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