Q3 2026 13F · SEC CIK 2083456

Vilga Financial Planning LLC

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $167.6M
Reported positions: 102
Holdings vs S&P 500, 3 yrs: —
Assets under management: $169.3M

Vilga Financial Planning LLC is a wealth manager that reported 102 positions worth $167.6M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Vanguard Ftse Developed Markets Index Fu (VEA, 14.1%), United Therapeutics Corp Del (UTHR, 6.5%), Xeris Biopharma Holdings Inc (XERS, 6.0%).

Vilga Financial Planning LLC holdings largest 50 of 102 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Vilga Financial Planning LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VEAVanguard Ftse Developed Markets Index Fu	14.1%	17.9%	334,906	+0.9%	$23.6M
UTHRUnited Therapeutics Corp Del	6.5%	—	20,003	—	$10.8M
XERSXeris Biopharma Holdings Inc	6.0%	—	1,060,000	—	$10.1M
SCHPSchwab Strategic Tr	5.6%	5.2%	373,311	+44.3%	$9.4M
VWOVanguard Intl Equity Index F	3.4%	4.3%	96,381	+0.6%	$5.7M
ICSHIshares Tr	3.4%	3.4%	111,647	+27.5%	$5.6M
NVDANvidia Corporation	3.3%	3.6%	24,214	+3.1%	$5.5M
XLKSelect Sector Spdr Tr	3.1%	3.7%	26,743	+4.4%	$5.2M
IJHIshares Tr	3.1%	4.2%	72,192	-0.5%	$5.2M
IEFAIshares Tr	2.6%	3.3%	45,070	-0.5%	$4.4M
AAPLApple Inc	2.6%	2.9%	12,998	-1.9%	$4.3M
GOOGAlphabet Inc	2.2%	1.0%	10,901	+188.2%	$3.7M
VTWOVanguard Scottsdale Fds	2.2%	2.6%	32,470	+15.8%	$3.6M
VXUSVanguard Star Fds	2.1%	2.6%	40,864	+3.3%	$3.5M
IEMGIshares Inc	1.8%	2.4%	37,068	-2.9%	$3.0M
VTVVanguard Index Fds	1.7%	2.2%	13,148	-2.8%	$2.8M
GOOGLAlphabet Inc	1.6%	1.6%	7,963	+36.0%	$2.7M
MSFTMicrosoft Corp	1.4%	1.4%	4,568	-8.2%	$2.3M
AMZNAmazon Com Inc	1.4%	1.7%	9,268	-1.0%	$2.3M
VOOVanguard Index Fds	1.3%	1.5%	3,196	+9.5%	$2.2M
ABVXAbivax SA	1.3%	—	22,000	—	$2.2M
VOVanguard Index Fds	1.3%	1.6%	26,950	+2.4%	$2.1M
VTIVanguard Index Fds	1.2%	1.4%	5,199	+3.0%	$1.9M
MUMicron Technology Inc	1.1%	1.6%	1,792	-0.6%	$1.9M
VEEVVeeva Sys Inc	1.0%	—	6,000	—	$1.7M
CORTCorcept Therapeutics Inc	0.9%	—	13,046	—	$1.5M
VBVanguard Index Fds	0.8%	1.1%	4,712	-1.1%	$1.3M
XLISelect Sector Spdr Tr	0.8%	1.1%	7,763	-1.0%	$1.3M
XLCSelect Sector Spdr Tr	0.7%	0.9%	11,322	-0.0%	$1.3M
XLFSelect Sector Spdr Tr	0.7%	0.9%	23,052	+6.1%	$1.2M
TSMTaiwan Semiconductor Manufac	0.7%	0.9%	2,600	-0.8%	$1.2M
IJRIshares Tr	0.7%	1.0%	8,700	+0.0%	$1.2M
IVVIshares Tr	0.7%	0.9%	1,517	+0.1%	$1.2M
METAMeta Platforms Inc	0.7%	0.6%	1,601	+5.5%	$1.2M
BNDXVanguard Charlotte Fds	0.7%	0.8%	23,963	+7.1%	$1.1M
CMFIshares Tr	0.6%	0.8%	18,626	+0.0%	$1.0M
XLYSelect Sector Spdr Tr	0.6%	0.8%	9,252	+2.4%	$1.0M
AVGOBroadcom Inc	0.6%	0.8%	2,819	+5.3%	$990K
VCITVanguard Scottsdale Fds	0.6%	0.8%	12,640	+2.2%	$990K
XLVSelect Sector Spdr Tr	0.6%	0.7%	5,807	+6.5%	$978K
BRK-BBerkshire Hathaway Inc Del	0.6%	0.8%	1,918	-9.1%	$955K
VEUVanguard Intl Equity Index F	0.5%	0.7%	11,000	+0.0%	$913K
VVisa Inc	0.5%	0.7%	2,499	-0.7%	$898K
LLYEli Lilly & Co	0.5%	0.7%	764	+3.5%	$884K
EFAIshares Tr	0.5%	0.6%	8,121	+0.0%	$844K
DFATDimensional ETF Trust	0.5%	0.6%	11,970	+0.0%	$795K
RDDTReddit Inc	0.5%	—	5,386	—	$767K
DFACDimensional ETF Trust	0.4%	0.6%	16,915	+0.0%	$752K
JPMJpmorgan Chase & Co	0.4%	0.6%	2,197	-1.4%	$727K
VTVanguard Intl Equity Index F	0.4%	0.4%	4,204	+12.9%	$664K

What Vilga Financial Planning LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

GOOG Alphabet Inc+188.2% shares
SCHP Schwab Strategic Tr+44.3% shares
GOOGL Alphabet Inc+36.0% shares
ICSH Ishares Tr+27.5% shares
VTWO Vanguard Scottsdale Fds+15.8% shares
VT Vanguard Intl Equity Index F+12.9% shares
VOO Vanguard Index Fds+9.5% shares
BNDX Vanguard Charlotte Fds+7.1% shares

Reduced

BRK-B Berkshire Hathaway Inc Del-9.1% shares
MSFT Microsoft Corp-8.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$167.6M	102
Q2 2026	$132.0M	93
Q1 2026	$111.9M	83
Q4 2025	$104.4M	81

Questions about Vilga Financial Planning LLC's portfolio

What stocks does Vilga Financial Planning LLC own?

Vilga Financial Planning LLC's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 102 positions worth $167.6M. The largest are Vanguard Ftse Developed Markets Index Fu (VEA) at 14.1%, United Therapeutics Corp Del (UTHR) at 6.5%, Xeris Biopharma Holdings Inc (XERS) at 6.0%, Schwab Strategic Tr (SCHP) at 5.6% and Vanguard Intl Equity Index F (VWO) at 3.4%.

What did Vilga Financial Planning LLC buy last quarter?

In Q3 2026, Vilga Financial Planning LLC added Alphabet Inc (GOOG) (+188.2% shares), Schwab Strategic Tr (SCHP) (+44.3% shares) and Alphabet Inc (GOOGL) (+36.0% shares), compared with its Q2 2026 filing.

What did Vilga Financial Planning LLC sell last quarter?

In Q3 2026, Vilga Financial Planning LLC cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Advanced Micro Devices Inc (AMD), cut from its top 50 Dimensional ETF Trust (DFAX), cut from its top 50 Flex Ltd Ord (FLEX), cut from its top 50 Bank of Amer Corp (BAC), Berkshire Hathaway Inc Del (BRK-B) (-9.1% shares) and Microsoft Corp (MSFT) (-8.2% shares), compared with its Q2 2026 filing.

When is Vilga Financial Planning LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Vilga Financial Planning LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Vilga Financial Planning LLC manage?

Vilga Financial Planning LLC reported $169.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $167.6M.