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Disclosery

13F-HR filed by Vilga Financial Planning LLC

Vilga Financial Planning LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-09 01:01:50 UTC, with 102 holding rows worth $167,640,647.

Accession
0001085146-26-000834
Filer
CIK 2083456
Filed
2026-10-09
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q3 2026

A holdings report, 102 entries on the cover page, a total value of $167,640,647 stated on the cover page (in dollars after the unit check, H1), rows summing to $167,640,647 with VALUE read as dollars as filed, 13F file number 028-27026. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard FTSE Developed Markets ETF921943858SHS334,906$23,647,713dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock20,003$10,839,426dollars as filed
XERIS BIOPHARMA HOLDINGS INC98422E103COM1,060,000$10,133,600dollars as filed
Schwab US TIPS ETF808524870SHS373,311$9,381,305dollars as filed
VWO922042858SHS96,381$5,716,357dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS111,647$5,627,009dollars as filed
NVIDIA Corp67066G104COM24,214$5,530,027dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS26,743$5,234,942dollars as filed
IJH464287507COM72,192$5,194,223dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS45,070$4,366,382dollars as filed
Apple Inc037833100COM12,998$4,328,672dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM10,901$3,714,407dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK32,470$3,644,433dollars as filed
VANGUARD STAR FDS921909768COM40,864$3,471,805dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS37,068$3,008,439dollars as filed
Vanguard Value ETF922908744SHS13,148$2,841,020dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,963$2,739,909dollars as filed
Microsoft Corp594918104COM4,568$2,342,927dollars as filed
Amazon.com, Inc023135106COM9,268$2,309,122dollars as filed
Vanguard S&P 500 ETF922908363COM3,196$2,239,646dollars as filed
ABIVAX SA-00370M103SPONSORED ADS22,000$2,178,440dollars as filed
Vanguard Mid-Cap ETF922908629SHS26,950$2,113,448dollars as filed
VTI922908769COM5,199$1,945,674dollars as filed
Micron Technology,Inc.595112103COM1,792$1,908,677dollars as filed
VEEVA SYS INC CL A COM922475108Stock6,000$1,712,700dollars as filed
CORCEPT THERAPEUTICS INC218352102COM13,046$1,503,291dollars as filed
Vanguard Small-Cap ETF922908751SHS4,712$1,340,517dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL7,763$1,296,266dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS11,322$1,256,402dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS23,052$1,230,977dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,600$1,186,094dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS8,700$1,183,548dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,517$1,161,917dollars as filed
META PLATFORMS INC CL A30303M102COM1,601$1,161,013dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS23,963$1,123,155dollars as filed
ISHARES TR464288356CALIF MUN BD ETF18,626$1,008,039dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR9,252$1,006,988dollars as filed
Broadcom Inc.11135F101COM2,819$990,005dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS12,640$989,838dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS5,807$978,015dollars as filed
Berkshire Hathaway Inc084670702COM1,918$955,068dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS11,000$912,670dollars as filed
Visa Inc92826C839COM2,499$897,966dollars as filed
Eli Lilly and Company532457108COM764$884,009dollars as filed
ISHARES TR464287465MSCI EAFE ETF8,121$843,691dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU11,970$795,287dollars as filed
REDDIT INC CL A75734B100Stock5,386$767,182dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 216,915$751,872dollars as filed
JPMorgan Chase & Co46625H100COM2,197$726,834dollars as filed
Vanguard Total World Stock ETF922042742SHS4,204$663,601dollars as filed
Advanced Micro Devices,Inc.007903107COM1,030$630,113dollars as filed
Tesla Motors, Inc88160R101COM1,679$595,726dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE13,404$496,216dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON5,683$458,050dollars as filed
EXXON MOBIL CORP30233Q108COM2,740$445,935dollars as filed
Johnson & Johnson478160104COM1,645$435,497dollars as filed
Bank of America Corp060505104COM7,790$424,010dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS6,447$396,491dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,000$380,840dollars as filed
Vanguard Real Estate922908553SHS4,223$378,539dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS2,378$369,185dollars as filed
AbbVie,Inc.00287Y109COM1,376$359,948dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS3,756$353,139dollars as filed
Caterpillar Inc.149123101COM433$351,072dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS8,786$346,520dollars as filed
General Electric Company369604301COM1,098$342,894dollars as filed
ISHARES TR46432F388MSCI USA VALUE1,730$342,540dollars as filed
Costco Wholesale Corporation22160K105COM373$339,557dollars as filed
UnitedHealth Group Inc91324P102COM882$323,765dollars as filed
FLEX LTD ORDY2573F102Stock2,931$322,381dollars as filed
Walmart Inc.931142103COM3,065$318,515dollars as filed
Merck & Co.,Inc.58933Y105COM2,120$308,057dollars as filed
UNITED RENTALS INC COM911363109Stock299$299,233dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK4,200$292,656dollars as filed
INVESCO QQQ TR46090E103COM392$290,268dollars as filed
Coca-Cola Company191216100COM3,347$288,110dollars as filed
SELECT SECTOR SPDR TR81369Y100SBI MATERIALS5,914$288,012dollars as filed
GE Vernova Inc.36828A101COM299$284,197dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM513$268,202dollars as filed
Home Depot, Inc437076102COM937$266,567dollars as filed
Dimensional Global Real Estate ETF25434V658COM9,728$263,142dollars as filed
iShares Russell 2000 ETF464287655SHS920$255,659dollars as filed
Cisco Systems,Inc.17275R102COM2,349$252,823dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,350$252,518dollars as filed
Raytheon Technologies Corporation75513E101COM1,346$249,885dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF6,571$239,513dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS5,830$238,505dollars as filed
PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL74347Y656ETF12,000$238,200dollars as filed
Lam Research Corporation512807306COM717$235,542dollars as filed
Intel Corp458140100COM1,951$234,569dollars as filed
Booking Holdings Inc.09857L108COM1,417$230,843dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA4,376$220,507dollars as filed
GRANITESHARES ETF TR38747R8272X LONG NVDA DAI6,000$220,260dollars as filed
Netflix, Inc64110L106COM3,163$220,082dollars as filed
Vanguard Extended Market ETF922908652SHS937$217,037dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock953$216,741dollars as filed
Procter & Gamble Co742718109COM1,437$208,767dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA4,874$206,658dollars as filed
Morgan Stanley617446448COM1,082$203,503dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG5,164$202,997dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK4,896$202,841dollars as filed
WEREWOLF THERAPEUTICS INC95075A107CMN53,423$49,272dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-26-000834this filing2026-10-09