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VestGen Investment Management

Q2 2026 13F Holdings

  • Location
    egg harbor township, NJ
  • Num holdings

    218

  • Value ($000)

    $188,530

  • Date Filed
    07/31/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$8.13M
4 %

80,714

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.96M
4 %

34,760

H
HYG

ISHARES TR

IBOXX HI YD ETF
464288513
$4.16M
2 %

51,982

Q
QDF

FLEXSHARES TR

QUALT DIVD IDX
33939L860
$3.83M
2 %

42,559

I
IQDF

FLEXSHARES TR

INTL QLTDV IDX
33939L837
$3.5M
2 %

101,135

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$3.27M
2 %

4,361

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$2.77M
2 %

29,260

C
CRS

CARPENTER TECHNOLOGY CORP

COM
144285103
$2.77M
2 %

4,485

A
AVGO

BROADCOM INC

COM
11135F101
$2.7M
1 %

7,142

A
APH

AMPHENOL CORP

CL A
032095101
$2.63M
1 %

14,908

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