Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

VestGen Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

VestGen Advisors, LLC (CIK 2050130) reported $3.43B across 1,075 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($136.8M, 3.99%), VTV ($91.6M, 2.67%), AAPL ($90.0M, 2.62%), NVDA ($89.7M, 2.61%), QQQ ($72.4M, 2.11%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$136.8M3.99%369,801Trimmed
2VTVVANGUARD INDEX FDS$91.6M2.67%420,404Trimmed
3AAPLAPPLE INC$90.0M2.62%310,981Trimmed
4NVDANVIDIA CORPORATION$89.7M2.61%448,255Trimmed
5QQQINVESCO QQQ TR$72.4M2.11%98,340Trimmed
6GLPIGAMING & LEISURE P$70.4M2.05%1.6MAdded
7AMZNAMAZON COM INC$57.2M1.67%240,153Added
8SPYSTATE STR SPDR S&P 500 ETF T$55.4M1.61%74,123Trimmed
9GOOGALPHABET INC$52.6M1.53%148,967Added
10VUGVANGUARD INDEX FDS$46.0M1.34%533,784Added
11VEAVANGUARD TAX-MANAGED FDS$42.6M1.24%598,073Trimmed
12IVVISHARES TR$42.0M1.22%56,044Added
13IWFISHARES TR$37.7M1.10%303,488Added
14MSFTMICROSOFT CORP$37.4M1.09%100,377Trimmed
15AVGOBROADCOM INC$35.4M1.03%93,582Trimmed
16RDVYFIRST TR EXCHANGE TRADED FD$34.8M1.02%429,740Trimmed
17MUMICRON TECHNOLOGY INC$33.2M0.97%28,747Added
18SPYMSPDR SERIES TRUST$30.9M0.90%351,060Added
19CAIECALAMOS ETF TR$30.0M0.87%1.1MTrimmed
20GOOGLALPHABET INC$28.3M0.83%79,217Added
21TSLATESLA INC$28.0M0.82%66,612Added
22SGOVISHARES TR$26.7M0.78%264,848Trimmed
23QQQMINVESCO EXCH TRADED FD TR II$26.7M0.78%88,281Trimmed
24FTLSFIRST TR EXCH TRADED FD III$25.1M0.73%340,744Added
25METAMETA PLATFORMS INC$24.3M0.71%43,086Trimmed

Source: SEC Form 13F filings · as of 2026-06-30