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VestGen Investment Management

Q1 2026 13F Holdings

  • Location
    egg harbor township, NJ
  • Num holdings

    216

  • Value ($000)

    $181,324

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0001511739
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$9.5M
5 %

94,420

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.05M
3 %

34,704

H
HYG

ISHARES TR

IBOXX HI YD ETF
464288513
$4.3M
2 %

54,099

Q
QDF

FLEXSHARES TR

QUALT DIVD IDX
33939L860
$3.63M
2 %

45,847

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$3.51M
2 %

36,737

I
IQDF

FLEXSHARES TR

INTL QLTDV IDX
33939L837
$3.45M
2 %

108,847

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$2.72M
2 %

42,410

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$2.62M
1 %

6,000

G
GEV

GE VERNOVA INC

COM
36828A101
$2.42M
1 %

2,777

A
AVGO

BROADCOM INC

COM
11135F101
$2.32M
1 %

7,485

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