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
% of AUM
99.02%
Top 10 Holdings %
Top 10 Hldgs %
50.12%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$18.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.16M |
| 3 |
NVIDIA
NVDA
|
+$4.36M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.14M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.89M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 71.88% |
| 2 | Technology | 12.36% |
| 3 | Communication Services | 4.37% |
| 4 | Consumer Discretionary | 3.81% |
| 5 | Financials | 3.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $18.7M | 17.92% |
+299,407
| New | +$18.3M |
2025 Q4
0 quarters
|
|
|
2
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $5.11M | 4.89% |
+94,993
| New | +$5.16M |
2025 Q4
0 quarters
|
|
|
3
NVIDIA
NVDA
$5.57T
| $4.36M | 4.18% |
+23,402
| New | +$4.36M |
2025 Q4
0 quarters
|
|
|
4
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $4.18M | 4% |
+63,273
| New | +$4.14M |
2025 Q4
0 quarters
|
|
|
5
iShares Core MSCI EAFE ETF
IEFA
$189B
| $3.94M | 3.77% |
+44,042
| New | +$3.89M |
2025 Q4
0 quarters
|
|
6
State Street Technology Select Sector SPDR ETF
XLK
$129B
| $3.73M | 3.57% |
+25,895
| New | +$3.74M |
2025 Q4
0 quarters
|
|
7
Apple
AAPL
$4.97T
| $3.56M | 3.41% |
+13,105
| New | +$3.52M |
2025 Q4
0 quarters
|
|
8
Vanguard Total International Stock ETF
VXUS
$159B
| $2.99M | 2.87% |
+39,693
| New | +$2.96M |
2025 Q4
0 quarters
|
|
9
Vanguard Russell 2000 ETF
VTWO
$16.3B
| $2.95M | 2.83% |
+29,676
| New | +$2.95M |
2025 Q4
0 quarters
|
|
10
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.83B
| $2.79M | 2.68% |
+55,220
| New | +$2.8M |
2025 Q4
0 quarters
|
|
11
Microsoft
MSFT
$3.88T
| $2.67M | 2.56% |
+5,526
| New | +$2.77M |
2025 Q4
0 quarters
|
|
12
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
| $2.51M | 2.4% |
+37,310
| New | +$2.5M |
2025 Q4
0 quarters
|
|
13
Amazon
AMZN
$2.74T
| $2.12M | 2.03% |
+9,181
| New | +$2.1M |
2025 Q4
0 quarters
|
|
14
Schwab US TIPS ETF
SCHP
$16B
| $2.05M | 1.97% |
+77,508
| New | +$2.08M |
2025 Q4
0 quarters
|
|
15
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $1.93M | 1.85% |
+26,588
| New | +$1.93M |
2025 Q4
0 quarters
|
|
16
Alphabet (Google) Class A
GOOGL
$4.26T
| $1.82M | 1.74% |
+5,807
| New | +$1.66M |
2025 Q4
0 quarters
|
|
17
Vanguard S&P 500 ETF
VOO
$1.06T
| $1.76M | 1.68% |
+2,799
| New | +$1.74M |
2025 Q4
0 quarters
|
|
18
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
| $1.67M | 1.6% |
+4,975
| New | +$1.66M |
2025 Q4
0 quarters
|
|
19
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$868M
| $1.54M | 1.47% |
+61,668
| New | +$1.54M |
2025 Q4
0 quarters
|
|
20
State Street Communication Services Select Sector SPDR ETF
XLC
$23.3B
| $1.3M | 1.25% |
+11,081
| New | +$1.28M |
2025 Q4
0 quarters
|
|
21
Vanguard Morningstar Small-Cap ETF
VB
$77.6B
| $1.23M | 1.18% |
+4,763
| New | +$1.22M |
2025 Q4
0 quarters
|
|
22
State Street Financial Select Sector SPDR ETF
XLF
$50.7B
| $1.21M | 1.16% |
+22,147
| New | +$1.18M |
2025 Q4
0 quarters
|
|
23
State Street Industrial Select Sector SPDR ETF
XLI
$30.1B
| $1.19M | 1.14% |
+7,692
| New | +$1.18M |
2025 Q4
0 quarters
|
|
|
24
Alphabet (Google) Class C
GOOG
$4.22T
| $1.17M | 1.13% |
+3,744
| New | +$1.07M |
2025 Q4
0 quarters
|
|
25
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.13M | 1.08% |
+2,245
| New | +$1.12M |
2025 Q4
0 quarters
|
|
Similar funds
FPFC
TWML
GCM
FGC
MWM
IAG
LGG
QC
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 Miscellaneous at 72% of assets, followed by Technology and Communication Services.
- 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.