Vilga Financial Planning Llc Portfolio Update: Significant Changes in Q2 2026

As reported by InsiderSet for the period ending June 30, 2026, the investment strategy of Vilga Financial Planning Llc resulted in several observable changes to its holdings. The total portfolio value remained substantial at $130,996,351.

Prominent Purchases This Quarter

The most significant buying activity appears concentrated within specific sectors and ETFs:

• VANGUARD TAX-MANAGED FDS (VEA): Shares increased by approximately 4,582 units (+4.59%), contributing to its portfolio weighting of 17.92%. This tax-managed fund likely remains a core holding for the investor.
• SCHWAB STRATEGIC TR (SCHP): The investor significantly boosted shares in this SCHWAB STRATEGIC TR by +33,344 units (+14.8%), resulting in a substantial position change and an allocation of 5.19%.
• ISHARES TR (ICSH): Another notable increase occurred with ICSH shares rising by +8,684 units (+11.0%) to reach its current allocation level of 3.36%, indicating confidence in this fund's performance or strategy.

Furthermore, the investor initiated new positions or significantly increased exposure through Dimensional ETFs:

• DIMENSIONAL ETF TRUST (DFAE): This fund was added with a +100.0% increase in shares during this period.
• DIMENSIONAL ETF TRUST (DFAI): Shares increased by +100.0%, establishing a new position for the investor.
• DIMENSIONAL ETF TRUST (DFEV): Similarly, DFEV shares saw a massive +100.0% increase during this quarter.

Direct stock investments also showed activity:

• ALTRIA GROUP INC (MO): Shares increased by +3,011 units (+100.0%) to a position valued at $216,661.
• FLEX LTD (FLEX): This stock was added with shares increasing by +3,000 units (+100.0%), now representing an allocation of 0.37% in the portfolio.

Notable Sales and Reallocations

The investor also adjusted its positions during this quarter:

• VANGUARD INTL EQUITY INDEX F (VWO): Shares decreased by -6,942 units (-6.76%), impacting the fund's allocation.

Additionally, some existing holdings saw share changes:

• SELECT SECTOR SPDR TR (XLK): Shares decreased by -273 units (-1.05%).
• VANGUARD CHARLOTTE FDS (BNDX): While shares increased slightly (+2,298 or +11.44%), compared to the previous quarter's change of +2,298 units, it still shows a position that was sold but remains held.

It is important to note that while direct stock purchases occurred (like MO), there were no reported large-scale sales during this specific period according to the disclosed data. The investor's portfolio weighting for SCHWAB STRATEGIC TR remained unchanged at 5.19% despite the significant share increase, suggesting it was either already present or its value increased proportionally.

Overall Portfolio Context

The changes observed reflect a dynamic investment approach focused on specific sectors and funds:

• The portfolio holds positions across various sectors, with Technology being the largest sector allocation at 12.26% ($16,055,951).
• Consumer Cyclical saw a notable increase in value through BKNG (Booking Holdings Inc.), which experienced an unprecedented +223.05% share increase during this quarter.

The data indicates that the investor has been active, with changes reported for several holdings and adjustments to sector allocations. For further details on these specific transactions or a deeper analysis of Vilga Financial Planning Llc's portfolio movements, please refer directly to the InsiderSet filing for June 30, 2026.