
(14.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.