All Gen Financial Advisors, Inc. Portfolio Holdings

All Gen Financial Advisors, Inc.

  • $407 Billion
  • Q3 2025

All Gen Financial Advisors, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $407 Billion distributed in 42 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 $87.5B, Vanguard Bd Index Fd Inc Total with a value of $75.8B, Vanguard Ftse All World Ex Us with a value of $35.5B, Ishares Gold Trust with a value of $26.6B, and Invesco Exchange Traded Fd Tr with a value of $25B.

Examining the 13F form we can see an increase of $34.7B in the current position value, from $372B to 407B.

All Gen Financial Advisors, Inc. is based out at Orlando, FL

Below you can find more details about All Gen Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $407 Billion
ETFs: $390 Billion
Technology: $6.28 Billion
Financial Services: $2.68 Billion
Industrials: $2.6 Billion
Consumer Defensive: $1.75 Billion
Consumer Cyclical: $1.44 Billion
Communication Services: $527 Million
Energy: $442 Million
Other: $684 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $407 Billion
  • Prior Value $372 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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