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CIK: 0002050130
Total reported value
$3.4B
$3.4B
1032 檔
22.5%
The Q1 2026 SEC filing reveals that VestGen Advisors, LLC held a total portfolio value of $3.4B, covering 1032 public equity positions.
In Q1 2026, VestGen Advisors, LLC displayed an active expansion posture, initiating 45 new positions and adding to 111 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, VTV) accounted for 22.5% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 1032 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.52% | -2.53% | +707.21% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.46% | -3.35% | +438.18% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.37% | -0.70% | +478.01% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | -0.05% | +16.98% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.08% | +15.65% | |
| 6 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 2.01% | +0.04% | +0.07% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | -0.11% | +41.44% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.06% | +8.73% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.56% | -1.11% | +728.09% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.03% | -4.96% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.79% | +14.49% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | +0.08% | +19.23% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.15% | +0.19% | +973.23% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.04% | +14.41% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.14% | +10.51% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | -0.04% | +5.79% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.97% | +0.13% | +311.58% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.90% | -0.12% | +33.28% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 0.85% | +0.17% | -2.83% | |
| 20 | CAIE | Calamos Autocallable Inc ETF | ETF-Other | 0.80% | +0.07% | +52.06% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.79% | -0.35% | +6492.49% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.70% | +0.08% | +10.45% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.17% | +46.59% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.64% | -0.23% | +579.88% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.63% | -0.05% | +0.51% | |
| 26 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.63% | +0.10% | +8.40% | |
| 27 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.59% | +0.06% | -9.06% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.03% | +8.64% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | +0.05% | +107.67% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.29% | +36.23% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.36% | +35.44% | |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.53% | +0.06% | -6.87% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | +0.06% | +93.91% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | +0.05% | +4507.54% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | +0.07% | -0.91% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.48% | +0.05% | +53.79% | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.47% | -0.25% | +135.70% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.18% | +857.91% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | +0.04% | +16.74% | |
| 40 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.43% | — | +7.50% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.04% | -5.62% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.05% | +28.78% | |
| 43 | CGDV | Cap Group Dividend Value | ETF-Other | 0.41% | +0.09% | +17.65% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.06% | +27.39% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.40% | +0.26% | -15.12% | |
| 46 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.39% | +0.08% | +8.99% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.39% | +0.21% | +8.43% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.39% | +0.05% | +1.36% | |
| 49 | ASCE | Allspring Smid Core ETF | ETF-Other | 0.38% | +0.07% | +0.66% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | +0.06% | +3.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +5.3% | +707.21% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +4.1% | +438.18% | Add |
| 3 | VTV | Vanguard Value ETF | +2.5% | +478.01% | Add |
| 4 | LLY | Eli Lilly & Co | +1.2% | +728.09% | Add |
| 5 | IUSG | Ishares Core S&p U.s. Growth | +0.8% | +6492.49% | Add |
| 6 | IWR | Ishares Russell Mid-cap ETF | +0.5% | +579.88% | Add |
| 7 | BND | Vanguard Total Bond Market | +0.5% | +4507.54% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.4% | +14.49% | Add |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +857.91% | Add |
| 10 | INTC | Intel CORP | +0.4% | +135.70% | Add |
| 11 | MRVL | Marvell Technology Inc | +0.3% | +1044.54% | Add |
| 12 | HPE | Hewlett Packard Enterprise | +0.3% | +1309.62% | Add |
| 13 | BKIE | Bny Mellon Intl Eqty ETF | +0.2% | +1079.90% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.2% | +973.23% | Add |
| 15 | VB | Vanguard Small-cap ETF | +0.2% | +107.67% | Add |
| 16 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +840.78% | Add |
| 17 | HGER | Harbor Commodity All Weather | +0.1% | +648.93% | Add |
| 18 | FIX | Comfort Systems USA Inc | +0.1% | +7.50% | Add |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +93.91% | Add |
| 20 | AMD | Advanced Micro Devices | +0.1% | +8.43% | Add |
| 21 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +201.83% | Add |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +127.59% | Add |
| 23 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +180.42% | Add |
| 24 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +1597.86% | Add |
| 25 | CME | Cme Group Inc | +0.1% | +99.89% | Add |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +313.70% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | +27.39% | Add |
| 28 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +210.72% | Add |
| 29 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +268.97% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | +0.1% | +646.43% | Add |
| 31 | STX | Seagate Technology Holdings plc | +0.1% | +132.95% | Add |
| 32 | GEV | GE Vernova Inc | +0.1% | +23.88% | Add |
| 33 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +93.76% | Add |
| 34 | TXN | Texas Instruments Inc | +0.1% | +155.56% | Add |
| 35 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +499.80% | Add |
| 36 | EME | Emcor Group Inc | +0.1% | +263.79% | Add |
| 37 | IAU | Ishares Gold Trust | +0.1% | +75.40% | Add |
| 38 | CVX | Chevron CORP | +0.1% | +70.19% | Add |
| 39 | GLW | Corning Inc | +0.1% | +24.88% | Add |
| 40 | APD | Air Products & Chemicals Inc | +0.1% | +177.01% | Add |
| 41 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +504.81% | Add |
| 42 | PWR | Quanta Services Inc | 0% | +9.63% | Add |
| 43 | MSTR | Strategy Inc | 0% | -56.66% | Trim |
| 44 | NEM | Newmont CORP | 0% | +156.42% | Add |
| 45 | ADI | Analog Devices Inc | 0% | +132.58% | Add |
| 46 | VRT | Vertiv Holdings Co-a | 0% | +34.17% | Add |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | +237.06% | Add |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +779.50% | Add |
| 49 | GM | General Motors Co | 0% | +537.43% | Add |
| 50 | CAH | Cardinal Health Inc | 0% | +644.74% | Add |
According to official SEC Form 13F filings, VestGen Advisors, LLC reported a total U.S. public equity portfolio value of $3.4B across 1032 disclosed positions in Q1 2026.
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
SNDK
市值: $13.5M
Top Position Liquidated / Trimmed
LRGG
前期市值: $15.1M
During Q1 2026, VestGen Advisors, LLC's top holdings by market value included VTI (6.5%)、QQQ (5.5%)、VTV (3.4%). The largest single position, VTI, represented 6.5% of total portfolio value.
In Q1 2026, VestGen Advisors, LLC made 200 total portfolio adjustments, initiating 45 new buys, adding to 111 positions, trimming 33 holdings, and fully liquidating 11 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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