DOSSIER · 13F-HR · Q3 2026

Vilga Financial Planning LLC

$168M in tracked AUM across 102 positions as of Q3 2026.

VF
CIK 0002083456 · last filed Sep 30, 2026
Total AUM
$168M
as of Q3 2026
Holdings
102
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Vilga Financial Planning LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$24M335K14.1%
02
UTHR
UNITED THERAPEUTICS CORP DEL
$11M20K6.5%
03
XERS
XERIS BIOPHARMA HOLDINGS INC
$10M1.1M6.0%
04
SCHP
SCHWAB STRATEGIC TR
$9M373K5.6%
05
VWO
VANGUARD INTL EQUITY INDEX F
$6M96K3.4%
06
ICSH
ISHARES TR
$6M112K3.4%
07
NVDA
NVIDIA CORPORATION
$6M24K3.3%
08
XLK
SELECT SECTOR SPDR TR
$5M27K3.1%
09
IJH
ISHARES TR
$5M72K3.1%
10
IEFA
ISHARES TR
$4M45K2.6%

Filing history

2026Q3Sep 30
$168M▲ 27.0%
102 positionsView →
2026Q2Jun 30
$132M▲ 17.9%
93 positionsView →
2026Q1Mar 31
$112M▲ 7.2%
83 positionsView →
2025Q4Dec 31
$104M—
81 positionsView →