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
$1.54 Billion 0.05% of portfolio
21,048
Q3 2025 Reduced 2.17%
$86.1B
$1.65 Billion 0.05% of portfolio
4,762
Q3 2025 Added 175.9%
$0
$1.6 Billion 0.05% of portfolio
22,604
Q3 2025 Added 4.67%
$12B
$1.38 Billion 0.05% of portfolio
21,122
Q3 2025 Reduced 4.29%
$29.6B
$1.47 Billion 0.05% of portfolio
4,431
Q3 2025 Reduced 19.71%
$147B
$1.63 Billion 0.05% of portfolio
16,674
Q3 2025 Reduced 7.23%
$31.2B
$1.41 Billion 0.05% of portfolio
8,652
Q3 2025 New
$0
$1.63 Billion 0.05% of portfolio
11,191
Q3 2025 Added 0.03%
$36.7B
$1.6 Billion 0.05% of portfolio
19,093
Q3 2025 Reduced 9.84%
$1.93B
$1.55 Billion 0.05% of portfolio
46,329
Q3 2025 Reduced 3.03%
Capital Group International
-
$1.46 Billion 0.05% of portfolio
-
Q3 2025 Added 14.21%
$0
$1.62 Billion 0.05% of portfolio
74,008
Q3 2025 Reduced 4.75%
$193B
$1.6 Billion 0.05% of portfolio
3,571
Q3 2025 Reduced 36.99%
Blackrock Inc
-
$1.36 Billion 0.05% of portfolio
-
Q3 2025 Added 13.63%
$89.3B
$1.63 Billion 0.05% of portfolio
14,920
Q3 2025 Added 0.73%
$59.7B
$1.49 Billion 0.05% of portfolio
3,029
Q3 2025 Added 289.83%
$0
$1.43 Billion 0.05% of portfolio
10,566
Q3 2025 Added 0.16%
$1.87B
$1.55 Billion 0.05% of portfolio
4,799
Q3 2025 Reduced 29.27%
$0
$1.52 Billion 0.05% of portfolio
33,300
Q3 2025 New
$6.15B
$1.36 Billion 0.05% of portfolio
23,865
Q3 2025 New
$0
$1.59 Billion 0.05% of portfolio
7,632
Q3 2025 Reduced 3.04%
$59.5B
$1.35 Billion 0.05% of portfolio
29,560
Q3 2025 Added 13.69%
$0
$1.06 Billion 0.04% of portfolio
35,700
Q3 2025 New
$0
$1.09 Billion 0.04% of portfolio
19,061
Q3 2025 Reduced 8.68%
$51.8B
$1.09 Billion 0.04% of portfolio
4,787
Q3 2025 Reduced 14.7%
$107B
$1.17 Billion 0.04% of portfolio
1,538
Q3 2025 Added 5.05%
$45.6B
$1.15 Billion 0.04% of portfolio
25,581
Q3 2025 Reduced 0.13%
$8.3B
$1.31 Billion 0.04% of portfolio
4,100
Q3 2025 New
$0
$1.07 Billion 0.04% of portfolio
18,227
Q3 2025 Added 52.21%
$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%
$29.5B
$1.31 Billion 0.04% of portfolio
20,376
Q3 2025 Reduced 5.88%
$37.2B
$1.13 Billion 0.04% of portfolio
1,792
Q3 2025 Added 3.94%
$99.7B
$1.15 Billion 0.04% of portfolio
5,943
Q3 2025 Added 10.86%
$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
$1.25 Billion 0.04% of portfolio
143,910
Q3 2025 New
$0
$1.07 Billion 0.04% of portfolio
13,211
Q3 2025 Added 9.81%
$98.6B
$1.17 Billion 0.04% of portfolio
12,326
Q3 2025 Added 175.63%
$0
$1.19 Billion 0.04% of portfolio
11,140
Q3 2025 New
$10.1B
$1.1 Billion 0.04% of portfolio
3,188
Q3 2025 Added 6.16%
Ishares Ethereum Tr
-
$1.32 Billion 0.04% of portfolio
-
Q3 2025 New
$306B
$1.13 Billion 0.04% of portfolio
17,079
Q3 2025 Reduced 3.85%
$152B
$1.13 Billion 0.04% of portfolio
4,573
Q3 2025 Reduced 37.29%
$151B
$1.2 Billion 0.04% of portfolio
3,395
Q3 2025 Added 318.1%
Ge Healthcare Technologies I
-
$1.19 Billion 0.04% of portfolio
-
Q3 2025 Reduced 28.75%
$51.1B
$1.33 Billion 0.04% of portfolio
14,767
Q3 2025 Added 36.37%
$0
$1.11 Billion 0.04% of portfolio
17,755
Q3 2025 Added 51.04%
$96.4B
$1.28 Billion 0.04% of portfolio
10,354
Q3 2025 Added 220.66%

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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