2026 Q1 Portfolio Activity
In 2026 Q1, Vilga Financial Planning LLC maintained a portfolio of 83 distinct positions.
Position History
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Total Positions
83
Quarter
2026 Q1
Top Holding
VEA (18.2%)
Top 10 Concentration
52.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 83
Vilga Financial Planning LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 18.17% | — |
#1
Prev: #—
|
9.5 |
—
|
317,399 | — |
NEW
|
317,399 | $20,338,928 |
$63.74
+13.6%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | ||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 5.36% | — |
#2
Prev: #—
|
7.1 |
—
|
225,316 | — |
NEW
|
225,316 | $5,995,659 |
$26.29
+0.4%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | ||
|
VWO
VANGUARD INTL E...
|
ETF | 4.96% | — |
#3
Prev: #—
|
6.5 |
—
|
102,756 | — |
NEW
|
102,756 | $5,553,962 |
$53.99
+10.0%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | ||
|
IJH
ISHARES TR
|
ETF | 4.41% | — |
#4
Prev: #—
|
5.8 |
—
|
73,078 | — |
NEW
|
73,078 | $4,934,957 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.65% | — |
#5
Prev: #—
|
5.5 |
—
|
23,402 | — |
NEW
|
23,402 | $4,081,334 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
ICSH
ISHARES TR
|
ETF | 3.57% | — |
#6
Prev: #—
|
4.9 |
—
|
78,914 | — |
NEW
|
78,914 | $3,994,627 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
IEFA
ISHARES TR
|
ETF | 3.56% | — |
#7
Prev: #—
|
4.9 |
—
|
44,015 | — |
NEW
|
44,015 | $3,984,678 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 3.07% | — |
#8
Prev: #—
|
4.7 |
—
|
25,893 | — |
NEW
|
25,893 | $3,441,180 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
AAPL
APPLE INC
|
Technology | 2.97% | — |
#9
Prev: #—
|
4.7 |
—
|
13,105 | — |
NEW
|
13,105 | $3,325,978 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 2.73% | — |
#10
Prev: #—
|
4.6 |
—
|
39,693 | — |
NEW
|
39,693 | $3,060,727 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VTWO
VANGUARD SCOTTS...
|
ETF | 2.58% | — |
#11
Prev: #—
|
4.5 |
—
|
28,864 | — |
NEW
|
28,864 | $2,891,307 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.37% | — |
#12
Prev: #—
|
4.4 |
—
|
13,529 | — |
NEW
|
13,529 | $2,654,390 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
IEMG
ISHARES INC
|
ETF | 2.31% | — |
#13
Prev: #—
|
4.4 |
—
|
37,033 | — |
NEW
|
37,033 | $2,583,052 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.73% | — |
#14
Prev: #—
|
4.2 |
—
|
5,226 | — |
NEW
|
5,226 | $1,934,508 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.71% | — |
#15
Prev: #—
|
4.2 |
—
|
6,647 | — |
NEW
|
6,647 | $1,908,885 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.70% | — |
#16
Prev: #—
|
4.2 |
—
|
9,162 | — |
NEW
|
9,162 | $1,908,170 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.65% | — |
#17
Prev: #—
|
4.2 |
—
|
3,089 | — |
NEW
|
3,089 | $1,846,082 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.49% | — |
#18
Prev: #—
|
4.1 |
—
|
5,807 | — |
NEW
|
5,807 | $1,669,861 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.43% | — |
#19
Prev: #—
|
4.1 |
—
|
4,994 | — |
NEW
|
4,994 | $1,602,125 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 1.12% | — |
#20
Prev: #—
|
3.9 |
—
|
11,342 | — |
NEW
|
11,342 | $1,257,374 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.11% | — |
#21
Prev: #—
|
3.9 |
—
|
4,763 | — |
NEW
|
4,763 | $1,247,525 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 1.11% | — |
#22
Prev: #—
|
3.9 |
—
|
7,654 | — |
NEW
|
7,654 | $1,237,881 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
IJR
ISHARES TR
|
ETF | 0.97% | — |
#23
Prev: #—
|
3.9 |
—
|
8,700 | — |
NEW
|
8,700 | $1,081,497 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.96% | — |
#24
Prev: #—
|
3.9 |
—
|
2,245 | — |
NEW
|
2,245 | $1,075,804 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.96% | — |
#25
Prev: #—
|
3.9 |
—
|
3,744 | — |
NEW
|
3,744 | $1,074,004 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.95% | — |
#26
Prev: #—
|
3.9 |
—
|
21,555 | — |
NEW
|
21,555 | $1,064,170 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
CMF
ISHARES TR
|
ETF | 0.95% | — |
#27
Prev: #—
|
3.9 |
—
|
18,626 | — |
NEW
|
18,626 | $1,059,074 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.90% | — |
#28
Prev: #—
|
3.9 |
—
|
12,195 | — |
NEW
|
12,195 | $1,009,136 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
IVV
ISHARES TR
|
ETF | 0.88% | — |
#29
Prev: #—
|
3.9 |
—
|
1,512 | — |
NEW
|
1,512 | $987,885 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.86% | — |
#30
Prev: #—
|
3.8 |
—
|
20,086 | — |
NEW
|
20,086 | $965,132 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 0.85% | — |
#31
Prev: #—
|
3.8 |
—
|
8,748 | — |
NEW
|
8,748 | $953,357 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.77% | — |
#32
Prev: #—
|
3.8 |
—
|
1,515 | — |
NEW
|
1,515 | $866,777 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.74% | — |
#33
Prev: #—
|
3.8 |
—
|
2,672 | — |
NEW
|
2,672 | $827,011 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.74% | — |
#34
Prev: #—
|
3.8 |
—
|
11,000 | — |
NEW
|
11,000 | $826,100 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.71% | — |
#35
Prev: #—
|
3.8 |
—
|
2,146 | — |
NEW
|
2,146 | $797,776 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
EFA
ISHARES TR
|
ETF | 0.70% | — |
#36
Prev: #—
|
3.8 |
—
|
8,121 | — |
NEW
|
8,121 | $788,793 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 0.69% | — |
#37
Prev: #—
|
3.8 |
—
|
5,286 | — |
NEW
|
5,286 | $774,980 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.67% | — |
#38
Prev: #—
|
3.8 |
—
|
2,221 | — |
NEW
|
2,221 | $750,587 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
V
VISA INC
|
Financial Services | 0.67% | — |
#39
Prev: #—
|
3.8 |
—
|
2,483 | — |
NEW
|
2,483 | $750,462 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.67% | — |
#40
Prev: #—
|
3.8 |
—
|
11,970 | — |
NEW
|
11,970 | $747,527 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.61% | — |
#41
Prev: #—
|
3.7 |
—
|
738 | — |
NEW
|
738 | $678,790 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.59% | — |
#42
Prev: #—
|
3.7 |
—
|
16,915 | — |
NEW
|
16,915 | $657,317 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.57% | — |
#43
Prev: #—
|
3.7 |
—
|
2,181 | — |
NEW
|
2,181 | $641,563 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.46% | — |
#44
Prev: #—
|
3.7 |
—
|
3,725 | — |
NEW
|
3,725 | $515,242 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.41% | — |
#45
Prev: #—
|
3.7 |
—
|
13,404 | — |
NEW
|
13,404 | $455,334 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.39% | — |
#46
Prev: #—
|
3.7 |
—
|
2,578 | — |
NEW
|
2,578 | $437,383 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.38% | — |
#47
Prev: #—
|
3.7 |
—
|
1,000 | — |
NEW
|
1,000 | $430,290 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 0.37% | — |
#48
Prev: #—
|
3.6 |
—
|
5,109 | — |
NEW
|
5,109 | $418,836 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.34% | — |
#49
Prev: #—
|
3.6 |
—
|
8,293 | — |
NEW
|
8,293 | $380,566 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.34% | — |
#50
Prev: #—
|
3.6 |
—
|
7,716 | — |
NEW
|
7,716 | $376,155 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-06-22 |
Showing 1-50 of 83 holdings