Vilga Financial Planning LLC

Q3 2026 13F-HR Holdings

Location
Fair Lawn, NJ
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$167,641
Net value change ($000)
+35,619 (27.0%)
New positions
13
Sold out positions
4
Turnover %
17.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UTHR 10,839 NEW
XERS 10,134 NEW
SCHP 2,527 36.9%
GOOGL 2,378 178.0%
ABVX 2,178 NEW
VEEV 1,713 NEW
CORT 1,503 NEW
ICSH 1,196 27.0%
NVDA 830 17.7%
RDDT 767 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJH -401 -7.2%
XOM -352 -100.0%
TSLA -334 -35.9%
AMAT -241 -100.0%
MO -217 -100.0%
LOW -208 -100.0%
MU -171 -8.2%
FLEX -164 -33.7%
XLI -157 -10.8%
IEMG -155 -4.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type