Holders — by stockHoldings — by fund
Vilga Financial Planning LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002083456
$132.0M
disclosed book value
93
positions
17.9%
largest position share
Positions, as of 2026-06-30
top 93 of 93 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 331,981 | $23.7M | 17.9% |
| 2 | SCHPSCHWAB STRATEGIC TR | 258,660 | $6.9M | 5.2% |
| 3 | VWOVANGUARD INTL EQUITY INDEX F | 95,814 | $5.7M | 4.3% |
| 4 | IJHISHARES TR | 72,558 | $5.6M | 4.2% |
| 5 | XLKSELECT SECTOR SPDR TR | 25,620 | $4.9M | 3.7% |
| 6 | NVDANVIDIA CORPORATION | 23,487 | $4.7M | 3.6% |
| 7 | ICSHISHARES TR | 87,598 | $4.4M | 3.4% |
| 8 | IEFAISHARES TR | 45,281 | $4.4M | 3.3% |
| 9 | AAPLAPPLE INC | 13,245 | $3.8M | 2.9% |
| 10 | VTWOVANGUARD SCOTTSDALE FDS | 28,049 | $3.4M | 2.6% |
| 11 | VXUSVANGUARD STAR FDS | 39,561 | $3.4M | 2.6% |
| 12 | IEMGISHARES INC | 38,184 | $3.2M | 2.4% |
| 13 | VTVVANGUARD INDEX FDS | 13,529 | $2.9M | 2.2% |
| 14 | AMZNAMAZON COM INC | 9,364 | $2.2M | 1.7% |
| 15 | VOVANGUARD INDEX FDS | 26,325 | $2.1M | 1.6% |
| 16 | GOOGLALPHABET INC | 5,854 | $2.1M | 1.6% |
| 17 | MUMICRON TECHNOLOGY INC | 1,802 | $2.1M | 1.6% |
| 18 | VOOVANGUARD INDEX FDS | 2,920 | $2.0M | 1.5% |
| 19 | VTIVANGUARD INDEX FDS | 5,048 | $1.9M | 1.4% |
| 20 | MSFTMICROSOFT CORP | 4,976 | $1.9M | 1.4% |
| 21 | XLISELECT SECTOR SPDR TR | 7,842 | $1.5M | 1.1% |
| 22 | VBVANGUARD INDEX FDS | 4,763 | $1.4M | 1.1% |
| 23 | GOOGALPHABET INC | 3,782 | $1.3M | 1% |
| 24 | IJRISHARES TR | 8,700 | $1.3M | 1% |
| 25 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,621 | $1.3M | 0.9% |
| 26 | XLCSELECT SECTOR SPDR TR | 11,323 | $1.2M | 0.9% |
| 27 | XLFSELECT SECTOR SPDR TR | 21,723 | $1.2M | 0.9% |
| 28 | IVVISHARES TR | 1,515 | $1.1M | 0.9% |
| 29 | BNDXVANGUARD CHARLOTTE FDS | 22,384 | $1.1M | 0.8% |
| 30 | CMFISHARES TR | 18,626 | $1.1M | 0.8% |
| 31 | XLYSELECT SECTOR SPDR TR | 9,038 | $1.1M | 0.8% |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,111 | $1.1M | 0.8% |
| 33 | VCITVANGUARD SCOTTSDALE FDS | 12,373 | $1.0M | 0.8% |
| 34 | AVGOBROADCOM INC | 2,676 | $1.0M | 0.8% |
| 35 | TSLATESLA INC | 2,210 | $929,526 | 0.7% |
| 36 | VEUVANGUARD INTL EQUITY INDEX F | 11,000 | $921,250 | 0.7% |
| 37 | LLYELI LILLY & CO | 738 | $885,179 | 0.7% |
| 38 | XLVSELECT SECTOR SPDR TR | 5,454 | $865,332 | 0.7% |
| 39 | VVISA INC | 2,516 | $863,214 | 0.7% |
| 40 | METAMETA PLATFORMS INC | 1,518 | $855,074 | 0.6% |
| 41 | EFAISHARES TR | 8,121 | $843,609 | 0.6% |
| 42 | DFATDIMENSIONAL ETF TRUST | 11,970 | $836,703 | 0.6% |
| 43 | DFACDIMENSIONAL ETF TRUST | 16,915 | $750,349 | 0.6% |
| 44 | JPMJPMORGAN CHASE & CO | 2,229 | $729,619 | 0.6% |
| 45 | VTVANGUARD INTL EQUITY INDEX F | 3,725 | $584,639 | 0.4% |
| 46 | AMDADVANCED MICRO DEVICES INC | 976 | $566,968 | 0.4% |
| 47 | DFAXDIMENSIONAL ETF TRUST | 13,404 | $493,803 | 0.4% |
| 48 | FLEXFLEX LTD | 3,000 | $486,210 | 0.4% |
| 49 | BACBANK OF AMER CORP | 7,882 | $449,116 | 0.3% |
| 50 | XLPSELECT SECTOR SPDR TR | 5,341 | $443,677 | 0.3% |
| 51 | RKLBROCKET LAB CORP | 4,200 | $426,930 | 0.3% |
| 52 | CATCATERPILLAR INC | 392 | $417,441 | 0.3% |
| 53 | GEGE AEROSPACE | 1,056 | $394,659 | 0.3% |
| 54 | JNJJOHNSON & JOHNSON | 1,544 | $392,130 | 0.3% |
| 55 | XLUSELECT SECTOR SPDR TR | 8,450 | $383,123 | 0.3% |
| 56 | VNQVANGUARD INDEX FDS | 3,893 | $375,402 | 0.3% |
| 57 | GLDSPDR GOLD TR | 1,000 | $368,380 | 0.3% |
| 58 | VSSVANGUARD INTL EQUITY INDEX F | 2,378 | $366,902 | 0.3% |
| 59 | AVEMAMERICAN CENTY ETF TR | 3,756 | $362,416 | 0.3% |
| 60 | COSTCOSTCO WHOLESALE CORPORATION | 382 | $357,350 | 0.3% |
| 61 | UNHUNITEDHEALTH GROUP INC | 852 | $354,117 | 0.3% |
| 62 | XOMEXXON MOBIL CORP | 2,578 | $352,464 | 0.3% |
| 63 | SCOPROSHARES TR II | 10,000 | $350,200 | 0.3% |
| 64 | VLUEISHARES TR | 1,730 | $345,671 | 0.3% |
| 65 | URIUNITED RENTALS INC | 304 | $344,399 | 0.3% |
| 66 | ABBVABBVIE INC | 1,321 | $332,416 | 0.3% |
| 67 | WMTWALMART INC | 2,929 | $331,739 | 0.3% |
| 68 | XLESELECT SECTOR SPDR TR | 6,080 | $322,909 | 0.2% |
| 69 | LRCXLAM RESEARCH CORP | 677 | $293,364 | 0.2% |
| 70 | XLBSELECT SECTOR SPDR TR | 5,708 | $290,138 | 0.2% |
| 71 | DFGRDIMENSIONAL ETF TRUST | 9,728 | $281,820 | 0.2% |
| 72 | IWMISHARES TR | 920 | $276,414 | 0.2% |
| 73 | HDHOME DEPOT INC | 772 | $272,269 | 0.2% |
| 74 | KOCOCA COLA CO | 3,334 | $270,954 | 0.2% |
| 75 | MRKMERCK & CO INC | 2,091 | $268,694 | 0.2% |
| 76 | RTXRTX CORPORATION | 1,379 | $261,638 | 0.2% |
| 77 | CSCOCISCO SYS INC | 2,225 | $261,349 | 0.2% |
| 78 | NFLXNETFLIX INC. | 3,588 | $256,183 | 0.2% |
| 79 | INTCINTEL CORP | 1,833 | $255,942 | 0.2% |
| 80 | VRTXVERTEX PHARMACEUTICALS INC | 515 | $255,816 | 0.2% |
| 81 | TSEMTOWER SEMICONDUCTOR LTD | 953 | $248,390 | 0.2% |
| 82 | XLRESELECT SECTOR SPDR TR | 5,576 | $245,511 | 0.2% |
| 83 | BKNGBOOKING HOLDINGS INC | 1,375 | $245,080 | 0.2% |
| 84 | AMATAPPLIED MATLS INC | 333 | $240,759 | 0.2% |
| 85 | SCHESCHWAB STRATEGIC TR | 6,571 | $238,264 | 0.2% |
| 86 | MSMORGAN STANLEY | 1,058 | $221,164 | 0.2% |
| 87 | USFRWISDOMTREE TR | 4,376 | $220,332 | 0.2% |
| 88 | MOALTRIA GROUP INC | 3,011 | $216,661 | 0.2% |
| 89 | LOWLOWES COS INC | 945 | $208,363 | 0.2% |
| 90 | DFEVDIMENSIONAL ETF TRUST | 4,874 | $207,959 | 0.2% |
| 91 | DFAEDIMENSIONAL ETF TRUST | 5,164 | $207,644 | 0.2% |
| 92 | QQQINVESCO QQQ TR | 278 | $204,719 | 0.2% |
| 93 | DFAIDIMENSIONAL ETF TRUST | 4,896 | $201,960 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.