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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$646 Million 0.02% of portfolio
12,741
Q2 2025 Added 0.35%
$91.4B
$674 Million 0.02% of portfolio
4,342
Q3 2025 Added 27.52%
$0
$467 Million 0.02% of portfolio
21,668
Q3 2025 Added 11.24%
$59.1B
$541 Million 0.02% of portfolio
6,889
Q3 2025 Added 13.01%
$0
$702 Million 0.02% of portfolio
24,433
Q3 2025 Reduced 23.51%
-
$719 Million 0.02% of portfolio
-
Q3 2025 Added 1.84%
$0
$613 Million 0.02% of portfolio
26,975
Q3 2025 Added 17.89%
$118B
$735 Million 0.02% of portfolio
2,993
Q3 2025 Added 12.6%
Labcorp Holdings Inc
-
$675 Million 0.02% of portfolio
-
Q3 2025 New
$0
$470 Million 0.02% of portfolio
5,550
Q3 2025 New
$0
$458 Million 0.02% of portfolio
5,395
Q1 2025 New
Listed Fds Tr
-
$480 Million 0.02% of portfolio
-
Q3 2025 New
$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%
$0
$632 Million 0.02% of portfolio
14,150
Q3 2025 Added 27.39%
$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%
$0
$647 Million 0.02% of portfolio
25,452
Q3 2025 Reduced 4.93%
$0
$736 Million 0.02% of portfolio
20,742
Q3 2025 Added 1.47%
$0
$656 Million 0.02% of portfolio
56,527
Q3 2025 Added 260.85%
$0
$607 Million 0.02% of portfolio
23,997
Q3 2025 Added 0.04%
$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%
Vitesse Energy Inc
-
$484 Million 0.02% of portfolio
-
Q3 2025 New
$0
$495 Million 0.02% of portfolio
22,440
Q3 2025 Added 10.34%
$0
$558 Million 0.02% of portfolio
4,717
Q3 2025 Added 56.09%
$23.2B
$620 Million 0.02% of portfolio
1,440
Q3 2025 Added 169.66%
$0
$689 Million 0.02% of portfolio
29,455
Q3 2025 Added 2.76%
Arm Holdings PLC
-
$607 Million 0.02% of portfolio
-
Q3 2025 New
$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
$0
$688 Million 0.02% of portfolio
1,155
Q3 2025 New
$25.7B
$519 Million 0.02% of portfolio
3,113
Q3 2025 Reduced 0.61%
$0
$683 Million 0.02% of portfolio
9,759
Q3 2025 Added 67.74%
$0
$488 Million 0.02% of portfolio
5,342
Q3 2025 Added 8.4%
$76.2B
$563 Million 0.02% of portfolio
9,016
Q3 2025 Added 29.0%
Invesco Exch Trd Slf Idx Fd
-
$741 Million 0.02% of portfolio
-
Q3 2025 Reduced 6.0%
$87.8B
$645 Million 0.02% of portfolio
1,353
Q3 2025 Added 23.34%
$0
$533 Million 0.02% of portfolio
7,436
Q3 2025 Added 77.94%
$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%
$0
$469 Million 0.02% of portfolio
20,332
Q3 2025 Reduced 7.8%

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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