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 52.95% of Presilium Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: VGSH, BSV, VOT, VNQ, VTV, VGK, VWO, IGSB, VPL, VOE.
- Started 3 new stock positions in WMT, RDY, PFE.
- Reduced shares in these 10 stocks: SHY, VCSH, SCZ, LLY, QQQM, QUAL, IUSG, HLNE, VTEB, AAPL.
- Sold out of its positions in QQQM, SCZ, QUAL.
- Presilium Private Wealth was a net buyer of stock by $16M.
- Presilium Private Wealth has $547M in assets under management (AUM), dropping by 3.95%.
- 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 December 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 | $73M | 380k | 190.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 12.8 | $70M | 143k | 487.86 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 10.2 | $56M | +6% | 949k | 58.73 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 9.2 | $50M | +2% | 602k | 83.61 |
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| Vanguard Index Fds Short Trm Bond (BSV) | 7.5 | $41M | +6% | 524k | 78.81 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.6 | $36M | +3% | 671k | 53.76 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 4.8 | $26M | +2% | 290k | 90.40 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 4.8 | $26M | +8% | 94k | 279.14 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 4.7 | $26M | +2% | 146k | 177.37 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 4.3 | $24M | +8% | 267k | 88.49 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.3 | $18M | +6% | 344k | 52.88 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.0 | $16M | +4% | 77k | 211.79 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.9 | $16M | +2% | 52k | 302.11 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.8 | $9.8M | +5% | 68k | 143.33 |
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| Ishares Tr National Mun Etf (MUB) | 1.1 | $5.9M | +5% | 55k | 107.11 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $5.4M | +5% | 50k | 106.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $3.7M | -24% | 47k | 79.73 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.5M | +13% | 21k | 120.34 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $2.3M | 16k | 141.06 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.4 | $2.1M | 28k | 73.21 |
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| Microsoft Corporation (MSFT) | 0.3 | $1.6M | -2% | 3.4k | 483.68 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $1.6M | -5% | 9.6k | 167.94 |
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| Apple (AAPL) | 0.3 | $1.6M | -3% | 5.9k | 271.85 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $1.4M | +2% | 10k | 131.60 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.3M | -3% | 26k | 50.29 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.2M | +10% | 2.0k | 627.13 |
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| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.2 | $1.2M | +5% | 2.5k | 473.30 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.1M | -58% | 14k | 82.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | -3% | 3.5k | 313.80 |
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| Amazon (AMZN) | 0.2 | $1.0M | -2% | 4.5k | 230.85 |
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| Procter & Gamble Company (PG) | 0.2 | $1.0M | 7.2k | 143.31 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.0M | 6.8k | 148.98 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $1.0M | 8.4k | 120.96 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.0M | +5% | 11k | 89.46 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $1.0M | 11k | 95.09 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $964k | 2.1k | 453.36 |
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| Loews Corporation (L) | 0.2 | $893k | 8.5k | 105.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $878k | 2.8k | 313.00 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.2 | $841k | -5% | 12k | 70.98 |
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| Ge Aerospace Com New (GE) | 0.2 | $831k | 2.7k | 308.06 |
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| Colgate-Palmolive Company (CL) | 0.1 | $792k | 10k | 79.02 |
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| NVIDIA Corporation (NVDA) | 0.1 | $693k | -4% | 3.7k | 186.51 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $680k | +3% | 27k | 25.24 |
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| Walt Disney Company (DIS) | 0.1 | $619k | 5.4k | 113.77 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $615k | 11k | 56.96 |
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| Meta Platforms Cl A (META) | 0.1 | $597k | 905.00 | 659.90 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $586k | 12k | 47.85 |
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| Hamilton Lane Cl A (HLNE) | 0.1 | $545k | -10% | 4.1k | 134.31 |
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| Visa Com Cl A (V) | 0.1 | $543k | +3% | 1.5k | 350.71 |
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| International Business Machines (IBM) | 0.1 | $542k | 1.8k | 296.26 |
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| Nike CL B (NKE) | 0.1 | $541k | -5% | 8.5k | 63.71 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $541k | -2% | 5.3k | 102.55 |
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| Merck & Co (MRK) | 0.1 | $489k | 4.6k | 105.26 |
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| Ge Vernova (GEV) | 0.1 | $487k | 745.00 | 653.57 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $481k | 705.00 | 681.92 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $478k | 11k | 44.17 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $474k | 10k | 45.98 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $450k | 2.0k | 219.78 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $367k | +15% | 5.6k | 66.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $363k | +71% | 529.00 | 685.35 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $344k | +25% | 2.8k | 123.26 |
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| Home Depot (HD) | 0.1 | $306k | 890.00 | 344.10 |
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| Oracle Corporation (ORCL) | 0.1 | $288k | 1.5k | 194.91 |
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| Eli Lilly & Co. (LLY) | 0.1 | $283k | -44% | 263.00 | 1074.68 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $268k | 1.5k | 177.74 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $264k | +5% | 3.9k | 67.21 |
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| D-wave Quantum (QBTS) | 0.0 | $261k | -4% | 10k | 26.15 |
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| Philip Morris International (PM) | 0.0 | $253k | -7% | 1.6k | 160.40 |
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| T. Rowe Price (TROW) | 0.0 | $248k | 2.4k | 102.38 |
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| Cigna Corp (CI) | 0.0 | $243k | -9% | 882.00 | 275.23 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $232k | +2% | 1.9k | 120.19 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $227k | 1.6k | 143.52 |
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| Pfizer (PFE) | 0.0 | $220k | NEW | 8.8k | 24.90 |
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| Dr Reddys Labs Adr (RDY) | 0.0 | $214k | NEW | 15k | 14.04 |
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| Wal-Mart Stores (WMT) | 0.0 | $209k | NEW | 1.9k | 111.39 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $207k | -4% | 1.0k | 199.66 |
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Past Filings by Presilium Private Wealth
SEC 13F filings are viewable for Presilium Private Wealth going back to 2022
- Presilium Private Wealth 2025 Q4 filed Jan. 13, 2026
- 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