Vilga Financial Planning LLC Top Holdings and 13F Report (2026) About Vilga Financial Planning LLCInvestment ActivityVilga 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 $23,653,646Schwab U.S. TIPS ETF $6,854,490Vanguard FTSE Emerging Markets ETF $5,719,138iShares Core S&P Mid-Cap ETF $5,594,947Technology Select Sector SPDR Fund $4,881,122 Largest New Holdings this Quarter Y2573F102 - Flex $486,210 Holding74347Y656 - PROSHARES TR II $350,200 Holding911363109 - United Rentals $344,399 Holding512807306 - LAM RESEARCH CORP $293,364 Holding17275R102 - 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 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$23,653,646$1,038,967 â–²4.6%331,98117.9%ETFSCHPSchwab U.S. TIPS ETF$6,854,490$883,616 â–²14.8%258,6605.2%ETFVWOVanguard FTSE Emerging Markets ETF$5,719,138$414,368 â–¼-6.8%95,8144.3%ETFIJHiShares Core S&P Mid-Cap ETF$5,594,947$40,097 â–¼-0.7%72,5584.2%ETFXLKTechnology Select Sector SPDR Fund$4,881,122$52,012 â–¼-1.1%25,6203.7%ETFNVDANVIDIA$4,699,543$17,008 â–²0.4%23,4873.6%TechnologyICSHiShares Ultra Short-Term Bond Active ETF$4,430,707$439,237 â–²11.0%87,5983.4%ETFIEFAiShares Core MSCI EAFE ETF$4,373,239$122,270 â–²2.9%45,2813.3%ETFAAPLApple$3,832,641$40,511 â–²1.1%13,2452.9%TechnologyVTWOVanguard Russell 2000 ETF$3,405,710$98,957 â–¼-2.8%28,0492.6%ETFVXUSVanguard Total International Stock ETF$3,382,070$11,285 â–¼-0.3%39,5612.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,163,163$95,349 â–²3.1%38,1842.4%ETFVTVVanguard Value ETF$2,948,3750.0%13,5292.2%ETFAMZNAmazon.com$2,231,816$48,145 â–²2.2%9,3641.7%Consumer DiscretionaryVOVanguard Mid-Cap ETF$2,121,005$1,585,456 â–²296.0%26,3251.6%ETFGOOGLAlphabet$2,092,044$16,796 â–²0.8%5,8541.6%Communication ServicesMUMicron Technology$2,080,031$1,165,833 â–²127.5%1,8021.6%TechnologyVOOVanguard S&P 500 ETF$2,005,773$116,088 â–¼-5.5%2,9201.5%ETFVTIVanguard Total Stock Market ETF$1,867,962$19,982 â–²1.1%5,0481.4%ETFMSFTMicrosoft$1,856,148$93,255 â–¼-4.8%4,9761.4%TechnologyXLIIndustrial Select Sector SPDR Fund$1,452,574$34,823 â–²2.5%7,8421.1%ETFVBVanguard Small-Cap ETF$1,443,7610.0%4,7631.1%ETFGOOGAlphabet$1,336,294$13,427 â–²1.0%3,7821.0%Communication ServicesIJRiShares Core S&P Small-Cap ETF$1,290,2970.0%8,7001.0%ETFTSMTaiwan Semiconductor Manufacturing$1,251,711$191,028 â–²18.0%2,6210.9%TechnologyXLCCommunication Services Select Sector SPDR Fund$1,213,033$2,035 â–¼-0.2%11,3230.9%ETFXLFFinancial Select Sector SPDR Fund$1,164,570$9,006 â–²0.8%21,7230.9%ETFIVViShares Core S&P 500 ETF$1,134,311$2,246 â–²0.2%1,5150.9%ETFBNDXVanguard Total International Bond ETF$1,084,057$111,292 â–²11.4%22,3840.8%ETFCMFiShares California Muni Bond ETF$1,073,6030.0%18,6260.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,059,977$34,011 â–²3.3%9,0380.8%ETFBRK.BBerkshire Hathaway$1,056,323$67,052 â–¼-6.0%2,1110.8%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,022,628$14,712 â–²1.5%12,3730.8%ETFAVGOBroadcom$1,010,859$1,511 â–²0.1%2,6760.8%TechnologyTSLATesla$929,526$26,918 â–²3.0%2,2100.7%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$921,2500.0%11,0000.7%ETFLLYEli Lilly and Company$885,1790.0%7380.7%HealthcareXLVHealth Care Select Sector SPDR Fund$865,332$26,655 â–²3.2%5,4540.7%ETFVVisa$863,214$11,322 â–²1.3%2,5160.7%FinanceMETAMeta Platforms$855,074$1,690 â–²0.2%1,5180.6%Communication ServicesEFAiShares MSCI EAFE ETF$843,6090.0%8,1210.6%ETFDFATDimensional U.S. Targeted Value ETF$836,7030.0%11,9700.6%ETFDFACDimensional U.S. Core Equity 2 ETF$750,3490.0%16,9150.6%ETFJPMJPMorgan Chase & Co.$729,619$15,712 â–²2.2%2,2290.6%FinanceVTVanguard Total World Stock ETF$584,6390.0%3,7250.4%ETFAMDAdvanced Micro Devices$566,968$5,228 â–¼-0.9%9760.4%TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$493,8030.0%13,4040.4%ETFFLEXFlex$486,210$486,210 â–²New Holding3,0000.4%TechnologyBACBank of America$449,116$9,459 â–²2.2%7,8820.3%FinanceXLPConsumer Staples Select Sector SPDR Fund$443,677$19,272 â–²4.5%5,3410.3%ETFROCKET LAB CORP$426,9300.0%4,2000.3%COMCATCaterpillar$417,441$4,260 â–¼-1.0%3920.3%IndustrialsGEGE Aerospace$394,659$31,767 â–¼-7.4%1,0560.3%IndustrialsJNJJohnson & Johnson$392,130$4,571 â–²1.2%1,5440.3%HealthcareXLUUtilities Select Sector SPDR Fund$383,123$7,118 â–²1.9%8,4500.3%ETFVNQVanguard Real Estate ETF$375,4020.0%3,8930.3%ETFGLDSPDR Gold Shares$368,3800.0%1,0000.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$366,9020.0%2,3780.3%ETFAVEMAvantis Emerging Markets Equity ETF$362,4160.0%3,7560.3%ETFCOSTCostco Wholesale$357,350$26,193 â–²7.9%3820.3%Consumer StaplesUNHUnitedHealth Group$354,117$36,575 â–²11.5%8520.3%HealthcareXOMExxonMobil$352,4640.0%2,5780.3%EnergyPROSHARES TR II$350,200$350,200 â–²New Holding10,0000.3%ULSHT BLOOMB OILVLUEiShares MSCI USA Value Factor ETF$345,6710.0%1,7300.3%ETFURIUnited Rentals$344,399$344,399 â–²New Holding3040.3%IndustrialsABBVAbbVie$332,4160.0%1,3210.3%HealthcareWALMART INC$331,739$8,155 â–²2.5%2,9290.3%COMXLEEnergy Select Sector SPDR Fund$322,909$12,322 â–²4.0%6,0800.2%ETFLAM RESEARCH CORP$293,364$293,364 â–²New Holding6770.2%COM NEWXLBMaterials Select Sector SPDR Fund$290,138$7,370 â–²2.6%5,7080.2%ETFDFGRDimensional Global Real Estate ETF$281,8200.0%9,7280.2%ETFIWMiShares Russell 2000 ETF$276,4140.0%9200.2%ETFHDHome Depot$272,269$66,304 â–¼-19.6%7720.2%Consumer DiscretionaryKOCocaCola$270,9540.0%3,3340.2%Consumer StaplesMRKMerck & Co., Inc.$268,694$20,432 â–²8.2%2,0910.2%HealthcareRTXRTX$261,638$14,230 â–¼-5.2%1,3790.2%IndustrialsCSCOCisco Systems$261,349$261,349 â–²New Holding2,2250.2%TechnologyNFLXNetflix$256,183$17,136 â–¼-6.3%3,5880.2%Communication ServicesINTCIntel$255,942$255,942 â–²New Holding1,8330.2%TechnologyVRTXVertex Pharmaceuticals$255,8160.0%5150.2%HealthcareTSEMTower Semiconductor$248,390$248,390 â–²New Holding9530.2%TechnologyXLREReal Estate Select Sector SPDR Fund$245,511$8,718 â–²3.7%5,5760.2%ETFBKNGBooking$245,080$234,564 â–²2,230.5%1,3750.2%Consumer DiscretionaryAMATApplied Materials$240,759$240,759 â–²New Holding3330.2%TechnologySCHESchwab Emerging Markets Equity ETF$238,2640.0%6,5710.2%ETFMSMorgan Stanley$221,164$221,164 â–²New Holding1,0580.2%FinanceUSFRWisdomTree Floating Rate Treasury Fund$220,3320.0%4,3760.2%ETFMOAltria Group$216,661$216,661 â–²New Holding3,0110.2%Consumer StaplesLOWLowe's Companies$208,363$6,835 â–¼-3.2%9450.2%Consumer DiscretionaryDFEVDimensional Emerging Markets Value ETF$207,959$207,959 â–²New Holding4,8740.2%ETFDFAEDimensional Emerging Core Equity Market ETF$207,644$207,644 â–²New Holding5,1640.2%ETFQQQInvesco QQQ$204,719$204,719 â–²New Holding2780.2%ETFDFAIDimensional International Core Equity Market ETF$201,960$201,960 â–²New Holding4,8960.2%ETFVBRVanguard Small-Cap Value ETF$0$282,642 â–¼-100.0%00.0%ETFVOEVanguard Mid-Cap Value ETF$0$267,022 â–¼-100.0%00.0%ETFMAMastercard$0$242,335 â–¼-100.0%00.0%FinanceISRGIntuitive Surgical$0$211,133 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits 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 to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google 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.
