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

About Vilga Financial Planning LLC

Investment Activity

Vilga Financial Planning LLC has $111.94 million in total holdings as of March 31, 2026.
Vilga Financial Planning LLC owns shares of 83 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 10.78% of the portfolio was purchased this quarter.
About 2.35% of the portfolio was sold this quarter.
This quarter, Vilga Financial Planning LLC has purchased 81 new stocks and bought additional shares in 28 stocks.
Vilga Financial Planning LLC sold shares of 17 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $20,338,928
Schwab U.S. TIPS ETF: $5,995,659
Vanguard FTSE Emerging Markets ETF: $5,553,962
iShares Core S&P Mid-Cap ETF: $4,934,957
NVIDIA: $4,081,334

Largest New Holdings this Quarter

922908744 - Vanguard Value ETF: $2,654,390 Holding
81369Y506 - Energy Select Sector SPDR Fund: $358,248 Holding
922908611 - Vanguard Small-Cap Value ETF: $282,642 Holding
922908512 - Vanguard Mid-Cap Value ETF: $267,022 Holding
58933Y105 - Merck & Co., Inc.: $232,400 Holding

Largest Purchases this Quarter

Schwab U.S. TIPS ETF: 147,808 shares (about $3.93M)
Vanguard Value ETF: 13,529 shares (about $2.65M)
iShares Ultra Short-Term Bond Active ETF: 23,694 shares (about $1.20M)
Vanguard FTSE Developed Markets ETF: 17,992 shares (about $1.15M)
iShares Core S&P Mid-Cap ETF: 9,805 shares (about $662.13K)

Largest Sales this Quarter

Microsoft: 300 shares (about $111.05K)
Vanguard Russell 2000 ETF: 812 shares (about $81.34K)
ExxonMobil: 180 shares (about $30.54K)
Financial Select Sector SPDR Fund: 592 shares (about $29.23K)
Caterpillar: 40 shares (about $28.34K)

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	$20,338,928	$1,152,927 â–²	6.0%	317,399	18.2%	ETF
SCHP Schwab U.S. TIPS ETF	$5,995,659	$3,933,171 â–²	190.7%	225,316	5.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$5,553,962	$419,590 â–²	8.2%	102,756	5.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,934,957	$662,132 â–²	15.5%	73,078	4.4%	ETF
NVDA NVIDIA	$4,081,334		0.0%	23,402	3.6%	Computer and Technology
ICSH iShares Ultra Short-Term Bond Active ETF	$3,994,627	$1,199,390 â–²	42.9%	78,914	3.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,984,678	$2,444 â–¼	-0.1%	44,015	3.6%	ETF
XLK Technology Select Sector SPDR Fund	$3,441,180	$266 â–¼	0.0%	25,893	3.1%	ETF
AAPL Apple	$3,325,978		0.0%	13,105	3.0%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$3,060,727		0.0%	39,693	2.7%	ETF
VTWO Vanguard Russell 2000 ETF	$2,891,307	$81,338 â–¼	-2.7%	28,864	2.6%	ETF
VTV Vanguard Value ETF	$2,654,390	$2,654,390 â–²	New Holding	13,529	2.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,583,052	$19,321 â–¼	-0.7%	37,033	2.3%	ETF
MSFT Microsoft	$1,934,508	$111,051 â–¼	-5.4%	5,226	1.7%	Computer and Technology
VO Vanguard Mid-Cap ETF	$1,908,885		0.0%	6,647	1.7%	ETF
AMZN Amazon.com	$1,908,170	$3,957 â–¼	-0.2%	9,162	1.7%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$1,846,082	$173,313 â–²	10.4%	3,089	1.6%	ETF
GOOGL Alphabet	$1,669,861		0.0%	5,807	1.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,602,125	$6,095 â–²	0.4%	4,994	1.4%	ETF
XLC Communication Services Select Sector SPDR Fund	$1,257,374	$28,934 â–²	2.4%	11,342	1.1%	ETF
VB Vanguard Small-Cap ETF	$1,247,525		0.0%	4,763	1.1%	ETF
XLI Industrial Select Sector SPDR Fund	$1,237,881	$6,146 â–¼	-0.5%	7,654	1.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,081,497		0.0%	8,700	1.0%	ETF
BRK.B Berkshire Hathaway	$1,075,804		0.0%	2,245	1.0%	Finance
GOOG Alphabet	$1,074,004		0.0%	3,744	1.0%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$1,064,170	$29,227 â–¼	-2.7%	21,555	1.0%	ETF
CMF iShares California Muni Bond ETF	$1,059,074	$80,514 â–²	8.2%	18,626	0.9%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,009,136	$35,417 â–²	3.6%	12,195	0.9%	ETF
IVV iShares Core S&P 500 ETF	$987,885	$1,307 â–²	0.1%	1,512	0.9%	ETF
BNDX Vanguard Total International Bond ETF	$965,132	$196,236 â–²	25.5%	20,086	0.9%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$953,357	$51,112 â–²	5.7%	8,748	0.9%	Finance
META Meta Platforms	$866,777	$7,438 â–²	0.9%	1,515	0.8%	Computer and Technology
AVGO Broadcom	$827,011	$10,214 â–²	1.3%	2,672	0.7%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$826,100		0.0%	11,000	0.7%	ETF
TSLA Tesla	$797,776		0.0%	2,146	0.7%	Auto/Tires/Trucks
EFA iShares MSCI EAFE ETF	$788,793		0.0%	8,121	0.7%	Finance
XLV Health Care Select Sector SPDR Fund	$774,980	$44,863 â–²	6.1%	5,286	0.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$750,587		0.0%	2,221	0.7%	Computer and Technology
V Visa	$750,462	$1,209 â–²	0.2%	2,483	0.7%	Business Services
DFAT Dimensional U.S. Targeted Value ETF	$747,527		0.0%	11,970	0.7%	ETF
LLY Eli Lilly and Company	$678,790		0.0%	738	0.6%	Medical
DFAC Dimensional U.S. Core Equity 2 ETF	$657,317		0.0%	16,915	0.6%	ETF
JPM JPMorgan Chase & Co.	$641,563		0.0%	2,181	0.6%	Finance
VT Vanguard Total World Stock ETF	$515,242	$138 â–²	0.0%	3,725	0.5%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$455,334		0.0%	13,404	0.4%	ETF
XOM ExxonMobil	$437,383	$30,539 â–¼	-6.5%	2,578	0.4%	Energy
GLD SPDR Gold Shares	$430,290		0.0%	1,000	0.4%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$418,836	$3,361 â–²	0.8%	5,109	0.4%	ETF
XLU Utilities Select Sector SPDR Fund	$380,566	$3,855 â–²	1.0%	8,293	0.3%	ETF
BAC Bank of America	$376,155	$12,431 â–²	3.4%	7,716	0.3%	Finance
JNJ Johnson & Johnson	$373,015	$10,511 â–¼	-2.7%	1,526	0.3%	Medical
NFLX Netflix	$368,062	$12,499 â–¼	-3.3%	3,828	0.3%	Consumer Discretionary
XLE Energy Select Sector SPDR Fund	$358,248	$358,248 â–²	New Holding	5,848	0.3%	ETF
WALMART INC	$355,068	$6,960 â–¼	-1.9%	2,857	0.3%	COM
COST Costco Wholesale	$352,736	$5,979 â–¼	-1.7%	354	0.3%	Retail/Wholesale
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$346,689		0.0%	2,378	0.3%	ETF
VNQ Vanguard Real Estate ETF	$345,309		0.0%	3,893	0.3%	ETF
GE GE Aerospace	$323,782		0.0%	1,141	0.3%	Aerospace
HD Home Depot	$315,734	$7,236 â–¼	-2.2%	960	0.3%	Retail/Wholesale
AVEM Avantis Emerging Markets Equity ETF	$302,658		0.0%	3,756	0.3%	ETF
ABBV AbbVie	$287,304		0.0%	1,321	0.3%	Medical
VBR Vanguard Small-Cap Value ETF	$282,642	$282,642 â–²	New Holding	1,301	0.3%	ETF
CAT Caterpillar	$280,550	$28,338 â–¼	-9.2%	396	0.3%	Industrials
RTX RTX	$280,477	$14,468 â–²	5.4%	1,454	0.3%	Aerospace
XLB Materials Select Sector SPDR Fund	$277,983	$3,798 â–²	1.4%	5,563	0.2%	ETF
ROCKET LAB CORP	$269,724		0.0%	4,200	0.2%	COM
MU Micron Technology	$267,569	$9,122 â–²	3.5%	792	0.2%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$267,022	$267,022 â–²	New Holding	1,449	0.2%	ETF
DFGR Dimensional Global Real Estate ETF	$258,570		0.0%	9,728	0.2%	ETF
KO CocaCola	$253,551		0.0%	3,334	0.2%	Consumer Staples
BKNG Booking	$248,409	$8,421 â–¼	-3.3%	59	0.2%	Retail/Wholesale
VLUE iShares MSCI USA Value Factor ETF	$245,989		0.0%	1,730	0.2%	ETF
MA Mastercard	$242,335	$26,982 â–¼	-10.0%	485	0.2%	Business Services
MRK Merck & Co., Inc.	$232,400	$232,400 â–²	New Holding	1,932	0.2%	Medical
LOW Lowe's Companies	$230,609	$10,396 â–²	4.7%	976	0.2%	Retail/Wholesale
VRTX Vertex Pharmaceuticals	$229,968		0.0%	515	0.2%	Medical
IWM iShares Russell 2000 ETF	$228,160		0.0%	920	0.2%	Finance
USFR WisdomTree Floating Rate Treasury Fund	$220,288		0.0%	4,376	0.2%	Finance
XLRE Real Estate Select Sector SPDR Fund	$219,584	$2,368 â–²	1.1%	5,378	0.2%	ETF
SCHE Schwab Emerging Markets Equity ETF	$216,514		0.0%	6,571	0.2%	ETF
ISRG Intuitive Surgical	$211,133	$4,149 â–²	2.0%	458	0.2%	Medical
UNH UnitedHealth Group	$206,731	$9,741 â–²	4.9%	764	0.2%	Medical
AMD Advanced Micro Devices	$200,379	$200,379 â–²	New Holding	985	0.2%	Computer and Technology
SCHJ Schwab 1-5 Year Corporate Bond ETF	$0	$1,535,533 â–¼	-100.0%	0	0.0%	ETF
ORCL Oracle	$0	$262,349 â–¼	-100.0%	0	0.0%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$0	$236,408 â–¼	-100.0%	0	0.0%	CL A
DIS Walt Disney	$0	$203,079 â–¼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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