Sylvest Advisors, LLC
โขCIK: 2044121โขFiling: Q4 2025
**Sylvest Advisors, LLC** manages $187M across a diversified portfolio of 69 positions. The fund exhibits significant allocations to broad market and sector-specific ETFs, notably holding IWD at $24.7M and SCHF at $20.7M. Key technology and index exposure is evident through substantial positions in IWF ($19.6M), VO ($16.4M), and MSFT ($8.9M). This structure suggests a tactical, factor-aware approach emphasizing core market breadth alongside select high-conviction names.
Total AUM
$187.5M
QoQ Performance
+0.7%
Positions
60
Top 10 Concentration
73.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IWD
SCHF
IWF
VO
COWZ
IJR
COWG
IWD13.2%
SCHF11.0%
IWF10.5%
VO8.8%
COWZ7.0%
IJR6.0%
COWG5.7%
MSFT4.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other84.6%
Technology9.0%
Healthcare2.6%
Consumer1.4%
Financial1.2%
Industrial0.3%
Energy0.3%
Consumer Staples0.3%
๐ช Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW1 new position
โ31 increased
โ28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024