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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.07 Billion 0.04% of portfolio
39,376
Q3 2025 Reduced 7.54%
$0
$1.07 Billion 0.04% of portfolio
15,434
Q3 2025 Reduced 2.7%
$0
$1.06 Billion 0.04% of portfolio
2,624
Q1 2025 New
$0
$1.16 Billion 0.04% of portfolio
9,458
Q3 2025 Added 8.75%
$0
$1.07 Billion 0.04% of portfolio
13,211
Q3 2025 Added 9.81%
$0
$1.19 Billion 0.04% of portfolio
11,140
Q3 2025 New
$0
$1.11 Billion 0.04% of portfolio
17,755
Q3 2025 Added 51.04%
$0
$1.32 Billion 0.04% of portfolio
63,886
Q3 2025 Added 6.72%
$0
$1.09 Billion 0.04% of portfolio
42,301
Q3 2025 Added 49.47%
$0
$1.24 Billion 0.04% of portfolio
73,214
Q3 2025 Added 12.37%
$0
$1.06 Billion 0.04% of portfolio
16,126
Q3 2025 Added 17.58%
$0
$1.02 Billion 0.03% of portfolio
7,354
Q3 2025 Reduced 10.33%
$0
$779 Million 0.03% of portfolio
26,941
Q3 2025 Reduced 9.34%
$0
$972 Million 0.03% of portfolio
22,175
Q3 2025 Added 0.08%
$0
$752 Million 0.03% of portfolio
16,789
Q3 2025 Added 5.47%
$0
$917 Million 0.03% of portfolio
18,074
Q3 2025 Reduced 8.58%
$0
$784 Million 0.03% of portfolio
13,709
Q3 2025 Reduced 16.75%
$0
$967 Million 0.03% of portfolio
5,818
Q3 2025 Added 2.41%
$0
$804 Million 0.03% of portfolio
2,465
Q3 2025 New
$0
$843 Million 0.03% of portfolio
8,478
Q3 2025 Added 0.02%
$0
$953 Million 0.03% of portfolio
15,988
Q3 2025 Added 3.94%
$0
$797 Million 0.03% of portfolio
15,905
Q3 2025 New
$0
$857 Million 0.03% of portfolio
16,232
Q3 2025 Added 36.05%
$0
$1 Billion 0.03% of portfolio
17,452
Q3 2025 Added 57.85%
$0
$963 Million 0.03% of portfolio
5,444
Q3 2025 Added 1.8%
$0
$760 Million 0.03% of portfolio
14,238
Q3 2025 New
$0
$798 Million 0.03% of portfolio
6,936
Q3 2025 Reduced 70.33%
$0
$907 Million 0.03% of portfolio
9,050
Q3 2025 Reduced 0.44%
$0
$861 Million 0.03% of portfolio
10,253
Q3 2025 Added 2.0%
$0
$778 Million 0.03% of portfolio
7,411
Q3 2025 Reduced 55.89%
$0
$888 Million 0.03% of portfolio
1,914
Q3 2025 Reduced 10.6%
$0
$836 Million 0.03% of portfolio
34,078
Q3 2025 Added 0.4%
$0
$874 Million 0.03% of portfolio
52,385
Q3 2025 Added 3.64%
$0
$943 Million 0.03% of portfolio
35,208
Q3 2025 Added 17.31%
$0
$813 Million 0.03% of portfolio
38,687
Q3 2025 Reduced 5.65%
$0
$1.05 Billion 0.03% of portfolio
12,613
Q3 2025 Added 7.96%
$0
$1.03 Billion 0.03% of portfolio
7,311
Q3 2025 Reduced 3.17%
$0
$1.05 Billion 0.03% of portfolio
18,427
Q3 2025 New
$0
$700 Million 0.02% of portfolio
6,553
Q3 2025 Added 9.93%
$0
$722 Million 0.02% of portfolio
10,784
Q3 2025 Added 5.25%
$0
$485 Million 0.02% of portfolio
10,992
Q3 2025 Added 28.92%
$0
$478 Million 0.02% of portfolio
10,250
Q3 2025 New
$0
$646 Million 0.02% of portfolio
13,926
Q3 2025 Reduced 1.1%
$0
$532 Million 0.02% of portfolio
15,127
Q3 2025 Added 47.38%
$0
$647 Million 0.02% of portfolio
6,800
Q3 2025 Added 9.91%
$0
$582 Million 0.02% of portfolio
11,790
Q3 2025 Reduced 3.5%
$1.44B
$602 Million 0.02% of portfolio
16,174
Q3 2025 Added 25.98%
$0
$487 Million 0.02% of portfolio
9,533
Q3 2025 Reduced 9.9%
$0
$552 Million 0.02% of portfolio
5,757
Q1 2025 New

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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