13F-HR filed by Vilga Financial Planning LLC
Vilga Financial Planning LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-09, with 93 holding rows worth $132,021,871.
- Accession
- 0002083456-26-000003
- Filer
- CIK 2083456
- Filed
- 2026-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 93 entries on the cover page, a total value of $132,021,871 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,021,871 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 331,981 | $23,653,646 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 258,660 | $6,854,490 | dollars as filed | |
| VWO | 922042858 | SHS | 95,814 | $5,719,138 | dollars as filed | |
| IJH | 464287507 | COM | 72,558 | $5,594,947 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 25,620 | $4,881,122 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 23,487 | $4,699,543 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 87,598 | $4,430,707 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 45,281 | $4,373,239 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,245 | $3,832,641 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 28,049 | $3,405,710 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 39,561 | $3,382,070 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 38,184 | $3,163,163 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 13,529 | $2,948,375 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 9,364 | $2,231,816 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 26,325 | $2,121,005 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,854 | $2,092,044 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,802 | $2,080,031 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,920 | $2,005,773 | dollars as filed | |
| VTI | 922908769 | COM | 5,048 | $1,867,962 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,976 | $1,856,148 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 7,842 | $1,452,574 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 4,763 | $1,443,761 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,782 | $1,336,294 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 8,700 | $1,290,297 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,621 | $1,251,711 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 11,323 | $1,213,033 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 21,723 | $1,164,570 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,515 | $1,134,311 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 22,384 | $1,084,057 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 18,626 | $1,073,603 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 9,038 | $1,059,977 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,111 | $1,056,323 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 12,373 | $1,022,628 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,676 | $1,010,859 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,210 | $929,526 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 11,000 | $921,250 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 738 | $885,179 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 5,454 | $865,332 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,516 | $863,214 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,518 | $855,074 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 8,121 | $843,609 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 11,970 | $836,703 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 16,915 | $750,349 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,229 | $729,619 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 3,725 | $584,639 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 976 | $566,968 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 13,404 | $493,803 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 3,000 | $486,210 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 7,882 | $449,116 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 5,341 | $443,677 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 4,200 | $426,930 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 392 | $417,441 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,056 | $394,659 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,544 | $392,130 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 8,450 | $383,123 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 3,893 | $375,402 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,000 | $368,380 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 2,378 | $366,902 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 3,756 | $362,416 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 382 | $357,350 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 852 | $354,117 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,578 | $352,464 | dollars as filed | |
| PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | 74347Y656 | ETF | 10,000 | $350,200 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 1,730 | $345,671 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 304 | $344,399 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,321 | $332,416 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,929 | $331,739 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 6,080 | $322,909 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 677 | $293,364 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 5,708 | $290,138 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 9,728 | $281,820 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 920 | $276,414 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 772 | $272,269 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,334 | $270,954 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,091 | $268,694 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,379 | $261,638 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,225 | $261,349 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,588 | $256,183 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,833 | $255,942 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 515 | $255,816 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 953 | $248,390 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 5,576 | $245,511 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,375 | $245,080 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 333 | $240,759 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 6,571 | $238,264 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,058 | $221,164 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 4,376 | $220,332 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 3,011 | $216,661 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 945 | $208,363 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 4,874 | $207,959 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 5,164 | $207,644 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 278 | $204,719 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 4,896 | $201,960 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002083456-26-000003 | this filing | 2026-07-09 | acceptance time not in the bulk data set |