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
-
$1.04 Billion 0.03% of portfolio
-
Q3 2025 Added 7.86%
-
$464 Million 0.02% of portfolio
-
Q3 2025 Reduced 1.11%
-
$479 Million 0.02% of portfolio
-
Q3 2025 Reduced 3.6%
$112B
$520 Million 0.02% of portfolio
15,082
Q3 2025 New
$54.5B
$723 Million 0.02% of portfolio
3,863
Q3 2025 Reduced 6.62%
-
$553 Million 0.02% of portfolio
-
Q3 2025 Added 0.24%
$26.6B
$452 Million 0.02% of portfolio
3,359
Q3 2025 Added 21.97%
$94.5B
$592 Million 0.02% of portfolio
1,737
Q3 2025 Added 17.29%
$36B
$565 Million 0.02% of portfolio
5,621
Q3 2025 Added 18.39%
$65.2B
$559 Million 0.02% of portfolio
1,324
Q3 2025 New
$29.5B
$651 Million 0.02% of portfolio
1,003
Q3 2025 Added 3.83%
$25.7B
$592 Million 0.02% of portfolio
4,016
Q3 2025 Added 16.1%
$65.7B
$509 Million 0.02% of portfolio
6,373
Q3 2025 Added 22.02%
-
$663 Million 0.02% of portfolio
-
Q3 2025 New
$132B
$555 Million 0.02% of portfolio
2,248
Q3 2025 Reduced 60.06%
$37.9B
$604 Million 0.02% of portfolio
7,330
Q1 2025 New
$45.2B
$615 Million 0.02% of portfolio
10,307
Q3 2025 Added 104.46%
$55.9B
$479 Million 0.02% of portfolio
502
Q3 2025 New
$12.2B
$456 Million 0.02% of portfolio
2,275
Q3 2025 New
$64.5B
$480 Million 0.02% of portfolio
1,484
Q3 2025 Added 23.15%
$113B
$636 Million 0.02% of portfolio
6,722
Q3 2025 Added 47.77%
$44.1B
$648 Million 0.02% of portfolio
8,037
Q3 2025 Added 13.95%
$1.54B
$459 Million 0.02% of portfolio
10,600
Q3 2025 Added 0.07%
$19.3B
$748 Million 0.02% of portfolio
11,935
Q3 2025 New
$67.3B
$467 Million 0.02% of portfolio
1,671
Q3 2025 Added 38.1%
$91.4B
$674 Million 0.02% of portfolio
4,342
Q3 2025 Added 27.52%
$59.1B
$541 Million 0.02% of portfolio
6,889
Q3 2025 Added 13.01%
-
$719 Million 0.02% of portfolio
-
Q3 2025 Added 1.84%
$118B
$735 Million 0.02% of portfolio
2,993
Q3 2025 Added 12.6%
$30.4B
$604 Million 0.02% of portfolio
7,315
Q3 2025 Added 24.05%
$7.49B
$682 Million 0.02% of portfolio
1,715
Q3 2025 New
$62.3B
$591 Million 0.02% of portfolio
5,255
Q3 2025 Added 72.41%
$14.5B
$506 Million 0.02% of portfolio
1,697
Q3 2025 Reduced 2.86%
$39.2B
$510 Million 0.02% of portfolio
5,285
Q3 2025 New
$16.9B
$519 Million 0.02% of portfolio
7,706
Q3 2025 Added 55.55%
$34.7B
$685 Million 0.02% of portfolio
4,829
Q3 2025 Added 8.01%
$15B
$546 Million 0.02% of portfolio
13,887
Q3 2025 Added 7.53%
$23.2B
$620 Million 0.02% of portfolio
1,440
Q3 2025 Added 169.66%
$18.4B
$540 Million 0.02% of portfolio
1,050
Q3 2025 New
$50.4B
$506 Million 0.02% of portfolio
8,275
Q3 2025 New
$25.7B
$519 Million 0.02% of portfolio
3,113
Q3 2025 Reduced 0.61%
$76.2B
$563 Million 0.02% of portfolio
9,016
Q3 2025 Added 29.0%
$87.8B
$645 Million 0.02% of portfolio
1,353
Q3 2025 Added 23.34%
$136B
$557 Million 0.02% of portfolio
1,307
Q3 2025 Added 34.47%
$10.2B
$597 Million 0.02% of portfolio
31,174
Q3 2025 Added 11.33%
$16.4B
$627 Million 0.02% of portfolio
9,365
Q3 2025 Added 0.48%
$405B
$602 Million 0.02% of portfolio
622
Q3 2025 Added 110.14%
$53.3B
$470 Million 0.02% of portfolio
1,991
Q3 2025 New
$29.4B
$510 Million 0.02% of portfolio
20,780
Q3 2025 Added 19.08%

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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