Vilga Financial Planning Llc Portfolio Stock Holdings
Vilga Financial Planning Llc disclosed 83 stock positions valued at approximately $111.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, SCHWAB STRATEGIC TR, and VANGUARD INTL EQUITY INDEX F. The filing reflects positions held as of March 31, 2026 and was filed on June 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 83
- Portfolio Value
- $111.9M
Holdings by Sector
Vilga Financial Planning Llc Portfolio Holdings in Q1 2026
82 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 | 18.17% | 317,399 | +17,992 | +6.01% | $20,338,928 |
| SCHWAB STRATEGIC TR | SCHP | Other | 5.36% | 225,316 | +147,808 | +190.70% | $5,995,659 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.96% | 102,756 | +7,763 | +8.17% | $5,553,962 |
| ISHARES TR | IJH | Other | 4.41% | 73,078 | +9,805 | +15.50% | $4,934,957 |
| NVIDIA CORPORATION | NVDA | Technology | 3.65% | 23,402 | - | - | $4,081,334 |
| ISHARES TR | ICSH | Other | 3.57% | 78,914 | +23,694 | +42.91% | $3,994,627 |
| ISHARES TR | IEFA | Other | 3.56% | 44,015 | -27 | -0.06% | $3,984,678 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.07% | 25,893 | -2 | -0.01% | $3,441,180 |
| APPLE INC | AAPL | Technology | 2.97% | 13,105 | - | - | $3,325,978 |
| VANGUARD STAR FDS | VXUS | Other | 2.73% | 39,693 | - | - | $3,060,727 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 2.58% | 28,864 | -812 | -2.74% | $2,891,307 |
| VANGUARD INDEX FDS | VTV | Other | 2.37% | 13,529 | +13,529 | +100.00% | $2,654,390 |
| ISHARES INC | IEMG | Other | 2.31% | 37,033 | -277 | -0.74% | $2,583,052 |
| MICROSOFT CORP | MSFT | Technology | 1.73% | 5,226 | -300 | -5.43% | $1,934,508 |
| VANGUARD INDEX FDS | VO | Other | 1.71% | 6,647 | - | - | $1,908,885 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.70% | 9,162 | -19 | -0.21% | $1,908,170 |
| VANGUARD INDEX FDS | VOO | Other | 1.65% | 3,089 | +290 | +10.36% | $1,846,082 |
| ALPHABET INC | GOOGL | Communication Services | 1.49% | 5,807 | - | - | $1,669,861 |
| VANGUARD INDEX FDS | VTI | Other | 1.43% | 4,994 | +19 | +0.38% | $1,602,125 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.12% | 11,342 | +261 | +2.36% | $1,257,374 |
| VANGUARD INDEX FDS | VB | Other | 1.11% | 4,763 | - | - | $1,247,525 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.11% | 7,654 | -38 | -0.49% | $1,237,881 |
| ISHARES TR | IJR | Other | 0.97% | 8,700 | - | - | $1,081,497 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.96% | 2,245 | - | - | $1,075,804 |
| ALPHABET INC | GOOG | Communication Services | 0.96% | 3,744 | - | - | $1,074,004 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.95% | 21,555 | -592 | -2.67% | $1,064,170 |
| ISHARES TR | CMF | Other | 0.95% | 18,626 | +1,416 | +8.23% | $1,059,074 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.90% | 12,195 | +428 | +3.64% | $1,009,136 |
| ISHARES TR | IVV | Other | 0.88% | 1,512 | +2 | +0.13% | $987,885 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.86% | 20,086 | +4,084 | +25.52% | $965,132 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.85% | 8,748 | +469 | +5.66% | $953,357 |
| META PLATFORMS INC | META | Communication Services | 0.77% | 1,515 | +13 | +0.87% | $866,777 |
| BROADCOM INC | AVGO | Technology | 0.74% | 2,672 | +33 | +1.25% | $827,011 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.74% | 11,000 | - | - | $826,100 |
| TESLA INC | TSLA | Consumer Cyclical | 0.71% | 2,146 | - | - | $797,776 |
| ISHARES TR | EFA | Other | 0.70% | 8,121 | - | - | $788,793 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.69% | 5,286 | +306 | +6.14% | $774,980 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.67% | 2,221 | - | - | $750,587 |
| VISA INC | V | Financial Services | 0.67% | 2,483 | +4 | +0.16% | $750,462 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.67% | 11,970 | - | - | $747,527 |
| ELI LILLY & CO | LLY | Healthcare | 0.61% | 738 | - | - | $678,790 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.59% | 16,915 | - | - | $657,317 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.57% | 2,181 | - | - | $641,563 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.46% | 3,725 | +1 | +0.03% | $515,242 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.41% | 13,404 | - | - | $455,334 |
| EXXON MOBIL CORP | XOM | Energy | 0.39% | 2,578 | -180 | -6.53% | $437,383 |
| SPDR GOLD TR | GLD | Other | 0.38% | 1,000 | - | - | $430,290 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.37% | 5,109 | +41 | +0.81% | $418,836 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.34% | 8,293 | +84 | +1.02% | $380,566 |
| BANK AMERICA CORP | BAC | Financial Services | 0.34% | 7,716 | +255 | +3.42% | $376,155 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.33% | 1,526 | -43 | -2.74% | $373,015 |
| NETFLIX INC. | NFLX | Communication Services | 0.33% | 3,828 | -130 | -3.28% | $368,062 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.32% | 5,848 | +5,848 | +100.00% | $358,248 |
| WALMART INC | WMT | Consumer Defensive | 0.32% | 2,857 | -56 | -1.92% | $355,068 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 354 | -6 | -1.67% | $352,736 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.31% | 2,378 | - | - | $346,689 |
| VANGUARD INDEX FDS | VNQ | Other | 0.31% | 3,893 | - | - | $345,309 |
| GE AEROSPACE | GE | Industrials | 0.29% | 1,141 | - | - | $323,782 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.28% | 960 | -22 | -2.24% | $315,734 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.27% | 3,756 | - | - | $302,658 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 1,321 | - | - | $287,304 |
| VANGUARD INDEX FDS | VBR | Other | 0.25% | 1,301 | +1,301 | +100.00% | $282,642 |
| CATERPILLAR INC | CAT | Industrials | 0.25% | 396 | -40 | -9.17% | $280,550 |
| RTX CORPORATION | RTX | Industrials | 0.25% | 1,454 | +75 | +5.44% | $280,477 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.25% | 5,563 | +76 | +1.39% | $277,983 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.24% | 792 | +27 | +3.53% | $267,569 |
| VANGUARD INDEX FDS | VOE | Other | 0.24% | 1,449 | +1,449 | +100.00% | $267,022 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.23% | 9,728 | - | - | $258,570 |
| COCA COLA CO | KO | Consumer Defensive | 0.23% | 3,334 | - | - | $253,551 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.22% | 59 | -2 | -3.28% | $248,409 |
| ISHARES TR | VLUE | Other | 0.22% | 1,730 | - | - | $245,989 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 485 | -54 | -10.02% | $242,335 |
| MERCK & CO INC | MRK | Healthcare | 0.21% | 1,932 | +1,932 | +100.00% | $232,400 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.21% | 976 | +44 | +4.72% | $230,609 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.21% | 515 | - | - | $229,968 |
| ISHARES TR | IWM | Other | 0.20% | 920 | - | - | $228,160 |
| WISDOMTREE TR | USFR | Other | 0.20% | 4,376 | - | - | $220,288 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.20% | 5,378 | +58 | +1.09% | $219,584 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.19% | 6,571 | - | - | $216,514 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.19% | 458 | +9 | +2.00% | $211,133 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.18% | 764 | +36 | +4.95% | $206,731 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.18% | 985 | +985 | +100.00% | $200,379 |