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Patrick Chism

Conservest Capital Advisors, Inc.

Assets Managed
$1.257B
Holdings
132
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
13.97%(2Q avg: 6.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Conservest Capital Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of Conservest Capital Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.257B in assets, with a quarterly growth rate of 13.97% and a 2-quarter average growth rate of 6.74%. The portfolio is managed by Patrick Chism, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.43%
14.04%
$176.504M
236,351 shares@ $746.79 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -3.7%
13.23%
$166.247M
872,595 shares@ $190.53 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -1.56%
11.66%
$146.575M
208,394 shares@ $703.36 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Decreased -0.12%
6.01%
$75.534M
915,678 shares@ $82.49 avg price
XLV
Health Care Select Sector
Recent Activity
Decreased -0.71%
5.91%
$74.277M
468,151 shares@ $158.67 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 0.37%
4.81%
$60.352M
796,303 shares@ $75.8 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -5.91%
3.99%
$50.146M
122,456 shares@ $409.51 avg price
XLP
Consumer Staples Spdr
Recent Activity
Decreased -5.19%
2.98%
$37.416M
450,415 shares@ $83.08 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.53%
2.82%
$35.412M
48,088 shares@ $736.41 avg price
CGW
Invesco S&p Global Water Ind
Recent Activity
Increased 2.41%
2.67%
$33.532M
510,148 shares@ $65.73 avg price

1-10 of 132