Sylvest Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 78 separate positions held by the firm, managed by Chief Compliance Officer Thomas Murphy, who is based in Dallas, Texas.
The portfolio is diversified across a mix of large-cap technology, consumer staples, and exchange-traded funds. The largest position by number of shares is the Vanguard Index Funds Morningstar Mid Cap ETF (ticker: VMMF), with 11,825,752 shares. The firm also holds significant positions in the Vanguard Index Funds Morningstar Total Stock Market ETF (VTSMX), with 4,606,051 shares, and the Vanguard Index Funds Morningstar Large Cap ETF (VEXAX), with 249,888 shares.
Among individual equities, Microsoft Corporation is the top holding with 10,961,851 shares. Other notable stock positions include NVIDIA Corporation (855,211 shares), Apple Inc. (5,823,294 shares), and Alphabet Inc. Class A (1,068,405 shares). The filing also lists positions in companies such as Amazon.com Inc., Visa Inc., and Berkshire Hathaway Inc.
The report indicates that all positions are held in a sole capacity, with no shared voting or investment power noted for the majority of the securities listed.
