Fund HoldingsVestGen Advisors, LLC

Total Portfolio Value
$3.43B
Total Bought
$602.58M
Total Sold
$974.21M
Net Transaction
-$371.63M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0351,060+351,060030,8510.90%+30,851
CALAMOS ETF TR
AUTOC INCOM ETF
01,102,235+1,102,235029,9920.87%+29,992
ISHARES TR0264,848+264,848026,6620.78%+26,662
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0550,364+550,364020,1050.59%+20,105
MICRON TECHNOLOGY INC(MU)16,61627,347+10,73112,73731,5660.92%+18,829
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0350,371+350,371017,2660.50%+17,266
TIDAL TRUST I0504,537+504,537013,9500.41%+13,950
DATADOG INC(DDOG)052,702+52,702013,7210.40%+13,721
ISHARES TR
CORE UNIVRSL USD
0333,795+333,795015,4050.45%+15,405
VIATRIS INC(VTRS)0707,099+707,099011,2290.33%+11,229
SPDR SERIES TRUST
ST STR PR SP1500
0100,956+100,95609,1660.27%+9,166
FORD MTR CO(F)0712,125+712,12509,8990.29%+9,899
ALPHABET INC(GOOG)(Put)025,000+25,00008,934+8,934
NORTHERN LIGHTS FD TR
OCEA PK DIVE ETF
0332,545+332,54508,5200.25%+8,520
NORTHERN LIGHTS FD TR
OCEA PK HIGH ETF
0352,357+352,35708,4410.25%+8,441
SPDR SERIES TRUST
ST STR BLO 1 ETF
091,652+91,65208,3990.24%+8,399
LAM RESEARCH CORP(LRCX)51,70451,969+26514,95522,5200.66%+7,565
HARBOR ETF TRUST
COMM ALL WEA ETF
0247,605+247,60507,2650.21%+7,265
SPDR INDEX SHS FDS
ST PORT MARK ETF
0134,413+134,41306,9600.20%+6,960
ELI LILLY & CO(LLY)012,771+12,771015,3180.45%+15,318
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0113,997+113,99706,0100.18%+6,010
VANECK ETF TRUST
RARE EAR STR ETF
063,411+63,41105,6120.16%+5,612
FIRST TR EXCHANGE-TRADED FD210,753476,043+265,2903,9129,3160.27%+5,405
SANDISK CORP(SNDK)9,2707,940-1,33013,46018,0530.53%+4,593
TESLA INC(TSLA)(Call)9,00020,000+11,0003,9018,412+4,511
BLACKROCK ETF TRUST
ISHA LA CORE ETF
088,097+88,09704,4370.13%+4,437
SELECT SECTOR SPDR TR
ST STR TECHN ETF
023,081+23,08104,3970.13%+4,397
CROWDSTRIKE HLDGS INC(CRWD)014,638+14,638011,1710.33%+11,171
ADVANCED MICRO DEVICES INC(AMD)(Put)07,500+7,50004,357+4,357
SELECT SECTOR SPDR TR
ST STR ENERG ETF
079,827+79,82704,2400.12%+4,240
PALO ALTO NETWORKS INC(PANW)023,311+23,31107,9500.23%+7,950
PENGUIN SOLUTIONS INC(PENG)053,623+53,62304,0760.12%+4,076
SPDR INDEX SHS FDS
ST STR PO EX ETF
077,440+77,44003,9020.11%+3,902
SELECT SECTOR SPDR TR
ST STR CARE ETF
024,517+24,51703,8900.11%+3,890
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0104,402+104,40203,8210.11%+3,821
ISHARES TR019,532+19,53204,7350.14%+4,735
TIDAL TRUST III
FUND GRA MID ETF
0113,967+113,96703,5830.10%+3,583
FLEX LTD(FLEX)038,250+38,25006,1990.18%+6,199
OKTA INC(OKTA)026,185+26,18503,5730.10%+3,573
ISHARES TR029,564+29,56403,5400.10%+3,540
ISHARES TR049,624+49,62404,4960.13%+4,496
VANGUARD INDEX FDS017,675+17,675012,1390.35%+12,139
BLACKROCK ETF TRUST
ISHA US THEM ETF
078,106+78,10603,3670.10%+3,367
AMAZON COM INC(AMZN)(Call)013,000+13,00003,098+3,098
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0109,768+109,76803,0790.09%+3,079
ISHARES TR038,781+38,78103,6660.11%+3,666
FIRST TR EXCHANGE-TRADED FD0162,155+162,15503,3710.10%+3,371
VISHAY INTERTECHNOLOGY INC(VSH)055,714+55,71402,9960.09%+2,996
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0429,740+429,740034,8351.02%+34,835
ISHARES TR
US TREAS BD ETF
0170,838+170,83803,8920.11%+3,892
VANGUARD INDEX FDS498,438533,784+35,34643,14545,9801.34%+2,835
KLA CORP(KLAC)029,520+29,52008,9060.26%+8,906
CISCO SYS INC(CSCO)065,491+65,49107,6930.22%+7,693
LISTED FDS TR
ROUN MA SEVE ETF
039,251+39,25102,5240.07%+2,524
ISHARES TR030,717+30,71703,0820.09%+3,082
SELECT SECTOR SPDR TR
ST STR INDL ETF
013,187+13,18702,4430.07%+2,443
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
057,219+57,21902,4220.07%+2,422
ARM HOLDINGS PLC019,141+19,14106,7870.20%+6,787
SOLAREDGE TECHNOLOGIES INC(SEDG)040,508+40,50802,3670.07%+2,367
BLACKROCK ETF TRUST II043,893+43,89302,2070.06%+2,207
TORTOISE CAPITAL SERIES TRUS039,314+39,31402,1980.06%+2,198
FIRST TR EXCHANGE-TRADED FD0131,294+131,29406,3890.19%+6,389
AMERICAN CENTY ETF TR077,549+77,54909,9330.29%+9,933
UNITEDHEALTH GROUP INC(UNH)017,105+17,10507,1090.21%+7,109
FORTINET INC(FTNT)016,249+16,24902,4960.07%+2,496
SPDR SERIES TRUST
ST STR P500GRW
017,163+17,16302,0420.06%+2,042
ABBVIE INC(ABBV)047,682+47,682011,9990.35%+11,999
ISHARES TR099,121+99,121014,5120.42%+14,512
SERVICENOW INC(NOW)033,074+33,07403,2840.10%+3,284
SPDR SERIES TRUST
ST STR SP DIV
012,067+12,06701,8360.05%+1,836
GLOBAL X FDS
DATA CTR DIG ETF
059,182+59,18201,7970.05%+1,797
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
073,745+73,74501,7960.05%+1,796
ETF SER SOLUTIONS
DEFIA QUANT ETF
010,705+10,70501,7700.05%+1,770
VANGUARD WORLD FD018,079+18,07901,7360.05%+1,736
APPLIED MATLS INC13,03110,155-2,8765,6197,3420.21%+1,723
SPDR SERIES TRUST
ST STR P500VAL
027,852+27,85201,6930.05%+1,693
SPACE EXPLORATION TECHN CORP09,820+9,82001,6780.05%+1,678
ADVANCED MICRO DEVICES INC(AMD)32,45527,902-4,55314,54916,2090.47%+1,659
PHILIP MORRIS INTL INC(PM)026,526+26,52604,7990.14%+4,799
ETF OPPORTUNITIES TRUST
SMI FULL ETF
056,461+56,46101,6490.05%+1,649
HONEYWELL INTL INC07,331+7,33101,6410.05%+1,641
CAMBRIA ETF TR0317,091+317,091014,3990.42%+14,399
CF INDUSTRIES HOLD(CF)014,770+14,77001,5990.05%+1,599
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
80,44680,306-1407,4209,0020.26%+1,582
ARISTA NETWORKS INC(ANET)062,525+62,525010,6220.31%+10,622
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
318,438340,744+22,30623,60625,1470.73%+1,541
APPLOVIN CORP(APP)06,153+6,15303,1700.09%+3,170
SPDR SERIES TRUST
ST STR SP600 SML
024,858+24,85801,4340.04%+1,434
SPDR SERIES TRUST
ST STR CONV ETF
013,241+13,24101,4280.04%+1,428
DELL TECHNOLOGIES INC(DELL)07,371+7,37103,1800.09%+3,180
WESTERN DIGITAL CORP(WDC)8,4048,651+2474,1075,5260.16%+1,418
ISHARES TR54,70156,044+1,34340,56741,9711.22%+1,404
GE AEROSPACE(GE)015,579+15,57905,8220.17%+5,822
SANDISK CORP(SNDK)(Put)0600+60001,364+1,364
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
0545,359+545,359016,0340.47%+16,034
SPDR SERIES TRUST
ST STR SP BIOT
08,298+8,29801,3130.04%+1,313
CARPENTER TECHNOLOGY CORP(CRS)06,284+6,28403,8760.11%+3,876
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
029,367+29,36701,3060.04%+1,306
CORNING INC(GLW)21,92422,038+1144,3465,6290.16%+1,283
ISHARES TR055,712+55,71204,5750.13%+4,575
Page 1 of 1