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VestGen Investment Management

Q3 2025 · 13F-HR

VestGen Investment Managementholdings as filed

Filed 2025-11-13 · accession 0001511739-25-000007

$166.4M
Reported value
186
Positions
2025-09-30
Period end
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The Brief · VestGen Investment Management · Q3 2025

AI · grounded in 13F

VestGen Investment Management established a new position in SGOV with an investment of $6.5M. The fund also initiated a new stake in NVDA valued at $6.4M. Additional new positions include HYG at $4.4M and VB at $3.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$6.5M3.92%64,832CommonNONE
67066G104NVDANVIDIA CORPORATION$6.4M3.85%34,360CommonNONE
464288513HYGISHARES TR$4.4M2.64%54,155CommonNONE
922908751VBVANGUARD INDEX FDS$3.5M2.12%13,865CommonNONE
33939L860QDFFLEXSHARES TR$3.4M2.06%43,187CommonNONE
922908736VUGVANGUARD INDEX FDS$3.3M1.98%6,884CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.9M1.77%49,220CommonNONE
922908629VOVANGUARD INDEX FDS$2.9M1.77%10,031CommonNONE
33939L837IQDFFLEXSHARES TR$2.8M1.71%99,795CommonNONE
464287440IEFISHARES TR$2.8M1.71%29,478CommonNONE
11135F101AVGOBROADCOM INC$2.4M1.44%7,262CommonNONE
33939L662HYGVFLEXSHARES TR$2.4M1.42%57,416CommonNONE
922908744VTVVANGUARD INDEX FDS$2.3M1.40%12,516CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.1M1.28%11,705CommonNONE
032095101APHAMPHENOL CORP NEW$2.1M1.24%16,653CommonNONE
464287309IVWISHARES TR$2.0M1.23%16,967CommonNONE
464287200IVVISHARES TR$1.9M1.12%2,796CommonNONE
46434V613IUSBISHARES TR$1.8M1.06%37,798CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M1.04%2,350CommonNONE
629377508NRGNRG ENERGY INC$1.7M1.00%10,234CommonNONE
33939L506TDTTFLEXSHARES TR$1.6M0.96%65,910CommonNONE
92840M102VSTVISTRA CORP$1.6M0.95%8,067CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.6M0.95%31,809CommonNONE
594918104MSFTMICROSOFT CORP$1.6M0.94%3,019CommonNONE
922908769VTIVANGUARD INDEX FDS$1.6M0.93%4,732CommonNONE
651639106NEMNEWMONT CORP$1.4M0.85%16,793CommonNONE
36828A101GEVGE VERNOVA INC$1.4M0.83%2,242CommonNONE
037833100AAPLAPPLE INC$1.3M0.79%5,161CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.3M0.77%17,265CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.3M0.77%8,276CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$1.2M0.74%5,038CommonNONE
464287432TLTISHARES TR$1.2M0.74%13,807CommonNONE
464287176TIPISHARES TR$1.2M0.74%11,024CommonNONE
29084Q100EMEEMCOR GROUP INC$1.2M0.73%1,881CommonNONE
33939L746QLCFLEXSHARES TR$1.2M0.70%14,958CommonNONE
33939L670BNDCFLEXSHARES TR$1.1M0.69%50,998CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1.1M0.69%3,528CommonNONE
78464A359CWBSPDR SERIES TRUST$1.1M0.68%12,488CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.1M0.68%19,009CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.67%3,560CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.1M0.67%13,257CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.1M0.66%6,753CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.1M0.66%2,595CommonNONE
464288281EMBISHARES TR$1.1M0.66%11,499CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.0M0.62%19,080CommonNONE
464287408IVEISHARES TR$1.0M0.62%4,960CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.0M0.62%9,395CommonNONE
64110L106NFLXNETFLIX INC$1.0M0.61%845CommonNONE
921909768VXUSVANGUARD STAR FDS$1.0M0.61%13,722CommonNONE
231561101CWCURTISS WRIGHT CORP$1.0M0.60%1,853CommonNONE
33939L803TLTDFLEXSHARES TR$992,4130.60%11,184CommonNONE
199908104FIXCOMFORT SYS USA INC$955,5580.57%1,158CommonNONE
464287242LQDISHARES TR$955,2980.57%8,570CommonNONE
921937827BSVVANGUARD BD INDEX FDS$952,2860.57%12,068CommonNONE
46432F339QUALISHARES TR$906,8710.55%4,663CommonNONE
57636Q104MAMASTERCARD INCORPORATED$896,4450.54%1,576CommonNONE
23345M107DTMDT MIDSTREAM INC$859,7080.52%7,604CommonNONE
88023U101SGISOMNIGROUP INTERNATIONAL INC$858,8370.52%10,184CommonNONE
46429B747STIPISHARES TR$855,7170.51%8,279CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$849,5920.51%31,132CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$848,4150.51%16,787CommonNONE
46432F396MTUMISHARES TR$842,7190.51%3,286CommonNONE
461202103INTUINTUIT$829,7480.50%1,215CommonNONE
25809K105DASHDOORDASH INC$827,9380.50%3,044CommonNONE
05464C101AXONAXON ENTERPRISE INC$827,4390.50%1,153CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$821,0860.49%2,910CommonNONE
464288877EFVISHARES TR$814,2650.49%12,004CommonNONE
464287226AGGISHARES TR$812,3260.49%8,103CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$811,8720.49%15,640CommonNONE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$806,2700.48%31,881CommonNONE
553368101MPMP MATERIALS CORP$801,0840.48%11,944CommonNONE
441593100HLIHOULIHAN LOKEY INC$795,8200.48%3,876CommonNONE
464287101OEFISHARES TR$786,5090.47%2,363CommonNONE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$774,2650.47%14,147CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$769,6980.46%1,497CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$761,8160.46%2,315CommonNONE
46434G103IEMGISHARES INC$749,9930.45%11,377CommonNONE
78249U308RGLORUSSELL INVTS EXCHANGE TRADE$747,4950.45%26,274CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$728,6720.44%915CommonNONE
33939L100TILTFLEXSHARES TR$725,1740.44%2,993CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$722,7450.43%14,678CommonNONE
52468L505LVHILEGG MASON ETF INVT$708,9000.43%20,400CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$702,5470.42%12,740CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$701,8170.42%13,993CommonNONE
023135106AMZNAMAZON COM INC$701,3070.42%3,194CommonNONE
14149Y108CAHCARDINAL HEALTH INC$682,4620.41%4,348CommonNONE
33740U711GSEPFIRST TR EXCHNG TRADED FD VI$675,5770.41%17,741CommonNONE
464288653TLHISHARES TR$655,6340.39%6,366CommonNONE
464289180EUFNISHARES TR$635,6330.38%18,510CommonNONE
33939L795NFRAFLEXSHARES TR$632,9120.38%10,059CommonNONE
78463V107GLDSPDR GOLD TR$621,3620.37%1,748CommonNONE
46140H502DBPINVESCO DB MULTI-SECTOR COMM$620,9760.37%6,983CommonNONE
29977A105EVREVERCORE INC$613,9650.37%1,820CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$611,4520.37%14,548CommonNONE
464288372IGFISHARES TR$609,4890.37%9,972CommonNONE
149123101CATCATERPILLAR INC$606,4580.36%1,271CommonNONE
33939L761SKORFLEXSHARES TR$600,6530.36%12,196CommonNONE
46428Q109SLVISHARES SILVER TR$584,4520.35%13,794CommonNONE
464288588MBBISHARES TR$584,2580.35%6,140CommonNONE
254687106DISDISNEY WALT CO$576,2790.35%5,033CommonNONE
464286608EZUISHARES INC$563,0970.34%9,091CommonNONE
910047109UALUNITED AIRLS HLDGS INC$554,8750.33%5,750CommonNONE
437076102HDHOME DEPOT INC$544,1700.33%1,343CommonNONE
278642103EBAYEBAY INC.$541,3340.33%5,952CommonNONE
464287861IEVISHARES TR$534,5130.32%8,163CommonNONE
78463X772DWXSPDR INDEX SHS FDS$531,6150.32%12,450CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$529,9150.32%13,402CommonNONE
25461A726HCMTDIREXION SHS ETF TR$526,9590.32%14,056CommonNONE
697435105PANWPALO ALTO NETWORKS INC$519,2310.31%2,550CommonNONE
61945C103MOSMOSAIC CO NEW$518,4660.31%14,950CommonNONE
14020R107CGGECAPITAL GROUP GLOBAL EQUITY$516,0400.31%16,760CommonNONE
02079K107GOOGALPHABET INC$501,7130.30%2,060CommonNONE
00162Q452AMLPALPS ETF TR$497,8330.30%10,608CommonNONE
33740U596XAPRFIRST TR EXCHNG TRADED FD VI$497,4720.30%13,888CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$497,0720.30%10,585CommonNONE
65249B208NWSNEWS CORP NEW$490,6220.29%14,200CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$477,9350.29%8,872CommonNONE
615369105MCOMOODYS CORP$474,1100.28%995CommonNONE
921937819BIVVANGUARD BD INDEX FDS$465,8070.28%5,965CommonNONE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$456,6380.27%11,642CommonNONE
092528603BINCBLACKROCK ETF TRUST II$455,9470.27%8,564CommonNONE
742718109PGPROCTER AND GAMBLE CO$455,3820.27%2,964CommonNONE
09290C780BAIBLACKROCK ETF TRUST$445,4810.27%13,041CommonNONE
369604301GEGE AEROSPACE$431,6770.26%1,435CommonNONE
88160R101TSLATESLA INC$430,9340.26%969CommonNONE
478160104JNJJOHNSON & JOHNSON$430,5450.26%2,322CommonNONE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$430,0900.26%11,132CommonNONE
921937793BLVVANGUARD BD INDEX FDS$428,5720.26%6,049CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$426,3550.26%640CommonNONE
30231G102XOMEXXON MOBIL CORP$422,0230.25%3,743CommonNONE
00287Y109ABBVABBVIE INC$419,5500.25%1,812CommonNONE
78463X152NANRSPDR INDEX SHS FDS$417,0100.25%6,455CommonNONE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$416,5990.25%10,615CommonNONE
33939L308TLTEFLEXSHARES TR$414,4870.25%6,568CommonNONE
09290C806THROBLACKROCK ETF TRUST$410,4840.25%10,842CommonNONE
931142103WMTWALMART INC$408,7360.25%3,966CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$403,8410.24%10,071CommonNONE
464288679SHVISHARES TR$400,4160.24%3,624CommonNONE
464288612GVIISHARES TR$397,1950.24%3,697CommonNONE
191216100KOCOCA COLA CO$397,1240.24%5,988CommonNONE
46435G672IAGGISHARES TR$394,9320.24%7,709CommonNONE
66538R748QQHNORTHERN LTS FD TR III$387,4950.23%5,077CommonNONE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWE$383,0560.23%11,055CommonNONE
09290D101BLKBLACKROCK INC$375,4100.23%322CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$374,2710.22%1,340CommonNONE
33740F318XJANFIRST TR EXCHNG TRADED FD VI$371,3350.22%10,305CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$368,3990.22%9,187CommonNONE
532457108LLYELI LILLY & CO$363,2060.22%476CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$358,0760.22%1,037CommonNONE
66538R730LGHNORTHERN LTS FD TR III$355,9680.21%5,894CommonNONE
33939L886RAVIFLEXSHARES TR$344,4240.21%4,554CommonNONE
33939L787GQREFLEXSHARES TR$337,5940.20%5,538CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$330,3000.20%657CommonNONE
46090E103QQQINVESCO QQQ TR$329,5040.20%549CommonNONE
464285204IAUISHARES GOLD TR$328,4110.20%4,513CommonNONE
580135101MCDMCDONALDS CORP$325,4660.20%1,071CommonNONE
842587107SOSOUTHERN CO$324,7770.20%3,427CommonNONE
00206R102TAT&T INC$318,5190.19%11,279CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$316,1640.19%9,908CommonNONE
33939L407GUNRFLEXSHARES TR$315,6800.19%7,211CommonNONE
20825C104COPCONOCOPHILLIPS$314,1330.19%3,321CommonNONE
701094104PHPARKER-HANNIFIN CORP$310,0830.19%409CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$305,1010.18%6,942CommonNONE
655844108NSCNORFOLK SOUTHN CORP$299,2080.18%996CommonNONE
78249U209RINTRUSSELL INVTS EXCHANGE TRADE$295,9910.18%10,541CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$294,3630.18%318CommonNONE
92204A603VISVANGUARD WORLD FD$289,4750.17%977CommonNONE
14020Y607CGSMCAPITAL GRP FIXED INCM ETF T$283,7390.17%10,764CommonNONE
17275R102CSCOCISCO SYS INC$279,0850.17%4,079CommonNONE
75513E101RTXRTX CORPORATION$271,9110.16%1,625CommonNONE
06211J100BFCBANK FIRST CORP$266,8820.16%2,200CommonNONE
02079K305GOOGLALPHABET INC$262,3050.16%1,079CommonNONE
002824100ABTABBOTT LABS$241,3600.15%1,802CommonNONE
464287374IGEISHARES TR$241,2280.14%4,918CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$239,5320.14%7,010CommonNONE
92826C839VVISA INC$236,2350.14%692CommonNONE
74340W103PLDPROLOGIS INC.$225,7190.14%1,971CommonNONE
872590104TMUST-MOBILE US INC$223,1020.13%932CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$220,5740.13%362CommonNONE
92204A207VDCVANGUARD WORLD FD$218,8600.13%1,024CommonNONE
78249U407REMGRUSSELL INVTS EXCHANGE TRADE$213,2390.13%7,456CommonNONE
464287390ILFISHARES TR$207,9500.12%7,198CommonNONE
65339F101NEENEXTERA ENERGY INC$205,3330.12%2,720CommonNONE
59156R108METMETLIFE INC$205,1010.12%2,490CommonNONE
166764100CVXCHEVRON CORP NEW$204,0510.12%1,314CommonNONE
244199105DEDEERE & CO$202,5660.12%443CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.