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Vilga Financial Planning LLC Portfolio
$167.6M across 102 positions as of 2026-09-30, with 51% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.1% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VEAVanguard FTSE Developed Markets ETF | $23.6M | 14.1% | 334,906 |
| UTHRUnited Therapeutics Corp | $10.8M | 6.5% | 20,003 |
| XERIS BIOPHARMA HOLDINGS INC | $10.1M | 6.0% | 1,060,000 |
| SCHPSCHWAB STRATEGIC TR | $9.4M | 5.6% | 373,311 |
| VWOVanguard FTSE Emerging Markets ETF | $5.7M | 3.4% | 96,381 |
| ICSHISHARES TR | $5.6M | 3.4% | 111,647 |
| NVDANVIDIA Corp | $5.5M | 3.3% | 24,214 |
| XLKState Street Technology Select Sector SPDR ETF | $5.2M | 3.1% | 26,743 |
| IJHiShares Core S&P Mid-Cap ETF | $5.2M | 3.1% | 72,192 |
| IEFAiShares Core MSCI EAFE ETF | $4.4M | 2.6% | 45,070 |
| AAPLApple Inc | $4.3M | 2.6% | 12,998 |
| GOOGAlphabet Inc | $3.7M | 2.2% | 10,901 |
| VTWOVanguard Russell 2000 ETF | $3.6M | 2.2% | 32,470 |
| VXUSVanguard Total International Stock ETF | $3.5M | 2.1% | 40,864 |
| IEMGiShares Core MSCI Emerging Markets ETF | $3M | 1.8% | 37,068 |
| VTVVanguard Value ETF | $2.8M | 1.7% | 13,148 |
| GOOGLAlphabet Inc | $2.7M | 1.6% | 7,963 |
| MSFTMicrosoft Corp | $2.3M | 1.4% | 4,568 |
| AMZNAmazon.com Inc | $2.3M | 1.4% | 9,268 |
| VOOVanguard S&P 500 ETF | $2.2M | 1.3% | 3,196 |
| ABIVAX SA | $2.2M | 1.3% | 22,000 |
| VOVanguard Mid-Cap ETF | $2.1M | 1.3% | 26,950 |
| VTIVanguard Total Stock Market ETF | $1.9M | 1.2% | 5,199 |
| MUMicron Technology Inc | $1.9M | 1.1% | 1,792 |
| VEEVVeeva Systems Inc | $1.7M | 1.0% | 6,000 |
| CORCEPT THERAPEUTICS INC | $1.5M | 0.9% | 13,046 |
| VBVanguard Small-Cap ETF | $1.3M | 0.8% | 4,712 |
| XLIState Street Industrial Select Sector SPDR ETF | $1.3M | 0.8% | 7,763 |
| XLCThe Communication Services Select Sector SPDR Fund | $1.3M | 0.7% | 11,322 |
| XLFState Street Financial Select Sector SPDR ETF | $1.2M | 0.7% | 23,052 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.2M | 0.7% | 2,600 |
| IJRiShares Core S&P Small-Cap ETF | $1.2M | 0.7% | 8,700 |
| IVViShares Core S&P 500 ETF | $1.2M | 0.7% | 1,517 |
| METAMeta Platforms Inc | $1.2M | 0.7% | 1,601 |
| BNDXVanguard Total International Bond ETF | $1.1M | 0.7% | 23,963 |
| ISHARES TR | $1M | 0.6% | 18,626 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $1M | 0.6% | 9,252 |
| AVGOBroadcom Inc | $990K | 0.6% | 2,819 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $989.8K | 0.6% | 12,640 |
| XLVState Street Health Care Select Sector SPDR ETF | $978K | 0.6% | 5,807 |
| BRK.BBerkshire Hathaway Inc | $955.1K | 0.6% | 1,918 |
| VEUVanguard FTSE All World Ex US ETF | $912.7K | 0.5% | 11,000 |
| VVisa Inc | $898K | 0.5% | 2,499 |
| LLYEli Lilly and Co | $884K | 0.5% | 764 |
| EFAiShares MSCI EAFE ETF | $843.7K | 0.5% | 8,121 |
| DFATDimensional U.S. Targeted Value ETF | $795.3K | 0.5% | 11,970 |
| RDDTReddit Inc | $767.2K | 0.5% | 5,386 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $751.9K | 0.4% | 16,915 |
| JPMJPMorgan Chase & Co | $726.8K | 0.4% | 2,197 |
| VTVanguard Total World Stock Index ETF | $663.6K | 0.4% | 4,204 |
| AMDAdvanced Micro Devices Inc | $630.1K | 0.4% | 1,030 |
| TSLATesla Inc | $595.7K | 0.4% | 1,679 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $496.2K | 0.3% | 13,404 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $458.1K | 0.3% | 5,683 |
| XOMExxonmobil Holdings Corp | $445.9K | 0.3% | 2,740 |
| JNJJohnson & Johnson | $435.5K | 0.3% | 1,645 |
| BACBank of America Corp | $424K | 0.3% | 7,790 |
| XLEState Street Energy Select Sector SPDR ETF | $396.5K | 0.2% | 6,447 |
| GLDSPDR Gold Shares | $380.8K | 0.2% | 1,000 |
| VNQVanguard Real Estate ETF | $378.5K | 0.2% | 4,223 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $369.2K | 0.2% | 2,378 |
| ABBVAbbVie Inc | $359.9K | 0.2% | 1,376 |
| AVEMAvantis Emerging Markets Equity ETF | $353.1K | 0.2% | 3,756 |
| CATCaterpillar Inc | $351.1K | 0.2% | 433 |
| XLUState Street Utilities Select Sector SPDR ETF | $346.5K | 0.2% | 8,786 |
| GEGeneral Electric Co | $342.9K | 0.2% | 1,098 |
| VLUEiShares MSCI USA Value Factor ETF | $342.5K | 0.2% | 1,730 |
| COSTCostco Wholesale Corp | $339.6K | 0.2% | 373 |
| UNHUnitedHealth Group Inc | $323.8K | 0.2% | 882 |
| FLEX LTD | $322.4K | 0.2% | 2,931 |
| WMTWalmart Inc | $318.5K | 0.2% | 3,065 |
| MRKMerck & Co Inc | $308.1K | 0.2% | 2,120 |
| URIUnited Rentals Inc | $299.2K | 0.2% | 299 |
| RKLBRocket Lab USA, Inc. | $292.7K | 0.2% | 4,200 |
| QQQInvesco QQQ Trust, Series 1 | $290.3K | 0.2% | 392 |
| KOCoca-Cola Co | $288.1K | 0.2% | 3,347 |
| XLBMaterials Select Sector SPDR | $288K | 0.2% | 5,914 |
| GEVGE Vernova Inc | $284.2K | 0.2% | 299 |
| VRTXVertex Pharmaceuticals Inc | $268.2K | 0.2% | 513 |
| HDHome Depot Inc | $266.6K | 0.2% | 937 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $263.1K | 0.2% | 9,728 |
| IWMiShares Russell 2000 Index Fund | $255.7K | 0.2% | 920 |
| CSCOCisco Systems Inc | $252.8K | 0.2% | 2,349 |
| PLTRPalantir Technologies Inc | $252.5K | 0.2% | 1,350 |
| RTXRTX Corp | $249.9K | 0.1% | 1,346 |
| SCHESchwab Emerging Markets Equity ETF | $239.5K | 0.1% | 6,571 |
| XLREReal Estate Select Sector SPDR Fund | $238.5K | 0.1% | 5,830 |
| PROSHARES TR II | $238.2K | 0.1% | 12,000 |
| LRCXLam Research Corp | $235.5K | 0.1% | 717 |
| INTCIntel Corp | $234.6K | 0.1% | 1,951 |
| BKNGBooking Holdings Inc | $230.8K | 0.1% | 1,417 |
| USFRWISDOMTREE TR | $220.5K | 0.1% | 4,376 |
| GRANITESHARES ETF TR | $220.3K | 0.1% | 6,000 |
| NFLXNetflix Inc | $220.1K | 0.1% | 3,163 |
| VXFVanguard Extended Market ETF | $217K | 0.1% | 937 |
| TOWER SEMICONDUCTOR LTD | $216.7K | 0.1% | 953 |
| PGProcter & Gamble Co | $208.8K | 0.1% | 1,437 |
| DIMENSIONAL ETF TRUST | $206.7K | 0.1% | 4,874 |
| MSMorgan Stanley | $203.5K | 0.1% | 1,082 |
| DFAEDimensional Emerging Core Equity Market ETF | $203K | 0.1% | 5,164 |
| DFAIDimensional International Core Equity Market ETF | $202.8K | 0.1% | 4,896 |
| WEREWOLF THERAPEUTICS INC | $49.3K | 0.0% | 53,423 |
Quarter ending 2026-09-30.
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