Vilga Financial Planning LLC

CIK

2083456

Location

FAIR LAWN, NJ

Portfolio Value

Micro $33,929,254

Diversification

Diversified

Filing Date

Global Rank

#7,559 / 8,633 ▲ 434

Top Industry

Semiconductors 30.3%

3Y Alpha vs SPY

+75.3%

Period ended 52 days ago

Filed Jul 9, 2026 · 43d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+40.6%

SPY

+11.9%

Annualised alpha

+69.5%

Max drawdown

−10.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.9%

−2.1 pts

Top 5

44.0%

−6.4 pts

Top 10

62.0%

−5.2 pts

HHI

561

Diversified−124

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	50.4%	$17,083,811	13
Consumer Cyclical	11.5%	$3,887,052	5
Financial Services	9.8%	$3,319,435	5
Communication Services	9.4%	$3,203,300	3
Healthcare	7.3%	$2,488,348	6
Industrials	5.4%	$1,845,063	5
Consumer Defensive	3.5%	$1,176,682	4
Unclassified	1.7%	$573,099	2
Energy	1.0%	$352,464	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+1,316	1,375	$245,080
MU	Micron Technology Inc	+1,010	1,802	$2,080,030
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+400	2,621	$1,251,710
AMZN	Amazon Com Inc	+202	9,364	$2,231,815
BAC	Bank Of America Corp /De/	+166	7,882	$449,116
MRK	Merck & Co., Inc.	+159	2,091	$268,693
AAPL	Apple Inc.	+140	13,245	$3,832,573
UNH	Unitedhealth Group Inc	+88	852	$354,116
NVDA	Nvidia Corp	+85	23,487	$4,699,513
WMT	Walmart Inc.	+72	2,929	$331,738
TSLA	Tesla, Inc.	+64	2,210	$929,526
JPM	Jpmorgan Chase & Co	+48	2,229	$729,618
GOOGL	Alphabet Inc.	+47	5,854	$2,092,043
V	Visa Inc.	+33	2,516	$863,214
COST	Costco Wholesale Corp /New	+28	382	$357,349
JNJ	Johnson & Johnson	+18	1,544	$392,129
AVGO	Broadcom Inc.	+4	2,676	$1,010,859
META	Meta Platforms, Inc.	+3	1,518	$855,074
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−250	4,976	$1,856,147
NFLX	Netflix Inc	−240	3,588	$256,183
HD	Home Depot, Inc.	−188	772	$272,268
BRK-B	Berkshire Hathaway Inc	−134	2,111	$1,056,323
GE	General Electric Co	−85	1,056	$394,658
RTX	RTX Corp	−75	1,379	$261,637
LOW	Lowes Companies Inc	−31	945	$208,363
AMD	Advanced Micro Devices Inc	−9	976	$566,968
CAT	Caterpillar Inc	−4	392	$417,440
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
FLEX	Flex Ltd.	3,000	$486,210
XOM	ExxonMobil Holdings Corp	2,578	$352,464
URI	United Rentals, Inc.	304	$344,398
LRCX	Lam Research Corp	677	$293,364
CSCO	Cisco Systems, Inc.	2,225	$261,348
INTC	Intel Corp	1,833	$255,941
TSEM	Tower Semiconductor Ltd	953	$248,389
AMAT	Applied Materials Inc /De	333	$240,759
MS	Morgan Stanley	1,058	$221,164
MO	Altria Group, Inc.	3,011	$216,641
QQQ	Invesco Qqq Trust, Series 1	278	$204,719
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	485	$242,335
ISRG	Intuitive Surgical Inc	458	$211,133
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $33,929,254 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	23,487	+85	$4,699,513	+15.1%	13.85%
AAPL	Apple Inc. Technology	Added	13,245	+140	$3,832,573	+15.2%	11.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,364	+202	$2,231,815	+17.0%	6.58%
GOOGL	Alphabet Inc. Communication Services	Added	5,854	+47	$2,092,043	+25.3%	6.17%
MU	Micron Technology Inc Technology	Added	1,802	+1,010	$2,080,030	+677.4%	6.13%
MSFT	Microsoft Corp Technology	Reduced	4,976	-250	$1,856,147	−4.1%	5.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,621	+400	$1,251,710	+66.8%	3.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,111	-134	$1,056,323	−1.8%	3.11%
AVGO	Broadcom Inc. Technology	Added	2,676	+4	$1,010,859	+22.2%	2.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,210	+64	$929,526	+16.5%	2.74%
LLY	ELI LILLY & Co Healthcare	Held	738	0	$885,179	+30.4%	2.61%
V	Visa Inc. Financial Services	Added	2,516	+33	$863,214	+15.0%	2.54%
META	Meta Platforms, Inc. Communication Services	Added	1,518	+3	$855,074	−1.4%	2.52%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,229	+48	$729,618	+13.7%	2.15%
AMD	Advanced Micro Devices Inc Technology	Reduced	976	-9	$566,968	+182.9%	1.67%
FLEX	Flex Ltd. Technology	NEW	3,000	NEW	$486,210	NEW	1.43%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,882	+166	$449,116	+19.4%	1.32%
RKLB	Rocket Lab Corp Industrials	Held	4,200	0	$426,930	+58.3%	1.26%
CAT	Caterpillar Inc Industrials	Reduced	392	-4	$417,440	+48.8%	1.23%
GE	General Electric Co Industrials	Reduced	1,056	-85	$394,658	+21.9%	1.16%
JNJ	Johnson & Johnson Healthcare	Added	1,544	+18	$392,129	+5.1%	1.16%
GLD	Spdr Gold Trust	Held	1,000	0	$368,380	−14.4%	1.09%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	382	+28	$357,349	+1.3%	1.05%
UNH	Unitedhealth Group Inc Healthcare	Added	852	+88	$354,116	+71.3%	1.04%
XOM	ExxonMobil Holdings Corp Energy	NEW	2,578	NEW	$352,464	NEW	1.04%
URI	United Rentals, Inc. Industrials	NEW	304	NEW	$344,398	NEW	1.02%
ABBV	AbbVie Inc. Healthcare	Held	1,321	0	$332,416	+15.7%	0.98%
WMT	Walmart Inc. Consumer Defensive	Added	2,929	+72	$331,738	−6.6%	0.98%
LRCX	Lam Research Corp Technology	NEW	677	NEW	$293,364	NEW	0.86%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	772	-188	$272,268	−13.8%	0.80%
KO	Coca Cola Co Consumer Defensive	Held	3,334	0	$270,954	+6.9%	0.80%
MRK	Merck & Co., Inc. Healthcare	Added	2,091	+159	$268,693	+15.6%	0.79%
RTX	RTX Corp Industrials	Reduced	1,379	-75	$261,637	−6.7%	0.77%
CSCO	Cisco Systems, Inc. Technology	NEW	2,225	NEW	$261,348	NEW	0.77%
NFLX	Netflix Inc Communication Services	Reduced	3,588	-240	$256,183	−30.4%	0.76%
INTC	Intel Corp Technology	NEW	1,833	NEW	$255,941	NEW	0.75%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	515	0	$255,815	+11.2%	0.75%
TSEM	Tower Semiconductor Ltd Technology	NEW	953	NEW	$248,389	NEW	0.73%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	1,375	+1,316	$245,080	−1.3%	0.72%
AMAT	Applied Materials Inc /De Technology	NEW	333	NEW	$240,759	NEW	0.71%
MS	Morgan Stanley Financial Services	NEW	1,058	NEW	$221,164	NEW	0.65%
MO	Altria Group, Inc. Consumer Defensive	NEW	3,011	NEW	$216,641	NEW	0.64%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	945	-31	$208,363	−9.6%	0.61%
QQQ	Invesco Qqq Trust, Series 1	NEW	278	NEW	$204,719	NEW	0.60%

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.