Vilga Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Vilga Financial Planning Llc disclosed 102 stock positions valued at approximately $167.64M as of quarter-end September 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, UNITED THERAPEUTICS CORP DEL, and XERIS BIOPHARMA HOLDINGS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 102
- Portfolio Value
- $167.64M
Holdings by Sector
Vilga Financial Planning Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 14.11% | 334,906 | +2,925 | +0.88% | $23,647,713 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 6.47% | 20,003 | +20,003 | +100.00% | $10,839,426 |
| XERIS BIOPHARMA HOLDINGS INC | XERS | Healthcare | 6.04% | 1,060,000 | +1,060,000 | +100.00% | $10,133,600 |
| SCHWAB STRATEGIC TR | SCHP | Other | 5.60% | 373,311 | +114,651 | +44.32% | $9,381,305 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.41% | 96,381 | +567 | +0.59% | $5,716,357 |
| ISHARES TR | ICSH | Other | 3.36% | 111,647 | +24,049 | +27.45% | $5,627,009 |
| NVIDIA CORPORATION | NVDA | Technology | 3.30% | 24,214 | +727 | +3.10% | $5,530,027 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.12% | 26,743 | +1,123 | +4.38% | $5,234,942 |
| ISHARES TR | IJH | Other | 3.10% | 72,192 | -366 | -0.50% | $5,194,223 |
| ISHARES TR | IEFA | Other | 2.60% | 45,070 | -211 | -0.47% | $4,366,382 |
| APPLE INC | AAPL | Technology | 2.58% | 12,998 | -247 | -1.86% | $4,328,672 |
| ALPHABET INC | GOOG | Communication Services | 2.22% | 10,901 | +7,119 | +188.23% | $3,714,407 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 2.17% | 32,470 | +4,421 | +15.76% | $3,644,433 |
| VANGUARD STAR FDS | VXUS | Other | 2.07% | 40,864 | +1,303 | +3.29% | $3,471,805 |
| ISHARES INC | IEMG | Other | 1.79% | 37,068 | -1,116 | -2.92% | $3,008,439 |
| VANGUARD INDEX FDS | VTV | Other | 1.69% | 13,148 | -381 | -2.82% | $2,841,020 |
| ALPHABET INC | GOOGL | Communication Services | 1.63% | 7,963 | +2,109 | +36.03% | $2,739,909 |
| MICROSOFT CORP | MSFT | Technology | 1.40% | 4,568 | -408 | -8.20% | $2,342,927 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.38% | 9,268 | -96 | -1.03% | $2,309,122 |
| VANGUARD INDEX FDS | VOO | Other | 1.34% | 3,196 | +276 | +9.45% | $2,239,646 |
| ABIVAX SA | ABVX | Healthcare | 1.30% | 22,000 | +22,000 | +100.00% | $2,178,440 |
| VANGUARD INDEX FDS | VO | Other | 1.26% | 26,950 | +625 | +2.37% | $2,113,448 |
| VANGUARD INDEX FDS | VTI | Other | 1.16% | 5,199 | +151 | +2.99% | $1,945,674 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.14% | 1,792 | -10 | -0.55% | $1,908,677 |
| VEEVA SYS INC | VEEV | Healthcare | 1.02% | 6,000 | +6,000 | +100.00% | $1,712,700 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 0.90% | 13,046 | +13,046 | +100.00% | $1,503,291 |
| VANGUARD INDEX FDS | VB | Other | 0.80% | 4,712 | -51 | -1.07% | $1,340,517 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.77% | 7,763 | -79 | -1.01% | $1,296,266 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.75% | 11,322 | -1 | -0.01% | $1,256,402 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.73% | 23,052 | +1,329 | +6.12% | $1,230,977 |
Showing 30 of 102 holdings in the latest reporting period.