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Timothy B. Woods

Vestgen Advisors, Llc

Assets Managed
$3.759B
Holdings
1032
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
60%(2Q avg: 19.15%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Vestgen Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1032 positions.

Assets under management

The assets under management (AUM) of Vestgen Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.759B in assets, with a quarterly growth rate of 60% and a 2-quarter average growth rate of 19.15%. The portfolio is managed by Timothy B. Woods, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 707.21%
6.52%
$245.054M
675,470 shares@ $362.8 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 438.19%
5.47%
$205.305M Put
290,290 shares@ $707.25 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 478.01%
3.37%
$126.582M
607,077 shares@ $208.51 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 16.98%
2.66%
$99.955M Put
452,735 shares@ $220.79 avg price
AAPL
Apple Inc
Recent Activity
Increased 15.66%
2.54%
$95.435M
323,726 shares@ $294.81 avg price
GLPI
Gaming And Leisure Propertie
Recent Activity
Increased 0.08%
2.01%
$75.445M
1.582M shares@ $47.7 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 41.44%
1.72%
$64.563M
87,462 shares@ $738.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.74%
1.62%
$60.65M
228,163 shares@ $265.82 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 728.09%
1.57%
$58.715M Call
59,316 shares@ $989.88 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.96%
1.51%
$56.554M
147,345 shares@ $383.82 avg price

1-10 of 1032