VestGen Advisors, LLC has filed its Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists the firm's address as 1 North Franklin Suite 1850 in Chicago, Illinois, and identifies Timothy Woods as the Chief Compliance Officer.
The report details a portfolio of over 1,000 individual equity securities. The largest position disclosed in the filing is Amazon.com Inc., with 58,035,333 shares. Other notable holdings include Apple Inc. with 105,605,575 shares, Broadcom Inc. with 28,580,555 shares, and Alphabet Inc. Class C shares with 48,384,304 shares.
The portfolio is diversified across various sectors, including technology, healthcare, finance, and energy. Significant holdings in the healthcare sector include AbbVie Inc. with 12,023,153 shares and Amgen Inc. with 4,347,392 shares. Financial sector positions include Bank of America Corp. with 2,586,958 shares and JPMorgan Chase & Co. (not explicitly named in the snippet but implied by the context of major banks in the list).
The filing also includes a substantial allocation to exchange-traded funds (ETFs). BlackRock ETF Trust funds represent a significant portion of the holdings, including the iShares Core S&P 500 ETF with 15,173,261 shares and the iShares Global Equity ETF with 6,375,871 shares. Other ETFs listed include the Amplify Cybersecurity ETF, the ARK Innovation ETF, and the VanEck Semiconductor ETF.
Additionally, the portfolio includes various other public companies such as Visa Inc., UnitedHealth Group, Eli Lilly and Company, and Mastercard Inc. The filing provides a comprehensive snapshot of the firm's investment strategy as of the specified quarter-end date.
