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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, XLK, and represent 35.38% of Vilga Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VO, MU, VEA, SCHP, FLEX, ICSH, Proshares Tr Ii, URI, LRCX, CSCO.
Started 14 new stock positions in MS, DFEV, Proshares Tr Ii, DFAI, MO, FLEX, CSCO, INTC, LRCX, TSEM. URI, AMAT, DFAE, QQQ.
Reduced shares in these 10 stocks: VWO, VBR, VOE, , , VOO, VTWO, MSFT, BRK.B, HD.
Sold out of its positions in ISRG, MA, VOE, VBR.
Vilga Financial Planning was a net buyer of stock by $8.1M.
Vilga Financial Planning has $132M in assets under management (AUM), dropping by 17.94%.
Central Index Key (CIK): 0002083456

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Portfolio Holdings for Vilga Financial Planning

Vilga Financial Planning holds 93 positions in its portfolio as reported in the June 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)	17.9	$24M	+4%	332k	71.25	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.2	$6.9M	+14%	259k	26.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.3	$5.7M	-6%	96k	59.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.2	$5.6M		73k	77.11	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	3.7	$4.9M		26k	190.52	View chart
NVIDIA Corporation (NVDA)	3.6	$4.7M		24k	200.09	View chart
Ishares Tr Ultra Short Dur (ICSH)	3.4	$4.4M	+11%	88k	50.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.3	$4.4M	+2%	45k	96.58	View chart
Apple (AAPL)	2.9	$3.8M		13k	289.37	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	2.6	$3.4M	-2%	28k	121.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.6	$3.4M		40k	85.49	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$3.2M	+3%	38k	82.84	View chart
Vanguard Index Fds Value Etf (VTV)	2.2	$2.9M		14k	217.93	View chart
Amazon (AMZN)	1.7	$2.2M	+2%	9.4k	238.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$2.1M	+296%	26k	80.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$2.1M		5.9k	357.37	View chart
Micron Technology (MU)	1.6	$2.1M	+127%	1.8k	1154.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$2.0M	-5%	2.9k	686.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$1.9M		5.0k	370.04	View chart
Microsoft Corporation (MSFT)	1.4	$1.9M	-4%	5.0k	373.02	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.1	$1.5M	+2%	7.8k	185.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.4M		4.8k	303.12	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$1.3M		3.8k	353.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$1.3M		8.7k	148.31	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$1.3M	+18%	2.6k	477.57	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.9	$1.2M		11k	107.13	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.9	$1.2M		22k	53.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.1M		1.5k	748.72	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$1.1M	+11%	22k	48.43	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.8	$1.1M		19k	57.64	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.8	$1.1M	+3%	9.0k	117.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.1M	-5%	2.1k	500.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$1.0M		12k	82.65	View chart
Broadcom (AVGO)	0.8	$1.0M		2.7k	377.75	View chart
Tesla Motors (TSLA)	0.7	$930k	+2%	2.2k	420.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$921k		11k	83.75	View chart
Eli Lilly & Co. (LLY)	0.7	$885k		738.00	1199.43	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.7	$865k	+3%	5.5k	158.66	View chart
Visa Com Cl A (V)	0.7	$863k		2.5k	343.09	View chart
Meta Platforms Cl A (META)	0.6	$855k		1.5k	563.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$844k		8.1k	103.88	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$837k		12k	69.90	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.6	$750k		17k	44.36	View chart
JPMorgan Chase & Co. (JPM)	0.6	$730k	+2%	2.2k	327.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$585k		3.7k	156.95	View chart
Advanced Micro Devices (AMD)	0.4	$567k		976.00	580.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$494k		13k	36.84	View chart
Flex Ord (FLEX)	0.4	$486k	NEW	3.0k	162.07	View chart
Bank of America Corporation (BAC)	0.3	$449k	+2%	7.9k	56.98	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.3	$444k	+4%	5.3k	83.07	View chart
Rocket Lab Corp (RKLB)	0.3	$427k		4.2k	101.65	View chart
Caterpillar (CAT)	0.3	$417k		392.00	1064.90	View chart
Ge Aerospace Com New (GE)	0.3	$395k	-7%	1.1k	373.73	View chart
Johnson & Johnson (JNJ)	0.3	$392k		1.5k	253.97	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$383k		8.5k	45.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$375k		3.9k	96.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$368k		1.0k	368.38	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$367k		2.4k	154.29	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$362k		3.8k	96.49	View chart
Costco Wholesale Corporation (COST)	0.3	$357k	+7%	382.00	935.47	View chart
UnitedHealth (UNH)	0.3	$354k	+11%	852.00	415.63	View chart
Exxon Mobil Corporation (XOM)	0.3	$353k		2.6k	136.72	View chart
Proshares Tr Ii Ulsht Bloomb Oil	0.3	$350k	NEW	10k	35.02	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$346k		1.7k	199.81	View chart
United Rentals (URI)	0.3	$344k	NEW	304.00	1132.89	View chart
Abbvie (ABBV)	0.3	$332k		1.3k	251.64	View chart
Wal-Mart Stores (WMT)	0.3	$332k	+2%	2.9k	113.26	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$323k	+3%	6.1k	53.11	View chart
Lam Research Corp Com New (LRCX)	0.2	$293k	NEW	677.00	433.33	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$290k	+2%	5.7k	50.83	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$282k		9.7k	28.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$276k		920.00	300.45	View chart
Home Depot (HD)	0.2	$272k	-19%	772.00	352.68	View chart
Coca-Cola Company (KO)	0.2	$271k		3.3k	81.27	View chart
Merck & Co (MRK)	0.2	$269k	+8%	2.1k	128.50	View chart
Raytheon Technologies Corp (RTX)	0.2	$262k	-5%	1.4k	189.73	View chart
Cisco Systems (CSCO)	0.2	$261k	NEW	2.2k	117.46	View chart
Netflix (NFLX)	0.2	$256k	-6%	3.6k	71.40	View chart
Intel Corporation (INTC)	0.2	$256k	NEW	1.8k	139.63	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$256k		515.00	496.73	View chart
Tower Semiconductor Shs New (TSEM)	0.2	$248k	NEW	953.00	260.64	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.2	$246k	+3%	5.6k	44.03	View chart
Booking Holdings (BKNG)	0.2	$245k	+2230%	1.4k	178.24	View chart
Applied Materials (AMAT)	0.2	$241k	NEW	333.00	723.00	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$238k		6.6k	36.26	View chart
Morgan Stanley Com New (MS)	0.2	$221k	NEW	1.1k	209.04	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$220k		4.4k	50.35	View chart
Altria (MO)	0.2	$217k	NEW	3.0k	71.96	View chart
Lowe's Companies (LOW)	0.2	$208k	-3%	945.00	220.49	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$208k	NEW	4.9k	42.67	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$208k	NEW	5.2k	40.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$205k	NEW	278.00	736.40	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$202k	NEW	4.9k	41.25	View chart

Past Filings by Vilga Financial Planning

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

Vilga Financial Planning 2026 Q2 filed July 9, 2026
Vilga Financial Planning 2025 Q4 filed June 22, 2026
Vilga Financial Planning 2026 Q1 filed June 22, 2026

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