account_balance
Investment manager · 13F filer · SEC CIK 2083456
Vilga Financial Planning LLC
Reported value$168Mas of Sep 30, 2026
Positions102 12 new, 3 sold out
Top 10 weight51.1%VEA alone is 14%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
14.1%
UTHRUnited Therapeutics Corp
6.5%New
XERSXeris Biopharma Holdings, Inc.
6.0%New
SCHPSchwab Strategic Tr
5.6%Added +44%
VWOVanguard Intl Equity Index F
3.4%
ICSHiShares Tr
3.4%Added +27%
NVDANVIDIA Corp
3.3%Added +3%
XLKSelect Sector SPDR Tr
3.1%Added +4%
IJHiShares Tr
3.1%
IEFAiShares Tr
2.6%
AAPLApple Inc.
2.6%
GOOGAlphabet Inc.
2.2%+188%
VEAVanguard Tax-Managed FDS
14.1%
UTHRUnited Therapeutics Corp
6.5%
XERSXeris Biopharma Holdings, Inc.
6.0%
SCHPSchwab Strategic Tr
5.6%
VWO3.4%
ICSH3.4%
NVDANVIDIA Corp
3.3%
XLKSelect Sector SPDR Tr
3.1%
IJH3.1%
IEFA
AAPL2.6%GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 14.1% Held
UTHR United Therapeutics Corp 6.5% NewXERS Xeris Biopharma Holdings, Inc. 6.0% NewSCHP Schwab Strategic Tr 5.6% Added +44%
VWO Vanguard Intl Equity Index F 3.4% Held
ICSH iShares Tr 3.4% Added +27%
NVDA NVIDIA Corp 3.3% Added +3%XLK Select Sector SPDR Tr 3.1% Added +4%
IJH iShares Tr 3.1% Held
IEFA iShares Tr 2.6% Held
AAPL Apple Inc. 2.6% HeldGOOG Alphabet Inc. 2.2% Added +188%What changed
Biggest moves since Jun 30, 2026
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