VestGen Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
1,048
Total value ($000)
$3,759,355
Net value change ($000)
+1,409,726 (60.0%)
New positions
350
Sold out positions
58
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 216,999 773.5%
VTV 106,522 531.0%
QQQ 69,619 210.1%
IUSG 29,116 7189.1%
NVDA 26,759 37.1%
SPY 22,395 53.1%
IWR 20,787 641.4%
VUG 20,487 90.4%
AAPL 19,339 25.4%
BND 18,894 4445.6%
Top Reduces (Value $000, Stocks/ETFs)
VOO -16,179 -64.9%
LRGG -15,052 -100.0%
WBD -7,486 -91.7%
OEF -6,538 -80.6%
CMRE -5,455 -100.0%
PLTR -5,321 -18.4%
M -5,163 -100.0%
KSS -4,410 -100.0%
NOW -4,373 -75.4%
ITA -3,606 -78.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 191,940 (5.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type