VestGen Advisors, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,430,291
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 1,091 | 3,430,291 | 13F-HR | VestGen Advisors, LLC |
| Q1 2026 | 5/14/2026 | 1,048 | 3,759,355 | 13F-HR | VestGen Advisors, LLC |
| Q4 2025 | 2/17/2026 | 748 | 2,349,629 | 13F-HR | VestGen Advisors, LLC |
| Q3 2025 | 11/14/2025 | 694 | 3,001,356 | 13F-HR | VestGen Advisors, LLC |
| Q2 2025 | 8/13/2025 | 579 | 2,507,914 | 13F-HR | VestGen Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
30.47 K
(0.9% of total reported value)
· QoQ Δ:
-161.5 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.711 M | 50.3% | 0 | 32.29 K | -32.29 K |
| ETFs | 1.676 M | 49.3% | 0 | 125.9 K | -125.9 K |
| Debt | 12.56 K | 0.4% | 0 | 9.194 K | -9.194 K |
| Other | 0 | 0.0% | 0 | 207 | -207 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
3,430,291
Holdings
1091
QoQ value change ($000)
-329,064
(-8.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.