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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 51.97% of Presilium Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VUG (+$67M), VGSH (+$6.6M), BSV (+$5.1M), SPY, VTV, Exxon Mobil Corp, IGSB, VOE, VNQ, IWF.
Started 23 new stock positions in FIW, BMY, CGDV, BRK.B, QQEW, LHX, XLI, HGER, QUAL, ALAI. JBND, IYW, VFLO, FEGE, GSK, JHMM, INCY, MU, AZN, VDC, CGMM, Exxon Mobil Corp, CIBR.
Reduced shares in these 10 stocks: , VPL, VWO, , IEMG, VSS, VBK, VT, GOOGL, IPAC.
Sold out of its positions in XOM, GLD.
Presilium Private Wealth was a net buyer of stock by $101M.
Presilium Private Wealth has $651M in assets under management (AUM), dropping by 14.84%.
Central Index Key (CIK): 0001939831

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Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 96 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	13.4	$87M	+4%	401k	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	12.4	$81M	+485%	941k	86.14	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	10.0	$65M	+11%	1.1M	58.20	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	8.7	$57M		642k	88.54	View chart
Vanguard Index Fds Short Trm Bond (BSV)	7.4	$48M	+11%	615k	77.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.4	$42M		701k	59.69	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	4.9	$32M		105k	306.30	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	4.9	$32M	-3%	274k	115.69	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.7	$30M	+4%	154k	197.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.3	$28M	+4%	290k	96.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.2	$21M	+9%	398k	52.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.1	$20M		55k	365.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.0	$20M	+2%	81k	242.99	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.7	$11M		70k	154.29	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$6.6M	+4%	61k	107.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$6.0M	+5%	56k	106.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$4.6M	+778%	6.2k	746.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$3.3M	+9%	42k	79.03	View chart
Exxon Mobil Corp	0.4	$2.8M	NEW	21k	136.72	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$2.5M		16k	156.95	View chart
Ishares Tr Core Msci Pac (IPAC)	0.4	$2.3M		28k	81.93	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$2.0M		11k	188.09	View chart
Apple (AAPL)	0.3	$1.9M	+5%	6.4k	289.38	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$1.5M	-2%	10k	147.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.5M	+4%	29k	50.58	View chart
Microsoft Corporation (MSFT)	0.2	$1.3M		3.6k	373.00	View chart
Ishares Tr Rus 1000 Grw Wtf (IWF)	0.2	$1.3M	+300%	10k	124.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M		3.5k	353.33	View chart
Ge Aerospace Com New (GE)	0.2	$1.2M	+16%	3.2k	373.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.2M		7.1k	163.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.2M		8.7k	132.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.1M	+2%	12k	96.58	View chart
Amazon (AMZN)	0.2	$1.1M	-3%	4.7k	238.35	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.1M		11k	102.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M	+11%	1.6k	686.81	View chart
Procter & Gamble Company (PG)	0.2	$1.1M		7.3k	146.64	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.1M		2.1k	496.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.0M		13k	82.11	View chart
Ge Vernova (GEV)	0.2	$1.0M	+14%	860.00	1175.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$988k	-4%	2.8k	357.40	View chart
Loews Corporation (L)	0.1	$960k		8.5k	113.21	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$922k	-4%	12k	75.17	View chart
NVIDIA Corporation (NVDA)	0.1	$900k	+7%	4.5k	200.07	View chart
Astrazeneca Ord (AZN)	0.1	$823k	NEW	4.3k	189.64	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$814k	NEW	5.1k	159.60	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$737k	+11%	30k	24.99	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$726k		11k	66.45	View chart
Novartis Sponsored Adr (NVS)	0.1	$721k		4.6k	156.73	View chart
Colgate-Palmolive Company (CL)	0.1	$690k		7.5k	91.68	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$671k	NEW	3.6k	185.23	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$663k	NEW	7.4k	89.85	View chart
Merck & Co (MRK)	0.1	$653k	+50%	5.1k	128.50	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$649k	+11%	14k	47.41	View chart
Micron Technology (MU)	0.1	$625k	NEW	542.00	1153.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$618k	+61%	4.5k	137.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$601k	+2%	5.5k	110.16	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$567k		10k	55.93	View chart
Visa Com Cl A (V)	0.1	$562k	+4%	1.6k	343.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$550k		734.00	749.21	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.1	$547k	NEW	12k	45.64	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$545k	-4%	10k	54.69	View chart
International Business Machines (IBM)	0.1	$542k	+5%	1.9k	281.21	View chart
Meta Platforms Cl A (META)	0.1	$535k		949.00	563.54	View chart
Walt Disney Company (DIS)	0.1	$524k		5.4k	96.26	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$487k	NEW	4.4k	109.52	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$460k	NEW	9.4k	48.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$456k	-3%	1.9k	236.61	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$424k	NEW	1.9k	225.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$411k	-5%	5.3k	77.11	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$406k	NEW	7.6k	53.50	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$372k	NEW	7.5k	49.28	View chart
GSK Sponsored Adr (GSK)	0.1	$359k	NEW	6.9k	52.42	View chart
Nike CL B (NKE)	0.1	$348k		8.5k	41.05	View chart
Eli Lilly & Co. (LLY)	0.1	$348k	+2%	290.00	1199.43	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.1	$338k	NEW	7.4k	45.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$326k	-5%	2.2k	148.32	View chart
Home Depot (HD)	0.0	$321k		909.00	352.68	View chart
Hamilton Lane Cl A (HLNE)	0.0	$320k		4.1k	78.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$310k	NEW	619.00	500.39	View chart
Philip Morris International (PM)	0.0	$287k		1.6k	180.85	View chart
T. Rowe Price (TROW)	0.0	$276k		2.4k	113.69	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$274k	-27%	3.3k	82.83	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$268k	NEW	3.6k	74.96	View chart
D-wave Quantum (QBTS)	0.0	$255k		11k	23.99	View chart
Incyte Corporation (INCY)	0.0	$249k	NEW	2.2k	113.38	View chart
Cigna Corp (CI)	0.0	$242k		878.00	275.68	View chart
Bristol Myers Squibb (BMY)	0.0	$238k	NEW	4.1k	57.62	View chart
L3harris Technologies (LHX)	0.0	$227k	NEW	781.00	290.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$226k	-3%	1.4k	158.02	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.0	$225k	NEW	7.7k	29.34	View chart
Oracle Corporation (ORCL)	0.0	$222k		1.5k	146.55	View chart
Dr Reddys Labs Adr (RDY)	0.0	$219k		15k	14.49	View chart
Wal-Mart Stores (WMT)	0.0	$217k		1.9k	113.24	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.0	$214k	NEW	6.5k	32.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$209k	NEW	828.00	252.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$204k	NEW	928.00	219.43	View chart

Past Filings by Presilium Private Wealth

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

Presilium Private Wealth 2026 Q2 filed July 22, 2026
Presilium Private Wealth 2026 Q1 filed April 17, 2026
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

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