Sylvest Advisors, LLC

All 13F Filings

Location
Dallas, TX
Most recent 13F
Q2 2026
Holdings value ($000)
221,832
Description
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Website
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Founded
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Chairman
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CEO
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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 78 221,832 13F-HR Sylvest Advisors, LLC
Q1 2026 4/22/2026 70 188,049 13F-HR Sylvest Advisors, LLC
Q4 2025 1/20/2026 69 187,454 13F-HR Sylvest Advisors, LLC
Q3 2025 10/31/2025 74 186,179 13F-HR Sylvest Advisors, LLC
Q2 2025 7/16/2025 73 173,598 13F-HR Sylvest Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 79.14 K 35.7% 5.561 K 0 5.561 K
ETFs 142.7 K 64.3% 28.22 K 0 28.22 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
221,832
Holdings
78
QoQ value change ($000)
33,783 (18.0%)
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.