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
$1.87B
$1.55 Billion 0.05% of portfolio
4,799
Q3 2025 Reduced 29.27%
$6.15B
$1.36 Billion 0.05% of portfolio
23,865
Q3 2025 New
$59.5B
$1.35 Billion 0.05% of portfolio
29,560
Q3 2025 Added 13.69%
$0
$1.06 Billion 0.04% of portfolio
35,700
Q3 2025 New
$51.8B
$1.09 Billion 0.04% of portfolio
4,787
Q3 2025 Reduced 14.7%
$107B
$1.17 Billion 0.04% of portfolio
1,538
Q3 2025 Added 5.05%
$45.6B
$1.15 Billion 0.04% of portfolio
25,581
Q3 2025 Reduced 0.13%
$8.3B
$1.31 Billion 0.04% of portfolio
4,100
Q3 2025 New
$29.5B
$1.31 Billion 0.04% of portfolio
20,376
Q3 2025 Reduced 5.88%
$37.2B
$1.13 Billion 0.04% of portfolio
1,792
Q3 2025 Added 3.94%
$99.7B
$1.15 Billion 0.04% of portfolio
5,943
Q3 2025 Added 10.86%
$0
$1.25 Billion 0.04% of portfolio
143,910
Q3 2025 New
$98.6B
$1.17 Billion 0.04% of portfolio
12,326
Q3 2025 Added 175.63%
$10.1B
$1.1 Billion 0.04% of portfolio
3,188
Q3 2025 Added 6.16%
$306B
$1.13 Billion 0.04% of portfolio
17,079
Q3 2025 Reduced 3.85%
$152B
$1.13 Billion 0.04% of portfolio
4,573
Q3 2025 Reduced 37.29%
$51.1B
$1.33 Billion 0.04% of portfolio
14,767
Q3 2025 Added 36.37%
$96.4B
$1.28 Billion 0.04% of portfolio
10,354
Q3 2025 Added 220.66%
$79.5B
$1.14 Billion 0.04% of portfolio
8,849
Q3 2025 Reduced 9.27%
$183B
$1.08 Billion 0.04% of portfolio
3,811
Q3 2025 Added 20.83%
$57.4B
$1.21 Billion 0.04% of portfolio
1,891
Q3 2025 New
$49.5B
$1.24 Billion 0.04% of portfolio
7,330
Q3 2025 New
$40.2B
$1.33 Billion 0.04% of portfolio
6,227
Q3 2025 New
$5.53B
$1.21 Billion 0.04% of portfolio
98,854
Q3 2025 Added 0.02%
$23.2B
$1.2 Billion 0.04% of portfolio
24,416
Q3 2025 New
$6.39B
$1.14 Billion 0.04% of portfolio
19,140
Q3 2025 Added 8.01%
$96.9B
$802 Million 0.03% of portfolio
1,901
Q3 2025 Added 1.39%
$18.5B
$781 Million 0.03% of portfolio
11,571
Q3 2025 Reduced 13.66%
$92.7B
$881 Million 0.03% of portfolio
3,384
Q3 2025 Added 69.12%
$190B
$900 Million 0.03% of portfolio
8,871
Q3 2025 Added 51.46%
$111B
$997 Million 0.03% of portfolio
2,546
Q3 2025 Reduced 16.82%
$143B
$930 Million 0.03% of portfolio
27,729
Q3 2025 Added 203.28%
$182B
$801 Million 0.03% of portfolio
1,173
Q3 2025 Reduced 49.66%
-
$820 Million 0.03% of portfolio
-
Q3 2025 Reduced 2.28%
$38.1B
$873 Million 0.03% of portfolio
11,712
Q3 2025 Reduced 32.71%
$104B
$950 Million 0.03% of portfolio
3,236
Q3 2025 Added 3.09%
$99.5B
$949 Million 0.03% of portfolio
21,035
Q3 2025 Added 370.16%
$54.4B
$827 Million 0.03% of portfolio
2,670
Q3 2025 Reduced 11.82%
$269B
$965 Million 0.03% of portfolio
4,029
Q3 2025 Added 15.28%
$3.24B
$882 Million 0.03% of portfolio
15,344
Q3 2025 Reduced 0.31%
$56.3B
$918 Million 0.03% of portfolio
57,353
Q3 2025 New
$66.3B
$760 Million 0.03% of portfolio
3,311
Q3 2025 Added 13.78%
$177B
$837 Million 0.03% of portfolio
4,555
Q3 2025 Added 17.46%
$79.2B
$924 Million 0.03% of portfolio
13,253
Q3 2025 Added 262.4%
$69.1B
$992 Million 0.03% of portfolio
11,765
Q3 2025 New
$453B
$754 Million 0.03% of portfolio
1
Q1 2025 New
$98.1B
$764 Million 0.03% of portfolio
4,473
Q3 2025 New
$42.4B
$768 Million 0.03% of portfolio
5,055
Q3 2025 New
$59.8B
$755 Million 0.03% of portfolio
4,022
Q3 2025 New

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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