Vilga Financial Planning LLC
13F Reported Value
ⓘ$132.0M
Holdings
93
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Vilga Financial Planning LLC disclosed 93 positions worth $132.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 4 — including a new stake in $FLEX. The portfolio is most concentrated in Other (72.7% of disclosed assets). All figures are sourced directly from Vilga Financial Planning LLC’s Form 13F-HR filing with the SEC under CIK 2083456.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$23.7M331,981 shSCHWAB STRATEGIC TR - US TIPS ETF
—Quality
$6.9M258,660 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$5.7M95,814 shISHARES TR - CORE S&P MCP ETF
—Quality
$5.6M72,558 shSELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$4.9M25,620 sh- 85.9
Quality
$4.7M23,487 sh ISHARES TR - ULTRA SHORT DUR
—Quality
$4.4M87,598 shISHARES TR - CORE MSCI EAFE
—Quality
$4.4M45,281 sh- 76.4
Quality
$3.8M13,245 sh VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX
—Quality
$3.4M28,049 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $23.7M | 331,981 |
| SCHWAB STRATEGIC TR - US TIPS ETF | — | $6.9M | 258,660 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $5.7M | 95,814 |
| ISHARES TR - CORE S&P MCP ETF | — | $5.6M | 72,558 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $4.9M | 25,620 |
 NVIDIA CORP$NVDA | 85.9 | $4.7M | 23,487 |
| ISHARES TR - ULTRA SHORT DUR | — | $4.4M | 87,598 |
| ISHARES TR - CORE MSCI EAFE | — | $4.4M | 45,281 |
 Apple Inc.$AAPL | 76.4 | $3.8M | 13,245 |
| VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $3.4M | 28,049 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Vilga Financial Planning LLC's 93 positions.
Showing top 10 of 93 holdings.
Sector Allocation
Other
$95.9M
Technology
$21.5M
Financials
$4.2M
Consumer Discretionary
$3.6M
Industrials
$3.3M
Healthcare
$2.5M
Consumer Staples
$487,615
Energy
$352,464
Full Holdings — Vilga Financial Planning LLC (Q2 2026)
All 93 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $23.7M | 17.9% | +5% | — |
| 2 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $6.9M | 5.2% | +15% | — |
| 3 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.7M | 4.3% | -7% | — |
| 4 | — | ISHARES TR - CORE S&P MCP ETF | $5.6M | 4.2% | -1% | — |
| 5 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $4.9M | 3.7% | -1% | — |
| 6 | $NVDA | NVIDIA CORP | $4.7M | 3.6% | +0% | 85.9 |
| 7 | — | ISHARES TR - ULTRA SHORT DUR | $4.4M | 3.4% | +11% | — |
| 8 | — | ISHARES TR - CORE MSCI EAFE | $4.4M | 3.3% | +3% | — |
| 9 | $AAPL | Apple Inc. | $3.8M | 2.9% | +1% | 76.4 |
| 10 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $3.4M | 2.6% | -3% | — |
| 11 | — | VANGUARD STAR FDS - VG TL INTL STK F | $3.4M | 2.6% | -0% | — |
| 12 | — | ISHARES INC - CORE MSCI EMKT | $3.2M | 2.4% | +3% | — |
| 13 | — | VANGUARD INDEX FDS - VALUE ETF | $2.9M | 2.2% | +0% | — |
| 14 |  $AMZN | AMAZON COM INC | $2.2M | 1.7% | +2% | 68.7 |
| 15 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.1M | 1.6% | +296% | — |
| 16 |  $GOOG | Alphabet Inc. | $2.1M | 1.6% | +1% | 78.2 |
| 17 |  $MU | MICRON TECHNOLOGY INC | $2.1M | 1.6% | +128% | 86.2 |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.0M | 1.5% | -5% | — |
| 19 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.9M | 1.4% | +1% | — |
| 20 |  $MSFT | MICROSOFT CORP | $1.9M | 1.4% | -5% | 79.8 |
| 21 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1.5M | 1.1% | +2% | — |
| 22 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.4M | 1.1% | +0% | — |
| 23 |  $GOOGL | Alphabet Inc. | $1.3M | 1.0% | +1% | 78.2 |
| 24 | — | ISHARES TR - CORE S&P SCP ETF | $1.3M | 1.0% | +0% | — |
| 25 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.3M | 0.9% | +18% | — |
| 26 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $1.2M | 0.9% | -0% | — |
| 27 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.2M | 0.9% | +1% | — |
| 28 | — | ISHARES TR - CORE S&P500 ETF | $1.1M | 0.9% | +0% | — |
| 29 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $1.1M | 0.8% | +11% | — |
| 30 | — | ISHARES TR - CALIF MUN BD ETF | $1.1M | 0.8% | +0% | — |
| 31 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $1.1M | 0.8% | +3% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.8% | -6% | 73.8 |
| 33 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $1.0M | 0.8% | +1% | — |
| 34 |  $AVGO | Broadcom Inc. | $1.0M | 0.8% | +0% | 84.5 |
| 35 |  $TSLA | Tesla, Inc. | $929,526 | 0.7% | +3% | 53.9 |
| 36 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $921,250 | 0.7% | +0% | — |
| 37 |  $LLY | ELI LILLY & Co | $885,179 | 0.7% | +0% | 87.5 |
| 38 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $865,332 | 0.7% | +3% | — |
| 39 |  $V | VISA INC. | $863,214 | 0.7% | +1% | 82.9 |
| 40 |  $META | Meta Platforms, Inc. | $855,074 | 0.7% | +0% | 79.6 |
| 41 | — | ISHARES TR - MSCI EAFE ETF | $843,609 | 0.6% | +0% | — |
| 42 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $836,703 | 0.6% | +0% | — |
| 43 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $750,349 | 0.6% | +0% | — |
| 44 |  $JPM | JPMORGAN CHASE & CO | $729,619 | 0.6% | +2% | 70.7 |
| 45 |  $DOV | DOVER Corp | $584,639 | 0.4% | +0% | 58.1 |
| 46 |  $AMD | ADVANCED MICRO DEVICES INC | $566,968 | 0.4% | -1% | 79.8 |
| 47 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $493,803 | 0.4% | +0% | — |
| 48 |  $FLEX | FLEX LTD. | $486,210 | 0.4% | NEW | — |
| 49 |  $BAC | BANK OF AMERICA CORP /DE/ | $449,116 | 0.3% | +2% | 67.6 |
| 50 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $443,677 | 0.3% | +5% | — |
| 51 |  $RKLB | Rocket Lab Corp | $426,930 | 0.3% | +0% | 39.9 |
| 52 |  $CAT | CATERPILLAR INC | $417,441 | 0.3% | -1% | 66.5 |
| 53 |  $GE | GENERAL ELECTRIC CO | $394,659 | 0.3% | -7% | 73.8 |
| 54 |  $JNJ | JOHNSON & JOHNSON | $392,130 | 0.3% | +1% | 69 |
| 55 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $383,123 | 0.3% | +2% | — |
| 56 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $375,402 | 0.3% | +0% | — |
| 57 |  $GLD | SPDR GOLD TRUST | $368,380 | 0.3% | +0% | — |
| 58 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $366,902 | 0.3% | +0% | — |
| 59 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $362,416 | 0.3% | +0% | — |
| 60 |  $COST | COSTCO WHOLESALE CORP /NEW | $357,350 | 0.3% | +8% | 66.2 |
| 61 |  $UNH | UNITEDHEALTH GROUP INC | $354,117 | 0.3% | +12% | 62.7 |
| 62 |  $XOM.R34088 | EXXON MOBIL CORP | $352,464 | 0.3% | +0% | 57.9 |
| 63 | — | PROSHARES TR II - ULSHT BLOOMB OIL | $350,200 | 0.3% | NEW | — |
| 64 | — | ISHARES TR - MSCI USA VALUE | $345,671 | 0.3% | +0% | — |
| 65 |  $URI | UNITED RENTALS, INC. | $344,399 | 0.3% | NEW | 63.9 |
| 66 |  $ABBV | AbbVie Inc. | $332,416 | 0.3% | +0% | 72.6 |
| 67 |  $WMT | Walmart Inc. | $331,739 | 0.3% | +3% | 60.2 |
| 68 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $322,909 | 0.2% | +4% | — |
| 69 |  $LRCX | LAM RESEARCH CORP | $293,364 | 0.2% | NEW | 79.4 |
| 70 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $290,138 | 0.2% | +3% | — |
| 71 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $281,820 | 0.2% | +0% | — |
| 72 | — | ISHARES TR - RUSSELL 2000 ETF | $276,414 | 0.2% | +0% | — |
| 73 |  $HD | HOME DEPOT, INC. | $272,269 | 0.2% | -20% | 60.3 |
| 74 |  $KO | COCA COLA CO | $270,954 | 0.2% | +0% | 69.5 |
| 75 |  $MRK | Merck & Co., Inc. | $268,694 | 0.2% | +8% | 59.9 |
| 76 |  $RTX | RTX Corp | $261,638 | 0.2% | -5% | 73.2 |
| 77 |  $CSCO | CISCO SYSTEMS, INC. | $261,349 | 0.2% | NEW | 70.3 |
| 78 |  $NFLX | NETFLIX INC | $256,183 | 0.2% | -6% | 78.8 |
| 79 |  $INTC | INTEL CORP | $255,942 | 0.2% | NEW | 45.6 |
| 80 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $255,816 | 0.2% | +0% | 75.4 |
| 81 |  $TSEM | TOWER SEMICONDUCTOR LTD | $248,390 | 0.2% | NEW | — |
| 82 |  $STT | STATE STREET CORP | $245,511 | 0.2% | +4% | 71.5 |
| 83 |  $BKNG | Booking Holdings Inc. | $245,080 | 0.2% | +2231% | 58.5 |
| 84 |  $AMAT | APPLIED MATERIALS INC /DE | $240,759 | 0.2% | NEW | 72.3 |
| 85 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $238,264 | 0.2% | +0% | — |
| 86 |  $MS | MORGAN STANLEY | $221,164 | 0.2% | NEW | 75.8 |
| 87 |  $WT | WisdomTree, Inc. | $220,332 | 0.2% | +0% | 59.9 |
| 88 |  $MO | ALTRIA GROUP, INC. | $216,661 | 0.2% | NEW | 67.4 |
| 89 |  $LOW | LOWES COMPANIES INC | $208,363 | 0.2% | -3% | 60.8 |
| 90 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $207,959 | 0.2% | NEW | — |
| 91 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $207,644 | 0.2% | NEW | — |
| 92 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $204,719 | 0.2% | NEW | — |
| 93 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $201,960 | 0.1% | NEW | — |
New Positions (14)
$FLEX FLEX LTD.$486,210$URI UNITED RENTALS, INC.$344,399$LRCX LAM RESEARCH CORP$293,364$CSCO CISCO SYSTEMS, INC.$261,349$INTC INTEL CORP$255,942$TSEM TOWER SEMICONDUCTOR LTD$248,390$AMAT APPLIED MATERIALS INC /DE$240,759$MS MORGAN STANLEY$221,164$MO ALTRIA GROUP, INC.$216,661$QQQ INVESCO QQQ TRUST, SERIES 1$204,719
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