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Asset Manager ← All Institutions

VestGen Advisors, LLC

Q1 2026 · Filed 2026-05-14
Market Value
$3.6B
+51.7%
Holdings
1,069
+234
New Purchases
339
Added To
449
Closed
55
Reduced
205
Top 10 Concentration
27.3%
Turnover
36.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 6.89% 1.20% +5.70% $245M
VTV 3.56% 0.86% +2.70% $127M
QQQ 2.89% 1.41% +1.48% $103M
IUSG 0.83% 0.02% +0.81% $30M
IWR 0.68% 0.14% +0.54% $24M
BND 0.54% 0.02% +0.53% $19M
VIG 0.49% 0.07% +0.41% $17M
INTC 0.49% 0.10% +0.40% $18M
SNDK 0.38% 0.00% +0.38% $13M
MRVL 0.31% 0.02% +0.29% $11M
HPE 0.29% 0.02% +0.26% $10M
CVE 0.26% 0.00% +0.26% $9M
PTEN 0.25% 0.00% +0.25% $9M
VUG 1.21% 0.97% +0.25% $43M
DUKH 0.23% 0.00% +0.23% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLPI 2.12% 3.02% -0.89% $75M
VOO 0.25% 1.06% -0.82% $9M
MSFT 1.19% 1.87% -0.68% $42M
LRGG 0.00% 0.64% -0.64% $0
PLTR 0.66% 1.24% -0.57% $24M
AAPL 2.68% 3.25% -0.56% $95M
GOOG 1.59% 2.08% -0.49% $57M
IWF 1.03% 1.46% -0.43% $37M
RDVY 0.90% 1.32% -0.42% $32M
AMZN 1.71% 2.07% -0.36% $61M
META 0.74% 1.09% -0.35% $26M
WBD 0.02% 0.35% -0.33% $679K
BUFR 0.56% 0.87% -0.31% $20M
IVV 1.14% 1.45% -0.31% $41M
SYLD 0.63% 0.93% -0.30% $22M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $1.5B 43.3%
Large Cap 583 $1.4B 40.0%
Mid Cap 203 $301M 8.5%
Small Cap 145 $199M 5.6%
Micro Cap 60 $97M 2.7%

Portfolio Analytics

Avg Market Cap
$88.8B
Median Market Cap
$17.2B
Avg P/E
36.7
Median P/E
25.4
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
575
# ETFs / Funds
494

Top Holdings (1,069 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 6.89% 675,470 $245M $362.79 $217M +591,790 +707.2%
2 VTV 3.56% 607,077 $127M $208.51 $107M +502,048 +478.0%
3 QQQ 2.89% 145,290 $103M $707.24 $70M +91,351 +169.4%
4 NVDA 2.78% 448,135 $99M $220.78 $27M +61,111 +15.8%
5 AAPL 2.68% 323,726 $95M $294.80 $19M +43,818 +15.7%
6 GLPI 2.12% 1,581,662 $75M $47.70 $5M +1,160 +0.1%
7 SPY 1.82% 87,462 $65M $738.18 $22M +25,624 +41.4%
8 AMZN 1.71% 228,163 $61M $265.82 $12M +18,320 +8.7%
9 GOOG 1.59% 147,345 $57M $383.82 $8M -7,695 -5.0%
10 VEA 1.23% 624,595 $44M $69.97 $11M +100,717 +19.2%
11 VUG 1.21% 498,438 $43M $86.56 $20M +451,995 +973.2%
12 MSFT 1.19% 103,860 $42M $407.77 -$2M +13,080 +14.4%
13 IVV 1.14% 54,701 $41M $741.61 $7M +5,204 +10.5%
14 AVGO 1.13% 96,215 $40M $419.30 $9M +5,262 +5.8%
15 IWF 1.03% 296,689 $37M $123.35 $2M +224,604 +311.6%
16 SGOV 0.95% 337,530 $34M $100.50 $8M +84,273 +33.3%
17 RDVY 0.90% 430,978 $32M $74.07 $1M -12,563 -2.8%
18 CAIE 0.85% 1,103,282 $30M $27.37 $11M +377,728 +52.1%
19 IUSG 0.83% 158,945 $30M $185.73 $29M +156,534 +6492.5%
20 META 0.74% 43,686 $26M $603.00 $714K +4,859 +12.5%
21 QQQM 0.74% 89,914 $26M $291.14 $6M +8,508 +10.4%
22 IWR 0.68% 228,901 $24M $104.97 $21M +195,233 +579.9%
23 PLTR 0.66% 173,790 $24M $136.00 -$5M +10,886 +6.7%
24 FTLS 0.66% 318,438 $24M $74.13 $3M +24,669 +8.4%
25 SYLD 0.63% 284,979 $22M $77.96 $432K -28,403 -9.1%
26 WMT 0.61% 165,290 $22M $130.35 $5M +13,148 +8.6%
27 VB 0.59% 73,013 $21M $286.33 $12M +37,854 +107.7%
28 TSLA 0.57% 46,897 $20M $433.45 $3M +8,492 +22.1%
29 GOOGL 0.57% 52,401 $20M $387.35 $8M +13,937 +36.2%
30 SPLG 0.57% 231,870 $20M $86.90 $6M +60,676 +35.4%
31 BUFR 0.56% 552,796 $20M $36.05 -$408K -40,804 -6.9%
32 RSP 0.55% 95,691 $20M $203.81 $10M +46,344 +93.9%
33 BND 0.54% 264,104 $19M $73.15 $19M +258,372 +4507.5%
34 IWD 0.51% 77,306 $18M $234.21 $2M -713 -0.9%
35 BNDX 0.51% 377,315 $18M $47.81 $6M +131,965 +53.8%
36 INTC 0.49% 145,743 $18M $120.61 $15M +83,910 +135.7%
37 VIG 0.49% 75,886 $17M $228.79 $16M +67,964 +857.9%
38 BRK-B 0.47% 34,449 $17M $484.96 $2M +4,939 +16.7%
39 FIX 0.45% 8,010 $16M $2,016.31 $9M +559 +7.5%
40 GLD 0.45% 36,941 $16M $432.93 $481K -2,200 -5.6%
41 JPM 0.44% 51,348 $16M $304.88 $3M +11,475 +28.8%
42 CGDV 0.43% 324,664 $15M $47.48 $3M +48,706 +17.6%
43 CAT 0.43% 16,645 $15M $912.12 $8M +3,579 +27.4%
44 LRCX 0.42% 51,704 $15M $289.24 $5M -9,208 -15.1%
45 RDVI 0.41% 541,282 $15M $27.19 $2M +44,637 +9.0%
46 AMD 0.41% 32,455 $15M $448.29 $8M +2,523 +8.4%
47 DYNF 0.41% 219,935 $15M $66.00 $1M +2,956 +1.4%
48 ASCE 0.41% 447,103 $14M $32.22 $2M +2,932 +0.7%
49 IWM 0.39% 49,278 $14M $282.57 $2M +1,760 +3.7%
50 COST 0.38% 13,342 $14M $1,021.88 $3M +885 +7.1%
51 SNDK 0.38% 9,270 $13M $1,452.02 +9,270 NEW
52 CME 0.38% 46,839 $13M $285.75 $7M +23,407 +99.9%
53 EYLD 0.36% 281,197 $13M $45.43 $2M +6,990 +2.5%
54 MU 0.36% 16,616 $13M $766.56 $4M -15,321 -48.0%
55 IVW 0.35% 92,783 $13M $135.80 $3M +15,811 +20.5%
56 IWP 0.35% 91,907 $13M $136.65 $53K +579 +0.6%
57 GRNY 0.35% 464,647 $13M $27.02 $1M +17,018 +3.8%
58 VWO 0.35% 211,215 $13M $59.39 $989K -3,723 -1.7%
59 IVE 0.35% 55,281 $12M $224.77 $4M +17,282 +45.5%
60 IHDG 0.32% 229,247 $11M $49.84 $3M +60,607 +35.9%
61 MRVL 0.31% 66,990 $11M $164.50 $11M +61,137 +1044.5%
62 GEV 0.30% 9,972 $11M $1,071.99 $5M +1,922 +23.9%
63 MINT 0.30% 106,320 $11M $100.53 $3M +27,313 +34.6%
64 BIL 0.30% 116,290 $11M $91.49 -$292K -3,332 -2.8%
65 IJH 0.30% 144,660 $11M $73.33 $6M +81,099 +127.6%
66 IAU 0.30% 119,066 $11M $88.71 $5M +51,182 +75.4%
67 HPE 0.29% 340,184 $10M $30.21 $10M +316,051 +1309.6%
68 DRI 0.29% 51,118 $10M $199.12 $1M +1,410 +2.8%
69 XOM 0.29% 67,440 $10M $150.63 $2M +1,604 +2.4%
70 SPEM 0.28% 194,583 $10M $51.58 $3M +40,841 +26.6%
71 ABBV 0.28% 48,165 $10M $207.86 -$1M -1,471 -3.0%
72 JBND 0.28% 186,668 $10M $53.35 $3M +59,408 +46.7%
73 LVHI 0.28% 242,208 $10M $40.97 $3M +63,158 +35.3%
74 XSMO 0.27% 112,459 $10M $86.23 $2M -142 -0.1%
75 MOAT 0.27% 96,364 $10M $99.92 $6M +64,437 +201.8%
76 VGT 0.27% 85,561 $10M $112.30 $2M +75,360 +738.8%
77 CVE 0.26% 312,596 $9M $30.01 +312,596 NEW
78 FTGS 0.26% 257,314 $9M $36.18 $147K -1,870 -0.7%
79 DGRW 0.26% 97,143 $9M $95.20 -$2M -27,550 -22.1%
80 LLY 0.26% 9,316 $9M $989.91 $2M +2,153 +30.1%
81 SPMO 0.26% 63,415 $9M $144.45 $929K -5,569 -8.1%
82 ANET 0.26% 63,692 $9M $142.54 $775K +316 +0.5%
83 EFV 0.25% 114,794 $9M $78.08 $1M +6,729 +6.2%
84 PTEN 0.25% 742,509 $9M $12.06 +742,509 NEW
85 SPTM 0.25% 99,469 $9M $89.44 -$226K -11,107 -10.0%
86 VOO 0.25% 12,907 $9M $678.65 -$16M -26,859 -67.5%
87 BKIE 0.25% 88,622 $9M $98.79 $8M +81,111 +1079.9%
88 COWZ 0.24% 137,796 $9M $63.07 -$936K -22,195 -13.9%
89 NFLX 0.24% 97,821 $9M $87.66 $516K +11,864 +13.8%
90 UPS 0.24% 86,982 $9M $98.44 $77K +1,431 +1.7%
91 ORCL 0.24% 45,692 $9M $186.83 $1M +9,069 +24.8%
92 IEFA 0.24% 86,914 $8M $96.52 $2M +18,044 +26.2%
93 SDVY 0.23% 200,652 $8M $41.41 $414K -5,387 -2.6%
94 MCD 0.23% 30,185 $8M $274.84 $2M +10,072 +50.1%
95 DUKH 0.23% 337,417 $8M $24.04 +337,417 NEW
96 DUKZ 0.23% 317,534 $8M $25.44 +317,534 NEW
97 JNJ 0.23% 36,003 $8M $224.26 $1M +2,897 +8.8%
98 EFG 0.22% 65,417 $8M $120.34 $5M +42,089 +180.4%
99 AVUS 0.22% 63,165 $8M $124.49 $76K -6,503 -9.3%
100 VEU 0.22% 93,579 $8M $82.11 $7M +83,632 +840.8%

Options Breakdown

10 Calls $71M Call Value 11 Puts $121M Put Value 1.7 P/C Ratio

Top Calls

SymbolSharesValueStatus
LLY 50,000 $49M NEW
META 25,000 $15M
TSLA 9,000 $4M NEW
CRCL 12,500 $2M NEW
MU 700 $537K NEW
NOW 4,000 $356K NEW
NAIL 5,000 $180K NEW
AUR 10,000 $72K
PLTR $0 SOLD
MSTR $0 SOLD

Top Puts

SymbolSharesValueStatus
QQQ 145,000 $103M NEW
META 25,000 $15M
NVDA 4,600 $1M NEW
UPS 9,000 $886K NEW
GM 10,000 $764K NEW
MU 400 $307K NEW
TSLA 400 $173K NEW
KO 100 $8K NEW
COHR $0 SOLD
MSTR $0 SOLD

New Positions

SymbolValue% Port
SNDK $13M 0.38%
CVE $9M 0.26%
PTEN $9M 0.25%
DUKH $8M 0.23%
DUKZ $8M 0.23%
WDC $4M 0.12%
QDF $4M 0.11%
WCMI $4M 0.11%
FWD $4M 0.11%
DOCN $4M 0.11%
BLCR $4M 0.11%
IQDF $4M 0.10%
VGLT $4M 0.10%
MTZ $4M 0.10%
VBR $4M 0.10%

Sold Out Positions

SymbolValue% Port
WNC —%
RYAN —%
M —%
ONON —%
ACM —%
LDOS —%
CPNG —%
CCI —%
KSS —%
OTF —%
VTS —%
RCUS —%
DOC —%
IR —%
OWL —%
View SEC EDGAR Filings for VestGen Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms