VestGen Investment Management

Institutional manager (13F) · CIK 1511739

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $97M

#	Issuer	Value	Shares
1	ISHARES TR	$10M	94,420
2	NVIDIA CORPORATION	$6M	34,704
3	ISHARES TR	$4M	54,099
4	FLEXSHARES TR	$4M	45,847
5	ISHARES TR	$4M	36,737
6	FLEXSHARES TR	$3M	108,847
7	VANGUARD TAX-MANAGED FDS	$3M	42,410
8	VANGUARD INDEX FDS	$3M	6,000
9	GE VERNOVA INC	$2M	2,777
10	BROADCOM INC	$2M	7,485
11	VANGUARD INDEX FDS	$2M	11,030
12	FLEXSHARES TR	$2M	53,852
13	ISHARES TR	$2M	3,218
14	AMPHENOL CORP	$2M	15,917
15	ISHARES TR	$2M	17,539
16	CARPENTER TECHNOLOGY CORP	$2M	4,713
17	VANGUARD INDEX FDS	$2M	7,024
18	APPLE INC	$2M	6,886
19	NEWMONT CORP	$2M	15,963
20	ISHARES TR	$2M	37,042
21	CARDINAL HEALTH INC	$2M	8,078
22	FLEXSHARES TR	$2M	67,831
23	PALANTIR TECHNOLOGIES INC	$2M	11,220
24	MICROSOFT CORP	$2M	4,408
25	VANGUARD INDEX FDS	$2M	4,967
26	COMFORT SYS USA INC	$1M	1,074
27	VANGUARD BD INDEX FDS	$1M	19,146
28	VANGUARD CHARLOTTE FDS	$1M	28,281
29	EMCOR GROUP INC	$1M	1,754
30	JOHNSON & JOHNSON	$1M	5,242
31	CURTISS WRIGHT CORP	$1M	1,849
32	VANGUARD INDEX FDS	$1M	4,326
33	FLEXSHARES TR	$1M	54,528
34	SPDR GOLD TR	$1M	2,726
35	MEDPACE HLDGS INC	$1M	2,396
36	BANK NEW YORK MELLON CORP	$1M	9,619
37	ISHARES TR	$1M	10,223
38	ISHARES TR	$1M	5,316
39	SPDR SERIES TRUST	$1M	12,138
40	TECHNIPFMC PLC	$1M	16,030
41	ISHARES TR	$1M	12,712
42	VANGUARD STAR FDS	$1M	14,244
43	ALPHABET INC	$1M	3,815
44	TENET HEALTHCARE CORP	$1M	5,758
45	JPMORGAN CHASE & CO	$1M	3,580
46	WELLS FARGO & CO	$1M	13,047
47	DT MIDSTREAM INC	$1M	7,459
48	AMAZON COM INC	$972k	4,669
49	FIRST TR EXCHNG TRADED FD VI	$953k	17,061
50	ISHARES TR	$951k	3,963

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.