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
$465B
$86.1 Billion 2.87% of portfolio
461,669
Q3 2025 Added 28.04%
$4.3T
$78.6 Billion 2.62% of portfolio
308,838
Q3 2025 Added 49.28%
$11.5B
$73.6 Billion 2.45% of portfolio
1,579,930
Q3 2025 Reduced 0.01%
$3.78T
$57.5 Billion 1.91% of portfolio
110,957
Q3 2025 Added 21.79%
$1.74T
$34.7 Billion 1.15% of portfolio
142,280
Q3 2025 Added 29.5%
$342B
$33.4 Billion 1.11% of portfolio
183,334
Q3 2025 Added 6.83%
$2.39T
$33.4 Billion 1.11% of portfolio
152,068
Q3 2025 Added 27.02%
$1.37T
$30 Billion 1.0% of portfolio
40,816
Q3 2025 Added 36.38%
$139B
$29.6 Billion 0.99% of portfolio
89,662
Q3 2025 Added 36.77%
$881B
$23.9 Billion 0.8% of portfolio
75,731
Q3 2025 Added 18.56%
$662B
$20.3 Billion 0.68% of portfolio
40,405
Q3 2025 Added 9.24%
$1.29T
$20.2 Billion 0.67% of portfolio
45,362
Q3 2025 Added 17.24%
$593B
$18.4 Billion 0.61% of portfolio
65,523
Q3 2025 Added 70.94%
-
$14.5 Billion 0.48% of portfolio
-
Q3 2025 Added 5.03%
$279B
$13.8 Billion 0.46% of portfolio
133,519
Q3 2025 Added 28.11%
$1.65T
$13.1 Billion 0.44% of portfolio
54,017
Q3 2025 Added 17.84%
$174B
$11.8 Billion 0.39% of portfolio
79,431
Q3 2025 Added 111.31%
$512B
$10.9 Billion 0.36% of portfolio
19,130
Q3 2025 Added 33.2%
$533B
$10.3 Billion 0.34% of portfolio
30,290
Q3 2025 Added 8.43%
$404B
$9.97 Billion 0.33% of portfolio
10,776
Q3 2025 Added 155.29%
$971B
$9.34 Billion 0.31% of portfolio
12,238
Q3 2025 Reduced 29.14%
$224B
$8.63 Billion 0.29% of portfolio
28,384
Q3 2025 Added 15.59%
$21.3B
$8.53 Billion 0.28% of portfolio
44,834
Q3 2025 Added 58.6%
$258B
$8.41 Billion 0.28% of portfolio
50,271
Q3 2025 Added 28.57%
$291B
$8.55 Billion 0.28% of portfolio
17,918
Q3 2025 Added 63.96%
-
$8.19 Billion 0.27% of portfolio
-
Q3 2025 Reduced 2.34%
$181B
$8.19 Billion 0.27% of portfolio
83,630
Q3 2025 Added 9.72%
$641M
$7.84 Billion 0.26% of portfolio
342,725
Q3 2025 Added 0.0%
$49.1B
$7.32 Billion 0.24% of portfolio
6,103
Q3 2025 Added 14.65%
$68.7B
$7.33 Billion 0.24% of portfolio
87,698
Q3 2025 Added 15.06%
$265B
$6.84 Billion 0.23% of portfolio
8,591
Q3 2025 Added 51.33%
$100B
$6.82 Billion 0.23% of portfolio
25,246
Q3 2025 Reduced 1.9%
$300B
$6.85 Billion 0.23% of portfolio
19,842
Q3 2025 Added 131.04%
$346B
$6.72 Billion 0.22% of portfolio
43,755
Q3 2025 Reduced 12.97%
$2.12B
$6.72 Billion 0.22% of portfolio
128,434
Q3 2025 Added 73.27%
$303B
$5.88 Billion 0.2% of portfolio
37,835
Q3 2025 Added 9.23%
$522B
$6.12 Billion 0.2% of portfolio
33,017
Q3 2025 Added 10.08%
$490B
$5.9 Billion 0.2% of portfolio
52,293
Q3 2025 Added 18.08%
$0
$5.61 Billion 0.19% of portfolio
50,252
Q3 2025 Added 141.31%
$115B
$5.81 Billion 0.19% of portfolio
11,853
Q3 2025 Added 3.35%
$169B
$5.61 Billion 0.19% of portfolio
6,093
Q3 2025 Added 43.16%
$266B
$5.67 Billion 0.19% of portfolio
20,079
Q3 2025 Added 11.08%
$61.4B
$5.66 Billion 0.19% of portfolio
27,779
Q3 2025 Added 11.51%
$187B
$5.51 Billion 0.18% of portfolio
33,095
Q3 2025 Added 42.57%
$388B
$5.49 Billion 0.18% of portfolio
33,935
Q3 2025 Added 58.46%
$52.5B
$5.18 Billion 0.17% of portfolio
301,596
Q3 2025 Added 6.43%
$367B
$5.09 Billion 0.17% of portfolio
12,572
Q3 2025 Added 17.09%
$61.6B
$5.07 Billion 0.17% of portfolio
178,988
Q3 2025 Added 0.81%
$86.4B
$4.68 Billion 0.16% of portfolio
13,316
Q3 2025 Added 28.94%

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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