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
$1.32 Billion 0.04% of portfolio
63,886
Q3 2025 Added 6.72%
$79.5B
$1.14 Billion 0.04% of portfolio
8,849
Q3 2025 Reduced 9.27%
$183B
$1.08 Billion 0.04% of portfolio
3,811
Q3 2025 Added 20.83%
$57.4B
$1.21 Billion 0.04% of portfolio
1,891
Q3 2025 New
$49.5B
$1.24 Billion 0.04% of portfolio
7,330
Q3 2025 New
$0
$1.09 Billion 0.04% of portfolio
42,301
Q3 2025 Added 49.47%
$40.2B
$1.33 Billion 0.04% of portfolio
6,227
Q3 2025 New
$5.53B
$1.21 Billion 0.04% of portfolio
98,854
Q3 2025 Added 0.02%
$0
$1.24 Billion 0.04% of portfolio
73,214
Q3 2025 Added 12.37%
$23.2B
$1.2 Billion 0.04% of portfolio
24,416
Q3 2025 New
$6.39B
$1.14 Billion 0.04% of portfolio
19,140
Q3 2025 Added 8.01%
$0
$1.06 Billion 0.04% of portfolio
16,126
Q3 2025 Added 17.58%
$96.9B
$802 Million 0.03% of portfolio
1,901
Q3 2025 Added 1.39%
$18.5B
$781 Million 0.03% of portfolio
11,571
Q3 2025 Reduced 13.66%
$92.7B
$881 Million 0.03% of portfolio
3,384
Q3 2025 Added 69.12%
$190B
$900 Million 0.03% of portfolio
8,871
Q3 2025 Added 51.46%
$0
$779 Million 0.03% of portfolio
26,941
Q3 2025 Reduced 9.34%
$111B
$997 Million 0.03% of portfolio
2,546
Q3 2025 Reduced 16.82%
$143B
$930 Million 0.03% of portfolio
27,729
Q3 2025 Added 203.28%
$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%
$182B
$801 Million 0.03% of portfolio
1,173
Q3 2025 Reduced 49.66%
-
$820 Million 0.03% of portfolio
-
Q3 2025 Reduced 2.28%
$0
$917 Million 0.03% of portfolio
18,074
Q3 2025 Reduced 8.58%
$38.1B
$873 Million 0.03% of portfolio
11,712
Q3 2025 Reduced 32.71%
$0
$892 Million 0.03% of portfolio
5,212
Q3 2025 Added 0.87%
$104B
$950 Million 0.03% of portfolio
3,236
Q3 2025 Added 3.09%
$0
$784 Million 0.03% of portfolio
13,709
Q3 2025 Reduced 16.75%
$99.5B
$949 Million 0.03% of portfolio
21,035
Q3 2025 Added 370.16%
$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
$54.4B
$827 Million 0.03% of portfolio
2,670
Q3 2025 Reduced 11.82%
$0
$843 Million 0.03% of portfolio
8,478
Q3 2025 Added 0.02%
$269B
$965 Million 0.03% of portfolio
4,029
Q3 2025 Added 15.28%
$3.24B
$882 Million 0.03% of portfolio
15,344
Q3 2025 Reduced 0.31%
$56.3B
$918 Million 0.03% of portfolio
57,353
Q3 2025 New
$66.3B
$760 Million 0.03% of portfolio
3,311
Q3 2025 Added 13.78%
$177B
$837 Million 0.03% of portfolio
4,555
Q3 2025 Added 17.46%
$79.2B
$924 Million 0.03% of portfolio
13,253
Q3 2025 Added 262.4%
$69.1B
$992 Million 0.03% of portfolio
11,765
Q3 2025 New
$453B
$754 Million 0.03% of portfolio
1
Q1 2025 New
$0
$953 Million 0.03% of portfolio
15,988
Q3 2025 Added 3.94%
$98.1B
$764 Million 0.03% of portfolio
4,473
Q3 2025 New
$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%
$42.4B
$768 Million 0.03% of portfolio
5,055
Q3 2025 New
$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

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
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email