Filed: 6/22/2026ACC: 0002083456-26-000001
📋 What this filing means
VILGA FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $104.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$104.39M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
COM$21.54M20.6%
VAN FTSE DEV MKT$18.70M17.9%
FTSE EMR MKT ETF$5.11M4.9%
CORE S&P MCP ETF$4.18M4.0%
CORE MSCI EAFE$3.94M3.8%
STATE STREET TEC$3.73M3.6%
VG TL INTL STK F$2.99M2.9%
Portfolio Concentration
Top 3$28.18M27.0%
4–10$24.15M23.1%
11–25$25.30M24.2%
Rest$26.77M25.6%
Top 3 weight
27.0%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Sole
Full voting authority
1.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares299.41K
TypeSH
Market value$18.70M
17.92%
Sole
299.41K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares94.99K
TypeSH
Market value$5.11M
4.89%
Sole
94.99K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares23.40K
TypeSH
Market value$4.36M
4.18%
Sole
23.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares63.27K
TypeSH
Market value$4.18M
4.00%
Sole
63.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares44.04K
TypeSH
Market value$3.94M
3.77%
Sole
44.04K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares25.89K
TypeSH
Market value$3.73M
3.57%
Sole
25.89K
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.11K
TypeSH
Market value$3.56M
3.41%
Sole
13.11K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares39.69K
TypeSH
Market value$2.99M
2.87%
Sole
39.69K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares29.68K
TypeSH
Market value$2.95M
2.83%
Sole
29.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares55.22K
TypeSH
Market value$2.79M
2.68%
Sole
55.22K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.53K
TypeSH
Market value$2.67M
2.56%
Sole
5.53K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares37.31K
TypeSH
Market value$2.51M
2.40%
Sole
37.31K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.18K
TypeSH
Market value$2.12M
2.03%
Sole
9.18K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares77.51K
TypeSH
Market value$2.05M
1.97%
Sole
77.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.65K
TypeSH
Market value$1.93M
1.85%
Sole
6.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.81K
TypeSH
Market value$1.82M
1.74%
Sole
5.81K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.80K
TypeSH
Market value$1.76M
1.68%
Sole
2.80K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.97K
TypeSH
Market value$1.67M
1.60%
Sole
4.97K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares61.67K
TypeSH
Market value$1.54M
1.47%
Sole
61.67K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares11.08K
TypeSH
Market value$1.30M
1.25%
Sole
11.08K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.76K
TypeSH
Market value$1.23M
1.18%
Sole
4.76K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares22.15K
TypeSH
Market value$1.21M
1.16%
Sole
22.15K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares7.69K
TypeSH
Market value$1.19M
1.14%
Sole
7.69K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.74K
TypeSH
Market value$1.17M
1.13%
Sole
3.74K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.25K
TypeSH
Market value$1.13M
1.08%
Sole
2.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 299.41K | SH | $18.70M 17.92% | 299.41K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 94.99K | SH | $5.11M 4.89% | 94.99K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.40K | SH | $4.36M 4.18% | 23.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 63.27K | SH | $4.18M 4.00% | 63.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 44.04K | SH | $3.94M 3.77% | 44.04K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 25.89K | SH | $3.73M 3.57% | 25.89K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.11K | SH | $3.56M 3.41% | 13.11K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 39.69K | SH | $2.99M 2.87% | 39.69K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 29.68K | SH | $2.95M 2.83% | 29.68K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 55.22K | SH | $2.79M 2.68% | 55.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.53K | SH | $2.67M 2.56% | 5.53K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 37.31K | SH | $2.51M 2.40% | 37.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.18K | SH | $2.12M 2.03% | 9.18K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 77.51K | SH | $2.05M 1.97% | 77.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 6.65K | SH | $1.93M 1.85% | 6.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.81K | SH | $1.82M 1.74% | 5.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.80K | SH | $1.76M 1.68% | 2.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.97K | SH | $1.67M 1.60% | 4.97K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | 1 5YR CORP BD | 61.67K | SH | $1.54M 1.47% | 61.67K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 11.08K | SH | $1.30M 1.25% | 11.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.76K | SH | $1.23M 1.18% | 4.76K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 22.15K | SH | $1.21M 1.16% | 22.15K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 7.69K | SH | $1.19M 1.14% | 7.69K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.74K | SH | $1.17M 1.13% | 3.74K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.25K | SH | $1.13M 1.08% | 2.25K | 0.00 | 0.00 |
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