Vilga Financial Planning LLC

Q4 2025 13F-HR Holdings

Location
Fair Lawn, NJ
Holdings as of
12/31/2025
Date filed
6/22/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$104,391
Net value change ($000)
—
New positions
81
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 6/22/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
VEA 18,704 —
VWO 5,107 —
NVDA 4,365 —
IJH 4,176 —
IEFA 3,940 —
XLK 3,728 —
AAPL 3,563 —
VXUS 2,994 —
VTWO 2,953 —
ICSH 2,793 —
Top Reduces (Value $000, Stocks/ETFs)
—
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type