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CIK: 0002050130
Total reported value
$3.4B
$3.4B
694 檔
16.4%
At the close of Q3 2025, VestGen Advisors, LLC disclosed equity holdings valued at approximately $3.4B, spread across 694 reported holdings.
In Q3 2025, VestGen Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SPY, QQQ) accounted for 16.4% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 694 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.67% | -2.53% | +0.61% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.97% | -0.11% | +16.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.58% | -3.35% | +2.35% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | -0.05% | +28.04% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.08% | +49.28% | |
| 6 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 2.45% | +0.04% | -0.01% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.04% | +21.79% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.87% | -0.70% | -1.70% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.36% | +4.64% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.25% | +0.03% | -0.60% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | +0.03% | +29.50% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.14% | +0.84% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.13% | +0.02% | +2.09% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.11% | -0.05% | +6.83% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.11% | +0.13% | +2.86% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.06% | +27.02% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.79% | +36.38% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | -0.04% | +36.77% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.96% | +0.05% | +75.96% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 0.83% | +0.17% | -0.15% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.12% | -4.95% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.83% | +0.06% | -3.42% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.05% | +18.56% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.01% | -3.78% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | +0.19% | -2.64% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | +0.08% | +2.24% | |
| 27 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.72% | +0.06% | +1.53% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.69% | +0.08% | +14.38% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | +0.04% | +9.24% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.03% | -1.13% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.17% | +17.24% | |
| 32 | CGDV | Cap Group Dividend Value | ETF-Other | 0.62% | +0.09% | +7.11% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.62% | +0.07% | -1.14% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.05% | +70.94% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.03% | +1.41% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.59% | -0.11% | -27.36% | |
| 37 | LRGG | Nomura Focused Large Growth | ETF-Other | 0.55% | — | +4.00% | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.52% | +0.01% | +0.63% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | — | +1.42% | |
| 40 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.48% | +0.08% | +5.03% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.48% | -0.23% | +6.19% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.48% | -0.07% | +9.07% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.47% | — | +92.31% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.03% | +28.11% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | -0.04% | -44.00% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.29% | +17.84% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.04% | +45.36% | |
| 48 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.43% | -0.25% | +0.69% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.08% | +35.54% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.41% | -0.35% | -0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +28.04% | Add |
| 2 | AVGO | Broadcom Inc | +0.7% | +36.77% | Add |
| 3 | AAPL | Apple Inc | +0.5% | +49.28% | Add |
| 4 | ORCL | Oracle CORP | +0.5% | +70.94% | Add |
| 5 | CGDV | Cap Group Dividend Value | +0.4% | +7.11% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | +6.83% | Trim |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | +75.96% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +21.79% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +29.50% | Add |
| 10 | OEF | Ishares S&p 100 ETF | +0.3% | +92.31% | Add |
| 11 | SHOP | Shopify Inc - Class A | +0.3% | +111.31% | Add |
| 12 | TSLA | Tesla Inc | +0.3% | +17.24% | Add |
| 13 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +9.07% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +16.18% | Add |
| 15 | VGT | Vanguard Info Tech ETF | +0.2% | +545.87% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +36.38% | Add |
| 17 | SYLD | Cambria Shareholder Yield Et | +0.2% | +1.53% | Add |
| 18 | MINT | Pimco Enhanced Short Maturit | +0.2% | -6.90% | Add |
| 19 | LRCX | Lam Research CORP | +0.2% | +158.18% | Add |
| 20 | OKLO | Oklo Inc | +0.2% | +141.31% | Add |
| 21 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.2% | +73.43% | Add |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +51.33% | Add |
| 23 | ABBV | Abbvie Inc | +0.1% | +35.54% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | +63.96% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +17.84% | Add |
| 26 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +50.27% | Add |
| 27 | GLD | Spdr Gold Shares | +0.1% | +45.36% | Add |
| 28 | COST | Costco Wholesale CORP | +0.1% | +155.29% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +18.56% | Add |
| 30 | AMZN | Amazon.com Inc | +0.1% | +27.02% | Add |
| 31 | WMT | Walmart Inc | +0.1% | +28.11% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | — | +2.86% | Add |
| 33 | QQQM | Invesco Nasdaq 100 ETF | 0% | +14.38% | Add |
| 34 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.2% | -0.60% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.84% | Trim |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +2.35% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -44.88% | Trim |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.6% | -44.00% | Trim |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | +0.61% | Trim |
| 40 | GLPI | Gaming And Leisure Propertie | -1.2% | -0.01% | Trim |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -1.3% | +4.64% | Trim |
| 42 | LGOV | First Tr Long Duration O-etf | — | EXIT | Sold out |
| 43 | EYLD | Cambria Emerg Shrhldr Yield | — | NEW | New buy |
| 44 | LGLV | Spdr US Lc Low Vol Idx | — | NEW | New buy |
| 45 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 46 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 47 | EFV | Ishares Msci Eafe Value ETF | — | NEW | New buy |
| 48 | AVUS | Avantis U.s. Equity ETF | — | NEW | New buy |
| 49 | IMCB | Ishares Morningstar Mid-cap | — | NEW | New buy |
| 50 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
According to official SEC Form 13F filings, VestGen Advisors, LLC reported a total U.S. public equity portfolio value of $3.4B across 694 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
EYLD
市值: $9.4M
Top Position Liquidated / Trimmed
LGOV
前期市值: $10.9M
During Q3 2025, VestGen Advisors, LLC's top holdings by market value included VTI (5.7%)、SPY (4.0%)、QQQ (3.6%). The largest single position, VTI, represented 5.7% of total portfolio value.
In Q3 2025, VestGen Advisors, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 34 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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