Vilga Financial Planning LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Vilga Financial Planning LLC opened 10 positions, added to 18, reduced 9, sold out of 2 and left 7 unchanged. The largest increase in value was MU (+$1,812,462); the largest decrease was MA (-$242,335).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 792; Shares 2026-06-30 1,802.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 23,402; Shares 2026-06-30 23,487.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 13,105; Shares 2026-06-30 13,245.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 5,807; Shares 2026-06-30 5,854.
Two Form 13F-HR filings compared (SEC CIK 2083456): 2026-03-31 (filed 2026-06-22) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 792 | 1,802 | +1,010 | $267,569 | $2,080,031 | +$1,812,462 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 23,402 | 23,487 | +85 | $4,081,334 | $4,699,543 | +$618,209 |
|---|
AAPL
APPLE INC | United States | COM | 13,105 | 13,245 | +140 | $3,325,978 | $3,832,641 | +$506,663 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,807 | 5,854 | +47 | $1,669,861 | $2,092,044 | +$422,183 |
|---|
AMZN
AMAZON COM INC | United States | COM | 9,162 | 9,364 | +202 | $1,908,170 | $2,231,816 | +$323,646 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 3,744 | 3,782 | +38 | $1,074,004 | $1,336,294 | +$262,290 |
|---|
AVGO
BROADCOM INC | United States | COM | 2,672 | 2,676 | +4 | $827,011 | $1,010,859 | +$183,848 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 764 | 852 | +88 | $206,731 | $354,117 | +$147,386 |
|---|
TSLA
TESLA INC | United States | COM | 2,146 | 2,210 | +64 | $797,776 | $929,526 | +$131,750 |
|---|
V
VISA INC | United States | COM CL A | 2,483 | 2,516 | +33 | $750,462 | $863,214 | +$112,752 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 2,181 | 2,229 | +48 | $641,563 | $729,619 | +$88,056 |
|---|
BAC
BANK OF AMER CORP | United States | COM | 7,716 | 7,882 | +166 | $376,155 | $449,116 | +$72,961 |
|---|
MRK
MERCK & CO INC | United States | COM | 1,932 | 2,091 | +159 | $232,400 | $268,694 | +$36,294 |
|---|
WMT
WALMART INC | United States | COM | 2,857 | 2,929 | +72 | $355,068 | $331,739 | -$23,329 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 1,526 | 1,544 | +18 | $373,015 | $392,130 | +$19,115 |
|---|
META
META PLATFORMS INC | United States | CL A | 1,515 | 1,518 | +3 | $866,777 | $855,074 | -$11,703 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 354 | 382 | +28 | $352,736 | $357,350 | +$4,614 |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 59 | 1,375 | +1,316 | $248,409 | $245,080 | -$3,329 |
|---|
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