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CIK: 0001511739
Total reported value
$188.5M
$188.5M
162 檔
11.5%
In Q1 2025, VestGen Investment Management's U.S. equity holdings reached a combined market value of $188.5M, distributed across 162 disclosed stock positions.
In Q1 2025, VestGen Investment Management displayed an active expansion posture, initiating 162 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.22% | -0.93% | -79.22% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 3.74% | -0.17% | -16.28% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | +0.35% | -13.45% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 2.46% | +0.33% | -66.08% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.18% | +0.39% | -38.04% | |
| 6 | QDF | Flexshares Quality Dividend | ETF-Other | 1.88% | +0.03% | -8.05% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.57% | -34.09% | |
| 8 | IQDF | Flexshares-int Qual Dvd Inde | ETF-Other | 1.78% | -0.05% | +11.94% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.72% | -0.18% | -88.67% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.68% | +0.12% | -12.70% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.64% | -0.29% | -87.53% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.64% | -0.46% | +8.86% | |
| 13 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.56% | -0.13% | -10.55% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.43% | -0.61% | -13.06% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.41% | -0.23% | -88.90% | |
| 16 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.29% | — | +7.83% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.03% | -37.30% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.28% | -0.61% | EXIT | |
| 19 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 1.25% | -0.10% | +18.11% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.23% | +0.43% | -15.13% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.22% | -0.09% | -73.31% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.18% | -0.22% | EXIT | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.05% | — | -11.90% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.97% | -0.03% | -13.11% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.95% | -0.16% | -7.00% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.94% | +0.61% | -33.23% | |
| 27 | QLC | Flexshares US Quality Lg Cap | ETF-Other | 0.93% | +0.02% | -23.20% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.93% | -0.91% | EXIT | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | -0.02% | +7.71% | |
| 30 | TRGP | Targa Resources CORP | Stock-Energy | 0.90% | +0.43% | NEW | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.11% | -25.00% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.15% | -21.24% | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.85% | -0.13% | -8.53% | |
| 34 | BNDC | Flexshares Core Select Bond | ETF-Other | 0.84% | -0.11% | -30.03% | |
| 35 | CEG | Constellation Energy | Stock-Utilities | 0.82% | — | -6.27% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.07% | -19.78% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.19% | -74.00% | |
| 38 | PWR | Quanta Services Inc | Stock-Industrials | 0.77% | +0.48% | NEW | |
| 39 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.77% | — | -10.49% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.76% | -0.02% | -76.17% | |
| 41 | EVR | Evercore Inc - A | Stock-Financials | 0.74% | -0.28% | EXIT | |
| 42 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.73% | — | -6.49% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | +0.01% | -6.90% | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.71% | — | -14.44% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | +0.03% | -37.53% | |
| 46 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.63% | -0.03% | -25.07% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | -0.23% | -39.23% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.62% | +0.01% | -17.73% | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.59% | -0.31% | -8.27% | |
| 50 | BRO | Brown & Brown Inc | Stock-Financials | 0.58% | — | -12.99% |
According to official SEC Form 13F filings, VestGen Investment Management reported a total U.S. public equity portfolio value of $188.5M across 162 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, HYG, NVDA) accounted for 11.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SGOV
市值: $6.9M
During Q1 2025, VestGen Investment Management's top holdings by market value included SGOV (5.2%)、HYG (3.7%)、NVDA (2.8%). The largest single position, SGOV, represented 5.2% of total portfolio value.
In Q1 2025, VestGen Investment Management made 162 total portfolio adjustments, initiating 162 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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