StockDriftsStockDriftsTop 50 Vilga Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 17.92% | 332.0K | $23.7M | +4.59%(+14.58K) | $61.55(+18.58%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 5.19% | 258.7K | $6.9M | +14.80%(+33.34K) | $26.64(-2.74%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.33% | 95.8K | $5.7M | -6.76%(-6.94K) | $53.97(+11.93%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.24% | 72.6K | $5.6M | -0.71%(-520) | $65.78(+18.44%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.7% | 25.6K | $4.9M | -1.05%(-273) | $142.45(+31.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.56% | 23.5K | $4.7M | +0.36%(+85) | $186.53(+18.19%) | 2026-06-30 | |
| ICSH | ISHARES TR | 3.36% | 87.6K | $4.4M | +11.00%(+8.68K) | $50.64(-0.31%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.31% | 45.3K | $4.4M | +2.88%(+1.27K) | $88.49(+14.19%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.9% | 13.2K | $3.8M | +1.07%(+140) | $263.30(+16.47%) | 2026-06-30 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 2.58% | 28.0K | $3.4M | -2.82%(-815) | $98.67(+23.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.07% |
Vilga Financial Planning LLC reports $132.02M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are VEA (17.9%), SCHP (5.2%) and VWO (4.3%). The top 20 holdings account for 69.08% of reported assets. Its disclosed equity book has returned +10.13% cumulatively over 2 quarters. Figures reflect the Q2 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