SEC 13F Intelligence

Managers / Q2 2026

Vilga Financial Planning LLCNEW FILER

CIK 0002083456 · 39-26 VANORE DR, FAIR LAWN, NJ, 07410 · 2013006097

Reported Value
$132M
Q2 2026
Positions
93
Filings on Record
3
2019–present window
Filed
Jul 9, 2026
original filing

Summary

Vilga Financial Planning LLC reported $132M in U.S.-listed holdings across 93 positions for Q2 2026.

Its largest position, Vanguard Tax Managed Fds, represents 17.9% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+51.1%
share of reported value
Largest Position
+17.9%
Vanguard Tax Managed Fds

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’26: $132MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 73.7%Common Stock: 24.8%ADR: 0.9%Other: 0.6%
  • ETP · 73.7% · $97M
  • Common Stock · 24.8% · $33M
  • ADR · 0.9% · $1M
  • Other · 0.6% · $734,600

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD TAX-MANAGED FDSNEW+332.0K332.0K+$24M$24M
SCHWAB STRATEGIC TRNEW+258.7K258.7K+$7M$7M
VANGUARD INTL EQUITY INDEX FNEW+95.8K95.8K+$6M$6M
ISHARES TRNEW+72.6K72.6K+$6M$6M
SELECT SECTOR SPDR TRNEW+25.6K25.6K+$5M$5M
NVDANVIDIA CORPORATIONNEW+23.5K23.5K+$5M$5M
ISHARES TRNEW+87.6K87.6K+$4M$4M
ISHARES TRNEW+45.3K45.3K+$4M$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

28 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT17.92%$24M332.0K
2ISHARES TRCORE S&P MCP ETF · ULTRA SHORT DUR · CORE MSCI EAFE · CORE S&P SCP ETF · CORE S&P500 ETF · CALIF MUN BD ETF · MSCI EAFE ETF14.20%$19M242.4K
3XLCSELECT SECTOR SPDR TRST STR TECHN ETF · ST STR INDL ETF · ST STR SVC ETF · ST STR FINL ETF · ST STR DISCR ETF · ST STR CARE ETF · ST STR STAPL ETF8.39%$11M86.3K
4VTVVANGUARD INDEX FDSVALUE ETF · MID CAP ETF · S&P 500 ETF SHS · TOTAL STK MKT · SMALL CP ETF7.87%$10M52.6K
5VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF · ALLWRLD EX US · TT WRLD ST ETF5.47%$7M110.5K
6SCHWAB STRATEGIC TRUS TIPS ETF5.19%$7M258.7K
7NVDANVIDIA CORPORATIONhistory →COM3.56%$5M23.5K
8VANGUARD SCOTTSDALE FDSVNG RUS2000IDX · INT-TERM CORP3.35%$4M40.4K
9AAPLAPPLE INChistory →COM2.90%$4M13.2K
10GOOGLALPHABET INCCAP STK CL A · CAP STK CL C2.60%$3M9.6K
11VANGUARD STAR FDSVG TL INTL STK F2.56%$3M39.6K
12ISHARES INCCORE MSCI EMKT2.40%$3M38.2K
13AMZNAMAZON COM INChistory →COM1.69%$2M9.4K
14DFACDIMENSIONAL ETF TRUSTUS TARGETED VLU · US COR EQU 2 ETF · WORLD EX US CORE1.58%$2M42.3K
15MUMICRON TECHNOLOGY INChistory →COM1.58%$2M1.8K
16MSFTMICROSOFT CORPhistory →COM1.41%$2M5.0K
17TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS0.95%$1M2.6K
18VANGUARD CHARLOTTE FDSTOTAL INT BD ETF0.82%$1M22.4K
19BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.80%$1M2.1K
20AVGOBROADCOM INCCOM0.77%$1M2.7K
21TSLATESLA INCCOM0.70%$929,5262.2K
22LLYELI LILLY & COCOM0.67%$885,179738
23VVISA INCCOM CL A0.65%$863,2142.5K
24METAMETA PLATFORMS INCCL A0.65%$855,0741.5K
25JPMJPMORGAN CHASE & COCOM0.55%$729,6192.2K
26AMDADVANCED MICRO DEVICES INCCOM0.43%$566,968976
27FLEX LTDORD0.37%$486,2103.0K
28BACBANK OF AMER CORPCOM0.34%$449,1167.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$132M93Jul 9, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.