Vilga Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Vilga Financial Planning Llc disclosed 93 stock positions valued at approximately $132.02M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, SCHWAB STRATEGIC TR, and VANGUARD INTL EQUITY INDEX F.
- Report Period
- June 30, 2026
- No. of Stocks
- 93
- Portfolio Value
- $132.02M
Holdings by Sector
Vilga Financial Planning Llc Portfolio Holdings in Q2 2026
90 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 17.92% | 331,981 | +14,582 | +4.59% | $23,653,646 |
| SCHWAB STRATEGIC TR | SCHP | Other | 5.19% | 258,660 | +33,344 | +14.80% | $6,854,490 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.33% | 95,814 | -6,942 | -6.76% | $5,719,138 |
| ISHARES TR | IJH | Other | 4.24% | 72,558 | -520 | -0.71% | $5,594,947 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.70% | 25,620 | -273 | -1.05% | $4,881,122 |
| NVIDIA CORPORATION | NVDA | Technology | 3.56% | 23,487 | +85 | +0.36% | $4,699,543 |
| ISHARES TR | ICSH | Other | 3.36% | 87,598 | +8,684 | +11.00% | $4,430,707 |
| ISHARES TR | IEFA | Other | 3.31% | 45,281 | +1,266 | +2.88% | $4,373,239 |
| APPLE INC | AAPL | Technology | 2.90% | 13,245 | +140 | +1.07% | $3,832,641 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 2.58% | 28,049 | -815 | -2.82% | $3,405,710 |
| VANGUARD STAR FDS | VXUS | Other | 2.56% | 39,561 | -132 | -0.33% | $3,382,070 |
| ISHARES INC | IEMG | Other | 2.40% | 38,184 | +1,151 | +3.11% | $3,163,163 |
| VANGUARD INDEX FDS | VTV | Other | 2.23% | 13,529 | - | - | $2,948,375 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.69% | 9,364 | +202 | +2.20% | $2,231,816 |
| VANGUARD INDEX FDS | VO | Other | 1.61% | 26,325 | +19,678 | +296.04% | $2,121,005 |
| ALPHABET INC | GOOGL | Communication Services | 1.58% | 5,854 | +47 | +0.81% | $2,092,044 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.58% | 1,802 | +1,010 | +127.53% | $2,080,031 |
| VANGUARD INDEX FDS | VOO | Other | 1.52% | 2,920 | -169 | -5.47% | $2,005,773 |
| VANGUARD INDEX FDS | VTI | Other | 1.41% | 5,048 | +54 | +1.08% | $1,867,962 |
| MICROSOFT CORP | MSFT | Technology | 1.41% | 4,976 | -250 | -4.78% | $1,856,148 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.10% | 7,842 | +188 | +2.46% | $1,452,574 |
| VANGUARD INDEX FDS | VB | Other | 1.09% | 4,763 | - | - | $1,443,761 |
| ALPHABET INC | GOOG | Communication Services | 1.01% | 3,782 | +38 | +1.01% | $1,336,294 |
| ISHARES TR | IJR | Other | 0.98% | 8,700 | - | - | $1,290,297 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.95% | 2,621 | +400 | +18.01% | $1,251,711 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.92% | 11,323 | -19 | -0.17% | $1,213,033 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.88% | 21,723 | +168 | +0.78% | $1,164,570 |
| ISHARES TR | IVV | Other | 0.86% | 1,515 | +3 | +0.20% | $1,134,311 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.82% | 22,384 | +2,298 | +11.44% | $1,084,057 |
| ISHARES TR | CMF | Other | 0.81% | 18,626 | - | - | $1,073,603 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.80% | 9,038 | +290 | +3.32% | $1,059,977 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.80% | 2,111 | -134 | -5.97% | $1,056,323 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.77% | 12,373 | +178 | +1.46% | $1,022,628 |
| BROADCOM INC | AVGO | Technology | 0.77% | 2,676 | +4 | +0.15% | $1,010,859 |
| TESLA INC | TSLA | Consumer Cyclical | 0.70% | 2,210 | +64 | +2.98% | $929,526 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.70% | 11,000 | - | - | $921,250 |
| ELI LILLY & CO | LLY | Healthcare | 0.67% | 738 | - | - | $885,179 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.66% | 5,454 | +168 | +3.18% | $865,332 |
| VISA INC | V | Financial Services | 0.65% | 2,516 | +33 | +1.33% | $863,214 |
| META PLATFORMS INC | META | Communication Services | 0.65% | 1,518 | +3 | +0.20% | $855,074 |
| ISHARES TR | EFA | Other | 0.64% | 8,121 | - | - | $843,609 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.63% | 11,970 | - | - | $836,703 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.57% | 16,915 | - | - | $750,349 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.55% | 2,229 | +48 | +2.20% | $729,619 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.44% | 3,725 | - | - | $584,639 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.43% | 976 | -9 | -0.91% | $566,968 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.37% | 13,404 | - | - | $493,803 |
| FLEX LTD | FLEX | Other | 0.37% | 3,000 | +3,000 | +100.00% | $486,210 |
| BANK OF AMER CORP | BAC | Financial Services | 0.34% | 7,882 | +166 | +2.15% | $449,116 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.34% | 5,341 | +232 | +4.54% | $443,677 |
| CATERPILLAR INC | CAT | Industrials | 0.32% | 392 | -4 | -1.01% | $417,441 |
| GE AEROSPACE | GE | Industrials | 0.30% | 1,056 | -85 | -7.45% | $394,659 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.30% | 1,544 | +18 | +1.18% | $392,130 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.29% | 8,450 | +157 | +1.89% | $383,123 |
| VANGUARD INDEX FDS | VNQ | Other | 0.28% | 3,893 | - | - | $375,402 |
| SPDR GOLD TR | GLD | Other | 0.28% | 1,000 | - | - | $368,380 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.28% | 2,378 | - | - | $366,902 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.27% | 3,756 | - | - | $362,416 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.27% | 382 | +28 | +7.91% | $357,350 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.27% | 852 | +88 | +11.52% | $354,117 |
| EXXON MOBIL CORP | XOM | Energy | 0.27% | 2,578 | - | - | $352,464 |
| ISHARES TR | VLUE | Other | 0.26% | 1,730 | - | - | $345,671 |
| UNITED RENTALS INC | URI | Industrials | 0.26% | 304 | +304 | +100.00% | $344,399 |
| ABBVIE INC | ABBV | Healthcare | 0.25% | 1,321 | - | - | $332,416 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 2,929 | +72 | +2.52% | $331,739 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.24% | 6,080 | +232 | +3.97% | $322,909 |
| LAM RESEARCH CORP | LRCX | Other | 0.22% | 677 | +677 | +100.00% | $293,364 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.22% | 5,708 | +145 | +2.61% | $290,138 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.21% | 9,728 | - | - | $281,820 |
| ISHARES TR | IWM | Other | 0.21% | 920 | - | - | $276,414 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.21% | 772 | -188 | -19.58% | $272,269 |
| COCA COLA CO | KO | Consumer Defensive | 0.21% | 3,334 | - | - | $270,954 |
| MERCK & CO INC | MRK | Healthcare | 0.20% | 2,091 | +159 | +8.23% | $268,694 |
| RTX CORPORATION | RTX | Industrials | 0.20% | 1,379 | -75 | -5.16% | $261,638 |
| CISCO SYS INC | CSCO | Technology | 0.20% | 2,225 | +2,225 | +100.00% | $261,349 |
| NETFLIX INC. | NFLX | Communication Services | 0.19% | 3,588 | -240 | -6.27% | $256,183 |
| INTEL CORP | INTC | Technology | 0.19% | 1,833 | +1,833 | +100.00% | $255,942 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.19% | 515 | - | - | $255,816 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.19% | 5,576 | +198 | +3.68% | $245,511 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.19% | 1,375 | +1,316 | +2230.51% | $245,080 |
| APPLIED MATLS INC | AMAT | Technology | 0.18% | 333 | +333 | +100.00% | $240,759 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.18% | 6,571 | - | - | $238,264 |
| MORGAN STANLEY | MS | Financial Services | 0.17% | 1,058 | +1,058 | +100.00% | $221,164 |
| WISDOMTREE TR | USFR | Other | 0.17% | 4,376 | - | - | $220,332 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.16% | 3,011 | +3,011 | +100.00% | $216,661 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.16% | 945 | -31 | -3.18% | $208,363 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.16% | 4,874 | +4,874 | +100.00% | $207,959 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.16% | 5,164 | +5,164 | +100.00% | $207,644 |
| INVESCO QQQ TR | QQQ | Other | 0.16% | 278 | +278 | +100.00% | $204,719 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.15% | 4,896 | +4,896 | +100.00% | $201,960 |