Filed: 6/22/2026ACC: 0002083456-26-000002
📋 What this filing means
VILGA FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $111.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$111.94M
Total AUM (reported)
1.37M
Total Shares
Allocation by class
VAN FTSE DEV MKT$20.34M18.2%
COM$19.76M17.7%
US TIPS ETF$6.00M5.4%
FTSE EMR MKT ETF$5.55M5.0%
CORE S&P MCP ETF$4.93M4.4%
ULTRA SHORT DUR$3.99M3.6%
CORE MSCI EAFE$3.98M3.6%
Portfolio Concentration
Top 3$31.89M28.5%
4–10$26.82M24.0%
11–25$25.97M23.2%
Rest$27.26M24.4%
Top 3 weight
28.5%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 1.37M
Sole
Full voting authority
1.37M
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)
Sole83
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings83
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares317.40K
TypeSH
Market value$20.34M
18.17%
Sole
317.40K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares225.32K
TypeSH
Market value$6.00M
5.36%
Sole
225.32K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares102.76K
TypeSH
Market value$5.55M
4.96%
Sole
102.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares73.08K
TypeSH
Market value$4.93M
4.41%
Sole
73.08K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares23.40K
TypeSH
Market value$4.08M
3.65%
Sole
23.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares78.91K
TypeSH
Market value$3.99M
3.57%
Sole
78.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares44.02K
TypeSH
Market value$3.98M
3.56%
Sole
44.02K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares25.89K
TypeSH
Market value$3.44M
3.07%
Sole
25.89K
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.11K
TypeSH
Market value$3.33M
2.97%
Sole
13.11K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares39.69K
TypeSH
Market value$3.06M
2.73%
Sole
39.69K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares28.86K
TypeSH
Market value$2.89M
2.58%
Sole
28.86K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.53K
TypeSH
Market value$2.65M
2.37%
Sole
13.53K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares37.03K
TypeSH
Market value$2.58M
2.31%
Sole
37.03K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.23K
TypeSH
Market value$1.93M
1.73%
Sole
5.23K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.65K
TypeSH
Market value$1.91M
1.71%
Sole
6.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.16K
TypeSH
Market value$1.91M
1.70%
Sole
9.16K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.09K
TypeSH
Market value$1.85M
1.65%
Sole
3.09K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.81K
TypeSH
Market value$1.67M
1.49%
Sole
5.81K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.99K
TypeSH
Market value$1.60M
1.43%
Sole
4.99K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares11.34K
TypeSH
Market value$1.26M
1.12%
Sole
11.34K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.76K
TypeSH
Market value$1.25M
1.11%
Sole
4.76K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares7.65K
TypeSH
Market value$1.24M
1.11%
Sole
7.65K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.70K
TypeSH
Market value$1.08M
0.97%
Sole
8.70K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.25K
TypeSH
Market value$1.08M
0.96%
Sole
2.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.74K
TypeSH
Market value$1.07M
0.96%
Sole
3.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 317.40K | SH | $20.34M 18.17% | 317.40K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 225.32K | SH | $6.00M 5.36% | 225.32K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 102.76K | SH | $5.55M 4.96% | 102.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 73.08K | SH | $4.93M 4.41% | 73.08K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.40K | SH | $4.08M 3.65% | 23.40K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 78.91K | SH | $3.99M 3.57% | 78.91K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 44.02K | SH | $3.98M 3.56% | 44.02K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 25.89K | SH | $3.44M 3.07% | 25.89K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.11K | SH | $3.33M 2.97% | 13.11K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 39.69K | SH | $3.06M 2.73% | 39.69K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 28.86K | SH | $2.89M 2.58% | 28.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 13.53K | SH | $2.65M 2.37% | 13.53K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 37.03K | SH | $2.58M 2.31% | 37.03K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.23K | SH | $1.93M 1.73% | 5.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 6.65K | SH | $1.91M 1.71% | 6.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.16K | SH | $1.91M 1.70% | 9.16K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.09K | SH | $1.85M 1.65% | 3.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.81K | SH | $1.67M 1.49% | 5.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.99K | SH | $1.60M 1.43% | 4.99K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 11.34K | SH | $1.26M 1.12% | 11.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.76K | SH | $1.25M 1.11% | 4.76K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 7.65K | SH | $1.24M 1.11% | 7.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 8.70K | SH | $1.08M 0.97% | 8.70K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.25K | SH | $1.08M 0.96% | 2.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.74K | SH | $1.07M 0.96% | 3.74K | 0.00 | 0.00 |
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