Vilga Financial Planning LLC
All 13F Filings
- Location
- Fair Lawn, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 111,944
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 6/22/2026 | 83 | 111,944 | 13F-HR | Vilga Financial Planning LLC |
| Q4 2025 | 6/22/2026 | 81 | 104,391 | 13F-HR | Vilga Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.95 K | 24.1% | 0 | 2.621 K | -2.621 K |
| ETFs | 85 K | 75.9% | 10.18 K | 0 | 10.18 K |
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Fund Snapshot
Q1 2026
Latest filed
6/22/2026
Total value ($000)
111,944
Holdings
83
QoQ value change ($000)
7,553
(7.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.