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Vilga Financial Planning LLC

CIK 2083456 · latest 13F filed 9 October 2026 · Read the filing on EDGAR

Vilga Financial Planning LLC reported 102 US-listed holdings worth $167.6 million in its 13F for the quarter ended 30 September 2026, filed 9 October 2026. Its largest: Vanguard Ftse Developed Markets (14.1%), United Therapeutics Corp. (6.5%) and Xeris Biopharma Holdings Inc. (6.0%). Against the quarter before, it opened 13 positions, added to 46, trimmed 22 and sold out of 4.

Reported holdings$167.6M+27.0% on Q2 2026
Positions102+9 on Q2 2026
The largest ten51.1%of its reported holdings
Latest 13FQ3 2026filed 9 October 2026
Where the money is
OpenedAdded toTrimmed
VEA14.1%UTHR6.5%XERS6.0%SCHP5.6%VWO3.4%ICSH3.4%NVDA3.3%XLK3.1%IJH3.1%IEFA2.6%AAPL2.6%GOOG2.2%VTWO2.2%VXUS2.1%88 more39.9%

The 14 largest of its 102 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2025: $104.4 million in 81 positions$104MQ4 25Q1 2026: $111.9 million in 83 positions$112MQ1 26Q2 2026: $132.0 million in 93 positions$132MQ2 26Q3 2026: $167.6 million in 102 positions$168MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +9.4% over the 3 quarters to 30 September 2026, against +11.8% for the S&P 500.

Its reported holdingsThe S&P 500
95100105110Q4 25Q1 26Q2 26Q3 26Its holdings +9.4%S&P 500 +11.8%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 13Added 46Held 21Trimmed 22Sold out 4
Opened: 13Added: 46Held: 21Trimmed: 22Sold out: 4

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 13

  1. United Therapeutics Corp. UTHR$10.8 million
  2. Xeris Biopharma Holdings Inc. XERS$10.1 million
  3. Abivax SA ABVX$2.2 million
  4. Veeva Systems Inc. VEEV$1.7 million
  5. Corcept Therapeutics Inc. CORT$1.5 million
  6. Reddit, Inc. RDDT$767,182
  7. ExxonMobil Holdings Corp. XOM$445,935
  8. GE Vernova Inc. GEV$284,197

and 5 more in the table below

Added to 46

  1. Schwab Strategic Trust SCHP+114,651 shares · +44%
  2. Alphabet Inc. GOOG+7,119 shares · +188%
  3. iShares Trust ICSH+24,049 shares · +27%
  4. Alphabet Inc. GOOGL+2,109 shares · +36%
  5. Vanguard Scottsdale FDS VTWO+4,421 shares · +16%
  6. Technology Select Sector SPDR ETF XLK+1,123 shares · +4%
  7. Vanguard Ftse Developed Markets VEA+2,925 shares · +1%
  8. Vanguard S&P 500 VOO+276 shares · +9%

and 38 more in the table below

Trimmed 22

  1. Microsoft Corp. MSFT-408 shares · -8%
  2. Tesla, Inc. TSLA-531 shares · -24%
  3. Berkshire Hathaway Inc. Class B BRKB-193 shares · -9%
  4. iShares Core MSCI Emerging Mark IEMG-1,116 shares · -3%
  5. Vanguard Value ETF VTV-381 shares · -3%
  6. Apple Inc. AAPL-247 shares · -2%
  7. Netflix Inc. NFLX-425 shares · -12%
  8. iShares Core S&P Mid-Cap ETF IJH-366 shares · -1%

and 14 more in the table below

Sold out of 4

  1. ExxonMobil Holdings Corp. XOM$352,464 last quarter
  2. Applied Materials Inc. AMAT$240,759 last quarter
  3. Altria Group, Inc. MO$216,661 last quarter
  4. Lowe's Companies Inc. LOW$208,363 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard Ftse Developed Markets VEA334.9K$23.6 million14.11%+2.9K
United Therapeutics Corp. UTHR20.0K$10.8 million6.47%new
Xeris Biopharma Holdings Inc. XERS1.1M$10.1 million6.04%new
Schwab Strategic Trust SCHP373.3K$9.4 million5.60%+114.7K
Vanguard Ftse Emerging Markets VWO96.4K$5.7 million3.41%+567
iShares Trust ICSH111.6K$5.6 million3.36%+24.0K
NVIDIA Corp. NVDA24.2K$5.5 million3.30%+727
Technology Select Sector SPDR ETF XLK26.7K$5.2 million3.12%+1.1K
iShares Core S&P Mid-Cap ETF IJH72.2K$5.2 million3.10%-366
iShares Core MSCI Eafe ETF IEFA45.1K$4.4 million2.60%-211
Apple Inc. AAPL13.0K$4.3 million2.58%-247
Alphabet Inc. GOOG10.9K$3.7 million2.22%+7.1K
Vanguard Scottsdale FDS VTWO32.5K$3.6 million2.17%+4.4K
Vanguard Star FDS VXUS40.9K$3.5 million2.07%+1.3K
iShares Core MSCI Emerging Mark IEMG37.1K$3.0 million1.79%-1.1K
Vanguard Value ETF VTV13.1K$2.8 million1.69%-381
Alphabet Inc. GOOGL8.0K$2.7 million1.63%+2.1K
Microsoft Corp. MSFT4.6K$2.3 million1.40%-408
Amazon.com Inc. AMZN9.3K$2.3 million1.38%-96
Vanguard S&P 500 VOO3.2K$2.2 million1.34%+276
Abivax SA ABVX22.0K$2.2 million1.30%new
Vanguard Mid Cap Index ETF VO26.9K$2.1 million1.26%+625
VG Totl STK Vprs VTI5.2K$1.9 million1.16%+151
Micron Technology Inc. MU1.8K$1.9 million1.14%-10
Veeva Systems Inc. VEEV6.0K$1.7 million1.02%new
Corcept Therapeutics Inc. CORT13.0K$1.5 million0.90%new
Vanguard Small Cap ETF VB4.7K$1.3 million0.80%-51
Select Sector SPDR Trust XLI7.8K$1.3 million0.77%-79
Select Sector SPDR Trust XLC11.3K$1.3 million0.75%-1
Financial Select Sector SPDR ETF XLF23.1K$1.2 million0.73%+1.3K
Taiwan Semiconductor Manufacturing Company Limited TSM2.6K$1.2 million0.71%-21
iShares Core S&P Small-Cap ETF IJR8.7K$1.2 million0.71%no change
iShares Core S&P 500 ETF IVV1.5K$1.2 million0.69%+2
Meta Platforms, Inc. META1.6K$1.2 million0.69%+83
Vanguard Charlotte FDS BNDX24.0K$1.1 million0.67%+1.6K
iShares Trust CMF18.6K$1.0 million0.60%no change
Select Sector SPDR Trust XLY9.3K$1.0 million0.60%+214
Broadcom Inc. AVGO2.8K$990,0050.59%+143
Vanguard Intermediate-Term Corp. VCIT12.6K$989,8380.59%+267
Select Sector SPDR Trust XLV5.8K$978,0150.58%+353
Berkshire Hathaway Inc. Class B BRKB1.9K$955,0680.57%-193
Vanguard FTSE All-World ex-US ETF VEU11.0K$912,6700.54%no change
Visa Inc. V2.5K$897,9660.54%-17
Eli Lilly & Co. LLY764$884,0090.53%+26
iShares Trust EFA8.1K$843,6910.50%no change
Dimensional ETF Trust DFAT12.0K$795,2870.47%no change
Reddit, Inc. RDDT5.4K$767,1820.46%new
Dimensional ETF Trust DFAC16.9K$751,8720.45%no change
JPMorgan Chase & Co. JPM2.2K$726,8340.43%-32
Vanguard Intl Equity Index F VT4.2K$663,6010.40%+479
Advanced Micro Devices Inc. AMD1.0K$630,1130.38%+54
Tesla, Inc. TSLA1.7K$595,7260.36%-531
Dimensional ETF Trust DFAX13.4K$496,2160.30%no change
Select Sector SPDR Trust XLP5.7K$458,0500.27%+342
ExxonMobil Holdings Corp. XOM2.7K$445,9350.27%new
Johnson & Johnson JNJ1.6K$435,4970.26%+101
Bank of America Corp. BAC7.8K$424,0100.25%-92
Select Sector SPDR Trust XLE6.4K$396,4910.24%+367
SPDR Gold Trust GLD1.0K$380,8400.23%no change
Vanguard Real Estate ETF VNQ4.2K$378,5390.23%+330
Vanguard Intl Equity Index F VSS2.4K$369,1850.22%no change
AbbVie Inc. ABBV1.4K$359,9480.21%+55
American Century ETF Trust AVEM3.8K$353,1390.21%no change
Caterpillar Inc. CAT433$351,0720.21%+41
Select Sector SPDR Trust XLU8.8K$346,5200.21%+336
General Electric Co. GE1.1K$342,8940.20%+42
iShares Trust VLUE1.7K$342,5400.20%no change
Costco Wholesale Corp. COST373$339,5570.20%-9
UnitedHealth Group Inc. UNH882$323,7650.19%+30
Flex Ltd. FLEX2.9K$322,3810.19%-69
Walmart Inc. WMT3.1K$318,5150.19%+136
Merck & Co., Inc. MRK2.1K$308,0570.18%+29
United Rentals, Inc. URI299$299,2330.18%-5
Rocket Lab Corp. RKLB4.2K$292,6560.17%no change
Invesco QQQ Trust QQQ392$290,2680.17%+114
Coca-Cola Co. KO3.3K$288,1100.17%+13
Select Sector SPDR Trust XLB5.9K$288,0120.17%+206
GE Vernova Inc. GEV299$284,1970.17%new
Vertex Pharmaceuticals Inc. VRTX513$268,2020.16%-2
Home Depot, Inc. HD937$266,5670.16%+165
Dimensional ETF Trust DFGR9.7K$263,1420.16%no change
iShares Russell 2000 ETF IWM920$255,6590.15%no change
Cisco Systems, Inc. CSCO2.3K$252,8230.15%+124
Palantir Technologies Inc. PLTR1.4K$252,5180.15%new
RTX Corp. RTX1.3K$249,8850.15%-33
Schwab Strategic Trust SCHE6.6K$239,5130.14%no change
Select Sector SPDR Trust XLRE5.8K$238,5050.14%+254
ProShares Ultrashort Bloomberg Crude Oil SCO12.0K$238,2000.14%+2.0K
Lam Research Corp. LRCX717$235,5420.14%+40
Intel Corp. INTC2.0K$234,5690.14%+118
Booking Holdings Inc. BKNG1.4K$230,8430.14%+42
Wisdomtree Trust USFR4.4K$220,5070.13%no change
Graniteshares ETF Trust NVDL6.0K$220,2600.13%new
Netflix Inc. NFLX3.2K$220,0820.13%-425
Vanguard Index FDS VXF937$217,0370.13%new
Tower Semiconductor Ltd TSEM953$216,7410.13%no change
Procter & Gamble Co. PG1.4K$208,7670.12%new
Dimensional ETF Trust DFEV4.9K$206,6580.12%no change
Morgan Stanley MS1.1K$203,5030.12%+24
Dimensional ETF Trust DFAE5.2K$202,9970.12%no change
Dimensional ETF Trust DFAI4.9K$202,8410.12%no change
Werewolf Therapeutics Inc. HOWL53.4K$49,2720.03%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.