Vilga Financial Planning Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$111.9M
Q ending 2026-03-31
Prior quarter
$104.4M
Q ending 2025-12-31
Change
+7.2% QoQ
Positions
83
reported holdings
Largest positions
All 83 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $20.3M | 317K |
| Schwab Strategic Tr | SCHP | Shares | $6.0M | 225K |
| Vanguard Intl Equity Index F | VWO | Shares | $5.6M | 103K |
| Ishares Tr | IJH | Shares | $4.9M | 73K |
| Nvidia Corporation | NVDA | Shares | $4.1M | 23K |
| Ishares Tr | ICSH | Shares | $4.0M | 79K |
| Ishares Tr | IEFA | Shares | $4.0M | 44K |
| Select Sector Spdr Tr | XLK | Shares | $3.4M | 26K |
| Apple Inc | AAPL | Shares | $3.3M | 13K |
| Vanguard Star Fds | VXUS | Shares | $3.1M | 40K |
| Vanguard Scottsdale Fds | VTWO | Shares | $2.9M | 29K |
| Vanguard Index Fds | VTV | Shares | $2.7M | 14K |
| Ishares Inc | IEMG | Shares | $2.6M | 37K |
| Microsoft Corp | MSFT | Shares | $1.9M | 5K |
| Vanguard Index Fds | VO | Shares | $1.9M | 7K |
| Amazon Com Inc | AMZN | Shares | $1.9M | 9K |
| Vanguard Index Fds | VOO | Shares | $1.8M | 3K |
| Alphabet Inc | GOOGL | Shares | $1.7M | 6K |
| Vanguard Index Fds | VTI | Shares | $1.6M | 5K |
| Select Sector Spdr Tr | XLC | Shares | $1.3M | 11K |
| Vanguard Index Fds | VB | Shares | $1.2M | 5K |
| Select Sector Spdr Tr | XLI | Shares | $1.2M | 8K |
| Ishares Tr | IJR | Shares | $1.1M | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.1M | 2K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Select Sector Spdr Tr | XLF | Shares | $1.1M | 22K |
| Ishares Tr | CMF | Shares | $1.1M | 19K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.0M | 12K |
| Ishares Tr | IVV | Shares | $988K | 2K |
| Vanguard Charlotte Fds | BNDX | Shares | $965K | 20K |
| Select Sector Spdr Tr | XLY | Shares | $953K | 9K |
| Meta Platforms Inc | META | Shares | $867K | 2K |
| Broadcom Inc | AVGO | Shares | $827K | 3K |
| Vanguard Intl Equity Index F | VEU | Shares | $826K | 11K |
| Tesla Inc | TSLA | Shares | $798K | 2K |
| Ishares Tr | EFA | Shares | $789K | 8K |
| Select Sector Spdr Tr | XLV | Shares | $775K | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $751K | 2K |
| Visa Inc | V | Shares | $750K | 2K |
| Dimensional Etf Trust | DFAT | Shares | $748K | 12K |
| Eli Lilly & Co | LLY | Shares | $679K | 738 |
| Dimensional Etf Trust | DFAC | Shares | $657K | 17K |
| Jpmorgan Chase & Co | JPM | Shares | $642K | 2K |
| Vanguard Intl Equity Index F | VT | Shares | $515K | 4K |
| Dimensional Etf Trust | DFAX | Shares | $455K | 13K |
| Exxon Mobil Corp | XOM | Shares | $437K | 3K |
| Spdr Gold Tr | GLD | Shares | $430K | 1K |
| Select Sector Spdr Tr | XLP | Shares | $419K | 5K |
| Select Sector Spdr Tr | XLU | Shares | $381K | 8K |
| Bank America Corp | BAC | Shares | $376K | 8K |
| Johnson & Johnson | JNJ | Shares | $373K | 2K |
| Netflix Inc. | NFLX | Shares | $368K | 4K |
| Select Sector Spdr Tr | XLE | Shares | $358K | 6K |
| Walmart Inc | WMT | Shares | $355K | 3K |
| Costco Wholesale Corporation | COST | Shares | $353K | 354 |
| Vanguard Intl Equity Index F | VSS | Shares | $347K | 2K |
| Vanguard Index Fds | VNQ | Shares | $345K | 4K |
| Ge Aerospace | GE | Shares | $324K | 1K |
| Home Depot Inc | HD | Shares | $316K | 960 |
| American Centy Etf Tr | AVEM | Shares | $303K | 4K |
| Abbvie Inc | ABBV | Shares | $287K | 1K |
| Vanguard Index Fds | VBR | Shares | $283K | 1K |
| Caterpillar Inc | CAT | Shares | $281K | 396 |
| Rtx Corporation | RTX | Shares | $280K | 1K |
| Select Sector Spdr Tr | XLB | Shares | $278K | 6K |
| Rocket Lab Corp | RKLB | Shares | $270K | 4K |
| Micron Technology Inc | MU | Shares | $268K | 792 |
| Vanguard Index Fds | VOE | Shares | $267K | 1K |
| Dimensional Etf Trust | DFGR | Shares | $259K | 10K |
| Coca Cola Co | KO | Shares | $254K | 3K |
| Booking Holdings Inc | BKNG | Shares | $248K | 59 |
| Ishares Tr | VLUE | Shares | $246K | 2K |
| Mastercard Incorporated | MA | Shares | $242K | 485 |
| Merck & Co Inc | MRK | Shares | $232K | 2K |
| Lowes Cos Inc | LOW | Shares | $231K | 976 |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $230K | 515 |
| Ishares Tr | IWM | Shares | $228K | 920 |
| Wisdomtree Tr | USFR | Shares | $220K | 4K |
| Select Sector Spdr Tr | XLRE | Shares | $220K | 5K |
| Schwab Strategic Tr | SCHE | Shares | $217K | 7K |
| Intuitive Surgical Inc | ISRG | Shares | $211K | 458 |
| Unitedhealth Group Inc | UNH | Shares | $207K | 764 |
| Advanced Micro Devices Inc | AMD | Shares | $200K | 985 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.