Arkolith/Funds/Vilga Financial Planning LLC

Vilga Financial Planning LLC

CIK 2083456Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Vilga Financial Planning LLC holds a focused book of 93 stocks worth $132.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Flex Ltd and trimmed Vanguard Ftse Emerging Marke. Their largest long position is Vanguard Ftse Developed ETF at 18% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
38
existing
Trimmed
16
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
51%
Top 20 holdings
69%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Information Technology
16%
Consumer Discretionary
3%
Financials
3%
Health Care
2%
Industrials
2%
Consumer Staples
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

93 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$23.7M332.0K
17.9%
+4.6%
Added · +15K sh
2Schwab Strategic TR
US TIPS ETF
$6.9M258.7K
5.2%
+15%
Added · +33K sh
3Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$5.7M95.8K
4.3%
−6.8%
Reduced · −7K sh
4Ishares TR
CORE S&P MCP ETF
$5.6M72.6K
4.2%
−0.7%
Reduced · −520 sh
5Select Sector SPDR TR
ST STR TECHN ETF
$4.9M25.6K
3.7%
−1.1%
Reduced · −273 sh
6Nvidia Corporation
COM
$4.7M23.5K
3.6%
+0.4%
Added · +85 sh
7Ishares TR
ULTRA SHORT DUR
$4.4M87.6K
3.4%
+11%
Added · +9K sh
8Ishares TR
CORE MSCI EAFE
$4.4M45.3K
3.3%
+2.9%
Added · +1K sh
9Apple Inc
COM
$3.8M13.2K
2.9%
+1.1%
Added · +140 sh
10Vanguard Scottsdale FDS
VNG RUS2000IDX
$3.4M28.0K
2.6%
−2.8%
Reduced · −815 sh
11Vanguard Star FDS
VG TL INTL STK F
$3.4M39.6K
2.6%
−0.3%
Reduced · −132 sh
12Ishares Inc
CORE MSCI EMKT
$3.2M38.2K
2.4%
+3.1%
Added · +1K sh
13Vanguard Index FDS
VALUE ETF
$2.9M13.5K
2.2%
Held
14Amazon Com Inc
COM
$2.2M9.4K
1.7%
+2.2%
Added · +202 sh
15Vanguard Index FDS
MID CAP ETF
$2.1M26.3K
1.6%
+296%
Added · +20K sh
16Alphabet Inc
CAP STK CL A
$2.1M5.9K
1.6%
+0.8%
Added · +47 sh
17Micron Technology Inc
COM
$2.1M1.8K
1.6%
+128%
Added · +1K sh
18Vanguard Index FDS
S&P 500 ETF SHS
$2.0M2.9K
1.5%
−5.5%
Reduced · −169 sh
19Vanguard Index FDS
TOTAL STK MKT
$1.9M5.0K
1.4%
+1.1%
Added · +54 sh
20Microsoft Corp
COM
$1.9M5.0K
1.4%
−4.8%
Reduced · −250 sh
21Select Sector SPDR TR
ST STR INDL ETF
$1.5M7.8K
1.1%
+2.5%
Added · +188 sh
22Vanguard Index FDS
SMALL CP ETF
$1.4M4.8K
1.1%
Held
23Alphabet Inc
CAP STK CL C
$1.3M3.8K
1.0%
+1.0%
Added · +38 sh
24Ishares TR
CORE S&P SCP ETF
$1.3M8.7K
1.0%
Held
25Taiwan Semiconductor Manufac
SPONSORED ADS
$1.3M2.6K
0.9%
+18%
Added · +400 sh
26Select Sector SPDR TR
ST STR SVC ETF
$1.2M11.3K
0.9%
−0.2%
Reduced · −19 sh
27Select Sector SPDR TR
ST STR FINL ETF
$1.2M21.7K
0.9%
+0.8%
Added · +168 sh
28Ishares TR
CORE S&P500 ETF
$1.1M1.5K
0.9%
+0.2%
Added · +3 sh
29Vanguard Charlotte FDS
TOTAL INT BD ETF
$1.1M22.4K
0.8%
+11%
Added · +2K sh
30Ishares TR
CALIF MUN BD ETF
$1.1M18.6K
0.8%
Held
31Select Sector SPDR TR
ST STR DISCR ETF
$1.1M9.0K
0.8%
+3.3%
Added · +290 sh
32Berkshire Hathaway Inc Del
CL B NEW
$1.1M2.1K
0.8%
−6.0%
Reduced · −134 sh
33Vanguard Scottsdale FDS
INT-TERM CORP
$1.0M12.4K
0.8%
+1.4%
Added · +178 sh
34Broadcom Inc
COM
$1.0M2.7K
0.8%
+0.1%
Added · +4 sh
35Tesla Inc
COM
$930K2.2K
0.7%
+3.0%
Added · +64 sh
36Vanguard Intl Equity Index F
ALLWRLD EX US
$921K11.0K
0.7%
Held
37Eli Lilly & Co
COM
$885K738
0.7%
Held
38Select Sector SPDR TR
ST STR CARE ETF
$865K5.5K
0.7%
+3.2%
Added · +168 sh
39Visa Inc
COM CL A
$863K2.5K
0.7%
+1.3%
Added · +33 sh
40Meta Platforms Inc
CL A
$855K1.5K
0.6%
+0.2%
Added · +3 sh
41Ishares TR
MSCI EAFE ETF
$844K8.1K
0.6%
Held
42Dimensional ETF Trust
US TARGETED VLU
$837K12.0K
0.6%
Held
43Dimensional ETF Trust
US COR EQU 2 ETF
$750K16.9K
0.6%
Held
44JPMorgan Chase & Co
COM
$730K2.2K
0.6%
+2.2%
Added · +48 sh
45Vanguard Intl Equity Index F
TT WRLD ST ETF
$585K3.7K
0.4%
Held
46Advanced Micro Devices Inc
COM
$567K976
0.4%
−0.9%
Reduced · −9 sh
47Dimensional ETF Trust
WORLD EX US CORE
$494K13.4K
0.4%
Held
48Flex Ltd
ORD
$486K3.0K
0.4%
New
New position
49Bank Of Amer Corp
COM
$449K7.9K
0.3%
+2.1%
Added · +166 sh
50Select Sector SPDR TR
ST STR STAPL ETF
$444K5.3K
0.3%
+4.5%
Added · +232 sh
Showing 50 of 93 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202693$132.0M13F-HR
Q1 2026Mar 31, 2026Jun 22, 202683$111.9M13F-HR
Q4 2025Dec 31, 2025Jun 22, 202681$104.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.