Portfolio (Quarterly) Guide ↗

VestGen Advisors, LLC

· CIK 0002050130

13F Portfolio $3.4B AUM 1,093 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 124 New 417 Added 404 Reduced 81 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
81	KO PUT	COCA COLA CO	Consumer Defensive	100	$8K	—	SOLD

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Sector Allocation

Technology 36.9%

Financial Services 18.0%

Industrials 9.0%

Consumer Cyclical 8.7%

Healthcare 6.5%

Real Estate 5.4%

Communication Services 4.5%

Energy 3.8%

Consumer Defensive 3.7%

Utilities 2.2%