Vilga Financial Planning LLC
Reported holdings as of Q2 2026, from 1 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | $23.7M | 331,981 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHP | $6.9M | 258,660 | - | new | FIRST | |
| VANGUARD INTL EQUITY INDEX F | VWO | $5.7M | 95,814 | - | new | FIRST | |
| ISHARES TR | IJH | $5.6M | 72,558 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLK | $4.9M | 25,620 | - | new | FIRST | |
| NVIDIA CORPORATION | NVDA | $4.7M | 23,487 | - | new | FIRST | |
| ISHARES TR | ICSH | $4.4M | 87,598 | - | new | FIRST | |
| ISHARES TR | IEFA | $4.4M | 45,281 | - | new | FIRST | |
| APPLE INC | AAPL | $3.8M | 13,245 | - | new | FIRST | |
| VANGUARD SCOTTSDALE FDS | VTWO | $3.4M | 28,049 | - | new | FIRST | |
| VANGUARD STAR FDS | VXUS | $3.4M | 39,561 | - | new | FIRST | |
| ISHARES INC | IEMG | $3.2M | 38,184 | - | new | FIRST | |
| VANGUARD INDEX FDS | VTV | $2.9M | 13,529 | - | new | FIRST | |
| AMAZON COM INC | AMZN | $2.2M | 9,364 | - | new | FIRST | |
| VANGUARD INDEX FDS | VO | $2.1M | 26,325 | - | new | FIRST | |
| ALPHABET INC | GOOGL | $2.1M | 5,854 | - | new | FIRST | |
| MICRON TECHNOLOGY INC | MU | $2.1M | 1,802 | - | new | FIRST | |
| VANGUARD INDEX FDS | VOO | $2.0M | 2,920 | - | new | FIRST | |
| VANGUARD INDEX FDS | VTI | $1.9M | 5,048 | - | new | FIRST | |
| MICROSOFT CORP | MSFT | $1.9M | 4,976 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLI | $1.5M | 7,842 | - | new | FIRST | |
| VANGUARD INDEX FDS | VB | $1.4M | 4,763 | - | new | FIRST | |
| ALPHABET INC | GOOG | $1.3M | 3,782 | - | new | FIRST | |
| ISHARES TR | IJR | $1.3M | 8,700 | - | new | FIRST | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $1.3M | 2,621 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLC | $1.2M | 11,323 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLF | $1.2M | 21,723 | - | new | FIRST | |
| ISHARES TR | IVV | $1.1M | 1,515 | - | new | FIRST | |
| VANGUARD CHARLOTTE FDS | BNDX | $1.1M | 22,384 | - | new | FIRST | |
| ISHARES TR | CMF | $1.1M | 18,626 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLY | $1.1M | 9,038 | - | new | FIRST | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $1.1M | 2,111 | - | new | FIRST | |
| VANGUARD SCOTTSDALE FDS | VCIT | $1.0M | 12,373 | - | new | FIRST | |
| BROADCOM INC | AVGO | $1.0M | 2,676 | - | new | FIRST | |
| TESLA INC | TSLA | $929.5K | 2,210 | - | new | FIRST | |
| VANGUARD INTL EQUITY INDEX F | VEU | $921.2K | 11,000 | - | new | FIRST | |
| ELI LILLY & CO | LLY | $885.2K | 738 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLV | $865.3K | 5,454 | - | new | FIRST | |
| VISA INC | V | $863.2K | 2,516 | - | new | FIRST | |
| META PLATFORMS INC | META | $855.1K | 1,518 | - | new | FIRST | |
| ISHARES TR | EFA | $843.6K | 8,121 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFAT | $836.7K | 11,970 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFAC | $750.3K | 16,915 | - | new | FIRST | |
| JPMORGAN CHASE & CO | JPM | $729.6K | 2,229 | - | new | FIRST | |
| VANGUARD INTL EQUITY INDEX F | VT | $584.6K | 3,725 | - | new | FIRST | |
| ADVANCED MICRO DEVICES INC | AMD | $567.0K | 976 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFAX | $493.8K | 13,404 | - | new | FIRST | |
| FLEX LTD | FLEX | $486.2K | 3,000 | - | new | FIRST | |
| BANK OF AMER CORP | BAC | $449.1K | 7,882 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLP | $443.7K | 5,341 | - | new | FIRST | |
| ROCKET LAB CORP | RKLB | $426.9K | 4,200 | - | new | FIRST | |
| CATERPILLAR INC | CAT | $417.4K | 392 | - | new | FIRST | |
| GE AEROSPACE | GE | $394.7K | 1,056 | - | new | FIRST | |
| JOHNSON & JOHNSON | JNJ | $392.1K | 1,544 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLU | $383.1K | 8,450 | - | new | FIRST | |
| VANGUARD INDEX FDS | VNQ | $375.4K | 3,893 | - | new | FIRST | |
| SPDR GOLD TR | GLD | $368.4K | 1,000 | - | new | FIRST | |
| VANGUARD INTL EQUITY INDEX F | VSS | $366.9K | 2,378 | - | new | FIRST | |
| AMERICAN CENTY ETF TR | AVEM | $362.4K | 3,756 | - | new | FIRST | |
| COSTCO WHOLESALE CORPORATION | COST | $357.4K | 382 | - | new | FIRST | |
| UNITEDHEALTH GROUP INC | UNH | $354.1K | 852 | - | new | FIRST | |
| EXXON MOBIL CORP | XOMXXXX | $352.5K | 2,578 | - | new | FIRST | |
| PROSHARES TR II | $350.2K | 10,000 | - | new | FIRST | ||
| ISHARES TR | VLUE | $345.7K | 1,730 | - | new | FIRST | |
| UNITED RENTALS INC | URI | $344.4K | 304 | - | new | FIRST | |
| ABBVIE INC | ABBV | $332.4K | 1,321 | - | new | FIRST | |
| WALMART INC | WMT | $331.7K | 2,929 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLE | $322.9K | 6,080 | - | new | FIRST | |
| LAM RESEARCH CORP | LRCX | $293.4K | 677 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLB | $290.1K | 5,708 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFGR | $281.8K | 9,728 | - | new | FIRST | |
| ISHARES TR | IWM | $276.4K | 920 | - | new | FIRST | |
| HOME DEPOT INC | HD | $272.3K | 772 | - | new | FIRST | |
| COCA COLA CO | KO | $271.0K | 3,334 | - | new | FIRST | |
| MERCK & CO INC | MRK | $268.7K | 2,091 | - | new | FIRST | |
| RTX CORPORATION | RTX | $261.6K | 1,379 | - | new | FIRST | |
| CISCO SYS INC | CSCO | $261.3K | 2,225 | - | new | FIRST | |
| NETFLIX INC | NFLX | $256.2K | 3,588 | - | new | FIRST | |
| INTEL CORP | INTC | $255.9K | 1,833 | - | new | FIRST | |
| VERTEX PHARMACEUTICALS INC | VRTX | $255.8K | 515 | - | new | FIRST | |
| TOWER SEMICONDUCTOR LTD | TSEM | $248.4K | 953 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLRE | $245.5K | 5,576 | - | new | FIRST | |
| BOOKING HOLDINGS INC | BKNG | $245.1K | 1,375 | - | new | FIRST | |
| APPLIED MATLS INC | AMAT | $240.8K | 333 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHE | $238.3K | 6,571 | - | new | FIRST | |
| MORGAN STANLEY | MS | $221.2K | 1,058 | - | new | FIRST | |
| WISDOMTREE TR | USFR | $220.3K | 4,376 | - | new | FIRST | |
| ALTRIA GROUP INC | MO | $216.7K | 3,011 | - | new | FIRST | |
| LOWES COS INC | LOW | $208.4K | 945 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFEV | $208.0K | 4,874 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFAE | $207.6K | 5,164 | - | new | FIRST | |
| INVESCO QQQ TR | QQQ | $204.7K | 278 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFAI | $202.0K | 4,896 | - | new | FIRST |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $11.2M | 8.5% |
| Software & IT Services | $6.1M | 4.7% |
| Computer Hardware | $4.1M | 3.1% |
| Retail & Consumer | $3.4M | 2.6% |
| Biotech & Pharma | $2.1M | 1.6% |
| Other sectors | $7.9M | 6.0% |
| Not classified | $97.1M | 73.6% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $132.0M | 93 | 0 | 0 | 0 | 0 | 51.1% | 9 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.