Vilga Financial Planning LLC

CIK

2083456

Location

FAIR LAWN, NJ

Portfolio Value

Small $147,861,422

Diversification

Diversified

Filing Date

Global Rank

#7,682 / 8,807 ▲ 159 · as of Jun 2026

Top Industry

Drug Manufacturers - Specialty & Generic 31.7%

Period ended 20 days ago

Filed Oct 9, 2026 · 11d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.7% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 70.8%; sector active share 63.5% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

102 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.0%

−1.9 pts

Top 5

44.5%

−8.6 pts

Top 10

68.1%

−3.5 pts

HHI

621

Diversified−151

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	55.3%	$81,801,212	51
Healthcare	19.6%	$28,996,202	12
Technology	12.5%	$18,430,968	13
Communication Services	5.8%	$8,602,590	5
Consumer Cyclical	2.3%	$3,402,257	4
Financial Services	2.2%	$3,207,377	6
Industrials	1.2%	$1,819,935	6
Consumer Defensive	0.8%	$1,154,946	4
Energy	0.3%	$445,935	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHP	Schwab U.S. TIPS ETF	+114,651	373,311	$9,381,305
ICSH	iShares Ultra Short Duration Bond Active ETF	+24,049	111,647	$5,627,008
GOOG	Alphabet Inc.	+7,119	10,901	$3,714,406
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	+4,421	32,470	$3,644,432
VEA	Vanguard FTSE Developed Markets ETF	+2,925	334,906	$23,647,712
GOOGL	Alphabet Inc.	+2,109	7,963	$2,739,909
SCO		+2,000	12,000	$238,200
BNDX	Vanguard Total International Bond ETF	+1,579	23,963	$1,123,145
XLF	State Street Corp	+1,329	23,052	$0
VXUS	Vanguard Total International Stock ETF	+1,303	40,864	$3,471,805
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+1,123	26,743	$5,234,942
NVDA	Nvidia Corp	+727	24,214	$5,529,993
VO	VANGUARD MID-CAP INDEX FUND	+625	26,950	$2,113,419
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+567	96,381	$5,716,357
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+479	4,204	$663,601
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+367	6,447	$396,490
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+353	5,807	$978,014
—		+342	5,683	$0
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+336	8,786	$346,519
VNQ	VANGUARD REAL ESTATE INDEX FUND	+330	4,223	$378,507
VOO	VANGUARD 500 INDEX FUND	+276	3,196	$2,239,948
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+267	12,640	$989,838
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+254	5,830	$238,505
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+214	9,252	$1,006,987
—		+206	5,914	$0
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
IEMG	iShares Trust	−1,116	37,068	$0
TSLA	Tesla, Inc.	−531	1,679	$595,725
NFLX	Netflix Inc	−425	3,163	$220,081
MSFT	Microsoft Corp	−408	4,568	$2,342,927
VTV	VANGUARD VALUE INDEX FUND	−381	13,148	$2,841,019
IJH	iShares Core S&P Mid-Cap ETF	−366	72,192	$0
AAPL	Apple Inc.	−247	12,998	$4,328,593
IEFA	iShares Core MSCI EAFE ETF	−211	45,070	$0
BRK-B	Berkshire Hathaway Inc	−193	1,918	$955,068
AMZN	Amazon Com Inc	−96	9,268	$2,309,122
BAC	Bank Of America Corp /De/	−92	7,790	$424,009
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−79	7,763	$1,296,265
FLEX	Flex Ltd.	−69	2,931	$322,380
VB	Vanguard Index Funds	−51	4,712	$1,340,516
RTX	RTX Corp	−33	1,346	$249,884
JPM	Jpmorgan Chase & Co	−32	2,197	$726,833
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−21	2,600	$1,186,094
V	Visa Inc.	−17	2,499	$897,965
MU	Micron Technology Inc	−10	1,792	$1,908,677
COST	Costco Wholesale Corp /New	−9	373	$339,556
URI	United Rentals, Inc.	−5	299	$299,233
VRTX	Vertex Pharmaceuticals Inc / Ma	−2	513	$268,201
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	−1	11,322	$1,256,402
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
UTHR	UNITED THERAPEUTICS Corp	20,003	$10,839,425
XERS	Xeris Biopharma Holdings, Inc.	1,060,000	$10,133,600
ABVX	Abivax S.A.	22,000	$2,178,440
VEEV	Veeva Systems Inc	6,000	$1,712,700
CORT	Corcept Therapeutics Inc	13,046	$1,503,290
RDDT	Reddit, Inc.	5,386	$767,181
GEV	GE Vernova Inc.	299	$284,196
PLTR	Palantir Technologies Inc.	1,350	$252,517
NVDL	GraniteShares 2x Long NVDA Daily ETF	6,000	$220,260
PG	PROCTER & GAMBLE Co	1,437	$208,767
HOWL	Werewolf Therapeutics, Inc.	53,423	$49,272
—		937	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	333	$240,759
MO	Altria Group, Inc.	3,011	$216,641
LOW	Lowes Companies Inc	945	$208,363
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

102 tracked positions · $147,861,422 total · filing declares 102 positions · $167,640,647 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	334,906	+2,925	$23,647,712	−0.0%	15.99%
UTHR	UNITED THERAPEUTICS Corp Healthcare	NEW	20,003	NEW	$10,839,425	NEW	7.33%
XERS	Xeris Biopharma Holdings, Inc. Healthcare	NEW	1,060,000	NEW	$10,133,600	NEW	6.85%
SCHP	Schwab U.S. TIPS ETF	Added	373,311	+114,651	$9,381,305	+36.9%	6.34%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	96,381	+567	$5,716,357	−0.0%	3.87%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	111,647	+24,049	$5,627,008	+27.0%	3.81%
NVDA	Nvidia Corp Technology	Added	24,214	+727	$5,529,993	+17.7%	3.74%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	26,743	+1,123	$5,234,942	+7.2%	3.54%
AAPL	Apple Inc. Technology	Reduced	12,998	-247	$4,328,593	+12.9%	2.93%
GOOG	Alphabet Inc. Communication Services	Added	10,901	+7,119	$3,714,406	+178.0%	2.51%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Added	32,470	+4,421	$3,644,432	+7.0%	2.46%
VXUS	Vanguard Total International Stock ETF	Added	40,864	+1,303	$3,471,805	+2.7%	2.35%
VTV	VANGUARD VALUE INDEX FUND	Reduced	13,148	-381	$2,841,019	−3.6%	1.92%
GOOGL	Alphabet Inc. Communication Services	Added	7,963	+2,109	$2,739,909	+31.0%	1.85%
MSFT	Microsoft Corp Technology	Reduced	4,568	-408	$2,342,927	+26.2%	1.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,268	-96	$2,309,122	+3.5%	1.56%
VOO	VANGUARD 500 INDEX FUND	Added	3,196	+276	$2,239,948	+11.7%	1.51%
ABVX	Abivax S.A. Healthcare	NEW	22,000	NEW	$2,178,440	NEW	1.47%
VO	VANGUARD MID-CAP INDEX FUND	Added	26,950	+625	$2,113,419	−0.4%	1.43%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	5,199	+151	$1,945,673	+4.2%	1.32%
MU	Micron Technology Inc Technology	Reduced	1,792	-10	$1,908,677	−8.2%	1.29%
VEEV	Veeva Systems Inc Healthcare	NEW	6,000	NEW	$1,712,700	NEW	1.16%
CORT	Corcept Therapeutics Inc Healthcare	NEW	13,046	NEW	$1,503,290	NEW	1.02%
VB	Vanguard Index Funds	Reduced	4,712	-51	$1,340,516	−7.2%	0.91%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	7,763	-79	$1,296,265	−10.8%	0.88%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Reduced	11,322	-1	$1,256,402	+3.6%	0.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,600	-21	$1,186,094	−5.2%	0.80%
META	Meta Platforms, Inc. Communication Services	Added	1,601	+83	$1,161,013	+35.8%	0.79%
BNDX	Vanguard Total International Bond ETF	Added	23,963	+1,579	$1,123,145	+3.6%	0.76%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	9,252	+214	$1,006,987	−5.0%	0.68%
AVGO	Broadcom Inc. Technology	Added	2,819	+143	$990,004	−2.1%	0.67%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	12,640	+267	$989,838	−3.2%	0.67%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	5,807	+353	$978,014	+13.0%	0.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,918	-193	$955,068	−9.6%	0.65%
VEU	Vanguard International Equity Index Funds	Held	11,000	0	$912,670	−0.9%	0.62%
V	Visa Inc. Financial Services	Reduced	2,499	-17	$897,965	+4.0%	0.61%
LLY	ELI LILLY & Co Healthcare	Added	764	+26	$884,009	−0.1%	0.60%
DFAT	Dimensional U.S. Targeted Value ETF	Held	11,970	0	$795,286	−5.0%	0.54%
RDDT	Reddit, Inc. Communication Services	NEW	5,386	NEW	$767,181	NEW	0.52%
DFAC	Dimensional U.S. Core Equity 2 ETF	Held	16,915	0	$751,871	+0.2%	0.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,197	-32	$726,833	−0.4%	0.49%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	4,204	+479	$663,601	+13.5%	0.45%
AMD	Advanced Micro Devices Inc Technology	Added	1,030	+54	$630,112	+11.1%	0.43%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,679	-531	$595,725	−35.9%	0.40%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Held	13,404	0	$496,216	+0.5%	0.34%
XOM	ExxonMobil Holdings Corp Energy	Added	2,740	+162	$445,935	+26.5%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	1,645	+101	$435,497	+11.1%	0.29%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	7,790	-92	$424,009	−5.6%	0.29%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	6,447	+367	$396,490	+22.8%	0.27%
GLD	Spdr Gold Trust	Held	1,000	0	$380,840	+3.4%	0.26%

Showing the top 50 of 102 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.