Vilga Financial Planning LLC holds a focused book of 93 stocks worth $132.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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.
Vilga Financial Planning LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
+3 sectors below the cut, 1% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Vilga Financial Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 80 / 80 | $19.2B |
| Kestra Advisory Services, LLC | 80 / 80 | $9.0B |
| Integrated Wealth Concepts LLC | 80 / 80 | $4.6B |
| Arax Advisory Partners | 80 / 80 | $4.2B |
| FMR LLC | 79 / 80 | $856.5B |
| Morgan Stanley | 79 / 80 | $633.9B |
| JPMorgan Chase & Co | 79 / 80 | $583.2B |
| Wells Fargo & Company | 79 / 80 | $200.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Vilga Financial Planning LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $23.7M | 332.0K | 17.9% | ▲+4.6% Added · +15K sh | |
| 2 | Schwab Strategic TR US TIPS ETF | $6.9M | 258.7K | 5.2% | ▲+15% Added · +33K sh | |
| 3 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.7M | 95.8K | 4.3% | ▼−6.8% Reduced · −7K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $5.6M | 72.6K | 4.2% | ▼−0.7% Reduced · −520 sh | |
| 5 | Select Sector SPDR TR ST STR TECHN ETF | $4.9M | 25.6K | 3.7% | ▼−1.1% Reduced · −273 sh | |
| 6 | Nvidia Corporation COM | $4.7M | 23.5K | 3.6% | ▲+0.4% Added · +85 sh | |
| 7 | Ishares TR ULTRA SHORT DUR | $4.4M | 87.6K | 3.4% | ▲+11% Added · +9K sh | |
| 8 | Ishares TR CORE MSCI EAFE | $4.4M | 45.3K | 3.3% | ▲+2.9% Added · +1K sh | |
| 9 | Apple Inc COM | $3.8M | 13.2K | 2.9% | ▲+1.1% Added · +140 sh | |
| 10 | Vanguard Scottsdale FDS VNG RUS2000IDX | $3.4M | 28.0K | 2.6% | ▼−2.8% Reduced · −815 sh | |
| 11 | Vanguard Star FDS VG TL INTL STK F | $3.4M | 39.6K | 2.6% | ▼−0.3% Reduced · −132 sh | |
| 12 | Ishares Inc CORE MSCI EMKT | $3.2M | 38.2K | 2.4% | ▲+3.1% Added · +1K sh | |
| 13 | Vanguard Index FDS VALUE ETF | $2.9M | 13.5K | 2.2% | —Held | |
| 14 | Amazon Com Inc COM | $2.2M | 9.4K | 1.7% | ▲+2.2% Added · +202 sh | |
| 15 | Vanguard Index FDS MID CAP ETF | $2.1M | 26.3K | 1.6% | ▲+296% Added · +20K sh | |
| 16 | Alphabet Inc CAP STK CL A | $2.1M | 5.9K | 1.6% | ▲+0.8% Added · +47 sh | |
| 17 | Micron Technology Inc COM | $2.1M | 1.8K | 1.6% | ▲+128% Added · +1K sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $2.0M | 2.9K | 1.5% | ▼−5.5% Reduced · −169 sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.0K | 1.4% | ▲+1.1% Added · +54 sh | |
| 20 | Microsoft Corp COM | $1.9M | 5.0K | 1.4% | ▼−4.8% Reduced · −250 sh | |
| 21 | Select Sector SPDR TR ST STR INDL ETF | $1.5M | 7.8K | 1.1% | ▲+2.5% Added · +188 sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $1.4M | 4.8K | 1.1% | —Held | |
| 23 | Alphabet Inc CAP STK CL C | $1.3M | 3.8K | 1.0% | ▲+1.0% Added · +38 sh | |
| 24 | Ishares TR CORE S&P SCP ETF | $1.3M | 8.7K | 1.0% | —Held | |
| 25 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.3M | 2.6K | 0.9% | ▲+18% Added · +400 sh | |
| 26 | Select Sector SPDR TR ST STR SVC ETF | $1.2M | 11.3K | 0.9% | ▼−0.2% Reduced · −19 sh | |
| 27 | Select Sector SPDR TR ST STR FINL ETF | $1.2M | 21.7K | 0.9% | ▲+0.8% Added · +168 sh | |
| 28 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.9% | ▲+0.2% Added · +3 sh | |
| 29 | Vanguard Charlotte FDS TOTAL INT BD ETF | $1.1M | 22.4K | 0.8% | ▲+11% Added · +2K sh | |
| 30 | Ishares TR CALIF MUN BD ETF | $1.1M | 18.6K | 0.8% | —Held | |
| 31 | Select Sector SPDR TR ST STR DISCR ETF | $1.1M | 9.0K | 0.8% | ▲+3.3% Added · +290 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.1K | 0.8% | ▼−6.0% Reduced · −134 sh | |
| 33 | Vanguard Scottsdale FDS INT-TERM CORP | $1.0M | 12.4K | 0.8% | ▲+1.4% Added · +178 sh | |
| 34 | Broadcom Inc COM | $1.0M | 2.7K | 0.8% | ▲+0.1% Added · +4 sh | |
| 35 | Tesla Inc COM | $930K | 2.2K | 0.7% | ▲+3.0% Added · +64 sh | |
| 36 | Vanguard Intl Equity Index F ALLWRLD EX US | $921K | 11.0K | 0.7% | —Held | |
| 37 | Eli Lilly & Co COM | $885K | 738 | 0.7% | —Held | |
| 38 | Select Sector SPDR TR ST STR CARE ETF | $865K | 5.5K | 0.7% | ▲+3.2% Added · +168 sh | |
| 39 | Visa Inc COM CL A | $863K | 2.5K | 0.7% | ▲+1.3% Added · +33 sh | |
| 40 | Meta Platforms Inc CL A | $855K | 1.5K | 0.6% | ▲+0.2% Added · +3 sh | |
| 41 | Ishares TR MSCI EAFE ETF | $844K | 8.1K | 0.6% | —Held | |
| 42 | Dimensional ETF Trust US TARGETED VLU | $837K | 12.0K | 0.6% | —Held | |
| 43 | Dimensional ETF Trust US COR EQU 2 ETF | $750K | 16.9K | 0.6% | —Held | |
| 44 | JPMorgan Chase & Co COM | $730K | 2.2K | 0.6% | ▲+2.2% Added · +48 sh | |
| 45 | Vanguard Intl Equity Index F TT WRLD ST ETF | $585K | 3.7K | 0.4% | —Held | |
| 46 | Advanced Micro Devices Inc COM | $567K | 976 | 0.4% | ▼−0.9% Reduced · −9 sh | |
| 47 | Dimensional ETF Trust WORLD EX US CORE | $494K | 13.4K | 0.4% | —Held | |
| 48 | Flex Ltd ORD | $486K | 3.0K | 0.4% | ▲New New position | |
| 49 | Bank Of Amer Corp COM | $449K | 7.9K | 0.3% | ▲+2.1% Added · +166 sh | |
| 50 | Select Sector SPDR TR ST STR STAPL ETF | $444K | 5.3K | 0.3% | ▲+4.5% Added · +232 sh |
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Use Arkolith to show Vilga Financial Planning LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.