VestGen Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), VestGen Advisors, LLC reported 1,075 stock positions worth $3.4 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.0% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 2.7%) and Apple (AAPL, 2.6%). Compared with Q1 2026, it opened 111 new positions, sold out of 68, added to 452 and reduced 457. The biggest buy was Micron Technology (MU, shares +65%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0002050130
- Portfolio Value
- $3.4B (Q2 2026)
- SEC Filing
- 0002050130-26-000005 ↗ filed Aug 11, 2026
Holdings Value
Holdings 1,075 stocks · $3.4B
| VTI VG Morningstar TS MKT ETF-US | 4.02% | 369,801 | $136.8M | Reduce -45.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.69% | 420,404 | $91.6M | Reduce -30.8% |
| AAPL Apple Inc. | 2.65% | 310,981 | $90.0M | Reduce -3.9% |
| NVDA Nvidia Corp. | 2.61% | 443,655 | $88.8M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.13% | 98,340 | $72.4M | Reduce -32.3% |
| GLPI Gaming and Leisure Propertie | 2.07% | 1,582,014 | $70.4M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.63% | 74,123 | $55.4M | Reduce -15.3% |
| AMZN Amazon.com Inc. | 1.59% | 227,153 | $54.1M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 1.55% | 148,967 | $52.6M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.35% | 533,784 | $46.0M | Reduce -82.2% |
| VEA Vanguard Ftse Developed ETF | 1.25% | 598,073 | $42.6M | Reduce -4.3% |
| IVV iShares Core S&P 500 ETF | 1.23% | 56,044 | $42.0M | Add +2.5% |
| IWF iShares Russell 1000 Growth | 1.11% | 303,488 | $37.7M | Reduce -74.4% |
| MSFT Microsoft Corp. | 1.10% | 100,377 | $37.4M | Reduce -3.4% |
| AVGO Broadcom Inc. | 1.04% | 93,582 | $35.4M | Reduce -2.7% |
| RDVY First Trust Rising Dividend | 1.02% | 429,740 | $34.8M | Reduce -0.3% |
| MU Micron Technology Inc. | 0.93% | 27,347 | $31.6M | Add +64.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.91% | 351,060 | $30.9M | Add +51.4% |
| CAIE Calamos Autocallable Inc. ETF | 0.88% | 1,102,235 | $30.0M | Reduce -0.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.79% | 88,281 | $26.7M | Reduce -1.8% |
| SGOV iShares 0-3 Month Treasury B | 0.78% | 264,848 | $26.7M | Reduce -21.5% |
| FTLS First Trust Long/Short Eqty | 0.74% | 340,744 | $25.1M | Add +7.0% |
| META Meta Platforms Inc. Class A | 0.71% | 43,086 | $24.3M | Reduce -1.4% |
| LRCX Lam Research Corp. | 0.66% | 51,969 | $22.5M | Add +0.5% |
| SYLD Cambria Shareholder Yield Et | 0.65% | 280,981 | $22.2M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.61% | 68,766 | $20.8M | Reduce -5.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.59% | 550,364 | $20.1M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.59% | 171,512 | $20.0M | Reduce -1.3% |
| RSP Invesco S&P 500 Equal Weight | 0.58% | 93,313 | $19.9M | Reduce -2.5% |
| TSLA Tesla Inc. | 0.57% | 46,212 | $19.4M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 0.57% | 54,217 | $19.4M | Add +3.5% |
| BND Vanguard Total Bond Market | 0.57% | 263,650 | $19.4M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 0.55% | 77,208 | $18.7M | Reduce -0.1% |
| WMT Walmart Inc. | 0.55% | 164,218 | $18.6M | Reduce -0.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.54% | 376,787 | $18.2M | Reduce -0.1% |
| SNDK Sandisk Corp. | 0.53% | 7,940 | $18.1M | Reduce -14.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.51% | 350,371 | $17.3M | Add +7.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 32,652 | $16.3M | Reduce -5.2% |
| AMD Advanced Micro Devices | 0.48% | 27,902 | $16.2M | Reduce -14.0% |
| JPM JPMorgan Chase & Co. | 0.48% | 49,461 | $16.2M | Reduce -3.7% |
| RDVI FT Vest Rising Dividend Achi | 0.47% | 545,359 | $16.0M | Add +0.8% |
| CAT Caterpillar Inc. | 0.47% | 14,885 | $15.9M | Reduce -10.6% |
| ASCE Allspring Smid Core ETF | 0.46% | 442,067 | $15.5M | Reduce -1.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.45% | 333,795 | $15.4M | Add +700.5% |
| LLY Eli Lilly & Co. | 0.45% | 12,771 | $15.3M | Add +37.1% |
| IUSG iShares Core S&P U.S. Growth | 0.45% | 80,938 | $15.2M | Reduce -49.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.44% | 221,601 | $15.1M | Add +0.8% |
| FIX Comfort Systems USA Inc. | 0.43% | 7,459 | $14.8M | Reduce -6.9% |
| IWM iShares Russell 2000 ETF | 0.43% | 48,975 | $14.7M | Reduce -0.6% |
| IWP iShares Russell Mid-Cap Grow | 0.43% | 99,121 | $14.5M | Add +7.8% |
| EYLD Cambria Emerg Shrhldr Yield | 0.42% | 317,091 | $14.4M | Add +12.8% |
| IWR iShares Russell Mid-Cap ETF | 0.41% | 126,880 | $14.0M | Reduce -44.6% |
| GRNY Fundstr Gran SH US LRG Cap | 0.41% | 504,537 | $14.0M | Add +8.6% |
| DDOG Datadog Inc. Class A | 0.40% | 52,702 | $13.7M | New |
| GLD SPDR Gold Shares | 0.39% | 36,416 | $13.4M | Reduce -1.4% |
| IVW iShares S&P 500 Growth ETF | 0.37% | 91,794 | $12.6M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 210,390 | $12.6M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.36% | 13,135 | $12.3M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.36% | 17,675 | $12.1M | Add +36.9% |
| ABBV Abbvie Inc. | 0.35% | 47,682 | $12.0M | Reduce -1.0% |
| IHDG Wisdomtree International Hed | 0.35% | 228,114 | $11.9M | Reduce -0.5% |
| GEV GE Vernova Inc. | 0.33% | 9,562 | $11.2M | Reduce -4.1% |
| VTRS Viatris Inc. | 0.33% | 707,099 | $11.2M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.33% | 14,638 | $11.2M | Add +17.7% |
| ANET Arista Networks Inc. | 0.31% | 62,525 | $10.6M | Reduce -1.8% |
| DRI Darden Restaurants Inc. | 0.31% | 51,004 | $10.5M | Reduce -0.2% |
| XSMO Invesco S&P Smallcap Momentu | 0.31% | 110,840 | $10.4M | Reduce -1.4% |
| VGT Vanguard Info Tech ETF | 0.30% | 86,399 | $10.3M | Reduce -87.4% |
| IVE iShares S&P 500 Value ETF | 0.30% | 45,369 | $10.3M | Reduce -17.9% |
| CVE Cenovus Energy Inc. | 0.30% | 414,885 | $10.3M | Add +32.7% |
| SPMO Invesco S&P 500 Momentum ETF | 0.30% | 63,434 | $10.2M | Add +0.0% |
| FTGS First Trust Grwth Strgth ETF | 0.30% | 274,091 | $10.1M | Add +6.5% |
| LVHI Franklin International Low V | 0.29% | 244,800 | $9.9M | Add +1.1% |
| AVUS Avantis U.S. Equity ETF | 0.29% | 77,549 | $9.9M | Add +22.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.29% | 712,125 | $9.9M | Add +999.6% |
| IAU iShares Gold Trust | 0.29% | 129,743 | $9.8M | Add +9.0% |
| MINT PIMCO Enhanced Short Maturit | 0.28% | 95,781 | $9.7M | Reduce -9.9% |
| XOM Exxon Mobil Corp. | 0.28% | 70,219 | $9.6M | Add +4.1% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 40,331 | $9.5M | Reduce -46.9% |
| UPS United Parcel Service Class B | 0.28% | 87,060 | $9.4M | Add +0.1% |
| WCMI FT WCM International ETF | 0.27% | 476,043 | $9.3M | Add +125.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.27% | 100,956 | $9.2M | Add +1.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.27% | 95,447 | $9.1M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.27% | 35,531 | $9.0M | Reduce -1.3% |
| SOXQ Invesco PHLX Semiconductor | 0.26% | 80,306 | $9.0M | Reduce -0.2% |
| KLAC KLA Corp. | 0.26% | 29,520 | $8.9M | Reduce -15.2% |
| SDVY First Trust Smid Cap Rising | 0.26% | 205,101 | $8.8M | Add +2.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.26% | 140,952 | $8.8M | Add +2.3% |
| DUKZ Ocean Pa Diversified in ETF | 0.25% | 332,545 | $8.5M | Add +4.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 68,340 | $8.5M | Add +4.5% |
| DUKH Ocean Park High Income ETF | 0.25% | 352,357 | $8.4M | Add +4.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.25% | 91,652 | $8.4M | Reduce -21.2% |
| EFV iShares MSCI Eafe Value ETF | 0.24% | 108,094 | $8.3M | Reduce -5.8% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 105,026 | $8.1M | Reduce -27.4% |
| PANW Palo Alto Networks Inc. | 0.23% | 23,311 | $7.9M | Add +34.3% |
| CSCO Cisco Systems Inc. | 0.23% | 65,491 | $7.7M | Add +26.6% |
| INTC Intel Corp. | 0.22% | 53,650 | $7.5M | Reduce -63.2% |
| AMAT Applied Materials Inc. | 0.22% | 10,155 | $7.3M | Reduce -22.1% |
| HGER Harbor Commodity All Weather | 0.21% | 247,605 | $7.3M | Add +41.7% |
| PYLD PIMCO Multisector Bond Actv | 0.21% | 272,129 | $7.2M | Add +0.6% |
Options reported separately and not counted above: GOOGL puts ($8.9M), TSLA calls ($8.4M), AMD puts ($4.4M), AMZN calls ($3.1M), SNDK puts ($1.4M), MU calls ($1.2M), UPS puts ($968K), NVDA puts ($920K), MU puts ($462K), NOW calls ($298K), TSLA puts ($168K), IWM calls ($120K), and 4 more.
Portfolio Sells Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -45.3% | 4.02% | −2.84 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -30.8% | 2.69% | −0.85 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -32.3% | 2.13% | −0.75 |
| IUSG iShares Core S&P U.S. Growth | Reduce -49.1% | 0.45% | −0.38 |
| INTC Intel Corp. | Reduce -63.2% | 0.22% | −0.27 |
| JBND JPMorgan Active Bond ETF | Reduce -96.9% | 0.01% | −0.27 |
| IWR iShares Russell Mid-Cap ETF | Reduce -44.6% | 0.41% | −0.26 |
| HPE Hewlett Packard Enterprise | Reduce -92.0% | 0.04% | −0.25 |
| PTEN Patterson-Uti Energy Inc. | Reduce -98.3% | 0.00% | −0.25 |
| CME Cme Group Inc. | Reduce -44.7% | 0.17% | −0.21 |
| VIG Vanguard Dividend Apprec ETF | Reduce -46.9% | 0.28% | −0.21 |
| MRVL Marvell Technology Inc. | Reduce -80.3% | 0.12% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -15.3% | 1.63% | −0.18 |
| SGOV iShares 0-3 Month Treasury B | Reduce -21.5% | 0.78% | −0.17 |
| NVDA Nvidia Corp. | Reduce -1.0% | 2.61% | −0.16 |
| QUAL iShares MSCI USA Quality Fac | Reduce -62.0% | 0.09% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -49.7% | 0.12% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 1.59% | −0.11 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -92.1% | 0.01% | −0.10 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.10 |
| AVGO Broadcom Inc. | Reduce -2.7% | 1.04% | −0.09 |
| MXL Maxlinear Inc. | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -3.4% | 1.10% | −0.09 |
| IDGT iShares US DGTL Infra & R/E | Reduce -48.6% | 0.10% | −0.09 |
| IBIT iShares Bitcoin Trust ETF | Reduce -26.9% | 0.11% | −0.08 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -42.7% | 0.13% | −0.08 |
| MSTR Strategy Inc. | Reduce -43.4% | 0.03% | −0.08 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -35.0% | 0.19% | −0.08 |
| SPEM State Street SP PTF Em ETF | Reduce -30.9% | 0.20% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.3% | 0.59% | −0.07 |
| TTMI TTM Technologies | Sold out | 0.00% | −0.07 |
| MTZ Mastec Inc. | Reduce -73.2% | 0.03% | −0.07 |
| AVNS Avanos Medical Inc. | Sold out | 0.00% | −0.07 |
| OGN Organon & Co. | Sold out | 0.00% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -27.4% | 0.24% | −0.06 |
| ORCL Oracle Corp. | Reduce -7.5% | 0.18% | −0.06 |
| WMT Walmart Inc. | Reduce -0.7% | 0.55% | −0.06 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.06 |
| GLD SPDR Gold Shares | Reduce -1.4% | 0.39% | −0.05 |
| FXI iShares China Large-Cap ETF | Reduce -81.8% | 0.01% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -21.2% | 0.25% | −0.05 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -18.5% | 0.16% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -17.9% | 0.30% | −0.05 |
| NEM Newmont Corp. | Reduce -29.7% | 0.06% | −0.04 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.04 |
| BKIE BNY Mellon Intl Eqty ETF | Reduce -22.1% | 0.20% | −0.04 |
| IUSV iShares Core S&P U.S. Value | Reduce -35.5% | 0.09% | −0.04 |
| THRO iShares U.S. Thematic Rotati | Reduce -33.3% | 0.10% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -54.4% | 0.04% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +64.6% | 0.93% | +0.57 |
| DDOG Datadog Inc. Class A | New | 0.40% | +0.40 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +700.5% | 0.45% | +0.40 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +51.4% | 0.91% | +0.34 |
| VTRS Viatris Inc. | New | 0.33% | +0.33 |
| F Ford Motor Co. | Add +999.6% | 0.29% | +0.27 |
| LRCX Lam Research Corp. | Add +0.5% | 0.66% | +0.24 |
| LLY Eli Lilly & Co. | Add +37.1% | 0.45% | +0.19 |
| WCMI FT WCM International ETF | Add +125.9% | 0.27% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +17.7% | 0.33% | +0.14 |
| PANW Palo Alto Networks Inc. | Add +34.3% | 0.23% | +0.13 |
| PENG Penguin Solutions Inc. | New | 0.12% | +0.12 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.11% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +36.9% | 0.36% | +0.11 |
| ITA iShares U.S. Aerospace & Def | Add +333.7% | 0.14% | +0.11 |
| FLEX Flex Ltd. | Add +103.9% | 0.18% | +0.11 |
| OKTA Okta Inc. | New | 0.11% | +0.11 |
| IGV iShares Expanded Tech-Softwa | Add +330.7% | 0.13% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +2.5% | 1.23% | +0.10 |
| IALT Ishrs SYS Alt Act ETF | New | 0.09% | +0.09 |
| MBB iShares MBS ETF | Add +456.6% | 0.11% | +0.09 |
| ACYN FT Lad Autocall Bar Inc. ETF | Add +807.3% | 0.10% | +0.09 |
| VSH Vishay Intertechnology Inc. | New | 0.09% | +0.09 |
| GOVT iShares US Treasury Bond ETF | Add +288.6% | 0.11% | +0.09 |
| CSCO Cisco Systems Inc. | Add +26.6% | 0.23% | +0.08 |
| FTLS First Trust Long/Short Eqty | Add +7.0% | 0.74% | +0.08 |
| CGDV Cap Group Dividend Value | Add +7.9% | 0.51% | +0.08 |
| IWP iShares Russell Mid-Cap Grow | Add +7.8% | 0.43% | +0.07 |
| TLH iShares 10-20 Year Treasury | Add +406.3% | 0.09% | +0.07 |
| AVUS Avantis U.S. Equity ETF | Add +22.8% | 0.29% | +0.07 |
| SEDG Solaredge Technologies Inc. | New | 0.07% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +34.3% | 0.21% | +0.07 |
| FDL First Trust Morn DVD Lead Inc. | Add +50.6% | 0.19% | +0.07 |
| EYLD Cambria Emerg Shrhldr Yield | Add +12.8% | 0.42% | +0.07 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.06% | +0.06 |
| TCAI Tortoise AI Infrastructr ETF | New | 0.06% | +0.06 |
| FTNT Fortinet Inc. | Add +322.2% | 0.07% | +0.06 |
| RDVI FT Vest Rising Dividend Achi | Add +0.8% | 0.47% | +0.06 |
| GRNY Fundstr Gran SH US LRG Cap | Add +8.6% | 0.41% | +0.06 |
| NOW ServiceNow Inc. | Add +105.9% | 0.10% | +0.06 |
| PM Philip Morris International | Add +57.6% | 0.14% | +0.05 |
| VEXC Vanguard Emer Mark Ex-CH ETF | New | 0.05% | +0.05 |
| HGER Harbor Commodity All Weather | Add +41.7% | 0.21% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.05% | +0.05 |
| WDC Western Digital Corp. | Add +2.9% | 0.16% | +0.05 |
| CF CF Industries Holdings Inc. | New | 0.05% | +0.05 |
| GE General Electric | Add +4.4% | 0.17% | +0.05 |
| APP AppLovin Corp. Class A | Add +79.8% | 0.09% | +0.05 |
| SPMO Invesco S&P 500 Momentum ETF | Add +0.0% | 0.30% | +0.04 |
| DELL Dell Technologies -C | Add +0.4% | 0.09% | +0.04 |
Options Activity Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 145,000 | $102.5Mbefore exit |
| LLY Eli Lilly & Co. | call | Sold out | 50,000 | $49.5Mbefore exit |
| META Meta Platforms Inc. Class A | call | Sold out | 25,000 | $15.1Mbefore exit |
| META Meta Platforms Inc. Class A | put | Sold out | 25,000 | $15.1Mbefore exit |
| GOOGL Alphabet Inc. Class A | put | New | 25,000 | $8.9M |
| TSLA Tesla Inc. | call | Add +122.2% | 20,000 | $8.4M |
| AMD Advanced Micro Devices | put | New | 7,500 | $4.4M |
| AMZN Amazon.com Inc. | call | New | 13,000 | $3.1M |
| CRCL Circle Internet Group Inc. | call | Sold out | 12,500 | $1.5Mbefore exit |
| SNDK Sandisk Corp. | put | New | 600 | $1.4M |
| MU Micron Technology Inc. | call | Add +42.9% | 1,000 | $1.2M |
| GM General Motors Co. | put | Sold out | 10,000 | $764Kbefore exit |
| NOW ServiceNow Inc. | call | Reduce -25.0% | 3,000 | $298K |
| NAIL Dire Dail HB & SB 3X ETF-Usd | call | Sold out | 5,000 | $180Kbefore exit |
| IWM iShares Russell 2000 ETF | call | New | 400 | $120K |
| HLT Hilton Worldwide Holdings Inc. | call | New | 300 | $99K |
| GRMN Garmin Ltd. | call | New | 200 | $48K |
| KO The Coca-Cola Co. | put | Sold out | 100 | $8Kbefore exit |
| DIREXION SHARES ETF TRUST | call | New | 500,000 | $0 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,075 | $3.4B | VTI, VTV, AAPL, NVDA, QQQ |
| Q1 2026 | 1,032 | $3.6B | VTI, VTV, QQQ, NVDA, AAPL |
| Q4 2025 | 740 | $2.3B | AAPL, NVDA, GLPI, GOOG, AMZN |
| Q3 2025 | 694 | $3.0B | VTI, SPY, QQQ, NVDA, AAPL |
| Q2 2025 | 579 | $2.5B | VTI, QQQ, SPY, GLPI, NVDA |
| Q1 2025 | 545 | $2.2B | VTI, QQQ, SPY, GLPI, SPYM |