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Patrick Chism

Conservest Capital Advisors, Inc.

Assets Managed
$1.103B
Holdings
127
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-0.5%(2Q avg: 1.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Conservest Capital Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 127 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.103B in assets, with a quarterly growth rate of -0.5% and a 2-quarter average growth rate of 1.04%. The portfolio is managed by Patrick Chism, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.57%
14.14%
$155.955M
239,799 shares@ $650.36 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -1.21%
11.84%
$130.575M
211,706 shares@ $616.78 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -1.66%
10.92%
$120.424M
906,122 shares@ $132.91 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Increased 4.56%
6.3%
$69.44M
916,819 shares@ $75.74 avg price
XLV
Health Care Select Sector
Recent Activity
Decreased -1.19%
6.27%
$69.132M
471,537 shares@ $146.62 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 16.26%
5.05%
$55.681M
793,408 shares@ $70.18 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -3.38%
4.21%
$46.409M
130,159 shares@ $356.56 avg price
XLP
Consumer Staples Spdr
Recent Activity
Decreased -24.26%
3.54%
$38.948M
475,085 shares@ $81.99 avg price
CGW
Invesco S&p Global Water Ind
Recent Activity
Decreased -1.77%
2.89%
$31.853M
498,177 shares@ $63.94 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -13.94%
2.66%
$29.332M
198,052 shares@ $148.11 avg price

1-10 of 127