Vilga Financial Planning LLC
Filing Date
Global Rank
#7,539
/ 8,603
▲ 18
· as of Mar 2026
Top Industry
Semiconductors
24.3%
3Y Alpha vs SPY
+3.0%
Period ended 3 months ago
Filed Jun 22, 2026 · 17d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.7%
SPY
+9.6%
Annualised alpha
+5.9%
Max drawdown
−10.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.9%
+0.5 pts
Top 5
50.4%
−1.1 pts
Top 10
67.2%
−1.5 pts
HHI
685
Diversified−5
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.4% | $11,387,276 |
| Consumer Cyclical | 13.7% | $3,500,695 |
| Financial Services | 12.0% | $3,086,317 |
| Communication Services | 11.3% | $2,904,698 |
| Healthcare | 8.7% | $2,219,340 |
| Industrials | 4.5% | $1,154,531 |
| Consumer Defensive | 3.7% | $961,353 |
| Unclassified | 1.7% | $430,290 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | +255 | 7,716 | $376,155 | |
| RTX | RTX Corp | +75 | 1,454 | $280,476 | |
| LOW | Lowes Companies Inc | +44 | 976 | $230,609 | |
| UNH | Unitedhealth Group Inc | +36 | 764 | $206,730 | |
| AVGO | Broadcom Inc. | +33 | 2,672 | $827,010 | |
| MU | Micron Technology Inc | +27 | 792 | $267,569 | |
| META | Meta Platforms, Inc. | +13 | 1,515 | $866,776 | |
| ISRG | Intuitive Surgical Inc | +9 | 458 | $211,133 | |
| V | Visa Inc. | +4 | 2,483 | $750,461 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −300 | 5,226 | $1,934,508 | |
| NFLX | Netflix Inc | −130 | 3,828 | $368,062 | |
| WMT | Walmart Inc. | −56 | 2,857 | $355,067 | |
| MA | Mastercard Inc | −54 | 485 | $242,335 | |
| JNJ | Johnson & Johnson | −43 | 1,526 | $373,015 | |
| CAT | Caterpillar Inc | −40 | 396 | $280,550 | |
| HD | Home Depot, Inc. | −22 | 960 | $315,734 | |
| AMZN | Amazon Com Inc | −19 | 9,162 | $1,908,169 | |
| COST | Costco Wholesale Corp /New | −6 | 354 | $352,736 | |
| BKNG | Booking Holdings Inc. | −2 | 59 | $248,408 | |
| No positions match the current search. | |||||
35 positions ·
$25,644,500 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 23,402 | $4,081,308 | 15.91% | |
| AAPL |
Apple Inc.
Technology
|
Held | 13,105 | $3,325,917 | 12.97% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,226 | $1,934,508 | 7.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,162 | $1,908,169 | 7.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 5,807 | $1,669,860 | 6.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,245 | $1,075,804 | 4.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,515 | $866,776 | 3.38% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,672 | $827,010 | 3.22% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,146 | $797,775 | 3.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 2,221 | $750,586 | 2.93% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,483 | $750,461 | 2.93% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 738 | $678,790 | 2.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,181 | $641,562 | 2.50% | |
| GLD |
Spdr Gold Trust
|
Held | 1,000 | $430,290 | 1.68% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 7,716 | $376,155 | 1.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,526 | $373,015 | 1.45% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 3,828 | $368,062 | 1.44% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,857 | $355,067 | 1.38% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 354 | $352,736 | 1.38% | |
| GE |
General Electric Co
Industrials
|
Held | 1,141 | $323,781 | 1.26% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 960 | $315,734 | 1.23% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,321 | $287,304 | 1.12% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 396 | $280,550 | 1.09% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,454 | $280,476 | 1.09% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Held | 4,200 | $269,724 | 1.05% | |
| MU |
Micron Technology Inc
Technology
|
Added | 792 | $267,569 | 1.04% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,334 | $253,550 | 0.99% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Reduced | 59 | $248,408 | 0.97% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 485 | $242,335 | 0.94% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,932 | $232,400 | 0.91% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 976 | $230,609 | 0.90% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Held | 515 | $229,968 | 0.90% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 458 | $211,133 | 0.82% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 764 | $206,730 | 0.81% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 985 | $200,378 | 0.78% |