VestGen Advisors, LLC

CIK: 0002050130Latest portfolio: $2.3B · Q4 2025

Holdings

741

Total Value

$2.3B

New Positions

152

Closed Positions

104

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
279,908$76.0M3.24%-28,930
2
NVDANVIDIA CORPORATION
387,024$72.0M3.07%-74,645
3
GLPIGAMING & LEISURE PPTYS INC
1,580,502$70.0M2.98%+572
4
AMZNAMAZON COM INC
209,843$48.0M2.04%+58K
5
GOOGALPHABET INC
155,040$48.0M2.04%+13K
6
MSFTMICROSOFT CORP
90,780$43.0M1.83%-20,177
7
SPYSPDR S&P 500 ETF TR
61,838$42.0M1.79%-116,956
8
IWFISHARES TR
72,085$34.0M1.45%+736
9
IVVISHARES TR
49,497$33.0M1.40%-1,853
10
NDQINVESCO QQQ TR
53,939$33.0M1.40%-125,237
11
VEAVANGUARD TAX-MANAGED FDS
523,878$32.0M1.36%+140K
12
AVGOBROADCOM INC
90,953$31.0M1.32%+1K
13
RDVYFIRST TR EXCHANGE TRADED FD
443,541$30.0M1.28%+71K
14
PLTRPALANTIR TECHNOLOGIES INC
172,904$28.0M1.19%NEWCall
15
VTIVANGUARD INDEX FDS
83,680$28.0M1.19%-435,207
16
METAMETA PLATFORMS INC
81,827$25.0M1.06%NEWPut
17
SGOVISHARES TR
253,257$25.0M1.06%+143K
18
VOOVANGUARD INDEX FDS
39,766$24.0M1.02%-809
19
VUGVANGUARD INDEX FDS
46,443$22.0M0.94%-2,650
20
SYLDCAMBRIA ETF TR
313,382$21.0M0.89%-2,762
21
BUFRFIRST TR EXCHNG TRADED FD VI
593,600$20.0M0.85%-147,760
22
QQQMINVESCO EXCH TRADED FD TR II
81,406$20.0M0.85%-2,872
23
FTLSFIRST TR EXCH TRADED FD III
293,769$20.0M0.85%NEW
24
VTVVANGUARD INDEX FDS
105,029$20.0M0.85%-195,315
25
CAIECALAMOS ETF TR
725,554$19.0M0.81%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SGOV253K+143K
FTGS259K+140K
VEA524K+140K
BNDX245K+139K
GRNY448K+122K
NFLX86K+80K
VWO215K+75K
IYZ93K+74K
RDVY444K+71K
SOXQ76K+60K

Decreased Positions

NameSharesChange
SPYM171K-392990
SPTM111K-356264
DYNF217K-270549
DGRW125K-258084
BSCR134K-247591
VTV105K-195315
BSCT101K-172321
CGDG276K-167619
BSCS118K-155337
SPEM154K-152124

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.600072000430002e+222T)
Industrials0.0% ($8.000700060005e+116T)
Healthcare0.0% ($1.1000700060004e+104T)
Unknown0.0% ($3.300015000140008e+91T)
Consumer Cyclical0.0% ($4.80001700090006e+68T)
Communication Services0.0% ($4.800025000120007e+47T)
Energy0.0% ($7.000500030001001e+28T)
Consumer Defensive0.0% ($1.60001000040002e+28T)
Basic Materials0.0% ($1.000100010001e+23T)
Utilities0.0% ($500020002000200007680.0T)
Real Estate0.0% ($70000000.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$2.3B751
Q3 2025Nov 14, 2025$3.0T694
Q2 2025Aug 13, 2025$2.5T0
Q1 2025May 14, 2025$2.2T545

Fund Information

CIK0002050130
Most Recent FilingFeb 17, 2026
Number of Filings4

VestGen Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.3B across 741 holdings. The largest position is APPLE INC (AAPL), representing 3.2% of the portfolio. Compared to the previous quarter, the fund opened 157 new positions and closed 110 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.