13F Filings History of Conservest Capital Advisors, Inc.

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$1,108,686,384
Signature - Title
Patrick Chism - Chief Compliance Officer
Location
Wynnewood, PA
Summary
This page shows a list of all the recent 13F filings made by Conservest Capital Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Conservest Capital Advisors, Inc. reported 131 stock holdings with total value $1,108,686,384 as of Q4 2025. Top holdings included SPY, XLK, MDY, XLV, and JIRE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 131 $1,108,686,384 +$86,558,597 -$15,358,390 +$71,200,207 SPY, XLK, MDY, XLV, JIRE 13F-HR 12 Feb 2026, 16:49
Q3 2025 126 $1,080,831,153 +$11,939,708 -$5,910,180 +$6,029,528 SPY, XLK, MDY, XLV, JIRE 13F-HR 17 Nov 2025, 10:30
Q2 2025 122 $1,012,577,126 +$26,958,670 -$38,976,560 -$12,017,890 SPY, MDY, XLK, XLV, JIRE 13F-HR 31 Jul 2025, 16:19
Q1 2025 110 $952,038,052 +$72,234,211 -$63,464,320 +$8,769,891 SPY, MDY, XLK, XLV, JIRE 13F-HR 05 May 2025, 12:35
Q4 2024 109 $967,985,478 +$9,801,491 -$63,005,196 -$53,203,705 SPY, MDY, XLK, XLV, XLP 13F-HR 05 Feb 2025, 13:27
Q3 2024 109 $974,017,496 +$48,435,029 -$12,523 +$48,422,506 SPY, MDY, XLK, XLV, XLP 13F-HR 29 Oct 2024, 16:53
Q2 2024 110 $925,370,442 $0 -$53,116,095 -$53,116,095 MDY, SPY, XLK, XLV, XLP 13F-HR 08 Aug 2024, 11:53
Q1 2024 111 $980,238,858 +$25,650,944 -$49,032,783 -$23,381,839 SPY, MDY, XLK, XLV, XLP 13F-HR 02 May 2024, 14:13
Q4 2023 110 $940,468,347 +$34,503,902 -$12,496,865 +$22,007,037 MDY, SPY, XLK, XLV, XLP 13F-HR 05 Feb 2024, 12:57
Q3 2023 103 $828,632,168 +$7,640,879 -$3,185,645 +$4,455,234 MDY, SPY, XLK, XLV, XLP 13F-HR 07 Nov 2023, 11:48
Q2 2023 102 $863,660,704 +$24,600,197 -$42,302,080 -$17,701,883 MDY, SPY, XLK, XLV, XLP 13F-HR 27 Jul 2023, 08:48
Q1 2023 101 $838,718,465 +$23,620,748 -$13,055,937 +$10,564,811 MDY, SPY, XLK, XLV, XLP 13F-HR 15 May 2023, 10:00
Q4 2022 91 $787,926,553 +$787,665,833 -$710,281,000 +$77,384,833 MDY, SPY, XLV, XLK, XLP 13F-HR 19 Jan 2023, 16:21
Q3 2022 89 $710,564,000 +$710,549,922 -$803,084,000 -$92,534,078 MDY, SPY, XLK, XLV, XLP 13F-HR 13 Oct 2022, 15:48
Q2 2022 91 $803,404,000 +$48,555,934 -$27,476,157 +$21,079,777 MDY, SPY, XLK, XLV, VCSH 13F-HR 13 Jul 2022, 10:10
Q1 2022 88 $902,690,000 +$35,799,792 -$12,860,260 +$22,939,532 MDY, SPY, XLK, XLV, VCSH 13F-HR 12 Apr 2022, 16:34
Q4 2021 91 $933,474,000 +$21,260,003 -$36,112,867 -$14,852,864 MDY, SPY, XLK, XLV, CWB 13F-HR 18 Jan 2022, 12:45
Q3 2021 81 $887,431,000 +$29,834,672 -$22,743,513 +$7,091,159 MDY, SPY, XLK, XLV, CWB 13F-HR 13 Oct 2021, 13:58
Q2 2021 81 $885,733,000 +$62,974,844 -$96,487,782 -$33,512,938 MDY, SPY, XLK, XLV, CWB 13F-HR 29 Jul 2021, 15:39
Q1 2021 77 $870,779,000 +$35,596,498 -$36,090,943 -$494,445 MDY, SPY, XLK, CWB, AGG 13F-HR 22 Apr 2021, 10:36
Q4 2020 76 $833,929,000 +$24,155,620 -$24,365,792 -$210,172 MDY, SPY, XLK, CWB, AGG 13F-HR 13 Jan 2021, 11:24
Q3 2020 75 $743,308,000 +$13,515,809 -$14,118,247 -$602,438 SPY, MDY, XLK, CWB, AGG 13F-HR 09 Oct 2020, 10:12
Q2 2020 70 $698,965,000 +$4,687,206 -$13,414,431 -$8,727,225 SPY, MDY, AGG, XLK, CWB 13F-HR 14 Jul 2020, 11:44
Q1 2020 69 $603,808,000 +$75,241,762 -$104,779,029 -$29,537,267 SPY, MDY, AGG, XLK, CWB 13F-HR 13 Apr 2020, 11:10
Q4 2019 78 $765,542,000 +$51,597,378 -$15,871,985 +$35,725,393 MDY, CWB, XLV, XLK, NEAR 13F-HR 27 Jan 2020, 16:21
Q3 2019 78 $689,630,000 +$47,678,935 -$42,288,192 +$5,390,743 MDY, CWB, XLV, XLK, IEFA 13F-HR 21 Oct 2019, 10:39
Q2 2019 79 $681,522,000 +$7,092,259 -$7,046,901 +$45,358 MDY, XLK, CWB, XLV, IEFA 13F-HR 10 Jul 2019, 16:50
Q1 2019 81 $666,642,000 +$24,164,689 -$31,507,169 -$7,342,480 MDY, XLK, XLV, CWB, IEFA 13F-HR 08 Apr 2019, 15:20
Q4 2018 80 $606,701,000 +$42,482,661 -$31,022,174 +$11,460,487 MDY, CWB, XLV, XLK, IEFA 13F-HR 10 Jan 2019, 17:02
Q3 2018 84 $682,446,000 +$17,150,916 -$4,296,369 +$12,854,547 MDY, XLK, XLV, IEFA, CWB 13F-HR 05 Oct 2018, 12:33
Q2 2018 83 $645,172,000 +$214,382,152 -$40,707,424 +$173,674,728 MDY, XLK, IEFA, CWB, XLV 13F-HR 09 Jul 2018, 17:28
Q1 2018 76 $459,074,000 +$2,655,717 -$36,268,376 -$33,612,659 MDY, XLK, XLV, XLP, SPY 13F-HR 09 Apr 2018, 16:53
Q4 2017 82 $502,970,000 +$11,530,313 -$165,235,213 -$153,704,900 MDY, XLV, XLK, XLP, SPY 13F-HR 10 Jan 2018, 13:57
Q3 2017 103 $631,207,000 +$162,176,612 -$21,033,518 +$141,143,094 MDY, XLV, XLK, CWB, XLP 13F-HR 12 Oct 2017, 16:19
Q2 2017 82 $471,016,000 +$4,473,829 -$14,788,322 -$10,314,493 MDY, XLV, XLK, XLB, XLP 13F-HR 06 Jul 2017, 16:59
Q1 2017 84 $471,463,000 $0 $0 $0 MDY, XLK, XLV, XLP, XLB 13F-HR 09 May 2017, 10:38