§ 13F · FUND PROFILE
Vilga Financial Planning LLC.
AUM · $132M (13F)Positions · 93Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 332K | $24M | 17.9% | +5% |
| 2 | SCHP | SCHWAB STRATEGIC TR | 259K | $7M | 5.2% | +15% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 96K | $6M | 4.3% | −7% |
| 4 | IJH | ISHARES TR | 73K | $6M | 4.2% | −1% |
| 5 | XLK | SELECT SECTOR SPDR TR | 26K | $5M | 3.7% | −1% |
| 6 | NVDA | NVIDIA CORPORATION | 23K | $5M | 3.6% | ±0% |
| 7 | ICSH | ISHARES TR | 88K | $4M | 3.4% | +11% |
| 8 | IEFA | ISHARES TR | 45K | $4M | 3.3% | +3% |
| 9 | AAPL | APPLE INC | 13K | $4M | 2.9% | +1% |
| 10 | VTWO | VANGUARD SCOTTSDALE FDS | 28K | $3M | 2.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VILGA SIGNAL
AC read
Vilga Financial Planning LLC is a institutional fund managing $132 million in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →