Arkolith/Funds/VestGen Investment Management

VestGen Investment Management

CIK 1511739
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

VestGen Investment Management holds a diversified book of 218 stocks worth $188.5M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Applied Materials Inc and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Ishares 0-3 Month Treasury B at 4% of the equity book.

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Use Arkolith to show VestGen Investment Management's latest
holdings, largest changes, and filing provenance.
Opened
147
new positions
Added to
68
existing
Trimmed
112
reduced
Sold out
34
exited

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

46% mapped to company sectors

ETF / fund or unclassified
54%
Information Technology
16%
Industrials
7%
Financials
6%
Utilities
4%
Materials
4%
Health Care
4%
Consumer Discretionary
2%

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 Investment Management

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$105.4B
LPL Financial LLC80 / 80$74.2B
WELLS FARGO & COMPANY/MN79 / 80$147.9B
Cetera Investment Advisers79 / 80$23.5B
OSAIC HOLDINGS, INC.79 / 80$15.6B
HARBOUR INVESTMENTS, INC.79 / 80$987.8M
MORGAN STANLEY78 / 80$477.3B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$16.8B

Ranked by how many of VestGen Investment Management'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.

218 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
0-3 MTH TREASURY
$8.1M80.7K
4.3%
−15%
Reduced · −14K sh
2Nvidia Corporation
COM
$7.0M34.8K
3.7%
+0.2%
Added · +56 sh
3Ishares TR
IBOXX HI YD ETF
$4.2M52.0K
2.2%
−3.9%
Reduced · −2K sh
4Flexshares TR
QUALT DIVD IDX
$3.8M42.6K
2.0%
−7.2%
Reduced · −3K sh
5Flexshares TR
INTL QLTDV IDX
$3.5M101.1K
1.9%
−7.1%
Reduced · −8K sh
6Ishares TR
CORE S&P500 ETF
$3.3M4.4K
1.7%
+36%
Added · +1K sh
7Ishares TR
7-10 YR TRSY BD
$2.8M29.3K
1.5%
−20%
Reduced · −7K sh
8Carpenter Technology Corp
COM
$2.8M4.5K
1.5%
−4.8%
Reduced · −228 sh
9Broadcom Inc
COM
$2.7M7.1K
1.4%
−4.6%
Reduced · −343 sh
10Amphenol Corp
CL A
$2.6M14.9K
1.4%
−6.3%
Reduced · −1K sh
11Vanguard Index FDS
SMALL CP ETF
$2.5M8.4K
1.3%
+19%
Added · +1K sh
12Vanguard Index FDS
GROWTH ETF
$2.4M27.8K
1.3%
+363%
Added · +22K sh
13Ge Vernova Inc
COM
$2.3M1.9K
1.2%
−30%
Reduced · −832 sh
14Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.3M32.0K
1.2%
−24%
Reduced · −10K sh
15Apple Inc
COM
$2.2M7.5K
1.2%
+9.3%
Added · +638 sh
16Ishares TR
1 3 YR TREAS BD
$2.1M25.6K
1.1%
+129%
Added · +14K sh
17Vanguard Index FDS
MID CAP ETF
$2.0M25.2K
1.1%
+483%
Added · +21K sh
18Flexshares TR
HIG YLD VL ETF
$2.0M49.7K
1.1%
−7.6%
Reduced · −4K sh
19Ishares TR
CORE UNIVRSL USD
$2.0M43.2K
1.1%
+17%
Added · +6K sh
20Ishares TR
TIPS BD ETF
$2.0M18.1K
1.0%
+77%
Added · +8K sh
21Vanguard Index FDS
TOTAL STK MKT
$1.9M5.0K
1.0%
+1.1%
Added · +55 sh
22Vanguard Index FDS
VALUE ETF
$1.8M8.3K
1.0%
−24%
Reduced · −3K sh
23Cardinal Health Inc
COM
$1.8M7.6K
1.0%
−6.2%
Reduced · −501 sh
24Microsoft Corp
COM
$1.6M4.4K
0.9%
+0.3%
Added · +13 sh
25Flexshares TR
IBOXX 3R TARGT
$1.5M63.6K
0.8%
−6.2%
Reduced · −4K sh
26Applied Matls Inc
COM
$1.5M2.1K
0.8%
New
New position
27SPDR Series Trust
ST STR BLO 1 ETF
$1.5M16.2K
0.8%
+34%
Added · +4K sh
28Emcor Group Inc
COM
$1.4M1.7K
0.7%
−4.5%
Reduced · −79 sh
29Alphabet Inc
CAP STK CL A
$1.4M3.8K
0.7%
+123%
Added · +2K sh
30Alphabet Inc
CAP STK CL C
$1.4M3.9K
0.7%
+1.0%
Added · +37 sh
31Curtiss Wright Corp
COM
$1.3M1.8K
0.7%
−3.7%
Reduced · −68 sh
32Bank Of NY Mellon Corp
COM
$1.3M9.3K
0.7%
−3.7%
Reduced · −354 sh
33Flex Ltd
ORD
$1.3M8.2K
0.7%
New
New position
34Comfort Sys USA Inc
COM
$1.3M662
0.7%
−38%
Reduced · −412 sh
35Johnson & Johnson
COM
$1.3M5.0K
0.7%
−4.2%
Reduced · −220 sh
36Vanguard Charlotte FDS
TOTAL INT BD ETF
$1.2M25.8K
0.7%
−8.8%
Reduced · −2K sh
37Vanguard Star FDS
VG TL INTL STK F
$1.2M14.5K
0.7%
+1.6%
Added · +233 sh
38SPDR Gold TR
GOLD SHS
$1.2M3.2K
0.6%
+18%
Added · +493 sh
39Welltower Inc
COM
$1.2M5.2K
0.6%
+391%
Added · +4K sh
40Vanguard BD Index FDS
TOTAL BND MRKT
$1.2M15.9K
0.6%
−17%
Reduced · −3K sh
41SPDR Series Trust
ST STR CONV ETF
$1.2M10.8K
0.6%
+5.4%
Added · +548 sh
42SPDR Series Trust
ST STR SP BIOT
$1.2M7.3K
0.6%
+16%
Added · +1K sh
43Roivant Sciences Ltd
SHS
$1.1M32.4K
0.6%
−2.8%
Reduced · −941 sh
44Amazon Com Inc
COM
$1.1M4.7K
0.6%
+0.4%
Added · +21 sh
45JPMorgan Chase & Co
COM
$1.1M3.4K
0.6%
−5.4%
Reduced · −192 sh
46Entergy Corp New
COM
$1.1M9.6K
0.6%
New
New position
47Caterpillar Inc
COM
$1.1M1.0K
0.6%
−22%
Reduced · −286 sh
48Wisdomtree TR
BLMBG US BULL
$1.1M40.1K
0.6%
+14%
Added · +5K sh
49Ishares TR
MSCI USA VALUE
$1.1M5.3K
0.6%
−0.1%
Reduced · −6 sh
50Western Digital Corp
COM
$1.1M1.7K
0.6%
New
New position
Showing 50 of 218 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026218$188.5M13F-HR
Q1 2026Mar 31, 2026May 12, 2026216$181.3M13F-HR
Q4 2025Dec 31, 2025Feb 18, 2026197$180.4M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025186$166.4M13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025165$139.5M13F-HR
Q1 2025Mar 31, 2025May 13, 2025162$132.6M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025180$366.5M13F-HR
Q3 2024Sep 30, 2024Oct 30, 2024169$356.9M13F-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.