1y return+19.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $131 against $133 in the S&P 500.2
VestGen Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $136.8M | 4.0% | −45.3% |
| VTVVanguard Index Fds | $91.6M | 2.7% | −30.7% |
| AAPLApple Inc | $90.0M | 2.6% | −3.9% |
| NVDANvidia Corporation | $88.8M | 2.6% | |
| QQQInvesco Qqq Tr | $72.4M | 2.1% | −32.3% |
| GLPIGaming & Leisure P | $70.4M | 2.1% | |
| SPYState Str Spdr S&p 500 Etf T | $55.4M | 1.6% | −15.3% |
| AMZNAmazon Com Inc | $54.1M | 1.6% | |
| GOOGAlphabet Inc | $52.6M | 1.5% | +1.1% |
| VUGVanguard Index Fds | $46.0M | 1.4% | −82.2% |
| VEAVanguard Tax-managed Fds | $42.6M | 1.3% | −4.2% |
| IVVIshares Tr | $42.0M | 1.2% | +2.5% |
| IWFIshares Tr | $37.7M | 1.1% | −74.4% |
| MSFTMicrosoft Corp | $37.4M | 1.1% | −3.4% |
| AVGOBroadcom Inc | $35.4M | 1.0% | −2.7% |
| RDVYFirst Tr Exchange Traded Fd | $34.8M | 1.0% | |
| MUMicron Technology Inc | $31.6M | 0.9% | +64.6% |
| SPYMSpdr Series Trust | $30.9M | 0.9% | +51.4% |
| CAIECalamos Etf Tr | $30.0M | 0.9% | |
| QQQMInvesco Exch Traded Fd Tr II | $26.7M | 0.8% | −1.8% |
| SGOVIshares Tr | $26.7M | 0.8% | −21.5% |
| FTLSFirst Tr Exch Traded Fd III | $25.1M | 0.7% | +7.0% |
| METAMeta Platforms Inc | $24.3M | 0.7% | −1.4% |
| LRCXLam Research Corp | $22.5M | 0.7% | |
| SYLDCambria Etf Tr | $22.2M | 0.7% | −1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $22.5M |
| AMDAdvanced Micro Devices Inc | March 31, 2025 | +465.4% | $16.2M |
| GOOGLAlphabet Inc | March 31, 2025 | +131.1% | $19.4M |
| GOOGAlphabet Inc | March 31, 2025 | +126.2% | $52.6M |
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $35.4M |
| NVDANvidia Corporation | March 31, 2025 | +84.6% | $88.8M |
| TSLATesla Inc | March 31, 2025 | +62.3% | $19.4M |
| QQQInvesco Qqq Tr | March 31, 2025 | +57.0% | $72.4M |
| QQQMInvesco Exch Traded Fd Tr II | March 31, 2025 | +57.0% | $26.7M |
| VEAVanguard Tax-managed Fds | March 31, 2025 | +40.2% | $42.6M |
Sold off last quarter
- IEZIshares Tr was $3.5M
- IYEIshares Tr was $3.5M
- Honeywell Intl IncCUSIP 438516106 was $3.2M
- MXLMaxlinear Inc was $3.1M
- TTMITtm Technologies Inc was $2.6M
- Avanos Med IncCUSIP 05350V106 was $2.5M
- OGNOrganon & Co was $2.3M
- EWZIshares Inc was $2.0M
- KWEBKraneshares Trust was $1.8M
- PPGPpg Inds Inc was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +9.2% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: VestGen Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2050130&type=13F-HR&dateb=&owner=include&count=40CIK 2050130
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2050130/000205013026000005/Filed August 11, 2026 · accession 0002050130-26-000005