Vilga Financial Planning LLC Top Holdings and 13F Report (2026) About Vilga Financial Planning LLCInvestment ActivityVilga Financial Planning LLC has $167.64 million in total holdings as of June 30, 2026.Vilga Financial Planning LLC owns shares of 102 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 22.99% of the portfolio was purchased this quarter.About 1.17% of the portfolio was sold this quarter.This quarter, Vilga Financial Planning LLC has purchased 93 new stocks and bought additional shares in 46 stocks.Vilga Financial Planning LLC sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $23,647,713United Therapeutics $10,839,426Xeris Biopharma $10,133,600Schwab U.S. TIPS ETF $9,381,305Vanguard FTSE Emerging Markets ETF $5,716,357 Largest New Holdings this Quarter 91307C102 - United Therapeutics $10,839,426 Holding98422E103 - Xeris Biopharma $10,133,600 Holding00370M103 - ABIVAX SA $2,178,440 Holding922475108 - Veeva Systems $1,712,700 Holding218352102 - Corcept Therapeutics $1,503,291 Holding Largest Purchases this Quarter United Therapeutics 20,003 shares (about $10.84M)Xeris Biopharma 1,060,000 shares (about $10.13M)Schwab U.S. TIPS ETF 114,651 shares (about $2.88M)Alphabet 7,119 shares (about $2.43M)ABIVAX SA 22,000 shares (about $2.18M) Largest Sales this Quarter Microsoft 408 shares (about $209.26K)Tesla 531 shares (about $188.40K)Berkshire Hathaway 193 shares (about $96.10K)iShares Core MSCI Emerging Markets ETF 1,116 shares (about $90.57K)Vanguard Value ETF 381 shares (about $82.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVilga Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$23,647,713$206,534 ▲0.9%334,90614.1%ETFUTHRUnited Therapeutics$10,839,426$10,839,426 ▲New Holding20,0036.5%HealthcareXERSXeris Biopharma$10,133,600$10,133,600 ▲New Holding1,060,0006.0%HealthcareSCHPSchwab U.S. TIPS ETF$9,381,305$2,881,179 ▲44.3%373,3115.6%ETFVWOVanguard FTSE Emerging Markets ETF$5,716,357$33,629 ▲0.6%96,3813.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,627,009$1,212,070 ▲27.5%111,6473.4%ETFNVDANVIDIA$5,530,027$166,033 ▲3.1%24,2143.3%TechnologyXLKTechnology Select Sector SPDR Fund$5,234,942$219,827 ▲4.4%26,7433.1%ETFIJHiShares Core S&P Mid-Cap ETF$5,194,223$26,334 ▼-0.5%72,1923.1%ETFIEFAiShares Core MSCI EAFE ETF$4,366,382$20,442 ▼-0.5%45,0702.6%ETFAAPLApple$4,328,672$82,257 ▼-1.9%12,9982.6%TechnologyGOOGAlphabet$3,714,407$2,425,728 ▲188.2%10,9012.2%Communication ServicesVTWOVanguard Russell 2000 ETF$3,644,433$496,213 ▲15.8%32,4702.2%ETFVXUSVanguard Total International Stock ETF$3,471,805$110,703 ▲3.3%40,8642.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,008,439$90,575 ▼-2.9%37,0681.8%ETFVTVVanguard Value ETF$2,841,020$82,326 ▼-2.8%13,1481.7%ETFGOOGLAlphabet$2,739,909$725,665 ▲36.0%7,9631.6%Communication ServicesMSFTMicrosoft$2,342,927$209,263 ▼-8.2%4,5681.4%TechnologyAMZNAmazon.com$2,309,122$23,918 ▼-1.0%9,2681.4%Consumer DiscretionaryVOOVanguard S&P 500 ETF$2,239,646$193,411 ▲9.5%3,1961.3%ETFABIVAX SA$2,178,440$2,178,440 ▲New Holding22,0001.3%SPONSORED ADSVOVanguard Mid-Cap ETF$2,113,448$49,013 ▲2.4%26,9501.3%ETFVTIVanguard Total Stock Market ETF$1,945,674$56,510 ▲3.0%5,1991.2%ETFMUMicron Technology$1,908,677$10,651 ▼-0.6%1,7921.1%TechnologyVEEVVeeva Systems$1,712,700$1,712,700 ▲New Holding6,0001.0%HealthcareCORTCorcept Therapeutics$1,503,291$1,503,291 ▲New Holding13,0460.9%HealthcareVBVanguard Small-Cap ETF$1,340,517$14,509 ▼-1.1%4,7120.8%ETFXLIIndustrial Select Sector SPDR Fund$1,296,266$13,191 ▼-1.0%7,7630.8%ETFXLCCommunication Services Select Sector SPDR Fund$1,256,402$111 ▼0.0%11,3220.7%ETFXLFFinancial Select Sector SPDR Fund$1,230,977$70,969 ▲6.1%23,0520.7%ETFTSMTaiwan Semiconductor Manufacturing$1,186,094$9,580 ▼-0.8%2,6000.7%TechnologyIJRiShares Core S&P Small-Cap ETF$1,183,5480.0%8,7000.7%ETFIVViShares Core S&P 500 ETF$1,161,917$1,532 ▲0.1%1,5170.7%ETFMETAMeta Platforms$1,161,013$60,190 ▲5.5%1,6010.7%Communication ServicesBNDXVanguard Total International Bond ETF$1,123,155$74,008 ▲7.1%23,9630.7%ETFCMFiShares California Muni Bond ETF$1,008,0390.0%18,6260.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,006,988$23,292 ▲2.4%9,2520.6%ETFAVGOBroadcom$990,005$50,220 ▲5.3%2,8190.6%TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$989,838$20,909 ▲2.2%12,6400.6%ETFXLVHealth Care Select Sector SPDR Fund$978,015$59,452 ▲6.5%5,8070.6%ETFBRK.BBerkshire Hathaway$955,068$96,104 ▼-9.1%1,9180.6%FinanceVEUVanguard FTSE All-World ex-US ETF$912,6700.0%11,0000.5%ETFVVisa$897,966$6,109 ▼-0.7%2,4990.5%FinanceLLYEli Lilly and Company$884,009$30,084 ▲3.5%7640.5%HealthcareEFAiShares MSCI EAFE ETF$843,6910.0%8,1210.5%ETFDFATDimensional U.S. Targeted Value ETF$795,2870.0%11,9700.5%ETFREDDIT INC$767,182$767,182 ▲New Holding5,3860.5%CL ADFACDimensional U.S. Core Equity 2 ETF$751,8720.0%16,9150.4%ETFJPMJPMorgan Chase & Co.$726,834$10,587 ▼-1.4%2,1970.4%FinanceVTVanguard Total World Stock ETF$663,601$75,610 ▲12.9%4,2040.4%ETFAMDAdvanced Micro Devices$630,113$33,035 ▲5.5%1,0300.4%TechnologyTSLATesla$595,726$188,404 ▼-24.0%1,6790.4%Consumer DiscretionaryDFAXDimensional World ex U.S. Core Equity 2 ETF$496,2160.0%13,4040.3%ETFXLPConsumer Staples Select Sector SPDR Fund$458,050$27,565 ▲6.4%5,6830.3%ETFEXXONMOBIL HOLDINGS CORP$445,935$445,935 ▲New Holding2,7400.3%COM SHSJNJJohnson & Johnson$435,497$26,739 ▲6.5%1,6450.3%HealthcareBACBank of America$424,010$5,008 ▼-1.2%7,7900.3%FinanceXLEEnergy Select Sector SPDR Fund$396,491$22,571 ▲6.0%6,4470.2%ETFGLDSPDR Gold Shares$380,8400.0%1,0000.2%ETFVNQVanguard Real Estate ETF$378,539$29,580 ▲8.5%4,2230.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$369,1850.0%2,3780.2%ETFABBVAbbVie$359,948$14,387 ▲4.2%1,3760.2%HealthcareAVEMAvantis Emerging Markets Equity ETF$353,1390.0%3,7560.2%ETFCATCaterpillar$351,072$33,242 ▲10.5%4330.2%IndustrialsXLUUtilities Select Sector SPDR Fund$346,520$13,252 ▲4.0%8,7860.2%ETFGEGE Aerospace$342,894$13,116 ▲4.0%1,0980.2%IndustrialsVLUEiShares MSCI USA Value Factor ETF$342,5400.0%1,7300.2%ETFCOSTCostco Wholesale$339,557$8,193 ▼-2.4%3730.2%Consumer StaplesUNHUnitedHealth Group$323,765$11,012 ▲3.5%8820.2%HealthcareFLEXFlex$322,381$7,589 ▼-2.3%2,9310.2%TechnologyWALMART INC$318,515$14,133 ▲4.6%3,0650.2%COMMRKMerck & Co., Inc.$308,057$4,214 ▲1.4%2,1200.2%HealthcareURIUnited Rentals$299,233$5,004 ▼-1.6%2990.2%IndustrialsROCKET LAB CORP$292,6560.0%4,2000.2%COMQQQInvesco QQQ$290,268$84,415 ▲41.0%3920.2%ETFKOCoca-Cola$288,110$1,119 ▲0.4%3,3470.2%Consumer StaplesXLBMaterials Select Sector SPDR Fund$288,012$10,032 ▲3.6%5,9140.2%ETFGE VERNOVA INC$284,197$284,197 ▲New Holding2990.2%COMVRTXVertex Pharmaceuticals$268,202$1,046 ▼-0.4%5130.2%HealthcareHDHome Depot$266,567$46,941 ▲21.4%9370.2%Consumer DiscretionaryDFGRDimensional Global Real Estate ETF$263,1420.0%9,7280.2%ETFIWMiShares Russell 2000 ETF$255,6590.0%9200.2%ETFCSCOCisco Systems$252,823$13,346 ▲5.6%2,3490.2%TechnologyPALANTIR TECHNOLOGIES INC$252,518$252,518 ▲New Holding1,3500.2%CL ARTXRTX$249,885$6,126 ▼-2.4%1,3460.1%IndustrialsSCHESchwab Emerging Markets Equity ETF$239,5130.0%6,5710.1%ETFXLREReal Estate Select Sector SPDR Fund$238,505$10,391 ▲4.6%5,8300.1%ETFPROSHARES TR II$238,200$39,700 ▲20.0%12,0000.1%ULSHT BLOOMB OILLAM RESEARCH CORP$235,542$13,140 ▲5.9%7170.1%COM NEWINTCIntel$234,569$14,187 ▲6.4%1,9510.1%TechnologyBKNGBooking$230,843$6,842 ▲3.1%1,4170.1%Consumer DiscretionaryUSFRWisdomTree Floating Rate Treasury Fund$220,5070.0%4,3760.1%ETFNVDLGraniteShares 2x Long NVDA Daily ETF$220,260$220,260 ▲New Holding6,0000.1%ETFNFLXNetflix$220,082$29,572 ▼-11.8%3,1630.1%Communication ServicesVXFVanguard Extended Market ETF$217,037$217,037 ▲New Holding9370.1%ETFTSEMTower Semiconductor$216,7410.0%9530.1%TechnologyPGProcter & Gamble$208,767$208,767 ▲New Holding1,4370.1%Consumer StaplesDFEVDimensional Emerging Markets Value ETF$206,6580.0%4,8740.1%ETFMSMorgan Stanley$203,503$4,514 ▲2.3%1,0820.1%FinanceDFAEDimensional Emerging Core Equity Market ETF$202,9970.0%5,1640.1%ETFShowing largest 100 holdings. 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