Vilga Financial Planning LLC — 13F Holdings & Portfolio
CIK 2083456 · latest 13F-HR filed 2026-07-09
Vilga Financial Planning LLC manages $132.0M in 13F-reported U.S. long-equity assets across 93 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (17.92%), SCHP (5.19%), VWO (4.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 4, added to 59, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
FAIR LAWN, NJ 07410
$132.0M
Long-equity book
93
Distinct positions
2026-06-30
Filed 2026-07-09
+14 / −4 / ↑59 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD TAX-MANAGED FDS$3.3M +16.3%
- MICRON TECHNOLOGY INC$1.8M +677.4%
- SELECT SECTOR SPDR TR$1.4M +41.8%
- SCHWAB STRATEGIC TR$858.8K +14.3%
- ISHARES TR$660.0K +13.4%
Top Trims
- NETFLIX INC.-$111.9K -30.4%
- EXXON MOBIL CORP-$84.9K -19.4%
- SPDR GOLD TR-$61.9K -14.4%
- HOME DEPOT INC-$43.5K -13.8%
- SELECT SECTOR SPDR TR-$35.3K -9.9%
New Positions
- FLEX LTD$486.2K
- PROSHARES TR II$350.2K
- UNITED RENTALS INC$344.4K
- LAM RESEARCH CORP$293.4K
- CISCO SYS INC$261.3K
Exited Positions
- VANGUARD INDEX FDS$282.6K
- VANGUARD INDEX FDS$267.0K
- MASTERCARD INCORPORATED$242.3K
- INTUITIVE SURGICAL INC$211.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $23.7M | 17.92% | 331,981 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $6.9M | 5.19% | 258,660 | SH |
| 3 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $5.7M | 4.33% | 95,814 | SH |
| 4 | ISHARES TR | IJH | 464287507 | $5.6M | 4.24% | 72,558 | SH |
| 5 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $4.9M | 3.70% | 25,620 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.7M | 3.56% | 23,487 | SH |
| 7 | ISHARES TR | ICSH | 46434V878 | $4.4M | 3.36% | 87,598 | SH |
| 8 | ISHARES TR | IEFA | 46432F842 | $4.4M | 3.31% | 45,281 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $3.8M | 2.90% | 13,245 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $3.4M | 2.58% | 28,049 | SH |
| 11 | VANGUARD STAR FDS | VXUS | 921909768 | $3.4M | 2.56% | 39,561 | SH |
| 12 | ISHARES INC | IEMG | 46434G103 | $3.2M | 2.40% | 38,184 | SH |
| 13 | VANGUARD INDEX FDS | VTV | 922908744 | $2.9M | 2.23% | 13,529 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $2.2M | 1.69% | 9,364 | SH |
| 15 | VANGUARD INDEX FDS | VO | 922908629 | $2.1M | 1.61% | 26,325 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $2.1M | 1.58% | 5,854 | SH |
| 17 | MICRON TECHNOLOGY INC | MU | 595112103 | $2.1M | 1.58% | 1,802 | SH |
| 18 | VANGUARD INDEX FDS | VOO | 922908363 | $2.0M | 1.52% | 2,920 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $1.9M | 1.41% | 5,048 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $1.9M | 1.41% | 4,976 | SH |
| 21 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $1.5M | 1.10% | 7,842 | SH |
| 22 | VANGUARD INDEX FDS | VB | 922908751 | $1.4M | 1.09% | 4,763 | SH |
| 23 | ALPHABET INC | GOOG | 02079K107 | $1.3M | 1.01% | 3,782 | SH |
| 24 | ISHARES TR | IJR | 464287804 | $1.3M | 0.98% | 8,700 | SH |
| 25 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.3M | 0.95% | 2,621 | SH |
| 26 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $1.2M | 0.92% | 11,323 | SH |
| 27 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $1.2M | 0.88% | 21,723 | SH |
| 28 | ISHARES TR | IVV | 464287200 | $1.1M | 0.86% | 1,515 | SH |
| 29 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $1.1M | 0.82% | 22,384 | SH |
| 30 | ISHARES TR | CMF | 464288356 | $1.1M | 0.81% | 18,626 | SH |
| 31 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $1.1M | 0.80% | 9,038 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.1M | 0.80% | 2,111 | SH |
| 33 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $1.0M | 0.77% | 12,373 | SH |
| 34 | BROADCOM INC | AVGO | 11135F101 | $1.0M | 0.77% | 2,676 | SH |
| 35 | TESLA INC | TSLA | 88160R101 | $929.5K | 0.70% | 2,210 | SH |
| 36 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $921.2K | 0.70% | 11,000 | SH |
| 37 | ELI LILLY & CO | LLY | 532457108 | $885.2K | 0.67% | 738 | SH |
| 38 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $865.3K | 0.66% | 5,454 | SH |
| 39 | VISA INC | V | 92826C839 | $863.2K | 0.65% | 2,516 | SH |
| 40 | META PLATFORMS INC | META | 30303M102 | $855.1K | 0.65% | 1,518 | SH |
| 41 | ISHARES TR | EFA | 464287465 | $843.6K | 0.64% | 8,121 | SH |
| 42 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $836.7K | 0.63% | 11,970 | SH |
| 43 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $750.3K | 0.57% | 16,915 | SH |
| 44 | JPMORGAN CHASE & CO | JPM | 46625H100 | $729.6K | 0.55% | 2,229 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $584.6K | 0.44% | 3,725 | SH |
| 46 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $567.0K | 0.43% | 976 | SH |
| 47 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $493.8K | 0.37% | 13,404 | SH |
| 48 | FLEX LTD | FLEX | Y2573F102 | $486.2K | 0.37% | 3,000 | SH |
| 49 | BANK OF AMER CORP | BAC | 060505104 | $449.1K | 0.34% | 7,882 | SH |
| 50 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $443.7K | 0.34% | 5,341 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-09 | $132.0M | 93 | 0002083456-26-000003 |
| 2026-03-31 | 2026-06-22 | $111.9M | 83 | 0002083456-26-000002 |
| 2025-12-31 | 2026-06-22 | $104.4M | 81 | 0002083456-26-000001 |