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VESTGEN ADVISORS, LLC 13F portfolio summary

VESTGEN ADVISORS, LLC of VESTGEN ADVISORS, LLC has 1090 current stock holdings with a reported portfolio value of $3.43B. The portfolio 1 year return is +20.75%. Top holdings include VTI (3.99%), VTV (2.67%), AAPL (2.62%), NVDA (2.59%), QQQ (2.11%).

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VESTGEN ADVISORS, LLC

VESTGEN ADVISORS, LLC
Latest filing: 2026-06-30

VESTGEN ADVISORS, LLC runs VESTGEN ADVISORS, LLC and currently holds 1,090 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $3.43B. Their top holdings are VTI, VTV, AAPL, NVDA, QQQ. The top five represent 14.0% of reported portfolio weight. VESTGEN ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, VESTGEN ADVISORS, LLC initiated 1 new position. They added to 41 existing positions. They trimmed 58 positions. Their current best-performing preview position is VGT with returns of +230.10%.

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Top 5 Holdings
VTI4.0%
VTV2.7%
AAPL2.6%
NVDA2.6%
QQQ2.1%
Top 5: 14.0%
Portfolio Returns
1 Year
+20.75%
#0/1000
3 Year
+31.78%
#0/1000
5 Year
+31.78%
#0/1000

Portfolio Value

$3.43B

Alpha Score

27.8

#0 of 1000

Holdings

1,090

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1,090 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VTI
VANGUARD INDEX FDS
3.99%$315.16$378.25+20.02%
Trimmed
-45.25%
VTV
VANGUARD INDEX FDS
2.67%$192.14$226.35+17.80%
Trimmed
-30.75%
AAPL
APPLE INC
2.62%$235.69$309.35+31.25%
Trimmed
-3.94%
NVDA
NVIDIA CORPORATION
2.59%$134.16$214.76+60.08%
Trimmed
-1.00%
QQQ
INVESCO QQQ TR
2.11%$538.11$713.44+32.58%
Trimmed
-32.31%
GLPI
GAMING & LEISURE P
2.05%$50.89$43.55-14.42%
Added
+0.02%
SPY
STATE STR SPDR S&P 500 ETF T
1.61%$598.26$765.62+27.97%
Trimmed
-15.25%
AMZN
AMAZON COM INC
1.58%$206.18$258.63+25.44%
Trimmed
-0.44%
GOOG
ALPHABET INC
1.53%$189.26$341.75+80.57%
Added
+1.10%
VUG
VANGUARD INDEX FDS
1.34%$71.78$87.49+21.89%
Added
+7.09%

Showing 1-10 of 1,090