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
$0
$12.4 Billion 0.41% of portfolio
75,421
Q3 2025 Reduced 0.07%
$174B
$11.8 Billion 0.39% of portfolio
79,431
Q3 2025 Added 111.31%
$0
$11.5 Billion 0.38% of portfolio
45,371
Q3 2025 Added 8.05%
$0
$11.5 Billion 0.38% of portfolio
413,549
Q3 2025 Added 1.72%
$0
$11.2 Billion 0.37% of portfolio
282,382
Q3 2025 Added 6.72%
$0
$11 Billion 0.37% of portfolio
126,401
Q3 2025 Reduced 44.88%
$0
$11 Billion 0.37% of portfolio
58,150
Q3 2025 Added 17.32%
$0
$11.1 Billion 0.37% of portfolio
110,709
Q3 2025 Reduced 3.5%
$0
$10.7 Billion 0.36% of portfolio
244,704
Q3 2025 Added 6.58%
$512B
$10.9 Billion 0.36% of portfolio
19,130
Q3 2025 Added 33.2%
$0
$10.1 Billion 0.34% of portfolio
213,046
Q3 2025 Added 1.57%
$533B
$10.3 Billion 0.34% of portfolio
30,290
Q3 2025 Added 8.43%
Capital Group Core Balanced
-
$9.95 Billion 0.33% of portfolio
-
Q3 2025 Added 3.32%
$0
$9.81 Billion 0.33% of portfolio
258,153
Q3 2025 Added 4.27%
$404B
$9.97 Billion 0.33% of portfolio
10,776
Q3 2025 Added 155.29%
$0
$9.76 Billion 0.33% of portfolio
40,346
Q3 2025 Reduced 26.7%
$0
$9.4 Billion 0.31% of portfolio
252,586
Q3 2025 Added 6.3%
$0
$9.24 Billion 0.31% of portfolio
160,730
Q3 2025 Added 0.15%
Capital Group Dividend Growe
-
$9.04 Billion 0.3% of portfolio
-
Q3 2025 Reduced 4.42%
$0
$8.97 Billion 0.3% of portfolio
50,345
Q3 2025 Added 0.61%
$224B
$8.63 Billion 0.29% of portfolio
28,384
Q3 2025 Added 15.59%
$0
$8.35 Billion 0.28% of portfolio
11,180
Q3 2025 Added 545.87%
$21.3B
$8.53 Billion 0.28% of portfolio
44,834
Q3 2025 Added 58.6%
$0
$8.29 Billion 0.28% of portfolio
38,439
Q3 2025 Added 1.31%
$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%
$0
$7.99 Billion 0.27% of portfolio
184,146
Q3 2025 Added 4.85%
Tidal Trust I
-
$8.14 Billion 0.27% of portfolio
-
Q3 2025 Added 73.43%
$641M
$7.84 Billion 0.26% of portfolio
342,725
Q3 2025 Added 0.0%
$0
$7.93 Billion 0.26% of portfolio
232,099
Q3 2025 Added 4.18%
Ishares Bitcoin Trust ETF
-
$7.8 Billion 0.26% of portfolio
-
Q3 2025 Added 50.27%
Blackrock ETF Trust
-
$7.69 Billion 0.26% of portfolio
-
Q3 2025 Added 166.31%
$0
$7.85 Billion 0.26% of portfolio
170,414
Q3 2025 Added 2.83%
$0
$7.52 Billion 0.25% of portfolio
381,519
Q3 2025 Added 5.2%
$0
$7.65 Billion 0.25% of portfolio
390,878
Q3 2025 Added 5.83%
$0
$7.56 Billion 0.25% of portfolio
139,596
Q3 2025 Added 9.08%
$49.1B
$7.32 Billion 0.24% of portfolio
6,103
Q3 2025 Added 14.65%
$0
$7.19 Billion 0.24% of portfolio
105,957
Q3 2025 Added 2.42%
$0
$7.33 Billion 0.24% of portfolio
60,543
Q3 2025 Added 10.04%
Blackrock ETF Trust
-
$7.23 Billion 0.24% of portfolio
-
Q3 2025 Added 2.38%
$68.7B
$7.33 Billion 0.24% of portfolio
87,698
Q3 2025 Added 15.06%
$0
$6.78 Billion 0.23% of portfolio
162,141
Q3 2025 Added 16.35%
$0
$6.95 Billion 0.23% of portfolio
51,414
Q3 2025 Added 26.98%
$265B
$6.84 Billion 0.23% of portfolio
8,591
Q3 2025 Added 51.33%
$0
$6.91 Billion 0.23% of portfolio
63,537
Q3 2025 Added 13.04%
$100B
$6.82 Billion 0.23% of portfolio
25,246
Q3 2025 Reduced 1.9%
$0
$7.02 Billion 0.23% of portfolio
202,103
Q3 2025 Added 1.23%

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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