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Vilga Financial Planning

Latest statistics and disclosures from Vilga Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, SCHP, VWO, IJH, NVDA, and represent 36.54% of Vilga Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SCHP, VTV, ICSH, VEA, IJH, VWO, XLE, VBR, VOE, MRK.
Started 6 new stock positions in XLE, MRK, VOE, VBR, VTV, AMD.
Reduced shares in these 10 stocks: SCHJ, , PLTR, DIS, MSFT, VTWO, XOM, XLF, CAT, MA.
Sold out of its positions in DIS, ORCL, PLTR, SCHJ.
Vilga Financial Planning was a net buyer of stock by $9.4M.
Vilga Financial Planning has $112M in assets under management (AUM), dropping by 7.24%.
Central Index Key (CIK): 0002083456

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Positions held by Vilga Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vilga Financial Planning

Vilga Financial Planning holds 83 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	18.2	$20M	+6%	317k	64.08	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.4	$6.0M	+190%	225k	26.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.0	$5.6M	+8%	103k	54.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$4.9M	+15%	73k	67.53	View chart
NVIDIA Corporation (NVDA)	3.6	$4.1M		23k	174.40	View chart
Ishares Tr Ultra Short Dur (ICSH)	3.6	$4.0M	+42%	79k	50.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.6	$4.0M		44k	90.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	3.1	$3.4M		26k	132.90	View chart
Apple (AAPL)	3.0	$3.3M		13k	253.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.7	$3.1M		40k	77.11	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	2.6	$2.9M	-2%	29k	100.17	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$2.7M	NEW	14k	196.20	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$2.6M		37k	69.75	View chart
Microsoft Corporation (MSFT)	1.7	$1.9M	-5%	5.2k	370.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$1.9M		6.6k	287.18	View chart
Amazon (AMZN)	1.7	$1.9M		9.2k	208.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$1.8M	+10%	3.1k	597.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$1.7M		5.8k	287.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$1.6M		5.0k	320.81	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.1	$1.3M	+2%	11k	110.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.2M		4.8k	261.92	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.1	$1.2M		7.7k	161.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$1.1M		8.7k	124.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.1M		2.2k	479.20	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$1.1M		3.7k	286.86	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.0	$1.1M	-2%	22k	49.37	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.9	$1.1M	+8%	19k	56.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$1.0M	+3%	12k	82.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$988k		1.5k	653.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$965k	+25%	20k	48.05	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.9	$953k	+5%	8.7k	108.98	View chart
Meta Platforms Cl A (META)	0.8	$867k		1.5k	572.13	View chart
Broadcom (AVGO)	0.7	$827k		2.7k	309.51	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$826k		11k	75.10	View chart
Tesla Motors (TSLA)	0.7	$798k		2.1k	371.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$789k		8.1k	97.13	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.7	$775k	+6%	5.3k	146.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$751k		2.2k	337.95	View chart
Visa Com Cl A (V)	0.7	$751k		2.5k	302.24	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$748k		12k	62.45	View chart
Eli Lilly & Co. (LLY)	0.6	$679k		738.00	919.77	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$657k		17k	38.86	View chart
JPMorgan Chase & Co. (JPM)	0.6	$642k		2.2k	294.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$515k		3.7k	138.32	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$455k		13k	33.97	View chart
Exxon Mobil Corporation (XOM)	0.4	$437k	-6%	2.6k	169.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$430k		1.0k	430.29	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$419k		5.1k	81.98	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$381k		8.3k	45.89	View chart
Bank of America Corporation (BAC)	0.3	$376k	+3%	7.7k	48.75	View chart
Johnson & Johnson (JNJ)	0.3	$373k	-2%	1.5k	244.44	View chart
Netflix (NFLX)	0.3	$368k	-3%	3.8k	96.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$358k	NEW	5.8k	61.26	View chart
Wal-Mart Stores (WMT)	0.3	$355k		2.9k	124.28	View chart
Costco Wholesale Corporation (COST)	0.3	$353k		354.00	996.43	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$347k		2.4k	145.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$345k		3.9k	88.70	View chart
Ge Aerospace Com New (GE)	0.3	$324k		1.1k	283.77	View chart
Home Depot (HD)	0.3	$316k	-2%	960.00	328.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$303k		3.8k	80.58	View chart
Abbvie (ABBV)	0.3	$287k		1.3k	217.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$283k	NEW	1.3k	217.25	View chart
Caterpillar (CAT)	0.3	$281k	-9%	396.00	708.46	View chart
Raytheon Technologies Corp (RTX)	0.3	$281k	+5%	1.5k	192.90	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$278k		5.6k	49.97	View chart
Rocket Lab Corp (RKLB)	0.2	$270k		4.2k	64.22	View chart
Micron Technology (MU)	0.2	$268k	+3%	792.00	337.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$267k	NEW	1.4k	184.28	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$259k		9.7k	26.58	View chart
Coca-Cola Company (KO)	0.2	$254k		3.3k	76.05	View chart
Booking Holdings (BKNG)	0.2	$248k	-3%	59.00	4210.32	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$246k		1.7k	142.19	View chart
Mastercard Incorporated Cl A (MA)	0.2	$242k	-10%	485.00	499.66	View chart
Merck & Co (MRK)	0.2	$232k	NEW	1.9k	120.29	View chart
Lowe's Companies (LOW)	0.2	$231k	+4%	976.00	236.28	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$230k		515.00	446.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$228k		920.00	248.00	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$220k		4.4k	50.34	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$220k		5.4k	40.83	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$217k		6.6k	32.95	View chart
Intuitive Surgical Com New (ISRG)	0.2	$211k	+2%	458.00	460.99	View chart
UnitedHealth (UNH)	0.2	$207k	+4%	764.00	270.59	View chart
Advanced Micro Devices (AMD)	0.2	$200k	NEW	985.00	203.43	View chart

Past Filings by Vilga Financial Planning

SEC 13F filings are viewable for Vilga Financial Planning going back to 2026

Vilga Financial Planning 2025 Q4 filed June 22, 2026
Vilga Financial Planning 2026 Q1 filed June 22, 2026

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