Vilga Financial Planning LLC — Q1 2026 13F Holdings

Name: Vilga Financial Planning LLC — 13F Holdings, Q1 2026
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002083456

Total reported value

$132.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VEA	Vanguard Ftse Developed ETF	ETF-Other	18.17%	-0.25%	+6.01%
2	SCHP	Schwab U.s. Tips ETF	ETF-Other	5.36%	-0.17%	+190.70%
3	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	4.96%	-0.63%	+8.17%
4	IJH	Ishares Core S&p Midcap ETF	ETF-Other	4.41%	-0.17%	+15.50%
5	NVDA	Nvidia CORP	Stock-Tech	3.65%	-0.09%	—
6	ICSH	Ishares Ultra Short Duration	ETF-Other	3.57%	-0.21%	+42.91%
7	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	3.56%	-0.25%	-0.06%
8	XLK	Ss Technology Select Sector	ETF-Tech	3.07%	+0.63%	-0.01%
9	AAPL	Apple INC	Stock-Tech	2.97%	-0.07%	—
10	VXUS	Vanguard Total Intl Stock	ETF-Other	2.73%	-0.17%	—
11	VTWO	Vanguard Russell 2000 ETF	ETF-Small Cap	2.58%	—	-2.74%
12	VTV	Vanguard Value ETF	ETF-Other	2.37%	-0.14%	—
13	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.31%	+0.09%	-0.74%
14	MSFT	Microsoft CORP	Stock-Tech	1.73%	—	-5.43%
15	VO	Vanguard Mid-cap ETF	ETF-Other	1.71%	-0.10%	—
16	AMZN	Amazon.com INC	Stock-Consumer Disc	1.70%	-0.01%	-0.21%
17	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.65%	-0.13%	+10.36%
18	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.49%	+0.09%	—
19	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.43%	-0.02%	+0.38%
20	XLC	Ss Comm Select Sector Spdr	ETF-Other	1.12%	—	+2.36%
21	VB	Vanguard Small-cap ETF	ETF-Other	1.11%	-0.02%	—
22	XLI	Ss Industrial Select Sector	ETF-Other	1.11%	-0.01%	-0.49%
23	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.97%	+0.01%	—
24	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.96%	—	—
25	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.96%	+0.05%	—
26	XLF	Ss Financial Select Sector	ETF-Other	0.95%	—	-2.67%
27	CMF	Ishares California Muni Bond	ETF-Other	0.95%	—	+8.23%
28	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.90%	—	+3.64%
29	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.88%	-0.02%	+0.13%
30	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.86%	—	+25.52%
31	XLY	Ss Consumer Disc Select Sect	ETF-Other	0.85%	—	+5.66%
32	META	Meta Platforms Inc-class A	Stock-Comm Services	0.77%	—	+0.87%
33	AVGO	Broadcom INC	Stock-Tech	0.74%	+0.03%	+1.25%
34	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.74%	—	—
35	TSLA	Tesla INC	Stock-Consumer Disc	0.71%	-0.01%	—
36	EFA	Ishares Msci Eafe ETF	ETF-Other	0.70%	—	—
37	XLV	Ss Health Care Select Sector	ETF-Other	0.69%	—	+6.14%
38	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.67%	+0.28%	—
39	V	Visa Inc-class A Shares	Stock-Financials	0.67%	—	+0.16%
40	DFAT	Dimensional US Target Value	ETF-Other	0.67%	—	—
41	LLY	Eli Lilly & Co	Stock-Healthcare	0.61%	+0.06%	—
42	DFAC	Dimensional US Core Equity 2	ETF-Other	0.59%	—	—
43	JPM	Jpmorgan Chase & Co	Stock-Financials	0.57%	—	—
44	VT	Vanguard Tot World Stk ETF	ETF-Other	0.46%	—	+0.03%
45	DFAX	Dimensional World Ex US Core	ETF-Other	0.41%	—	—
46	XOM	Exxon Mobil CORP	Stock-Energy	0.39%	—	-6.53%
47	GLD	Spdr Gold Shares	ETF-Commodities	0.38%	—	—
48	XLP	Ss Consumer Staples Sel Sect	ETF-Other	0.37%	—	+0.81%
49	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.34%	—	+1.02%
50	BAC	Bank Of America CORP	Stock-Financials	0.34%	—	+3.42%

1–50 of 83

Holding changes this quarter

Position changes disclosed by Vilga Financial Planning LLC for the quarter ending Q1 2026, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHP	Schwab U.s. Tips ETF	+3.4%	+190.70%	Add
2	ICSH	Ishares Ultra Short Duration	+0.9%	+42.91%	Add
3	IJH	Ishares Core S&p Midcap ETF	+0.4%	+15.50%	Add
4	VEA	Vanguard Ftse Developed ETF	+0.3%	+6.01%	Add
5	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+25.52%	Add
6	VWO	Vanguard Ftse Emerging Marke	+0.1%	+8.17%	Add
7	XOM	Exxon Mobil CORP	+0.1%	-6.53%	Trim
8	MU	Micron Technology INC	0%	+3.53%	Add
9	TSM	Taiwan Semiconductor-sp Adr	0%	—	Unchanged
10	JNJ	Johnson & Johnson	0%	-2.74%	Trim
11	COST	Costco Wholesale CORP	0%	-1.67%	Trim
12	CMF	Ishares California Muni Bond	—	+8.23%	Add
13	VOO	Vanguard S&p 500 ETF	0%	+10.36%	Add
14	XLI	Ss Industrial Select Sector	0%	-0.49%	Trim
15	IJR	Ishares Core S&p Small-cap E	0%	—	Unchanged
16	ISRG	Intuitive Surgical INC	-0.1%	+2.00%	Add
17	MA	Mastercard INC - A	-0.1%	-10.02%	Trim
18	BKNG	Booking Holdings INC	-0.1%	-3.28%	Trim
19	IEMG	Ishares Core Msci Emerging	-0.1%	-0.74%	Trim
20	JPM	Jpmorgan Chase & Co	-0.1%	—	Unchanged
21	IVV	Ishares Core S&p 500 ETF	-0.1%	+0.13%	Add
22	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	—	Unchanged
23	AVGO	Broadcom INC	-0.1%	+1.25%	Add
24	XLC	Ss Comm Select Sector Spdr	-0.1%	+2.36%	Add
25	VXUS	Vanguard Total Intl Stock	-0.1%	—	Unchanged
26	LLY	Eli Lilly & Co	-0.2%	—	Unchanged
27	V	Visa Inc-class A Shares	-0.2%	+0.16%	Add
28	GOOG	Alphabet Inc-cl C	-0.2%	—	Unchanged
29	VTI	Vanguard Total Stock Mkt ETF	-0.2%	+0.38%	Add
30	META	Meta Platforms Inc-class A	-0.2%	+0.87%	Add
31	TSLA	Tesla INC	-0.2%	—	Unchanged
32	XLF	Ss Financial Select Sector	-0.2%	-2.67%	Trim
33	IEFA	Ishares Core Msci Eafe ETF	-0.2%	-0.06%	Trim
34	GOOGL	Alphabet Inc-cl A	-0.3%	—	Unchanged
35	VTWO	Vanguard Russell 2000 ETF	-0.3%	-2.74%	Trim
36	AMZN	Amazon.com INC	-0.3%	-0.21%	Trim
37	AAPL	Apple INC	-0.4%	—	Unchanged
38	XLK	Ss Technology Select Sector	-0.5%	-0.01%	Trim
39	NVDA	Nvidia CORP	-0.5%	—	Unchanged
40	MSFT	Microsoft CORP	-0.8%	-5.43%	Trim
41	VTV	Vanguard Value ETF	—	NEW	New buy
42	SCHJ	Schwab 1-5 Yr CORP Bnd ETF	—	EXIT	Sold out
43	XLE	Ss Energy Select Sector	—	NEW	New buy
44	VBR	Vanguard Small-cap Value ETF	—	NEW	New buy
45	VOE	Vanguard Mid-cap Value ETF	—	NEW	New buy
46	ORCL	Oracle CORP	—	EXIT	Sold out
47	PLTR	Palantir Technologies Inc-a	—	EXIT	Sold out
48	MRK	Merck & Co. INC.	—	NEW	New buy
49	DIS	Walt Disney Co/the	—	EXIT	Sold out
50	AMD	Advanced Micro Devices	—	NEW	New buy