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
$798 Million 0.03% of portfolio
6,936
Q3 2025 Reduced 70.33%
$0
$907 Million 0.03% of portfolio
9,050
Q3 2025 Reduced 0.44%
$0
$861 Million 0.03% of portfolio
10,253
Q3 2025 Added 2.0%
$0
$778 Million 0.03% of portfolio
7,411
Q3 2025 Reduced 55.89%
$0
$888 Million 0.03% of portfolio
1,914
Q3 2025 Reduced 10.6%
$0
$836 Million 0.03% of portfolio
34,078
Q3 2025 Added 0.4%
$59.8B
$755 Million 0.03% of portfolio
4,022
Q3 2025 New
-
$1.04 Billion 0.03% of portfolio
-
Q3 2025 Added 7.86%
$0
$874 Million 0.03% of portfolio
52,385
Q3 2025 Added 3.64%
$0
$943 Million 0.03% of portfolio
35,208
Q3 2025 Added 17.31%
$0
$813 Million 0.03% of portfolio
38,687
Q3 2025 Reduced 5.65%
$0
$1.05 Billion 0.03% of portfolio
12,613
Q3 2025 Added 7.96%
$0
$1.03 Billion 0.03% of portfolio
7,311
Q3 2025 Reduced 3.17%
Invesco Exchange Traded Fd T
-
$779 Million 0.03% of portfolio
-
Q3 2025 Added 31.39%
$0
$1.05 Billion 0.03% of portfolio
18,427
Q3 2025 New
$0
$700 Million 0.02% of portfolio
6,553
Q3 2025 Added 9.93%
$0
$722 Million 0.02% of portfolio
10,784
Q3 2025 Added 5.25%
$0
$485 Million 0.02% of portfolio
10,992
Q3 2025 Added 28.92%
$0
$478 Million 0.02% of portfolio
10,250
Q3 2025 New
-
$479 Million 0.02% of portfolio
-
Q3 2025 Reduced 3.6%
$112B
$520 Million 0.02% of portfolio
15,082
Q3 2025 New
$0
$646 Million 0.02% of portfolio
13,926
Q3 2025 Reduced 1.1%
$54.5B
$723 Million 0.02% of portfolio
3,863
Q3 2025 Reduced 6.62%
$0
$532 Million 0.02% of portfolio
15,127
Q3 2025 Added 47.38%
-
$553 Million 0.02% of portfolio
-
Q3 2025 Added 0.24%
$0
$647 Million 0.02% of portfolio
6,800
Q3 2025 Added 9.91%
$26.6B
$452 Million 0.02% of portfolio
3,359
Q3 2025 Added 21.97%
$94.5B
$592 Million 0.02% of portfolio
1,737
Q3 2025 Added 17.29%
$0
$582 Million 0.02% of portfolio
11,790
Q3 2025 Reduced 3.5%
$1.44B
$602 Million 0.02% of portfolio
16,174
Q3 2025 Added 25.98%
$36B
$565 Million 0.02% of portfolio
5,621
Q3 2025 Added 18.39%
$65.2B
$559 Million 0.02% of portfolio
1,324
Q3 2025 New
$29.5B
$651 Million 0.02% of portfolio
1,003
Q3 2025 Added 3.83%
$25.7B
$592 Million 0.02% of portfolio
4,016
Q3 2025 Added 16.1%
$65.7B
$509 Million 0.02% of portfolio
6,373
Q3 2025 Added 22.02%
-
$663 Million 0.02% of portfolio
-
Q3 2025 New
$0
$487 Million 0.02% of portfolio
9,533
Q3 2025 Reduced 9.9%
$0
$552 Million 0.02% of portfolio
5,757
Q1 2025 New
Primo Brands Corporation
-
$621 Million 0.02% of portfolio
-
Q3 2025 Reduced 17.92%
$0
$545 Million 0.02% of portfolio
6,205
Q3 2025 Reduced 0.69%
$132B
$555 Million 0.02% of portfolio
2,248
Q3 2025 Reduced 60.06%
$0
$467 Million 0.02% of portfolio
3,236
Q3 2025 New
$37.9B
$604 Million 0.02% of portfolio
7,330
Q1 2025 New
$37.3B
$475 Million 0.02% of portfolio
1,545
Q3 2025 New
$45.2B
$615 Million 0.02% of portfolio
10,307
Q3 2025 Added 104.46%
$55.9B
$479 Million 0.02% of portfolio
502
Q3 2025 New
$0
$618 Million 0.02% of portfolio
19,144
Q3 2025 Added 0.65%
$12.2B
$456 Million 0.02% of portfolio
2,275
Q3 2025 New
$64.5B
$480 Million 0.02% of portfolio
1,484
Q3 2025 Added 23.15%

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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