Vilga Financial Planning LLC

Est. AUM

$132.0M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$23.7M	331981	17.92%	SOLE
2	SCHWAB STRATEGIC TR	US TIPS ETF	$6.9M	258660	5.19%	SOLE
3	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.7M	95814	4.33%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$5.6M	72558	4.24%	SOLE
5	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$4.9M	25620	3.70%	SOLE
6	NVIDIA CORPORATION	COM	$4.7M	23487	3.56%	SOLE
7	ISHARES TR	ULTRA SHORT DUR	$4.4M	87598	3.36%	SOLE
8	ISHARES TR	CORE MSCI EAFE	$4.4M	45281	3.31%	SOLE
9	APPLE INC	COM	$3.8M	13245	2.90%	SOLE
10	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.4M	28049	2.58%	SOLE
11	VANGUARD STAR FDS	VG TL INTL STK F	$3.4M	39561	2.56%	SOLE
12	ISHARES INC	CORE MSCI EMKT	$3.2M	38184	2.40%	SOLE
13	VANGUARD INDEX FDS	VALUE ETF	$2.9M	13529	2.23%	SOLE
14	AMAZON COM INC	COM	$2.2M	9364	1.69%	SOLE
15	VANGUARD INDEX FDS	MID CAP ETF	$2.1M	26325	1.61%	SOLE
16	ALPHABET INC	CAP STK CL A	$2.1M	5854	1.58%	SOLE
17	MICRON TECHNOLOGY INC	COM	$2.1M	1802	1.58%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.0M	2920	1.52%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5048	1.41%	SOLE
20	MICROSOFT CORP	COM	$1.9M	4976	1.41%	SOLE
21	SELECT SECTOR SPDR TR	ST STR INDL ETF	$1.5M	7842	1.10%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	4763	1.09%	SOLE
23	ALPHABET INC	CAP STK CL C	$1.3M	3782	1.01%	SOLE
24	ISHARES TR	CORE S&P SCP ETF	$1.3M	8700	0.98%	SOLE
25	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.3M	2621	0.95%	SOLE
26	SELECT SECTOR SPDR TR	ST STR SVC ETF	$1.2M	11323	0.92%	SOLE
27	SELECT SECTOR SPDR TR	ST STR FINL ETF	$1.2M	21723	0.88%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$1.1M	1515	0.86%	SOLE
29	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.1M	22384	0.82%	SOLE
30	ISHARES TR	CALIF MUN BD ETF	$1.1M	18626	0.81%	SOLE
31	SELECT SECTOR SPDR TR	ST STR DISCR ETF	$1.1M	9038	0.80%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2111	0.80%	SOLE
33	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.0M	12373	0.77%	SOLE
34	BROADCOM INC	COM	$1.0M	2676	0.77%	SOLE
35	TESLA INC	COM	$930K	2210	0.70%	SOLE
36	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$921K	11000	0.70%	SOLE
37	ELI LILLY & CO	COM	$885K	738	0.67%	SOLE
38	SELECT SECTOR SPDR TR	ST STR CARE ETF	$865K	5454	0.66%	SOLE
39	VISA INC	COM CL A	$863K	2516	0.65%	SOLE
40	META PLATFORMS INC	CL A	$855K	1518	0.65%	SOLE
41	ISHARES TR	MSCI EAFE ETF	$844K	8121	0.64%	SOLE
42	DIMENSIONAL ETF TRUST	US TARGETED VLU	$837K	11970	0.63%	SOLE
43	DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$750K	16915	0.57%	SOLE
44	JPMORGAN CHASE & CO	COM	$730K	2229	0.55%	SOLE
45	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$585K	3725	0.44%	SOLE
46	ADVANCED MICRO DEVICES INC	COM	$567K	976	0.43%	SOLE
47	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$494K	13404	0.37%	SOLE
48	FLEX LTD	ORD	$486K	3000	0.37%	SOLE
49	BANK OF AMER CORP	COM	$449K	7882	0.34%	SOLE
50	SELECT SECTOR SPDR TR	ST STR STAPL ETF	$444K	5341	0.34%	SOLE

1–50 of 93

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.