Vilga Financial Planning LLC
Sector Allocation
- Other59.7%$100.1M
- Technology17.0%$28.5M
- Healthcare16.3%$27.3M
- Financials2.4%$4.0M
- Consumer Discretionary2.0%$3.4M
- Industrials1.5%$2.5M
- Consumer Staples0.7%$1.2M
- Energy0.3%$445,935
- Communication Services0.1%$220,082
AUM History
13fpro.ai/research/fund/vilga-financial-planning-llc-2083456
Conviction and streaks
Stable · top 10 = 51.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$23.6M
UTHR
$10.8MXERS
$10.1M- SCHWAB$9.4M
- VANGUARD$5.7M
- ISHARES$5.6M
NVDA
$5.5M- SELECT$5.2M
- ISHARES$5.2M
- ISHARES$4.4M
AAPL
$4.3MGOOG
$3.7M- VANGUARD$3.6M
- VANGUARD$3.5M
- ISHARES$3.0M
- VANGUARD$2.8M
GOOGL
$2.7MMSFT
$2.3MAMZN
$2.3M- VANGUARD$2.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/vilga-financial-planning-llc-2083456
Vilga Financial Planning LLC 13F holdings — Q3 2026
$167.6M portfolio (+27.0% QoQ) · 102 holdings · Q3 2026 13F · top 10 are 51% of the stock portfolio
- 1
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$23.6M
14.1% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $10.8M
6.5% of stocks
NewThis quarter+8.0%Since filedNew this quarterHeld$10.1M
6.0% of stocks
NewThis quarter-2.6%Since filedNew this quarterHeld- 4
SCHWAB STRATEGIC TR - US TIPS ETF
$9.4M
5.6% of stocks
+44%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$5.7M
3.4% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - ULTRA SHORT DUR
$5.6M
3.4% of stocks
+27%This quarter—Since filed—HeldAIQuality—Est. buy— $5.5M
3.3% of stocks
+3%This quarter-5.8%Since filed4+ qtrsHeld- 8
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$5.2M
3.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - CORE S&P MCP ETF
$5.2M
3.1% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE MSCI EAFE
$4.4M
2.6% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $23.6M | 14.1% | +0.9% | — | — | — | — | |
| 2 | $10.8M | 6.5% | New | +8.0% | New this quarter | 71.2#186 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $10.1M | 6.0% | New | -2.6% | New this quarter | 56.4#1,162 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | SCHWAB STRATEGIC TR - US TIPS ETF | $9.4M | 5.6% | +44% | — | — | — | — | |
| 5 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.7M | 3.4% | +0.6% | — | — | — | — | |
| 6 | ISHARES TR - ULTRA SHORT DUR | $5.6M | 3.4% | +27% | — | — | — | — | |
| 7 | $5.5M | 3.3% | +3% | -5.8% | 4+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $5.2M | 3.1% | +4% | — | — | — | — | |
| 9 | ISHARES TR - CORE S&P MCP ETF | $5.2M | 3.1% | -0.5% | — | — | — | — | |
| 10 | ISHARES TR - CORE MSCI EAFE | $4.4M | 2.6% | -0.5% | — | — | — | — |
All holdings — Vilga Financial Planning LLC (Q3 2026)
102 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $4.3M | 2.6% | 13K | -2% | 4+ qtrs | 75.7 | 13F | |
| 12 | Alphabet Inc. | Technology | $3.7M | 2.2% | 11K | +188% | 4+ qtrsAdded 2 qtrs in a row | 77.7 | 13F | |
| 13 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDXetf/fund | — | $3.6M | 2.2% | 32K | +16% | — | — | 13F |
| 14 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $3.5M | 2.1% | 41K | +3% | — | — | 13F |
| 15 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $3.0M | 1.8% | 37K | -3% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $2.8M | 1.7% | 13K | -3% | — | — | 13F |
| 17 | Alphabet Inc. | Technology | $2.7M | 1.6% | 7,963 | +36% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICROSOFT CORP | Technology | $2.3M | 1.4% | 4,568 | -8% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMAZON COM INC | Consumer Discretionary | $2.3M | 1.4% | 9,268 | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $2.2M | 1.3% | 3,196 | +9% | — | — | 13F |
| 21 | Abivax S.A.adr | Healthcare | $2.2M | 1.3% | 22K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $2.1M | 1.3% | 27K | +2% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $1.9M | 1.2% | 5,199 | +3% | — | — | 13F |
| 24 | MICRON TECHNOLOGY INC | Technology | $1.9M | 1.1% | 1,792 | -0.6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | VEEVA SYSTEMS INC | Technology | $1.7M | 1.0% | 6,000 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $1.5M | 0.9% | 13K | New | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.3M | 0.8% | 4,712 | -1% | |||
| 28 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.3M | 0.8% | 7,763 | -1% | |||
| 29 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $1.3M | 0.8% | 11K | -0.0% | |||
| 30 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.2M | 0.7% | 23K | +6% | |||
| 31 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.2M | 0.7% | 2,600 | -0.8% | |||
| 32 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.2M | 0.7% | 8,700 | — | |||
| 33 | — | ISHARES TR - CORE S&P500 ETF | — | $1.2M | 0.7% | 1,517 | +0.1% | |||
| 34 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.7% | 1,601 | +5% | |||
| 35 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $1.1M | 0.7% | 24K | +7% | |||
| 36 | — | ISHARES TR - CALIF MUN BD ETF | — | $1.0M | 0.6% | 19K | — | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $1.0M | 0.6% | 9,252 | +2% | |||
| 38 | $AVGO | Broadcom Inc. | Technology | $990K | 0.6% | 2,819 | +5% | |||
| 39 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $990K | 0.6% | 13K | +2% | |||
| 40 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $978K | 0.6% | 5,807 | +6% | |||
| 41 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $955K | 0.6% | 1,918 | -9% | |||
| 42 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $913K | 0.5% | 11K | — | |||
| 43 | $V | VISA INC. | Financials | $898K | 0.5% | 2,499 | -0.7% | |||
| 44 | $LLY | ELI LILLY & Co | Healthcare | $884K | 0.5% | 764 | +4% | |||
| 45 | — | ISHARES TR - MSCI EAFE ETF | — | $844K | 0.5% | 8,121 | — | |||
| 46 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $795K | 0.5% | 12K | — | |||
| 47 | $RDDT | Reddit, Inc. | Technology | $767K | 0.5% | 5,386 | New | |||
| 48 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $752K | 0.5% | 17K | — | |||
| 49 | $JPM | JPMORGAN CHASE & CO | Financials | $727K | 0.4% | 2,197 | -1% | |||
| 50 | $DOV | DOVER Corp | Industrials | $664K | 0.4% | 4,204 | +13% | |||
| 51 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $630K | 0.4% | 1,030 | +6% | |||
| 52 | $TSLA | Tesla, Inc. | Consumer Discretionary | $596K | 0.4% | 1,679 | -24% | |||
| 53 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $496K | 0.3% | 13K | — | |||
| 54 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $458K | 0.3% | 5,683 | +6% | |||
| 55 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $446K | 0.3% | 2,740 | +6% | |||
| 56 | $JNJ | JOHNSON & JOHNSON | Healthcare | $435K | 0.3% | 1,645 | +7% | |||
| 57 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $424K | 0.3% | 7,790 | -1% | |||
| 58 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $396K | 0.2% | 6,447 | +6% | |||
| 59 | $GLD | SPDR GOLD TRUST | Financials | $381K | 0.2% | 1,000 | — | |||
| 60 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $379K | 0.2% | 4,223 | +8% | |||
| 61 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $369K | 0.2% | 2,378 | — | |||
| 62 | $ABBV | AbbVie Inc. | Healthcare | $360K | 0.2% | 1,376 | +4% | |||
| 63 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $353K | 0.2% | 3,756 | — | |||
| 64 | $CAT | CATERPILLAR INC | Industrials | $351K | 0.2% | 433 | +10% | |||
| 65 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $347K | 0.2% | 8,786 | +4% | |||
| 66 | $GE | GENERAL ELECTRIC CO | Industrials | $343K | 0.2% | 1,098 | +4% | |||
| 67 | — | ISHARES TR - MSCI USA VALUE | — | $343K | 0.2% | 1,730 | — | |||
| 68 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $340K | 0.2% | 373 | -2% | |||
| 69 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $324K | 0.2% | 882 | +4% | |||
| 70 | $FLEX | FLEX LTD. | Technology | $322K | 0.2% | 2,931 | -2% | |||
| 71 | $WMT | Walmart Inc. | Consumer Staples | $319K | 0.2% | 3,065 | +5% | |||
| 72 | $MRK | Merck & Co., Inc. | Healthcare | $308K | 0.2% | 2,120 | +1% | |||
| 73 | $URI | UNITED RENTALS, INC. | Industrials | $299K | 0.2% | 299 | -2% | |||
| 74 | $RKLB | Rocket Lab Corp | Industrials | $293K | 0.2% | 4,200 | — | |||
| 75 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $290K | 0.2% | 392 | +41% | |||
| 76 | $KO | COCA COLA CO | Consumer Staples | $288K | 0.2% | 3,347 | +0.4% | |||
| 77 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $288K | 0.2% | 5,914 | +4% | |||
| 78 | $GEV | GE Vernova Inc. | Industrials | $284K | 0.2% | 299 | New | |||
| 79 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $268K | 0.2% | 513 | -0.4% | |||
| 80 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $267K | 0.2% | 937 | +21% | |||
| 81 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $263K | 0.2% | 9,728 | — | |||
| 82 | — | ISHARES TR - RUSSELL 2000 ETF | — | $256K | 0.1% | 920 | — | |||
| 83 | $CSCO | CISCO SYSTEMS, INC. | Technology | $253K | 0.1% | 2,349 | +6% | |||
| 84 | $PLTR | Palantir Technologies Inc. | Technology | $253K | 0.1% | 1,350 | New | |||
| 85 | $RTX | RTX Corp | Industrials | $250K | 0.1% | 1,346 | -2% | |||
| 86 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $240K | 0.1% | 6,571 | — | |||
| 87 | $STT | STATE STREET CORP | Financials | $239K | 0.1% | 5,830 | +5% | |||
| 88 | — | PROSHARES TR II - ULSHT BLOOMB OIL | — | $238K | 0.1% | 12K | +20% | |||
| 89 | $LRCX | LAM RESEARCH CORP | Technology | $236K | 0.1% | 717 | +6% | |||
| 90 | $INTC | INTEL CORP | Technology | $235K | 0.1% | 1,951 | +6% | |||
| 91 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $231K | 0.1% | 1,417 | +3% | |||
| 92 | $WT | WisdomTree, Inc. | Financials | $221K | 0.1% | 4,376 | — | |||
| 93 | — | GRANITESHARES ETF TR - 2X LONG NVDA ETF | — | $220K | 0.1% | 6,000 | New | |||
| 94 | $NFLX | NETFLIX INC | Communication Services | $220K | 0.1% | 3,163 | -12% | |||
| 95 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $217K | 0.1% | 937 | New | |||
| 96 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $217K | 0.1% | 953 | — | |||
| 97 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $209K | 0.1% | 1,437 | New | |||
| 98 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | — | $207K | 0.1% | 4,874 | — | |||
| 99 | $MS | MORGAN STANLEY | Financials | $204K | 0.1% | 1,082 | +2% | |||
| 100 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $203K | 0.1% | 5,164 | — | |||
| 101 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $203K | 0.1% | 4,896 | — | |||
| 102 | $HOWL | Werewolf Therapeutics, Inc. | Healthcare | $49K | 0.0% | 53K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 12 new, 47 added to, 23 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
first bought this quarter
first bought this quarter
$ABVXAbivax S.A.$2.2M
first bought this quarter
$VEEVVEEVA SYSTEMS INC$1.7M
first bought this quarter
$CORTCORCEPT THERAPEUTICS INC$1.5M
first bought this quarter
$RDDTReddit, Inc.$767K
first bought this quarter
+6 more in the Excel export
Added to (47)
- SCHWAB STRATEGIC TR - US TIPS ETF+44%
now $9.4M
now $3.7M · held 4+ qtrs, 2 adds in a row
- ISHARES TR - ULTRA SHORT DUR+27%
now $5.6M
now $2.7M · held 4+ qtrs
- VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX+16%
now $3.6M
- SELECT SECTOR SPDR TR - ST STR TECHN ETF+4%
now $5.2M
+41 more in the Excel export
Trimmed (23)
now $2.3M · held 4+ qtrs, 3 trims in a row
$TSLATesla, Inc.-24%
now $596K · held 4+ qtrs
$BRK.BBERKSHIRE HATHAWAY INC-9%
now $955K · held 4+ qtrs, 2 trims in a row
- ISHARES INC - CORE MSCI EMKT-3%
now $3.0M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF-3%
now $2.8M
now $4.3M · held 4+ qtrs
+17 more in the Excel export
Holdings by quarter
Every 13F Vilga Financial Planning LLC has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Vilga Financial Planning?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Vilga Financial Planning's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
51%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
54%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Vilga Financial Planning LLC disclosed 102 positions worth $167.6M in its Form 13F-HR for Q3 2026, followed by $UTHR and $XERS. During the quarter the fund opened 12 new positions and exited 3 — including a new stake in $UTHR and a full exit from $AMAT. The portfolio is most concentrated in Other (59.7% of disclosed assets). All figures are sourced directly from Vilga Financial Planning LLC’s Form 13F-HR filing with the SEC under CIK 2083456.
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AI-Powered Hedge Fund Analysis: Vilga Financial Planning LLC
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Every holding in Vilga Financial Planning LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.