Filed: 7/9/2026ACC: 0002083456-26-000003
📋 What this filing means
VILGA FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $132.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$132.02M
Total AUM (reported)
1.48M
Total Shares
Allocation by class
COM$25.59M19.4%
VAN FTSE DEV MKT$23.65M17.9%
US TIPS ETF$6.85M5.2%
FTSE EMR MKT ETF$5.72M4.3%
CORE S&P MCP ETF$5.59M4.2%
ST STR TECHN ETF$4.88M3.7%
ULTRA SHORT DUR$4.43M3.4%
Portfolio Concentration
Top 3$36.23M27.4%
4–10$31.22M23.6%
11–25$30.52M23.1%
Rest$34.05M25.8%
Top 3 weight
27.4%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Sole
Full voting authority
1.48M
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)
Sole93
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares331.98K
TypeSH
Market value$23.65M
17.92%
Sole
331.98K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares258.66K
TypeSH
Market value$6.85M
5.19%
Sole
258.66K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares95.81K
TypeSH
Market value$5.72M
4.33%
Sole
95.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.56K
TypeSH
Market value$5.59M
4.24%
Sole
72.56K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares25.62K
TypeSH
Market value$4.88M
3.70%
Sole
25.62K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares23.49K
TypeSH
Market value$4.70M
3.56%
Sole
23.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares87.60K
TypeSH
Market value$4.43M
3.36%
Sole
87.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares45.28K
TypeSH
Market value$4.37M
3.31%
Sole
45.28K
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.24K
TypeSH
Market value$3.83M
2.90%
Sole
13.24K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares28.05K
TypeSH
Market value$3.41M
2.58%
Sole
28.05K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares39.56K
TypeSH
Market value$3.38M
2.56%
Sole
39.56K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares38.18K
TypeSH
Market value$3.16M
2.40%
Sole
38.18K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.53K
TypeSH
Market value$2.95M
2.23%
Sole
13.53K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.36K
TypeSH
Market value$2.23M
1.69%
Sole
9.36K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares26.32K
TypeSH
Market value$2.12M
1.61%
Sole
26.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.85K
TypeSH
Market value$2.09M
1.58%
Sole
5.85K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares1.80K
TypeSH
Market value$2.08M
1.58%
Sole
1.80K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.92K
TypeSH
Market value$2.01M
1.52%
Sole
2.92K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.05K
TypeSH
Market value$1.87M
1.41%
Sole
5.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.98K
TypeSH
Market value$1.86M
1.41%
Sole
4.98K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares7.84K
TypeSH
Market value$1.45M
1.10%
Sole
7.84K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.76K
TypeSH
Market value$1.44M
1.09%
Sole
4.76K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.78K
TypeSH
Market value$1.34M
1.01%
Sole
3.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.70K
TypeSH
Market value$1.29M
0.98%
Sole
8.70K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares2.62K
TypeSH
Market value$1.25M
0.95%
Sole
2.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 331.98K | SH | $23.65M 17.92% | 331.98K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 258.66K | SH | $6.85M 5.19% | 258.66K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 95.81K | SH | $5.72M 4.33% | 95.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 72.56K | SH | $5.59M 4.24% | 72.56K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 25.62K | SH | $4.88M 3.70% | 25.62K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.49K | SH | $4.70M 3.56% | 23.49K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 87.60K | SH | $4.43M 3.36% | 87.60K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 45.28K | SH | $4.37M 3.31% | 45.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.24K | SH | $3.83M 2.90% | 13.24K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 28.05K | SH | $3.41M 2.58% | 28.05K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 39.56K | SH | $3.38M 2.56% | 39.56K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 38.18K | SH | $3.16M 2.40% | 38.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 13.53K | SH | $2.95M 2.23% | 13.53K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.36K | SH | $2.23M 1.69% | 9.36K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 26.32K | SH | $2.12M 1.61% | 26.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.85K | SH | $2.09M 1.58% | 5.85K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.80K | SH | $2.08M 1.58% | 1.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.92K | SH | $2.01M 1.52% | 2.92K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.05K | SH | $1.87M 1.41% | 5.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.98K | SH | $1.86M 1.41% | 4.98K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 7.84K | SH | $1.45M 1.10% | 7.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.76K | SH | $1.44M 1.09% | 4.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.78K | SH | $1.34M 1.01% | 3.78K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 8.70K | SH | $1.29M 0.98% | 8.70K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 2.62K | SH | $1.25M 0.95% | 2.62K | 0.00 | 0.00 |
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