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Vestgen Advisors, LLC
VestGen Advisors, LLC is a SEC-registered investment adviser headquartered in Inverness, Illinois. Founded in 2003 (formerly Wealth Management Group), the firm offers comprehensive investment management and wealth management services, including asset allocation, portfolio monitoring, financial planning, estate planning, retirement planning, and tax optimization. VestGen serves individuals, families, and retirement plan sponsors, acting as a fiduciary under ERISA for institutional accounts. As of July 2025, the company counts 115 employees and is a subsidiary of VestGen Wealth Partners Holdings, LLC. Their team focuses on tailored client strategies and prides itself on client-centric service and innovative financial solutions.
Investment Strategy
VestGen Advisors provides discretionary and non-discretionary investment management, with strategies tailored to each client’s objectives, time horizon, and risk tolerance. The firm employs asset allocation, investment selection, and portfolio monitoring as core elements, aiming to deliver optimal results consistent with each client's investment policy statement (IPS). VestGen acts as a fiduciary for institutional retirement plans, assisting in IPS development and monitoring, and provides periodic reporting and recommendations. For individuals, VestGen delivers bespoke portfolio strategies, financial planning, and education, focusing on proactive, adaptive, and progressive wealth management designed to help clients achieve long-term financial goals.
Latest 13F Filing Activity
Vestgen Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 577 equity positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation, Invesco QQQ TR, Vanguard Index FDS among other positions. Vestgen Advisors, LLC reduced exposure to SPDR Series Trust, First TR Exchange-traded FD, Gaming & Leisure PPTYS Inc. among others.
Top Holdings
Equity Positions (577)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 6.30% | $158.1M | 515,746 | $274.84 | $303.93 | +$13.6M |
Q QQQ | INVESCO QQQ TR | 3.87% | $97.1M | 175,063 | $468.92 | $551.64 | +$14.1M |
S SPY | SPDR S&P 500 ETF TR | 3.79% | $95.1M | 153,893 | $562.20 | $617.85 | +$13.2M |
G GLPI | GAMING & LEISURE PPTYS INC | 2.94% | $73.8M | 1,580,033 | $50.90 | $46.68 | -$6.7M |
N NVDA | NVIDIA CORPORATION | 2.30% | $57.7M | 360,580 | $111.33 | $157.99 | +$20.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Research Associate | Perry Hall, MD , United States | |
 | Managing Partner | Dover, DE , United States | |
 | Portfolio Manager | Denver, CO , United States | |
 | Chief Investment Officer | United States |
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