Vilga Financial Planning LLC Top Holdings and 13F Report (2026)

About Vilga Financial Planning LLC

Investment Activity

Vilga Financial Planning LLC has $132.02 million in total holdings as of June 30, 2026.
Vilga Financial Planning LLC owns shares of 93 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 7.65% of the portfolio was purchased this quarter.
About 1.55% of the portfolio was sold this quarter.
This quarter, Vilga Financial Planning LLC has purchased 83 new stocks and bought additional shares in 38 stocks.
Vilga Financial Planning LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $23,653,646
Schwab U.S. TIPS ETF: $6,854,490
Vanguard FTSE Emerging Markets ETF: $5,719,138
iShares Core S&P Mid-Cap ETF: $5,594,947
Technology Select Sector SPDR Fund: $4,881,122

Largest New Holdings this Quarter

Y2573F102 - Flex: $486,210 Holding
74347Y656 - PROSHARES TR II: $350,200 Holding
911363109 - United Rentals: $344,399 Holding
512807306 - LAM RESEARCH CORP: $293,364 Holding
17275R102 - Cisco Systems: $261,349 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 19,678 shares (about $1.59M)
Micron Technology: 1,010 shares (about $1.17M)
Vanguard FTSE Developed Markets ETF: 14,582 shares (about $1.04M)
Schwab U.S. TIPS ETF: 33,344 shares (about $883.62K)
Flex: 3,000 shares (about $486.21K)

Largest Sales this Quarter

Vanguard FTSE Emerging Markets ETF: 6,942 shares (about $414.37K)
Vanguard S&P 500 ETF: 169 shares (about $116.09K)
Vanguard Russell 2000 ETF: 815 shares (about $98.96K)
Microsoft: 250 shares (about $93.26K)
Berkshire Hathaway: 134 shares (about $67.05K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$23,653,646	$1,038,967 â–²	4.6%	331,981	17.9%	ETF
SCHP Schwab U.S. TIPS ETF	$6,854,490	$883,616 â–²	14.8%	258,660	5.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$5,719,138	$414,368 â–¼	-6.8%	95,814	4.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$5,594,947	$40,097 â–¼	-0.7%	72,558	4.2%	ETF
XLK Technology Select Sector SPDR Fund	$4,881,122	$52,012 â–¼	-1.1%	25,620	3.7%	ETF
NVDA NVIDIA	$4,699,543	$17,008 â–²	0.4%	23,487	3.6%	Computer and Technology
ICSH iShares Ultra Short-Term Bond Active ETF	$4,430,707	$439,237 â–²	11.0%	87,598	3.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$4,373,239	$122,270 â–²	2.9%	45,281	3.3%	ETF
AAPL Apple	$3,832,641	$40,511 â–²	1.1%	13,245	2.9%	Computer and Technology
VTWO Vanguard Russell 2000 ETF	$3,405,710	$98,957 â–¼	-2.8%	28,049	2.6%	ETF
VXUS Vanguard Total International Stock ETF	$3,382,070	$11,285 â–¼	-0.3%	39,561	2.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,163,163	$95,349 â–²	3.1%	38,184	2.4%	ETF
VTV Vanguard Value ETF	$2,948,375		0.0%	13,529	2.2%	ETF
AMZN Amazon.com	$2,231,816	$48,145 â–²	2.2%	9,364	1.7%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$2,121,005	$1,585,456 â–²	296.0%	26,325	1.6%	ETF
GOOGL Alphabet	$2,092,044	$16,796 â–²	0.8%	5,854	1.6%	Computer and Technology
MU Micron Technology	$2,080,031	$1,165,833 â–²	127.5%	1,802	1.6%	Computer and Technology
VOO Vanguard S&P 500 ETF	$2,005,773	$116,088 â–¼	-5.5%	2,920	1.5%	ETF
VTI Vanguard Total Stock Market ETF	$1,867,962	$19,982 â–²	1.1%	5,048	1.4%	ETF
MSFT Microsoft	$1,856,148	$93,255 â–¼	-4.8%	4,976	1.4%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$1,452,574	$34,823 â–²	2.5%	7,842	1.1%	ETF
VB Vanguard Small-Cap ETF	$1,443,761		0.0%	4,763	1.1%	ETF
GOOG Alphabet	$1,336,294	$13,427 â–²	1.0%	3,782	1.0%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,290,297		0.0%	8,700	1.0%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,251,711	$191,028 â–²	18.0%	2,621	0.9%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$1,213,033	$2,035 â–¼	-0.2%	11,323	0.9%	ETF
XLF Financial Select Sector SPDR Fund	$1,164,570	$9,006 â–²	0.8%	21,723	0.9%	ETF
IVV iShares Core S&P 500 ETF	$1,134,311	$2,246 â–²	0.2%	1,515	0.9%	ETF
BNDX Vanguard Total International Bond ETF	$1,084,057	$111,292 â–²	11.4%	22,384	0.8%	ETF
CMF iShares California Muni Bond ETF	$1,073,603		0.0%	18,626	0.8%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$1,059,977	$34,011 â–²	3.3%	9,038	0.8%	Finance
BRK.B Berkshire Hathaway	$1,056,323	$67,052 â–¼	-6.0%	2,111	0.8%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,022,628	$14,712 â–²	1.5%	12,373	0.8%	ETF
AVGO Broadcom	$1,010,859	$1,511 â–²	0.1%	2,676	0.8%	Computer and Technology
TSLA Tesla	$929,526	$26,918 â–²	3.0%	2,210	0.7%	Auto/Tires/Trucks
VEU Vanguard FTSE All-World ex-US ETF	$921,250		0.0%	11,000	0.7%	ETF
LLY Eli Lilly and Company	$885,179		0.0%	738	0.7%	Medical
XLV Health Care Select Sector SPDR Fund	$865,332	$26,655 â–²	3.2%	5,454	0.7%	ETF
V Visa	$863,214	$11,322 â–²	1.3%	2,516	0.7%	Business Services
META Meta Platforms	$855,074	$1,690 â–²	0.2%	1,518	0.6%	Computer and Technology
EFA iShares MSCI EAFE ETF	$843,609		0.0%	8,121	0.6%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$836,703		0.0%	11,970	0.6%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$750,349		0.0%	16,915	0.6%	ETF
JPM JPMorgan Chase & Co.	$729,619	$15,712 â–²	2.2%	2,229	0.6%	Finance
VT Vanguard Total World Stock ETF	$584,639		0.0%	3,725	0.4%	ETF
AMD Advanced Micro Devices	$566,968	$5,228 â–¼	-0.9%	976	0.4%	Computer and Technology
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$493,803		0.0%	13,404	0.4%	ETF
FLEX Flex	$486,210	$486,210 â–²	New Holding	3,000	0.4%	Computer and Technology
BAC Bank of America	$449,116	$9,459 â–²	2.2%	7,882	0.3%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$443,677	$19,272 â–²	4.5%	5,341	0.3%	ETF
ROCKET LAB CORP	$426,930		0.0%	4,200	0.3%	COM
CAT Caterpillar	$417,441	$4,260 â–¼	-1.0%	392	0.3%	Industrials
GE GE Aerospace	$394,659	$31,767 â–¼	-7.4%	1,056	0.3%	Aerospace
JNJ Johnson & Johnson	$392,130	$4,571 â–²	1.2%	1,544	0.3%	Medical
XLU Utilities Select Sector SPDR Fund	$383,123	$7,118 â–²	1.9%	8,450	0.3%	ETF
VNQ Vanguard Real Estate ETF	$375,402		0.0%	3,893	0.3%	ETF
GLD SPDR Gold Shares	$368,380		0.0%	1,000	0.3%	Finance
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$366,902		0.0%	2,378	0.3%	ETF
AVEM Avantis Emerging Markets Equity ETF	$362,416		0.0%	3,756	0.3%	ETF
COST Costco Wholesale	$357,350	$26,193 â–²	7.9%	382	0.3%	Retail/Wholesale
UNH UnitedHealth Group	$354,117	$36,575 â–²	11.5%	852	0.3%	Medical
XOM ExxonMobil	$352,464		0.0%	2,578	0.3%	Energy
PROSHARES TR II	$350,200	$350,200 â–²	New Holding	10,000	0.3%	ULSHT BLOOMB OIL
VLUE iShares MSCI USA Value Factor ETF	$345,671		0.0%	1,730	0.3%	ETF
URI United Rentals	$344,399	$344,399 â–²	New Holding	304	0.3%	Construction
ABBV AbbVie	$332,416		0.0%	1,321	0.3%	Medical
WALMART INC	$331,739	$8,155 â–²	2.5%	2,929	0.3%	COM
XLE Energy Select Sector SPDR Fund	$322,909	$12,322 â–²	4.0%	6,080	0.2%	ETF
LAM RESEARCH CORP	$293,364	$293,364 â–²	New Holding	677	0.2%	COM NEW
XLB Materials Select Sector SPDR Fund	$290,138	$7,370 â–²	2.6%	5,708	0.2%	ETF
DFGR Dimensional Global Real Estate ETF	$281,820		0.0%	9,728	0.2%	ETF
IWM iShares Russell 2000 ETF	$276,414		0.0%	920	0.2%	Finance
HD Home Depot	$272,269	$66,304 â–¼	-19.6%	772	0.2%	Retail/Wholesale
KO CocaCola	$270,954		0.0%	3,334	0.2%	Consumer Staples
MRK Merck & Co., Inc.	$268,694	$20,432 â–²	8.2%	2,091	0.2%	Medical
RTX RTX	$261,638	$14,230 â–¼	-5.2%	1,379	0.2%	Aerospace
CSCO Cisco Systems	$261,349	$261,349 â–²	New Holding	2,225	0.2%	Computer and Technology
NFLX Netflix	$256,183	$17,136 â–¼	-6.3%	3,588	0.2%	Consumer Discretionary
INTC Intel	$255,942	$255,942 â–²	New Holding	1,833	0.2%	Computer and Technology
VRTX Vertex Pharmaceuticals	$255,816		0.0%	515	0.2%	Medical
TSEM Tower Semiconductor	$248,390	$248,390 â–²	New Holding	953	0.2%	Computer and Technology
XLRE Real Estate Select Sector SPDR Fund	$245,511	$8,718 â–²	3.7%	5,576	0.2%	ETF
BKNG Booking	$245,080	$234,564 â–²	2,230.5%	1,375	0.2%	Retail/Wholesale
AMAT Applied Materials	$240,759	$240,759 â–²	New Holding	333	0.2%	Computer and Technology
SCHE Schwab Emerging Markets Equity ETF	$238,264		0.0%	6,571	0.2%	ETF
MS Morgan Stanley	$221,164	$221,164 â–²	New Holding	1,058	0.2%	Finance
USFR WisdomTree Floating Rate Treasury Fund	$220,332		0.0%	4,376	0.2%	Finance
MO Altria Group	$216,661	$216,661 â–²	New Holding	3,011	0.2%	Consumer Staples
LOW Lowe's Companies	$208,363	$6,835 â–¼	-3.2%	945	0.2%	Retail/Wholesale
DFEV Dimensional Emerging Markets Value ETF	$207,959	$207,959 â–²	New Holding	4,874	0.2%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$207,644	$207,644 â–²	New Holding	5,164	0.2%	ETF
QQQ Invesco QQQ	$204,719	$204,719 â–²	New Holding	278	0.2%	Finance
DFAI Dimensional International Core Equity Market ETF	$201,960	$201,960 â–²	New Holding	4,896	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$0	$282,642 â–¼	-100.0%	0	0.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$0	$267,022 â–¼	-100.0%	0	0.0%	ETF
MA Mastercard	$0	$242,335 â–¼	-100.0%	0	0.0%	Business Services
ISRG Intuitive Surgical	$0	$211,133 â–¼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Vilga Financial Planning LLC Top Holdings and 13F Report (2026)

About Vilga Financial Planning LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Vilga Financial Planning LLC Top Holdings and 13F Report (2026)

About Vilga Financial Planning LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVilga Financial Planning LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools