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VestGen Advisors, LLC

SEC CIK
0002050130
Latest filing
Aug 11, 2026

The latest 13F from VestGen Advisors, LLC covers Q2 2026 (filed Aug 11, 2026): 1,075 long positions worth $3.40B. The top 10 holdings make up 22.3% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 4.0%. Livermore has 6 filings on Form 13F from this institution, going back to Q1 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
115
Est. +$85.2M
Added
451
Est. +$156.3M
Reduced
454
Est. −$877.7M
Sold out
72
Est. −$44.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    4.0%$136.8M
  2. Vanguard Morningstar Value ETF922908744
    2.7%$91.6M
  3. AAPLApple Inc.
    2.6%$90.0MHistory
  4. NVDANVIDIA Corp
    2.6%$88.8MHistory
  5. Invesco QQQ Trust Series I46090E103
    2.1%$72.4M

Biggest buys

New and added positions, by estimated amount bought

  1. DDOGDatadog, Inc.
    +$13.7MNewHistory
  2. iShares Tr46434V613
    +$13.5MAdded
  3. MUMicron Technology Inc
    +$12.4MAddedHistory
  4. VTRSViatris Inc
    +$11.2MNewHistory
  5. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$10.5MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +0.57 pp0.4% → 0.9%History
  2. DDOGDatadog, Inc.
    +0.40 pp0.0% → 0.4%History
  3. iShares Tr46434V613
    +0.40 pp0.1% → 0.5%
  4. State Street SPDR Portfolio S&P 500 ETF78464A854
    +0.34 pp0.6% → 0.9%
  5. VTRSViatris Inc
    +0.33 pp0.0% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Morningstar Growth ETF922908736
    −$211.6MReducedConverted for a 6-for-1 split
  2. Vanguard Morningstar Total Stock Market ETF922908769
    −$113.1MReduced
  3. iShares Russell 1000 Growth ETF464287614
    −$109.7MReducedConverted for a 4-for-1 split
  4. Vanguard Information Technology ETF92204A702
    −$71.5MReducedConverted for a 8-for-1 split
  5. Vanguard Morningstar Value ETF922908744
    −$40.7MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Morningstar Total Stock Market ETF922908769
    −2.85 pp6.9% → 4.0%
  2. Vanguard Morningstar Value ETF922908744
    −0.86 pp3.6% → 2.7%
  3. Invesco QQQ Trust Series I46090E103
    −0.75 pp2.9% → 2.1%
  4. iShares Core S&P U.S. Growth ETF464287671
    −0.38 pp0.8% → 0.4%
  5. INTCIntel Corp
    −0.27 pp0.5% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.40B
−$164.5M (−4.6%) vs. prior quarter
Positions
1,075
+43 vs. prior quarter
Top 10 concentration
22.3%
Top 10 as share of value
Turnover
6.9%
Q2 2026, one quarter
Average holding period
5.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2025), so positions held before then are understated.

13F filings by quarter

6 quarters, going back to Q1 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.56B (Q1 2026)

Q1 2025: $2.20BQ2 2025: $2.51BQ3 2025: $3.00BQ4 2025: $2.35BQ1 2026: $3.56BQ2 2026: $3.40B
Q1 2025Q2 2026
13F filings of VestGen Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 20261,075$3.40BVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETFAAPLvs. Q1 2026SEC
Q1 2026May 14, 20261,032$3.56BVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETFInvesco QQQ Trust Series Ivs. Q4 2025SEC
Q4 2025Feb 17, 2026740$2.35BAAPLNVDAGLPIvs. Q3 2025SEC
Q3 2025Nov 14, 2025694$3.00BVanguard Morningstar Total Stock Market ETFSPYInvesco QQQ Trust Series Ivs. Q2 2025SEC
Q2 2025Aug 13, 2025579$2.51BVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series ISPYvs. Q1 2025SEC
Q1 2025May 14, 2025545$2.20BVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series ISPY–SEC