Conservest Capital Advisors, Inc.

CIK 0001705716 · WYNNEWOOD, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Conservest Capital Advisors, Inc. reported 132 positions worth $1.26B as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPY (14.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.26B
2026 Q2
Positions
132
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.1%
Est. Net Flow (Q)
2026 Q2
10 / 132 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$176.5M14.04%236,351
2XLKSELECT SECTOR SPDR TRSH$166.2M13.22%872,595
3MDYSTATE STR SPDR S&P MIDCAP 40SH$146.6M11.66%208,394
4JIREJ P MORGAN EXCHANGE TRADED FSH$75.5M6.01%915,678
5XLVSELECT SECTOR SPDR TRSH$74.3M5.91%468,151
6DGROISHARES TRSH$60.4M4.80%796,303
7IWBISHARES TRSH$50.1M3.99%122,456
8XLPSELECT SECTOR SPDR TRSH$37.4M2.98%450,415
9QQQINVESCO QQQ TRSH$35.4M2.82%48,088
10CGWINVESCO EXCH TRADED FD TR IISH$33.5M2.67%510,148

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Conservest Capital Advisors, Inc. hold as of Q2 2026?

Conservest Capital Advisors, Inc. reported 132 positions worth $1.26B in its Q2 2026 13F filing. Largest positions: SPY (14.0%), XLK (13.2%), MDY (11.7%), JIRE (6.0%) and XLV (5.9%).

What did Conservest Capital Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Conservest Capital Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.