StockDriftsStockDriftsTop 50 Vilga Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 14.11% | 334.9K | $23.6M | +0.88%(+2.92K) | $61.63(+12.54%) | 2026-09-30 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 6.47% | 20.0K | $10.8M | new | $541.86(+0.24%) | 2026-09-30 | |
| XERS | XERIS BIOPHARMA HOLDINGS INC | 6.04% | 1.06M | $10.1M | new | $8.74(+25.29%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 5.6% | 373.3K | $9.4M | +44.32%(+114.65K) | $26.39(-3.84%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.41% | 96.4K | $5.7M | +0.59%(+567) | $54.00(+7.47%) | 2026-09-30 | |
| ICSH | ISHARES TR | 3.36% | 111.6K | $5.6M | +27.45%(+24.05K) | $50.61(-0.48%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.3% | 24.2K | $5.5M | +3.10%(+727) | $187.36(+15.87%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.12% | 26.7K | $5.2M | +4.38%(+1.12K) | $144.58(+28.62%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.1% | 72.2K | $5.2M | -0.50%(-366) | $65.78(+10.03%) | 2026-09-30 | |
| IEFA | ISHARES TR | 2.6% | 45.1K | $4.4M | -0.47%(-211) | $88.49(+8.45%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.17% |
Vilga Financial Planning LLC reports $167.64M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are VEA (14.1%), UTHR (6.5%) and XERS (6.0%). The top 20 holdings account for 69.38% of reported assets. Its disclosed equity book has returned +10.85% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vilga Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2083456). View Vilga Financial Planning LLC’s 13F filings on SEC