Vilga Financial Planning LLC reported 52 positions worth $66.68M for the quarter ended Sep 30, 2026, up 88.3% on the prior quarter. It opened 10 new positions, added to 23, trimmed 16 and exited 3. Its largest holding is UNITED THERAPEUTICS Corp at 16.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UTHR UNITED THERAPEUTICS Corp | +20.0K | – | $10.84M | 16.26% |
| XERS Xeris Biopharma Holdings, Inc. | +1.06M | – | $10.13M | 15.2% |
| GOOG Alphabet Inc. | +7,119 | +188.2% | $2.43M | 5.57% |
| ABVX Abivax S.A. | +22.0K | – | $2.18M | 3.27% |
| VEEV Veeva Systems Inc | +6,000 | – | $1.71M | 2.57% |
| CORT Corcept Therapeutics Inc | +13.0K | – | $1.50M | 2.25% |
| RDDT Reddit, Inc. | +5,386 | – | $767.18K | 1.15% |
| GOOGL Alphabet Inc. | +2,109 | +36.0% | $725.66K | 4.11% |
| GEV GE Vernova Inc. | +299 | – | $284.20K | 0.426% |
| PLTR Palantir Technologies Inc. | +1,350 | – | $252.52K | 0.379% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMAT Applied Materials Inc | -333 | -100.0% | $240.76K | Exited |
| MO Altria Group, Inc. | -3,011 | -100.0% | $216.66K | Exited |
| MSFT Microsoft Corp | -408 | -8.2% | $209.26K | 3.51% |
| LOW Lowes Companies Inc | -945 | -100.0% | $208.36K | Exited |
| TSLA Tesla, Inc. | -531 | -24.0% | $188.40K | 0.893% |
| BRK-B Berkshire Hathaway Inc | -193 | -9.1% | $96.10K | 1.43% |
| AAPL Apple Inc. | -247 | -1.9% | $82.26K | 6.49% |
| NFLX Netflix Inc | -425 | -11.8% | $29.57K | 0.33% |
| AMZN Amazon Com Inc | -96 | -1.0% | $23.92K | 3.46% |
| MU Micron Technology Inc | -10 | -0.6% | $10.65K | 2.86% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| UTHR UNITED THERAPEUTICS Corp | +20.0K | $10.84M | 16.26% |
| XERS Xeris Biopharma Holdings, Inc. | +1.06M | $10.13M | 15.2% |
| ABVX Abivax S.A. | +22.0K | $2.18M | 3.27% |
| VEEV Veeva Systems Inc | +6,000 | $1.71M | 2.57% |
| CORT Corcept Therapeutics Inc | +13.0K | $1.50M | 2.25% |
| RDDT Reddit, Inc. | +5,386 | $767.18K | 1.15% |
| GEV GE Vernova Inc. | +299 | $284.20K | 0.426% |
| PLTR Palantir Technologies Inc. | +1,350 | $252.52K | 0.379% |
| PG PROCTER & GAMBLE Co | +1,437 | $208.77K | 0.313% |
| HOWL Werewolf Therapeutics, Inc. | +53.4K | $49.27K | 0.074% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS Corp | Healthcare | 20.0K | $10.84M | 16.26% | +20.0K | – | New | 0.05% |
| 2 | XERS Xeris Biopharma Holdings, Inc. | Healthcare | 1.06M | $10.13M | 15.2% | +1.06M | – | New | 0.61% |
| 3 | NVDA Nvidia Corp | Technology | 24.2K | $5.53M | 8.29% | +727 | +3.1% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 13.0K | $4.33M | 6.49% | -247 | -1.9% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 10.9K | $3.71M | 5.57% | +7,119 | +188.2% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 7,963 | $2.74M | 4.11% | +2,109 | +36.0% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 4,568 | $2.34M | 3.51% | -408 | -8.2% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 9,268 | $2.31M | 3.46% | -96 | -1.0% | Reduced | 0% |
| 9 | ABVX Abivax S.A. | Healthcare | 22.0K | $2.18M | 3.27% | +22.0K | – | New | 0.03% |
| 10 | MU Micron Technology Inc | Technology | 1,792 | $1.91M | 2.86% | -10 | -0.6% | Reduced | 0% |
| 11 | VEEV Veeva Systems Inc | Technology | 6,000 | $1.71M | 2.57% | +6,000 | – | New | 0% |
| 12 | CORT Corcept Therapeutics Inc | Healthcare | 13.0K | $1.50M | 2.25% | +13.0K | – | New | 0.01% |
| 13 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,600 | $1.19M | 1.78% | -21 | -0.8% | Reduced | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 1,601 | $1.16M | 1.74% | +83 | +5.5% | Added | 0% |
| 15 | AVGO Broadcom Inc. | Technology | 2,819 | $990.01K | 1.48% | +143 | +5.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Vilga Financial Planning.
As of its Q3 2026 13F filing, Vilga Financial Planning LLC’s five largest positions were UNITED THERAPEUTICS Corp (UTHR) at 16.3%, Xeris Biopharma Holdings, Inc. (XERS) at 15.2%, Nvidia Corp (NVDA) at 8.3%, Apple Inc. (AAPL) at 6.5%, Alphabet Inc. (GOOG) at 5.6% of the reported portfolio.
Vilga Financial Planning LLC reported a 13F portfolio worth $66.68M across 52 positions for Q3 2026. That is up 88.3% from the previous quarter.
Its largest purchases by value were UNITED THERAPEUTICS Corp ($10.84M), Xeris Biopharma Holdings, Inc. ($10.13M), Alphabet Inc. ($2.43M). It opened 10 new positions.
Its largest sales by value were Applied Materials Inc ($240.76K), Altria Group, Inc. ($216.66K), Microsoft Corp ($209.26K). It exited 3 positions entirely.
From the Form 13F-HR reports Vilga Financial Planning LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.