Vest Gen Advisors, LLC Portfolio Holdings

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

Vest Gen Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3 Trillion distributed in 694 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $170B, Spdr S&P 500 ETF Trust with a value of $119B, Invesco Qqq Trust, Series 1 with a value of $108B, Nvidia Corp with a value of $86.1B, and Apple Inc. with a value of $78.6B.

Examining the 13F form we can see an increase of $493B in the current position value, from $2.51T to 3T.

Vest Gen Advisors, LLC is based out at Inverness, IL

Below you can find more details about Vest Gen Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3 Trillion
Technology: $425 Billion
ETFs: $176 Billion
Financial Services: $142 Billion
Consumer Cyclical: $122 Billion
Communication Services: $111 Billion
Industrials: $91.9 Billion
Real Estate: $82.2 Billion
Healthcare: $69.5 Billion
Other: $103 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$268B
$2.18 Billion 0.07% of portfolio
13,052
Q3 2025 Added 544.23%
$204B
$2.1 Billion 0.07% of portfolio
14,964
Q3 2025 Added 21.66%
$121B
$2.05 Billion 0.07% of portfolio
2,653
Q3 2025 Added 118.17%
$172B
$1.98 Billion 0.07% of portfolio
44,963
Q3 2025 Added 14.76%
$237B
$2.13 Billion 0.07% of portfolio
13,121
Q2 2025 Added 9.16%
$140B
$1.98 Billion 0.07% of portfolio
7,890
Q3 2025 Added 13.84%
$159B
$2.02 Billion 0.07% of portfolio
4,156
Q3 2025 Added 17.47%
$57.9B
$1.77 Billion 0.06% of portfolio
8,238
Q3 2025 Added 166.52%
$197B
$1.73 Billion 0.06% of portfolio
8,457
Q3 2025 Added 86.9%
$55.9B
$1.88 Billion 0.06% of portfolio
96,326
Q3 2025 Added 739.0%
$18.6B
$1.81 Billion 0.06% of portfolio
13,885
Q3 2025 Reduced 17.88%
$72.7B
$1.85 Billion 0.06% of portfolio
9,428
Q3 2025 Added 277.72%
$191B
$1.66 Billion 0.06% of portfolio
308
Q3 2025 Added 36.28%
$72.7B
$1.83 Billion 0.06% of portfolio
1,386
Q3 2025 Added 26.0%
$160B
$1.77 Billion 0.06% of portfolio
8,944
Q3 2025 Added 49.12%
$128B
$1.82 Billion 0.06% of portfolio
19,157
Q3 2025 Added 492.55%
$37.6B
$1.7 Billion 0.06% of portfolio
25,252
Q3 2025 Added 14.92%
$270B
$1.78 Billion 0.06% of portfolio
11,190
Q3 2025 Reduced 5.71%
$132B
$1.89 Billion 0.06% of portfolio
8,982
Q3 2025 Added 17.77%
$156B
$1.86 Billion 0.06% of portfolio
16,750
Q3 2025 Added 797.64%
$141B
$1.65 Billion 0.06% of portfolio
64,833
Q3 2025 Added 68.84%
$2.32B
$1.87 Billion 0.06% of portfolio
97,288
Q3 2025 Added 0.11%
$57.4B
$1.7 Billion 0.06% of portfolio
43,446
Q3 2025 Added 21.7%
$167B
$1.45 Billion 0.05% of portfolio
15,225
Q3 2025 Added 6.23%
$79.6B
$1.46 Billion 0.05% of portfolio
11,833
Q3 2025 Added 84.17%
$42.8B
$1.37 Billion 0.05% of portfolio
4,559
Q3 2025 Reduced 10.08%
$46.8B
$1.56 Billion 0.05% of portfolio
1,639
Q3 2025 Added 3.8%
$43.2B
$1.65 Billion 0.05% of portfolio
1,789
Q3 2025 Reduced 13.11%
$72.3B
$1.59 Billion 0.05% of portfolio
14,218
Q3 2025 Added 13.98%
$317B
$1.6 Billion 0.05% of portfolio
19,108
Q3 2025 Reduced 2.59%
$0
$1.57 Billion 0.05% of portfolio
304,374
Q3 2025 New
$37.2B
$1.39 Billion 0.05% of portfolio
5,656
Q3 2025 Added 7.73%
$70.2B
$1.42 Billion 0.05% of portfolio
45,500
Q3 2025 New
$102B
$1.62 Billion 0.05% of portfolio
11,325
Q3 2025 Reduced 33.96%
$86.7B
$1.63 Billion 0.05% of portfolio
2,682
Q3 2025 Added 0.98%
$104B
$1.35 Billion 0.05% of portfolio
20,508
Q3 2025 Added 98.3%
$34.9B
$1.5 Billion 0.05% of portfolio
4,352
Q3 2025 New
$63.4B
$1.41 Billion 0.05% of portfolio
3,076
Q3 2025 Added 1.18%
$86.1B
$1.65 Billion 0.05% of portfolio
4,762
Q3 2025 Added 175.9%
$12B
$1.38 Billion 0.05% of portfolio
21,122
Q3 2025 Reduced 4.29%
$29.6B
$1.47 Billion 0.05% of portfolio
4,431
Q3 2025 Reduced 19.71%
$147B
$1.63 Billion 0.05% of portfolio
16,674
Q3 2025 Reduced 7.23%
$31.2B
$1.41 Billion 0.05% of portfolio
8,652
Q3 2025 New
$36.7B
$1.6 Billion 0.05% of portfolio
19,093
Q3 2025 Reduced 9.84%
$1.93B
$1.55 Billion 0.05% of portfolio
46,329
Q3 2025 Reduced 3.03%
$193B
$1.6 Billion 0.05% of portfolio
3,571
Q3 2025 Reduced 36.99%
$89.3B
$1.63 Billion 0.05% of portfolio
14,920
Q3 2025 Added 0.73%
$59.7B
$1.49 Billion 0.05% of portfolio
3,029
Q3 2025 Added 289.83%
$74.1B
$1.44 Billion 0.05% of portfolio
5,280
Q3 2025 Reduced 22.32%

Summary

  • Portfolio
  • No. of Stocks 694
  • Current Value $3 Trillion
  • Prior Value $2.51 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 144 stocks
  • Additional Purchases 371 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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