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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, VWO, and represent 48.36% of Presilium Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VGSH, VUG, VWO, VGK, BSV, IGSB, VPL, VOT, VTV, CI.
Started 3 new stock positions in CI, FI, PM.
Reduced shares in these 10 stocks: VNQ, GOOGL, MUB, VCSH, MRK, IUSV, USRT, IEMG, SHY, XOM.
Presilium Private Wealth was a net buyer of stock by $14M.
Presilium Private Wealth has $434M in assets under management (AUM), dropping by 9.65%.
Central Index Key (CIK): 0001939831

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Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	11.8	$51M		295k	174.57	View chart
Vanguard Index Fds Growth Etf (VUG)	11.6	$50M	+4%	131k	383.93	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	9.1	$39M	+7%	668k	59.02	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	8.8	$38M	+5%	535k	71.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	7.1	$31M	+7%	644k	47.85	View chart
Vanguard Index Fds Short Trm Bond (BSV)	6.1	$26M	+5%	336k	78.69	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	5.7	$25M	+4%	318k	78.39	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.4	$19M	+6%	360k	52.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.9	$17M	-5%	175k	97.42	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	3.9	$17M	+5%	70k	243.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.7	$16M		97k	167.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$12M		61k	200.78	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.2	$9.4M	+2%	35k	267.37	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.7	$7.2M	+4%	58k	125.96	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$5.0M		46k	108.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$4.1M	-2%	52k	79.42	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$4.0M		70k	57.41	View chart
Ishares Tr Core Msci Pac (IPAC)	0.9	$3.9M		59k	66.59	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.9	$3.9M		64k	61.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$3.9M	+8%	36k	106.19	View chart
Ishares Tr Core Msci Euro (IEUR)	0.9	$3.7M		62k	60.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$3.4M	-2%	36k	95.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$3.4M		40k	83.15	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.9M		25k	117.22	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$2.3M		19k	123.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$2.0M		16k	119.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.7M		6.1k	283.17	View chart
Microsoft Corporation (MSFT)	0.3	$1.5M		3.5k	430.32	View chart
Apple (AAPL)	0.3	$1.4M		6.2k	233.01	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.4M		22k	64.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.3M	+13%	10k	131.91	View chart
Procter & Gamble Company (PG)	0.3	$1.3M		7.5k	173.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.1M	+10%	21k	51.12	View chart
Colgate-Palmolive Company (CL)	0.2	$1.0M		10k	103.81	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$991k		2.1k	465.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$962k		1.8k	527.69	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$907k	-2%	9.9k	91.93	View chart
Ishares Tr Rus 1000 Grw Wtf (IWF)	0.2	$893k		2.4k	375.38	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$844k	-2%	13k	67.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$832k		11k	78.05	View chart
Amazon (AMZN)	0.2	$808k	+2%	4.3k	186.35	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$790k	-2%	7.3k	107.66	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$777k		9.2k	84.17	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$777k		6.2k	126.18	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$774k	+2%	7.6k	101.65	View chart
Nike CL B (NKE)	0.2	$743k		8.4k	88.40	View chart
Loews Corporation (L)	0.2	$671k		8.5k	79.05	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$665k	-2%	4.8k	139.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$595k		4.6k	128.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$565k		3.4k	167.19	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$512k		20k	25.16	View chart
Meta Platforms Cl A (META)	0.1	$496k		867.00	572.27	View chart
Walt Disney Company (DIS)	0.1	$486k		5.1k	96.18	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$452k		9.3k	48.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$434k	-21%	2.6k	165.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$421k		2.1k	198.06	View chart
International Business Machines (IBM)	0.1	$412k		1.9k	221.12	View chart
Merck & Co (MRK)	0.1	$405k	-17%	3.6k	113.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$405k		705.00	573.76	View chart
Visa Com Cl A (V)	0.1	$404k		1.5k	274.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$380k	+2%	10k	36.41	View chart
Home Depot (HD)	0.1	$372k	-11%	919.00	405.20	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$361k	-2%	8.6k	41.82	View chart
Oracle Corporation (ORCL)	0.1	$326k		1.9k	170.40	View chart
Cigna Corp (CI)	0.1	$307k	NEW	885.00	346.44	View chart
Johnson & Johnson (JNJ)	0.1	$298k	-4%	1.8k	162.09	View chart
NVIDIA Corporation (NVDA)	0.1	$277k		2.3k	121.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$272k	-5%	1.8k	151.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$268k		1.0k	263.83	View chart
T. Rowe Price (TROW)	0.1	$263k		2.4k	108.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$239k	+8%	3.8k	62.32	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$224k		2.3k	95.75	View chart
Fiserv (FI)	0.0	$216k	NEW	1.2k	179.65	View chart
Philip Morris International (PM)	0.0	$215k	NEW	1.8k	121.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$211k		1.2k	179.30	View chart
Chargepoint Holdings Com Cl A (CHPT)	0.0	$22k		16k	1.37	View chart

Past Filings by Presilium Private Wealth

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

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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