VestGen Investment Management

Est. AUM

$181.3M

13F long equity, this entity only

Positions

216

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	0-3 MNTH TREASRY	$9.5M	94420	5.24%	SOLE
2	NVIDIA CORPORATION	COM	$6.1M	34704	3.34%	SOLE
3	ISHARES TR	IBOXX HI YD ETF	$4.3M	54099	2.37%	SOLE
4	FLEXSHARES TR	QUALT DIVD IDX	$3.6M	45847	2.00%	SOLE
5	ISHARES TR	7-10 YR TRSY BD	$3.5M	36737	1.93%	SOLE
6	FLEXSHARES TR	INTL QLTDV IDX	$3.4M	108847	1.90%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.7M	42410	1.50%	SOLE
8	VANGUARD INDEX FDS	GROWTH ETF	$2.6M	6000	1.45%	SOLE
9	GE VERNOVA INC	COM	$2.4M	2777	1.34%	SOLE
10	BROADCOM INC	COM	$2.3M	7485	1.28%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$2.2M	11030	1.19%	SOLE
12	FLEXSHARES TR	HIG YLD VL ETF	$2.2M	53852	1.19%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$2.1M	3218	1.16%	SOLE
14	AMPHENOL CORP	CL A	$2.0M	15917	1.11%	SOLE
15	ISHARES TR	S&P 500 GRWT ETF	$2.0M	17539	1.09%	SOLE
16	CARPENTER TECHNOLOGY CORP	COM	$1.9M	4713	1.02%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	7024	1.01%	SOLE
18	APPLE INC	COM	$1.7M	6886	0.96%	SOLE
19	NEWMONT CORP	COM	$1.7M	15963	0.95%	SOLE
20	ISHARES TR	CORE UNIVRSL USD	$1.7M	37042	0.94%	SOLE
21	CARDINAL HEALTH INC	COM	$1.7M	8078	0.94%	SOLE
22	FLEXSHARES TR	IBOXX 3R TARGT	$1.6M	67831	0.91%	SOLE
23	PALANTIR TECHNOLOGIES INC	CL A	$1.6M	11220	0.91%	SOLE
24	MICROSOFT CORP	COM	$1.6M	4408	0.90%	SOLE
25	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	4967	0.88%	SOLE
26	COMFORT SYS USA INC	COM	$1.5M	1074	0.82%	SOLE
27	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	19146	0.78%	SOLE
28	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.4M	28281	0.75%	SOLE
29	EMCOR GROUP INC	COM	$1.3M	1754	0.71%	SOLE
30	JOHNSON & JOHNSON	COM	$1.3M	5242	0.71%	SOLE
31	CURTISS WRIGHT CORP	COM	$1.3M	1849	0.69%	SOLE
32	VANGUARD INDEX FDS	MID CAP ETF	$1.2M	4326	0.68%	SOLE
33	FLEXSHARES TR	CRE SLCT BD FD	$1.2M	54528	0.67%	SOLE
34	SPDR GOLD TR	GOLD SHS	$1.2M	2726	0.65%	SOLE
35	MEDPACE HLDGS INC	COM	$1.2M	2396	0.63%	SOLE
36	BANK NEW YORK MELLON CORP	COM	$1.1M	9619	0.63%	SOLE
37	ISHARES TR	TIPS BD ETF	$1.1M	10223	0.62%	SOLE
38	ISHARES TR	S&P 500 VAL ETF	$1.1M	5316	0.62%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	12138	0.61%	SOLE
40	TECHNIPFMC PLC	COM	$1.1M	16030	0.61%	SOLE
41	ISHARES TR	20 YR TR BD ETF	$1.1M	12712	0.61%	SOLE
42	VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	14244	0.61%	SOLE
43	ALPHABET INC	CAP STK CL C	$1.1M	3815	0.60%	SOLE
44	TENET HEALTHCARE CORP	COM NEW	$1.1M	5758	0.60%	SOLE
45	JPMORGAN CHASE & CO	COM	$1.1M	3580	0.58%	SOLE
46	WELLS FARGO & CO	COM	$1.0M	13047	0.57%	SOLE
47	DT MIDSTREAM INC	COMMON STOCK	$1.0M	7459	0.55%	SOLE
48	AMAZON COM INC	COM	$972K	4669	0.54%	SOLE
49	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$953K	17061	0.53%	SOLE
50	ISHARES TR	MSCI USA MMENTM	$951K	3963	0.52%	SOLE

1–50 of 216

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.