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
$1.95B
$4.06 Billion 0.14% of portfolio
264,077
Q3 2025 New
$161B
$4.1 Billion 0.14% of portfolio
3,797
Q3 2025 Added 2.21%
$0
$4.15 Billion 0.14% of portfolio
182,803
Q3 2025 Added 6.22%
$0
$4.05 Billion 0.13% of portfolio
102,266
Q3 2025 Added 5.72%
$0
$3.8 Billion 0.13% of portfolio
51,715
Q3 2025 Added 44.2%
$0
$3.93 Billion 0.13% of portfolio
75,223
Q3 2025 New
$1.46T
$3.85 Billion 0.13% of portfolio
13,772
Q3 2025 Added 9.79%
$0
$3.99 Billion 0.13% of portfolio
79,405
Q3 2025 Added 22.23%
$140B
$3.81 Billion 0.13% of portfolio
10,176
Q3 2025 Added 13.95%
$0
$3.86 Billion 0.13% of portfolio
27,671
Q3 2025 Added 0.66%
Gsk PLC
-
$3.76 Billion 0.13% of portfolio
-
Q3 2025 Added 3.02%
$0
$3.74 Billion 0.12% of portfolio
47,394
Q3 2025 Added 5.91%
$0
$3.67 Billion 0.12% of portfolio
72,675
Q3 2025 Reduced 2.91%
$32.5B
$3.73 Billion 0.12% of portfolio
4,522
Q3 2025 New
$418B
$3.49 Billion 0.12% of portfolio
19,551
Q3 2025 Added 95.84%
$0
$3.52 Billion 0.12% of portfolio
76,046
Q3 2025 Reduced 0.43%
$45.5B
$3.72 Billion 0.12% of portfolio
21,520
Q3 2025 Added 3.82%
$144B
$3.65 Billion 0.12% of portfolio
7,973
Q3 2025 Added 38.78%
-
$3.62 Billion 0.12% of portfolio
-
Q3 2025 Reduced 2.05%
$13.3B
$3.35 Billion 0.11% of portfolio
89,666
Q3 2025 Added 211.04%
$0
$3.17 Billion 0.11% of portfolio
44,360
Q3 2025 Added 97.74%
$319B
$3.39 Billion 0.11% of portfolio
49,510
Q3 2025 Added 153.51%
$413B
$3.3 Billion 0.11% of portfolio
64,025
Q3 2025 Added 21.57%
$0
$3.18 Billion 0.11% of portfolio
43,322
Q3 2025 Added 242.47%
$235B
$3.29 Billion 0.11% of portfolio
39,205
Q3 2025 Added 8.56%
$0
$3.24 Billion 0.11% of portfolio
63,333
Q3 2025 Reduced 22.79%
$0
$3.27 Billion 0.11% of portfolio
139,507
Q3 2025 Reduced 1.34%
$0
$3.22 Billion 0.11% of portfolio
27,072
Q3 2025 Reduced 32.04%
$77.2B
$3.24 Billion 0.11% of portfolio
15,222
Q3 2025 Added 17.72%
$136B
$3.33 Billion 0.11% of portfolio
9,016
Q3 2025 Added 6.31%
$97.3B
$3.36 Billion 0.11% of portfolio
39,701
Q3 2025 Added 7.83%
$0
$3.45 Billion 0.11% of portfolio
146,030
Q3 2025 Reduced 2.56%
$72.4B
$3.19 Billion 0.11% of portfolio
8,956
Q3 2025 Added 15.53%
$0
$3.31 Billion 0.11% of portfolio
56,417
Q3 2025 Reduced 34.9%
$61.4B
$3.43 Billion 0.11% of portfolio
8,278
Q3 2025 Added 93.05%
$168B
$3.13 Billion 0.1% of portfolio
41,432
Q3 2025 Reduced 1.7%
$0
$3.08 Billion 0.1% of portfolio
15,725
Q3 2025 Added 630.38%
$0
$2.9 Billion 0.1% of portfolio
119,392
Q3 2025 Added 5.11%
$0
$3.13 Billion 0.1% of portfolio
135,610
Q3 2025 Reduced 3.06%
$0
$2.9 Billion 0.1% of portfolio
16,400
Q3 2025 Reduced 1.7%
$84.9B
$2.99 Billion 0.1% of portfolio
17,764
Q3 2025 Added 30.86%
$75.4B
$3.02 Billion 0.1% of portfolio
22,997
Q3 2025 Added 10.67%
$57.5B
$2.93 Billion 0.1% of portfolio
10,737
Q3 2025 Added 0.3%
$39.4B
$2.91 Billion 0.1% of portfolio
4,048
Q3 2025 Reduced 41.44%
$111B
$2.95 Billion 0.1% of portfolio
8,958
Q3 2025 Reduced 29.51%
$0
$2.62 Billion 0.09% of portfolio
62,406
Q3 2025 Reduced 5.18%
$222B
$2.75 Billion 0.09% of portfolio
5,678
Q3 2025 Added 24.87%
$128B
$2.65 Billion 0.09% of portfolio
137,603
Q3 2025 New
$163B
$2.82 Billion 0.09% of portfolio
3,930
Q3 2025 Reduced 53.09%

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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