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
$65.3B
$6.87 Billion 0.23% of portfolio
94,420
Q3 2025 Added 38.39%
$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%
$0
$6.59 Billion 0.22% of portfolio
65,416
Q3 2025 Reduced 6.9%
$2.12B
$6.72 Billion 0.22% of portfolio
128,434
Q3 2025 Added 73.27%
$0
$6.34 Billion 0.21% of portfolio
63,930
Q3 2025 Reduced 0.23%
Lam Research Corp
-
$6.34 Billion 0.21% of portfolio
-
Q3 2025 Added 158.18%
$0
$6.4 Billion 0.21% of portfolio
30,563
Q3 2025 Added 102.66%
$0
$6.42 Billion 0.21% of portfolio
183,867
Q3 2025 Reduced 1.09%
$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
$5.72 Billion 0.19% of portfolio
68,847
Q3 2025 New
$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%
$0
$5.62 Billion 0.19% of portfolio
101,571
Q3 2025 Reduced 40.49%
$61.4B
$5.66 Billion 0.19% of portfolio
27,779
Q3 2025 Added 11.51%
$0
$5.62 Billion 0.19% of portfolio
273,047
Q3 2025 Added 3.41%
$187B
$5.51 Billion 0.18% of portfolio
33,095
Q3 2025 Added 42.57%
Pimco ETF Tr
-
$5.36 Billion 0.18% of portfolio
-
Q3 2025 Added 0.92%
$388B
$5.49 Billion 0.18% of portfolio
33,935
Q3 2025 Added 58.46%
$0
$5.23 Billion 0.17% of portfolio
18,550
Q3 2025 Reduced 51.58%
$52.5B
$5.18 Billion 0.17% of portfolio
301,596
Q3 2025 Added 6.43%
$0
$5.13 Billion 0.17% of portfolio
19,993
Q3 2025 Added 1.67%
$0
$5.17 Billion 0.17% of portfolio
35,518
Q3 2025 Added 10.4%
$0
$5.25 Billion 0.17% of portfolio
106,076
Q3 2025 Added 3.53%
$367B
$5.09 Billion 0.17% of portfolio
12,572
Q3 2025 Added 17.09%
$0
$5.17 Billion 0.17% of portfolio
101,820
Q3 2025 Added 45.98%
$61.6B
$5.07 Billion 0.17% of portfolio
178,988
Q3 2025 Added 0.81%
$0
$5.18 Billion 0.17% of portfolio
212,197
Q3 2025 Reduced 15.13%
Capital Grp Fixed Incm ETF T
-
$5.04 Billion 0.17% of portfolio
-
Q3 2025 Added 0.7%
$0
$5.05 Billion 0.17% of portfolio
41,864
Q3 2025 Added 0.81%
$0
$5.24 Billion 0.17% of portfolio
86,904
Q3 2025 Reduced 1.8%
$0
$5.14 Billion 0.17% of portfolio
273,225
Q3 2025 Added 4.33%
$0
$4.75 Billion 0.16% of portfolio
49,943
Q3 2025 Reduced 6.71%
$86.4B
$4.68 Billion 0.16% of portfolio
13,316
Q3 2025 Added 28.94%
$0
$4.85 Billion 0.16% of portfolio
195,913
Q3 2025 Added 0.13%
$0
$4.78 Billion 0.16% of portfolio
202,068
Q3 2025 Added 0.52%
$328B
$4.9 Billion 0.16% of portfolio
16,281
Q3 2025 Added 5.9%
$170B
$4.58 Billion 0.15% of portfolio
31,670
Q3 2025 Reduced 0.47%
$0
$4.57 Billion 0.15% of portfolio
15,566
Q3 2025 Added 1.38%
Ge Vernova Inc
-
$4.5 Billion 0.15% of portfolio
-
Q3 2025 Added 59.2%
$9.4B
$4.61 Billion 0.15% of portfolio
75,017
Q3 2025 Added 461.5%
$3.73B
$4.33 Billion 0.14% of portfolio
74,557
Q3 2025 New
-
$4.27 Billion 0.14% of portfolio
-
Q3 2025 Added 27.23%
$237B
$4.09 Billion 0.14% of portfolio
17,251
Q3 2025 Reduced 18.88%
$0
$4.27 Billion 0.14% of portfolio
91,051
Q3 2025 Added 0.13%

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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