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Presilium Private Wealth

Latest statistics and disclosures from Presilium Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, VUG, VGSH, VGK, BSV, and represent 51.06% of Presilium Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VUG (+$6.7M), VTV (+$5.8M), BSV, VOE, VOT, VBK, VGSH, VNQ, VBR, VCSH.
Reduced shares in these 10 stocks: IGSB (-$5.5M), VPL, VGK, IEMG, VTI, USRT, IEUR, VXUS, IUSV, VWO.
Sold out of its positions in AVGO, IYW, JNJ, VXUS, VO, VTI.
Presilium Private Wealth was a net buyer of stock by $12M.
Presilium Private Wealth has $446M in assets under management (AUM), dropping by 2.65%.
Central Index Key (CIK): 0001939831

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Positions held by Presilium Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 71 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	13.0	$58M	+11%	335k	172.74	View chart
Vanguard Index Fds Growth Etf (VUG)	12.3	$55M	+13%	148k	370.82	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	10.0	$45M	+8%	759k	58.69	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	8.5	$38M	-5%	541k	70.21	View chart
Vanguard Index Fds Short Trm Bond (BSV)	7.3	$33M	+15%	416k	78.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.4	$29M	-3%	635k	45.26	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	4.7	$21M	+24%	86k	244.64	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	4.6	$21M	-14%	284k	72.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.5	$20M	+26%	126k	160.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.1	$18M	+8%	203k	90.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.3	$15M	-27%	277k	52.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$13M	+10%	68k	186.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.8	$12M	+40%	49k	251.77	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.7	$7.6M	+7%	66k	115.60	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$5.1M	+6%	48k	105.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$4.7M	+15%	60k	78.94	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$4.3M	+12%	40k	105.60	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.2M	-2%	39k	82.73	View chart
Ishares Tr Core Msci Pac (IPAC)	0.7	$3.2M	-22%	51k	62.24	View chart
Ishares Tr Core Msci Euro (IEUR)	0.7	$3.1M	-30%	51k	60.15	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.3M		19k	118.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$2.2M	-32%	24k	92.29	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.4	$2.0M	-45%	35k	57.60	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$1.8M		16k	115.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$1.8M	-20%	15k	119.73	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.8M	-52%	33k	53.97	View chart
Apple (AAPL)	0.3	$1.3M	-3%	6.0k	222.11	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.3M		10k	127.08	View chart
Microsoft Corporation (MSFT)	0.3	$1.3M	-4%	3.4k	375.42	View chart
Procter & Gamble Company (PG)	0.3	$1.3M		7.5k	170.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.1M		21k	49.62	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.0M		2.1k	484.82	View chart
Colgate-Palmolive Company (CL)	0.2	$939k		10k	93.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$937k		1.8k	513.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$861k	+7%	7.1k	121.91	View chart
Ishares Tr Rus 1000 Grw Wtf (IWF)	0.2	$859k		2.4k	361.09	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$853k	+7%	8.7k	97.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$851k	-2%	10k	81.69	View chart
Amazon (AMZN)	0.2	$841k		4.4k	190.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$806k		11k	75.65	View chart
Loews Corporation (L)	0.2	$780k		8.5k	91.91	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$689k	-16%	8.3k	83.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$659k	-16%	10k	63.53	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$592k	+2%	24k	24.99	View chart
Nike CL B (NKE)	0.1	$552k		8.7k	63.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$535k		3.4k	156.23	View chart
Visa Com Cl A (V)	0.1	$527k		1.5k	350.46	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$524k	+10%	11k	47.48	View chart
Meta Platforms Cl A (META)	0.1	$520k		902.00	576.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$496k	-30%	5.1k	97.47	View chart
Walt Disney Company (DIS)	0.1	$491k	-3%	5.0k	98.70	View chart
International Business Machines (IBM)	0.1	$466k		1.9k	248.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$428k		2.8k	154.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$424k	-28%	3.4k	124.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$408k		2.1k	193.99	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$405k	+15%	11k	38.41	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$405k		12k	34.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$394k		705.00	559.39	View chart
NVIDIA Corporation (NVDA)	0.1	$361k	+26%	3.3k	108.38	View chart
Cigna Corp (CI)	0.1	$343k	+17%	1.0k	329.00	View chart
Home Depot (HD)	0.1	$334k		912.00	366.49	View chart
Merck & Co (MRK)	0.1	$316k		3.5k	89.76	View chart
Fiserv (FI)	0.1	$283k		1.3k	220.83	View chart
Philip Morris International (PM)	0.1	$274k		1.7k	158.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$249k	+10%	4.3k	58.35	View chart
Oracle Corporation (ORCL)	0.1	$237k	-11%	1.7k	139.81	View chart
T. Rowe Price (TROW)	0.0	$222k		2.4k	91.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$218k		2.3k	92.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$206k	-65%	1.6k	128.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$201k		1.2k	170.89	View chart
Chargepoint Holdings Com Cl A (CHPT)	0.0	$9.7k		16k	0.60	View chart

Past Filings by Presilium Private Wealth

SEC 13F filings are viewable for Presilium Private Wealth going back to 2022

Presilium Private Wealth 2025 Q1 filed April 10, 2025
Presilium Private Wealth 2024 Q4 filed Jan. 14, 2025
Presilium Private Wealth 2024 Q3 filed Oct. 3, 2024
Presilium Private Wealth 2024 Q2 filed July 15, 2024
Presilium Private Wealth 2024 Q1 filed May 1, 2024
Presilium Private Wealth 2023 Q4 filed Jan. 10, 2024
Presilium Private Wealth 2023 Q3 filed Oct. 10, 2023
Presilium Private Wealth 2023 Q2 filed July 21, 2023
Presilium Private Wealth 2023 Q1 filed April 20, 2023
Presilium Private Wealth 2022 Q4 filed Feb. 8, 2023

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