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 (2026-03-31)

VestGen Advisors, LLC (CIK 2050130) reported $3.76B across 1,015 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($245.1M, 6.52%), QQQ ($205.3M, 5.46%), VTV ($126.6M, 3.37%), NVDA ($100.0M, 2.66%), AAPL ($95.4M, 2.54%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$245.1M6.52%675,470Added
2QQQINVESCO QQQ TR$205.3M5.46%290,290Added
3VTVVANGUARD INDEX FDS$126.6M3.37%607,077Added
4NVDANVIDIA CORPORATION$100.0M2.66%452,735Added
5AAPLAPPLE INC$95.4M2.54%323,726Added
6GLPIGAMING & LEISURE P$75.4M2.01%1.6MAdded
7SPYSTATE STR SPDR S&P 500 ETF T$64.6M1.72%87,462Added
8AMZNAMAZON COM INC$60.7M1.61%228,163Added
9LLYELI LILLY & CO$58.7M1.56%59,316Added
10METAMETA PLATFORMS INC$56.5M1.50%93,686Added
11GOOGALPHABET INC$56.6M1.50%147,345Trimmed
12VEAVANGUARD TAX-MANAGED FDS$43.7M1.16%624,595Added
13VUGVANGUARD INDEX FDS$43.1M1.15%498,438Added
14MSFTMICROSOFT CORP$42.4M1.13%103,860Added
15IVVISHARES TR$40.6M1.08%54,701Added
16AVGOBROADCOM INC$40.3M1.07%96,215Added
17IWFISHARES TR$36.6M0.97%296,689Added
18SGOVISHARES TR$33.9M0.90%337,530Added
19RDVYFIRST TR EXCHANGE TRADED FD$31.9M0.85%430,978Trimmed
20CAIECALAMOS ETF TR$30.2M0.80%1.1MAdded
21IUSGISHARES TR$29.5M0.79%158,945Added
22QQQMINVESCO EXCH TRADED FD TR II$26.2M0.70%89,914Added
23TSLATESLA INC$24.4M0.65%56,297Added
24IWRISHARES TR$24.0M0.64%228,901Added
25PLTRPALANTIR TECHNOLOGIES INC$23.6M0.63%173,790Added

Source: SEC Form 13F filings · as of 2026-03-31