Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 52.47% of Presilium Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VGSH, BSV, VGK, VTV, VNQ, IGSB, VOE, HLNE, VOT, SUB.
Started 5 new stock positions in HLNE, IVV, IJR, QBTS, QQQM.
Reduced shares in these 10 stocks: VUG, VPL, VCSH, SHY, VSS, IUSG, FI, WMT, VWO, XOM.
Sold out of its positions in Chargepoint Holdings Inc Com Cl A, FI, WMT.
Presilium Private Wealth was a net buyer of stock by $14M.
Presilium Private Wealth has $527M in assets under management (AUM), dropping by 7.73%.
Central Index Key (CIK): 0001939831

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 76 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	13.2	$69M	+2%	372k	186.49	View chart
Vanguard Index Fds Growth Etf (VUG)	13.0	$69M	-2%	143k	479.61	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	10.0	$53M	+9%	895k	58.85	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	8.9	$47M	+4%	586k	79.80	View chart
Vanguard Index Fds Short Trm Bond (BSV)	7.4	$39M	+8%	493k	78.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.7	$35M		650k	54.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	4.8	$25M		86k	293.79	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	4.7	$25M	-3%	282k	87.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.7	$25M	+4%	142k	174.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.3	$23M	+6%	246k	91.42	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.3	$17M	+8%	324k	53.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.9	$15M		74k	208.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.9	$15M		51k	297.62	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.7	$9.2M	-3%	64k	142.55	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$5.6M	+5%	52k	106.49	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$5.1M	+6%	48k	106.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$5.0M	-6%	62k	79.93	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$2.7M	-10%	33k	82.96	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$2.2M		16k	137.80	View chart
Ishares Tr Core Msci Pac (IPAC)	0.4	$2.1M		29k	73.43	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.0M	-4%	18k	112.75	View chart
Microsoft Corporation (MSFT)	0.3	$1.8M		3.5k	518.01	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.7M	-11%	10k	164.54	View chart
Apple (AAPL)	0.3	$1.6M	+3%	6.1k	254.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.3M	+15%	27k	50.07	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$1.3M	+2%	10k	129.73	View chart
Ishares Tr Rus 1000 Grw Wtf (IWF)	0.2	$1.1M		2.4k	468.41	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	-3%	7.2k	153.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M	-6%	1.8k	612.38	View chart
Amazon (AMZN)	0.2	$1.0M	+4%	4.6k	219.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.0M		6.9k	145.60	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$995k	-2%	8.4k	118.44	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$985k	+2%	11k	92.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$934k		11k	87.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$892k	+6%	3.7k	243.55	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$857k	+13%	13k	68.12	View chart
Loews Corporation (L)	0.2	$852k		8.5k	100.39	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$832k		2.1k	391.64	View chart
Ge Aerospace Com New (GE)	0.2	$811k	-9%	2.7k	300.85	View chart
Colgate-Palmolive Company (CL)	0.2	$801k		10k	79.94	View chart
NVIDIA Corporation (NVDA)	0.1	$729k	+2%	3.9k	186.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$692k		2.8k	243.10	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$662k	+6%	26k	25.31	View chart
Meta Platforms Cl A (META)	0.1	$656k		893.00	734.16	View chart
Nike CL B (NKE)	0.1	$625k		9.0k	69.73	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$625k	+12%	11k	58.72	View chart
Walt Disney Company (DIS)	0.1	$621k		5.4k	114.50	View chart
Hamilton Lane Cl A (HLNE)	0.1	$611k	NEW	4.5k	134.79	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$585k	+5%	12k	48.03	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$542k	+13%	5.4k	99.96	View chart
Visa Com Cl A (V)	0.1	$513k		1.5k	341.38	View chart
International Business Machines (IBM)	0.1	$513k		1.8k	282.21	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$476k	-4%	11k	43.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$470k		705.00	666.18	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$462k	-2%	10k	45.08	View chart
Ge Vernova (GEV)	0.1	$457k		743.00	614.90	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$453k		5.9k	76.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$447k		2.1k	215.79	View chart
Oracle Corporation (ORCL)	0.1	$412k		1.5k	281.24	View chart
Merck & Co (MRK)	0.1	$390k	-3%	4.6k	83.93	View chart
Eli Lilly & Co. (LLY)	0.1	$365k	+9%	478.00	763.00	View chart
Home Depot (HD)	0.1	$355k	+6%	876.00	405.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$314k	+11%	4.8k	65.26	View chart
Cigna Corp (CI)	0.1	$281k		976.00	288.25	View chart
Philip Morris International (PM)	0.1	$277k		1.7k	162.19	View chart
Palantir Technologies Cl A (PLTR)	0.1	$273k		1.5k	182.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$269k		2.2k	120.72	View chart
D-wave Quantum (QBTS)	0.0	$258k	NEW	10k	24.71	View chart
T. Rowe Price (TROW)	0.0	$248k		2.4k	102.64	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$245k		3.7k	65.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$230k	NEW	931.00	247.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$229k		1.2k	194.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$226k		1.6k	140.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$224k	NEW	1.9k	118.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$213k	-7%	1.1k	195.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$206k	NEW	308.00	669.99	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 Q3 filed Oct. 21, 2025
Presilium Private Wealth 2025 Q2 filed July 25, 2025
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z