Vilga Financial Planning
Vilga Financial Planning reported 102 stocks worth $168M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VEA (14.1%), UTHR (6.5%) and XERS (6.0%). Compared with Q2 2026, the fund opened new positions in UTHR, XERS and ABVX, added to VEA, SCHP and VWO, trimmed IJH, IEFA and AAPL and sold out of XOM, AMAT and MO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $23.6M | 14.1% | 335K | +2,925 (+1%) | 4 of 4 | |
| 2 |  UTHR United Therapeutics Corp Del | $10.8M | 6.5% | 20K | New position | 1 of 4 | |
| 3 |  XERS Xeris Biopharma Holdings Inc | $10.1M | 6.0% | 1.1M | New position | 1 of 4 | |
| 4 |  SCHP Schwab US Tips ETF | $9.4M | 5.6% | 373K | +115K (+44%) | 4 of 4 | |
| 5 |  VWO Vanguard Intl Equity Index F | $5.7M | 3.4% | 96K | +567 (+1%) | 4 of 4 | |
| 6 |  ICSH Ishares TR | $5.6M | 3.4% | 112K | +24K (+27%) | 4 of 4 | |
| 7 |  NVDA Nvidia Corporation | $5.5M | 3.3% | 24K | +727 (+3%) | 4 of 4 | |
| 8 |  XLK Select Sector Spdr TR | $5.2M | 3.1% | 27K | +1,123 (+4%) | 4 of 4 | |
| 9 |  IJH Ishares TR | $5.2M | 3.1% | 72K | −366 (−1%) | 4 of 4 | |
| 10 |  IEFA Ishares TR | $4.4M | 2.6% | 45K | −211 (−0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Vilga Financial Planning 13F FAQ
What does Vilga Financial Planning own?
Vilga Financial Planning reported 102 stocks worth $168M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VEA (14.1%), UTHR (6.5%) and XERS (6.0%). The table above lists every position in the filing (the top 10 without an account).
What did Vilga Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 46 added to, 22 trimmed and 4 sold out. New positions include UTHR, XERS and ABVX. It sold all of XOM, AMAT and MO.
When will Vilga Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Vilga Financial Planning's portfolio worth?
The Q3 2026 filing reports $168M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.