Arkolith/Funds/VestGen Advisors, LLC

VestGen Advisors, LLC

CIK 2050130
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

VestGen Advisors, LLC holds a diversified book of 1075 stocks worth $3.4B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Datadog Inc - Class A and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 4% of the equity book. They also disclosed $17.2M in put options (a bearish bet) and $13.3M in call options (bullish), shown separately below and excluded from the equity book.

Opened
151
bought for the first time
Added to
456
already held, bought more
Trimmed
448
sold some, still holds it
Sold out
73
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
22%
Top 20 holdings
33%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

45% mapped to company sectors

ETF / fund or unclassified
55%
Information Technology
20%
Financials
5%
Consumer Discretionary
5%
Industrials
5%
Health Care
3%
Real Estate
2%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as VestGen Advisors, LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$126.0B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$26.0B
FIFTH THIRD BANCORP80 / 80$24.3B
Steward Partners Investment Advisory, LLC80 / 80$7.8B
MORGAN STANLEY79 / 80$624.4B
WELLS FARGO & COMPANY/MN79 / 80$173.0B
ROYAL BANK OF CANADA79 / 80$166.0B
Cetera Investment Advisers79 / 80$31.8B

Ranked by how many of VestGen Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,075 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$136.8M369.8K
4.0%
−45%
Reduced · −306K sh
2Vanguard Index FDS
VALUE ETF
$91.6M420.4K
2.7%
−31%
Reduced · −187K sh
3Apple Inc
COM
$90.0M311.0K
2.6%
−3.9%
Reduced · −13K sh
4Nvidia Corporation
COM
$88.8M443.7K
2.6%
−1.0%
Reduced · −4K sh
5Invesco QQQ TR
UNIT SER 1
$72.4M98.3K
2.1%
−32%
Reduced · −47K sh
6Gaming & Leisure P
COM
$70.4M1.58M
2.1%
~0%
Added · +352 sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$55.4M74.1K
1.6%
−15%
Reduced · −13K sh
8Amazon Com Inc
COM
$54.1M227.2K
1.6%
−0.4%
Reduced · −1K sh
9Alphabet Inc
CAP STK CL C
$52.6M149.0K
1.5%
+1.1%
Added · +2K sh
10Vanguard Index FDS
GROWTH ETF
$46.0M533.8K
1.4%
+7.1%
Added · +35K sh
11Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$42.6M598.1K
1.3%
−4.2%
Reduced · −27K sh
12Ishares TR
CORE S&P500 ETF
$42.0M56.0K
1.2%
+2.5%
Added · +1K sh
13Ishares TR
RUS 1000 GRW ETF
$37.7M303.5K
1.1%
+2.3%
Added · +7K sh
14Microsoft Corp
COM
$37.4M100.4K
1.1%
−3.4%
Reduced · −3K sh
15Broadcom Inc
COM
$35.4M93.6K
1.0%
−2.7%
Reduced · −3K sh
16First TR Exchange Traded FD
RISNG DIVD ACHIV
$34.8M429.7K
1.0%
−0.3%
Reduced · −1K sh
17Micron Technology Inc
COM
$31.6M27.3K
0.9%
+65%
Added · +11K sh
18SPDR Series Trust
ST STR P500ETF
$30.9M351.1K
0.9%
+51%
Added · +119K sh
19Calamos ETF TR
AUTOC INCOM ETF
$30.0M1.10M
0.9%
−0.1%
Reduced · −1K sh
20Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$26.7M88.3K
0.8%
−1.8%
Reduced · −2K sh
21Ishares TR
0-3 MTH TREASURY
$26.7M264.8K
0.8%
−22%
Reduced · −73K sh
22First TR Exch Traded FD III
LNG/SHT EQUITY
$25.1M340.7K
0.7%
+7.0%
Added · +22K sh
23Meta Platforms Inc
CL A
$24.3M43.1K
0.7%
−1.4%
Reduced · −600 sh
24Lam Research Corp
COM NEW
$22.5M52.0K
0.7%
+0.5%
Added · +265 sh
25Cambria ETF TR
SHSHLD YIELD ETF
$22.2M281.0K
0.7%
−1.4%
Reduced · −4K sh
26Vanguard Index FDS
SMALL CP ETF
$20.8M68.8K
0.6%
−5.8%
Reduced · −4K sh
27First TR Exchng Traded FD VI
FT LADD BUFF ETF
$20.1M550.4K
0.6%
−0.4%
Reduced · −2K sh
28Palantir Technologies Inc
CL A
$20.0M171.5K
0.6%
−1.3%
Reduced · −2K sh
29Invesco Exchange Traded FD T
S&P500 EQL WGT
$19.9M93.3K
0.6%
−2.5%
Reduced · −2K sh
30Tesla Inc
COM
$19.4M46.2K
0.6%
−1.5%
Reduced · −685 sh
31Alphabet Inc
CAP STK CL A
$19.4M54.2K
0.6%
+3.5%
Added · +2K sh
32Vanguard BD Index FDS
TOTAL BND MRKT
$19.4M263.6K
0.6%
−0.2%
Reduced · −454 sh
33Ishares TR
RUS 1000 VAL ETF
$18.7M77.2K
0.6%
−0.1%
Reduced · −98 sh
34Walmart Inc
COM
$18.6M164.2K
0.5%
−0.6%
Reduced · −1K sh
35Vanguard Charlotte FDS
TOTAL INT BD ETF
$18.2M376.8K
0.5%
−0.1%
Reduced · −528 sh
36Sandisk Corp
COM
$18.1M7.9K
0.5%
−14%
Reduced · −1K sh
37Capital Group Dividend Value
SHS CREAT UNIT
$17.3M350.4K
0.5%
+7.9%
Added · +26K sh
38Berkshire Hathaway Inc Del
CL B NEW
$16.3M32.7K
0.5%
−5.2%
Reduced · −2K sh
39Advanced Micro Devices Inc
COM
$16.2M27.9K
0.5%
−14%
Reduced · −5K sh
40JPMorgan Chase & Co
COM
$16.2M49.5K
0.5%
−3.7%
Reduced · −2K sh
41First TR Exchange-Traded FD
FT VEST RIS
$16.0M545.4K
0.5%
+0.8%
Added · +4K sh
42Caterpillar Inc
COM
$15.9M14.9K
0.5%
−11%
Reduced · −2K sh
43Allspring Exchange Traded Fu
SMID CORE ETF
$15.5M442.1K
0.5%
−1.1%
Reduced · −5K sh
44Ishares TR
CORE UNIVRSL USD
$15.4M333.8K
0.5%
+701%
Added · +292K sh
45Eli Lilly & Co
COM
$15.3M12.8K
0.5%
+37%
Added · +3K sh
46Ishares TR
CORE S&P US GWT
$15.2M80.9K
0.4%
−49%
Reduced · −78K sh
47BlackRock ETF Trust
ISHARES US EQUIT
$15.1M221.6K
0.4%
+0.8%
Added · +2K sh
48Comfort Sys USA Inc
COM
$14.8M7.5K
0.4%
−6.9%
Reduced · −551 sh
49Ishares TR
RUSSELL 2000 ETF
$14.7M49.0K
0.4%
−0.6%
Reduced · −303 sh
50Ishares TR
RUS MD CP GR ETF
$14.5M99.1K
0.4%
+7.8%
Added · +7K sh
Showing 50 of 1,075 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$17.2M
Call notional (bullish)$13.3M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishALPHABET INC-CL AGOOGL$8.9M25K
CALL · bullishTESLA INCTSLA$8.4M20K
PUT · bearishADVANCED MICRO DEVICESAMD$4.4M8K
CALL · bullishAMAZON.COM INCAMZN$3.1M13K
PUT · bearishSANDISK CORPSNDK$1.4M600
CALL · bullishMICRON TECHNOLOGY INCMU$1.2M1K
PUT · bearishUNITED PARCEL SERVICE-CL BUPS$968K9K
PUT · bearishNVIDIA CORPNVDA$920K5K
PUT · bearishMICRON TECHNOLOGY INCMU$462K400
CALL · bullishSERVICENOW INCNOW$298K3K
PUT · bearishTESLA INCTSLA$168K400
CALL · bullishISHARES RUSSELL 2000 ETFIWM$120K400
CALL · bullishHILTON WORLDWIDE HOLDINGS INHLT$99K300
CALL · bullishAURORA INNOVATION INCAUR$68K10K
CALL · bullishGARMIN LTDGRMN$48K200
CALL · bullishDIREX DAI SEMI BE 3X ETF-USDSOXS$0500K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 20261,093$3.4B13F-HR
Q1 2026Mar 31, 2026May 14, 20261,054$3.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026751$2.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025694$3.0B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025579$2.5B13F-HR
Q1 2025Mar 31, 2025May 14, 2025545$2.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.