Conservest Capital Advisors, Inc.
•CIK: 1705716•Filing: Q4 2025
**Conservest Capital Advisors, Inc.** manages $1.1B across a diversified portfolio of 131 positions. The fund exhibits a notable overweighting toward technology and consumer sectors, highlighted by top holdings in SPY ($164.5M) and XLK ($132.7M). Further concentration is evident in MDY ($129.3M) and XLV ($73.9M), suggesting a focus on growth and defensive value plays. This allocation structure points to a systematic, sector-tilted approach within the current market cycle.
Total AUM
$1.1B
QoQ Performance
+2.6%
Positions
75
Top 10 Concentration
70.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
XLK
MDY
XLV
JIRE
SPY14.8%
XLK12.0%
MDY11.7%
XLV6.7%
JIRE5.9%
IWB4.5%
XLP4.4%
DGRO4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.0%
ETF14.9%
Technology1.1%
Consumer0.3%
Energy0.3%
Communication0.1%
Healthcare0.1%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑55 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022