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VestGen Advisors

Latest statistics and disclosures from VestGen Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VTV, AAPL, NVDA, QQQ, and represent 14.01% of VestGen Advisors's stock portfolio.
Added to shares of these 10 stocks: DDOG (+$14M), IUSB (+$14M), MU (+$13M), VTRS (+$11M), SPYM (+$11M), GOOGL (+$9.6M), F (+$9.0M), KLAC (+$7.9M), WCMI (+$5.2M), TSLA.
Started 116 new stock positions in BJ, DDOG, PICK, INTA, FMAY, RBRK, VTRS, ENTG, VRRM, GNRC.
Reduced shares in these 10 stocks: QQQ (-$141M), VTI (-$113M), LLY (-$56M), VTV (-$41M), META (-$29M), MRVL (-$16M), IUSG (-$15M), HPE (-$14M), INTC (-$13M), IWR (-$11M).
Sold out of its positions in GLTR, AA, ADSK, AVNS, CCC, CNX, Carnival Corporation, CHWY, CVR, CRCL.
VestGen Advisors was a net seller of stock by $-409M.
VestGen Advisors has $3.4B in assets under management (AUM), dropping by -8.75%.
Central Index Key (CIK): 0002050130

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Positions held by VestGen Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for VestGen Advisors

VestGen Advisors holds 1075 positions in its portfolio as reported in the June 2026 quarterly 13F filing

VestGen Advisors has 1075 total positions. Only the first 250 positions are shown.

Sign up to view all of the VestGen Advisors June 30, 2026 positions
Download the VestGen Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$137M	-45%	370k	370.04	View chart
Vanguard Index Fds Value Etf (VTV)	2.7	$92M	-30%	420k	217.93	View chart
Apple (AAPL)	2.6	$90M	-3%	311k	289.36	View chart
NVIDIA Corporation Put Option (NVDA)	2.6	$90M		448k	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$72M	-66%	98k	736.40	View chart
Gaming & Leisure Pptys (GLPI)	2.1	$70M		1.6M	44.53	View chart
Amazon (AMZN)	1.7	$57M	+5%	240k	238.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$55M	-15%	74k	746.77	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$53M		149k	353.33	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$46M	+7%	534k	86.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$43M	-4%	598k	71.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$42M	+2%	56k	748.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$38M	+2%	304k	124.17	View chart
Microsoft Corporation (MSFT)	1.1	$37M	-3%	100k	373.02	View chart
Broadcom (AVGO)	1.0	$35M	-2%	94k	377.75	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.0	$35M		430k	81.06	View chart
Micron Technology Call Option (MU)	1.0	$33M	+62%	29k	1154.29	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.9	$31M	+51%	351k	87.88	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.9	$30M		1.1M	27.21	View chart
Alphabet Cap Stk Cl A Put Option (GOOGL)	0.8	$28M	+51%	79k	357.37	View chart
Tesla Motors Put Option (TSLA)	0.8	$28M	+18%	67k	420.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$27M		88k	302.97	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.8	$27M	-21%	265k	100.67	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.7	$25M	+7%	341k	73.80	View chart
Meta Platforms Cl A (META)	0.7	$24M	-54%	43k	563.29	View chart
Lam Research Corp Com New (LRCX)	0.7	$23M		52k	433.33	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.6	$22M		281k	79.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$21M	-5%	69k	303.12	View chart
Advanced Micro Devices Put Option (AMD)	0.6	$21M	+9%	35k	580.91	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.6	$20M		550k	36.53	View chart
Palantir Technologies Cl A (PLTR)	0.6	$20M		172k	116.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$20M	-2%	93k	212.77	View chart
Sandisk Corp Put Option (SNDK)	0.6	$19M	-7%	8.5k	2273.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$19M		264k	73.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$19M		77k	242.43	View chart
Wal-Mart Stores (WMT)	0.5	$19M		164k	113.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$18M		377k	48.43	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.5	$17M	+7%	350k	49.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$16M	-5%	33k	500.39	View chart
JPMorgan Chase & Co. (JPM)	0.5	$16M	-3%	50k	327.33	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.5	$16M		545k	29.40	View chart
Caterpillar (CAT)	0.5	$16M	-10%	15k	1064.94	View chart
Allspring Exchange Traded Fu Smid Core Etf (ASCE)	0.5	$16M		442k	35.09	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$15M	+700%	334k	46.15	View chart
Eli Lilly & Co. (LLY)	0.4	$15M	-78%	13k	1199.47	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$15M	-49%	81k	188.09	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$15M		222k	68.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$15M		49k	300.45	View chart
Comfort Systems USA (FIX)	0.4	$15M	-6%	7.5k	1981.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$15M	+7%	99k	146.41	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.4	$14M	+12%	317k	45.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$14M	-44%	127k	110.32	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.4	$14M	+8%	505k	27.65	View chart
Datadog Cl A Com (DDOG)	0.4	$14M	NEW	53k	260.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$13M		36k	368.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$13M		92k	137.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$13M		210k	59.69	View chart
Costco Wholesale Corporation (COST)	0.4	$12M		13k	935.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$12M	+36%	18k	686.81	View chart
Abbvie (ABBV)	0.3	$12M		48k	251.64	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$12M		228k	52.38	View chart
Ge Vernova (GEV)	0.3	$11M	-4%	9.6k	1174.87	View chart
Viatris (VTRS)	0.3	$11M	NEW	707k	15.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$11M	+17%	15k	763.14	View chart
Arista Networks Com Shs (ANET)	0.3	$11M		63k	169.88	View chart
Darden Restaurants (DRI)	0.3	$11M		51k	206.01	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.3	$10M		111k	93.63	View chart
United Parcel Svcs CL B (UPS)	0.3	$10M		96k	107.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$10M		86k	119.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$10M	-17%	45k	227.06	View chart
Cenovus Energy (CVE)	0.3	$10M	+32%	415k	24.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$10M		63k	161.54	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.3	$10M	+6%	274k	37.00	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.3	$9.9M		245k	40.59	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$9.9M	+22%	78k	128.08	View chart
Ford Motor Company (F)	0.3	$9.9M	+999%	712k	13.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$9.8M	+8%	130k	75.51	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$9.7M	-9%	96k	100.81	View chart
Exxon Mobil Corporation (XOM)	0.3	$9.6M	+4%	70k	136.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$9.5M	-46%	40k	236.62	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$9.3M	+125%	476k	19.57	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.3	$9.2M		101k	90.79	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$9.1M		95k	95.62	View chart
Johnson & Johnson (JNJ)	0.3	$9.0M		36k	253.97	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.3	$9.0M		80k	112.10	View chart
Kla Corp Com New (KLAC)	0.3	$8.9M	+748%	30k	301.71	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$8.8M	+2%	205k	43.14	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$8.8M	+2%	141k	62.20	View chart
Northern Lights Fd Tr Ocea Pk Dive Etf (DUKZ)	0.2	$8.5M	+4%	333k	25.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$8.5M	+4%	68k	124.42	View chart
Northern Lights Fd Tr Ocea Pk High Etf (DUKH)	0.2	$8.4M	+4%	352k	23.95	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$8.4M	-21%	92k	91.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$8.3M	-5%	108k	76.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.1M	-27%	105k	77.11	View chart
Palo Alto Networks (PANW)	0.2	$7.9M	+34%	23k	341.02	View chart
Cisco Systems (CSCO)	0.2	$7.7M	+26%	66k	117.46	View chart
Intel Corporation (INTC)	0.2	$7.5M	-63%	54k	139.63	View chart
Applied Materials (AMAT)	0.2	$7.3M	-22%	10k	723.01	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.2	$7.3M	+41%	248k	29.34	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$7.2M		272k	26.52	View chart
McDonald's Corporation (MCD)	0.2	$7.2M	-12%	27k	270.31	View chart
UnitedHealth (UNH)	0.2	$7.1M	+34%	17k	415.62	View chart
Uber Technologies (UBER)	0.2	$7.1M		98k	72.16	View chart
Mastercard Incorporated Cl A (MA)	0.2	$7.0M		14k	513.61	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$7.0M	-30%	134k	51.78	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.2	$6.9M	-22%	69k	100.60	View chart
Netflix (NFLX)	0.2	$6.9M		97k	71.40	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$6.8M	-9%	19k	354.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$6.7M	-9%	10k	655.90	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$6.5M	-34%	63k	103.96	View chart
Goldman Sachs (GS)	0.2	$6.4M	-3%	6.3k	1011.32	View chart
Union Pacific Corporation (UNP)	0.2	$6.4M		24k	272.00	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$6.4M	+50%	131k	48.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.3M		38k	164.27	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$6.2M	-3%	325k	19.12	View chart
Flex Ord (FLEX)	0.2	$6.2M	+103%	38k	162.07	View chart
Oracle Corporation (ORCL)	0.2	$6.2M	-7%	42k	146.55	View chart
Raytheon Technologies Corp (RTX)	0.2	$6.1M		32k	189.73	View chart
Eaton Corp SHS (ETN)	0.2	$6.1M		14k	426.12	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$6.0M	-15%	114k	52.72	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.2	$6.0M	-3%	238k	25.17	View chart
Deere & Company (DE)	0.2	$5.9M	+7%	9.3k	634.31	View chart
Everquote Com Cl A (EVER)	0.2	$5.9M		246k	23.79	View chart
Ge Aerospace Com New (GE)	0.2	$5.8M	+4%	16k	373.73	View chart
Baron Etf Tr Technology Etf (BCTK)	0.2	$5.8M		177k	32.48	View chart
Visa Com Cl A (V)	0.2	$5.7M	-14%	17k	343.09	View chart
Cme (CME)	0.2	$5.7M	-44%	26k	220.83	View chart
Quanta Services (PWR)	0.2	$5.7M	-9%	7.9k	720.04	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$5.7M	-19%	17k	342.82	View chart
Corning Incorporated (GLW)	0.2	$5.6M		22k	255.43	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.2	$5.6M		63k	88.50	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$5.6M	-7%	8.7k	640.77	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$5.5M		69k	79.97	View chart
Western Digital (WDC)	0.2	$5.5M	+2%	8.7k	638.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$5.5M		71k	77.91	View chart
Qualcomm (QCOM)	0.2	$5.4M	+32%	29k	184.79	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$5.4M	-7%	19k	290.62	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$5.4M	+5%	88k	61.23	View chart
Chevron Corporation (CVX)	0.2	$5.3M	-18%	32k	165.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$5.3M	-5%	11k	477.56	View chart
Home Depot (HD)	0.2	$5.2M		15k	352.69	View chart
Rli (RLI)	0.1	$5.1M	+6%	86k	59.07	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$4.9M		30k	164.60	View chart
Amphenol Corp Cl A (APH)	0.1	$4.8M	-3%	27k	176.32	View chart
Philip Morris International (PM)	0.1	$4.8M	+57%	27k	180.91	View chart
Procter & Gamble Company (PG)	0.1	$4.7M	-3%	32k	146.64	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$4.7M	+333%	20k	242.42	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$4.7M		110k	42.31	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$4.7M	+2%	108k	43.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$4.6M	+38%	56k	82.11	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.1	$4.5M	+4%	31k	148.12	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$4.5M	+330%	50k	90.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$4.5M	-42%	54k	83.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.5M	+33%	56k	80.57	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$4.5M	+6%	88k	50.49	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$4.4M	+16%	88k	50.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.4M	+11%	18k	252.23	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$4.4M	-17%	23k	190.52	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$4.3M	+3%	32k	133.25	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$4.2M	-6%	80k	53.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$4.2M	-49%	44k	96.58	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.2M		83k	51.00	View chart
TJX Companies (TJX)	0.1	$4.2M	+2%	28k	151.50	View chart
Merck & Co (MRK)	0.1	$4.1M	+3%	32k	128.50	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$4.1M	+7%	92k	44.99	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$4.1M	+3%	89k	46.18	View chart
International Business Machines (IBM)	0.1	$4.1M		15k	281.20	View chart
Penguin Solutions (PENG)	0.1	$4.1M	NEW	54k	76.01	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$4.1M	+12%	38k	107.62	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.0M		2.0k	1989.44	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$4.0M	-3%	44k	89.92	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$4.0M	+2%	44k	89.85	View chart
Marvell Technology (MRVL)	0.1	$3.9M	-80%	13k	297.89	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.9M	+13%	13k	298.07	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$3.9M	-7%	77k	50.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.9M	+288%	171k	22.78	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$3.9M	+2%	25k	158.66	View chart
Carpenter Technology Corporation (CRS)	0.1	$3.9M	+4%	6.3k	616.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$3.9M		23k	170.14	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$3.8M	NEW	104k	36.60	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$3.8M	+24%	57k	66.60	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$3.8M	+24%	119k	31.78	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.7M		9.4k	393.96	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$3.7M		67k	55.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq (QMFE)	0.1	$3.7M		151k	24.29	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$3.7M	+456%	39k	94.52	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$3.7M		31k	117.02	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.1	$3.6M	-2%	105k	34.56	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$3.6M	-2%	69k	52.60	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$3.6M	-26%	109k	33.29	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$3.6M	+40%	55k	66.45	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$3.6M		144k	25.06	View chart
Ishares Msci Taiwan Etf (EWT)	0.1	$3.6M	-3%	33k	108.61	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$3.6M	-2%	25k	144.61	View chart
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)	0.1	$3.6M		114k	31.44	View chart
Servicenow Call Option (NOW)	0.1	$3.6M	+79%	36k	99.28	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$3.6M	-3%	18k	201.90	View chart
Okta Cl A (OKTA)	0.1	$3.6M	NEW	26k	136.45	View chart
Ishares Tr Us Digi Real Etf (IDGT)	0.1	$3.5M	+6%	30k	119.74	View chart
Stryker Corporation (SYK)	0.1	$3.5M	-13%	11k	314.85	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$3.5M		46k	75.88	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.1	$3.5M	+4%	76k	45.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.5M	-2%	6.8k	509.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$3.5M	-11%	84k	41.19	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$3.4M		72k	46.81	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$3.4M	+807%	162k	20.79	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$3.4M	-33%	78k	43.11	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$3.4M	-13%	3.5k	965.12	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.3M	-20%	35k	94.57	View chart
Digitalocean Hldgs (DOCN)	0.1	$3.3M	-16%	21k	157.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$3.2M	-15%	66k	49.28	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$3.2M		21k	156.95	View chart
Air Products & Chemicals (APD)	0.1	$3.2M		11k	293.17	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.2M	+11%	6.3k	509.33	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.2M	-3%	42k	75.79	View chart
Dell Technologies CL C (DELL)	0.1	$3.2M		7.4k	431.45	View chart
Applovin Corp Com Cl A (APP)	0.1	$3.2M	+79%	6.2k	515.23	View chart
American Express Company (AXP)	0.1	$3.2M	+11%	9.3k	338.26	View chart
Nextera Energy (NEE)	0.1	$3.1M	-7%	35k	87.77	View chart
United Rentals (URI)	0.1	$3.1M	+2%	2.7k	1132.80	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$3.1M	+406%	31k	100.35	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$3.1M	NEW	110k	28.05	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$3.0M	-2%	29k	104.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.0M	-62%	14k	219.43	View chart
Vishay Intertechnology (VSH)	0.1	$3.0M	NEW	56k	53.78	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$3.0M	-35%	27k	110.15	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$3.0M		146k	20.36	View chart
Jabil Circuit (JBL)	0.1	$2.9M		7.6k	385.48	View chart
PNC Financial Services (PNC)	0.1	$2.9M	+6%	12k	246.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.9M	-12%	28k	103.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$2.9M		146k	19.61	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.9M		42k	68.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.8M	+3%	56k	50.58	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$2.8M	+4%	56k	50.60	View chart
Chubb (CB)	0.1	$2.8M		8.2k	340.73	View chart
Cadence Design Systems (CDNS)	0.1	$2.8M	-10%	7.4k	375.32	View chart
Amgen (AMGN)	0.1	$2.7M	-39%	7.5k	362.10	View chart
Bank of America Corporation (BAC)	0.1	$2.7M	+4%	48k	56.98	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$2.7M	+5%	14k	191.75	View chart
Aon Shs Cl A (AON)	0.1	$2.7M		8.1k	331.68	View chart
Morgan Stanley Com New (MS)	0.1	$2.7M	+5%	13k	209.04	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$2.7M	+5%	61k	43.50	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.6M	+56%	24k	109.43	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$2.6M		7.8k	334.82	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.6M	-10%	5.2k	501.36	View chart
At&t (T)	0.1	$2.6M		126k	20.70	View chart
Waste Management (WM)	0.1	$2.6M	-4%	12k	222.89	View chart
Vistra Energy (VST)	0.1	$2.6M	+8%	16k	158.63	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$2.6M	+23%	96k	26.50	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$2.5M	-10%	106k	24.14	View chart

Past Filings by VestGen Advisors

SEC 13F filings are viewable for VestGen Advisors going back to 2025

VestGen Advisors 2026 Q2 filed Aug. 11, 2026
VestGen Advisors 2026 Q1 filed May 14, 2026
VestGen Advisors 2025 Q4 filed Feb. 17, 2026
VestGen Advisors 2025 Q3 filed Nov. 14, 2025
VestGen Advisors 2025 Q2 filed Aug. 13, 2025

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