Vilga Financial Planning LLC

Q2 2026 13F-HR Holdings

Location
Fair Lawn, NJ
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$132,022
Net value change ($000)
+20,078 (17.9%)
New positions
14
Sold out positions
4
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
VEA 3,315 16.3%
MU 1,812 676.1%
XLK 1,440 41.8%
SCHP 858 14.3%
IJH 660 13.4%
NVDA 619 15.2%
IEMG 580 22.5%
VTWO 515 17.8%
AAPL 507 15.2%
TSM 501 66.7%
Top Reduces (Value $000, Stocks/ETFs)
VBR -283 -100.0%
VOE -267 -100.0%
MA -242 -100.0%
ISRG -211 -100.0%
NFLX -112 -30.4%
XOM -85 -19.5%
MSFT -79 -4.1%
GLD -62 -14.4%
XLC -44 -3.5%
HD -44 -13.9%
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