We are live on ! Find out more
VFP

Vilga Financial Planning Portfolio holdings

AUM $132M
This Fund
S&P 500
This Quarter Est. Return
+3.08%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow %
99.02%
Top 10 Hldgs %
50.12%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.3M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.16M
3
NVDA icon
NVIDIA
NVDA
+$4.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.14M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.89M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 12.36%
2 Communication Services 4.37%
3 Consumer Discretionary 3.81%
4 Financials 3.27%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
76
Lowe's Companies
LOW
$123B
$225K 0.22%
+932
New +$224K
USFR icon
77
WisdomTree Floating Rate Treasury Fund
USFR
$18.7B
$220K 0.21%
+4,376
New +$220K
MU icon
78
Micron Technology
MU
$1.06T
$218K 0.21%
+765
New +$176K
SCHE icon
79
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$215K 0.21%
+6,571
New +$219K
XLRE icon
80
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.63B
$215K 0.21%
+5,320
New +$219K
DIS icon
81
Walt Disney
DIS
$185B
$203K 0.19%
+1,785
New +$197K
1 2 3
4

Similar funds

FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
GCM
Goldstream Capital Management Central, Hong Kong $132M AUM 224.91% 1-Year Est. Return
FGC
First Growth Capital Pikesville, Maryland $132M AUM
MWM
McCartney Wealth Management Clayton, Missouri $132M AUM
LGG
Luts & Greenleigh Group Bethesda, Maryland $132M AUM 34.9% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
TWM
Tortuga Wealth Management Torrance, California $132M AUM

Vilga Financial Planning's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Vilga Financial Planning, which disclosed 81 positions worth $104M. Its ten largest holdings account for 50% of the portfolio.

Its largest position is Vanguard FTSE Developed Markets ETF: 299,407 shares worth $18.7M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Communication Services and Consumer Discretionary.

  • Vilga Financial Planning's largest Q4 2025 buy was Vanguard FTSE Developed Markets ETF: 299,407 shares worth $18.7M.
  • Vilga Financial Planning's ten largest holdings make up 50% of its $104M portfolio in Q4 2025.
  • Vilga Financial Planning disclosed 81 positions in Q4 2025, its first 13F filing on record.

Based on Vilga Financial Planning's 13F filing for Q4 2025, filed 22 Jun 2026.