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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 VUG, VTV, VGSH, VGK, BSV, and represent 51.44% of Presilium Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VGSH, VWO, VTES, VGK, BSV, VPL, VTEB, VUG, VNQ, VSS.
Started 22 new stock positions in BND, VTI, AMGN, ABBV, JNJ, AVGO, VXUS, SPSB, VEA, HLN. ABT, VTES, PLTR, GLD, TSM, BNDX, SHYM, GD, PFE, JPM, TSLA, MA.
Reduced shares in these 10 stocks: AZN, SHY, JBND, VTV, JHMM, VCSH, QBTS, ALAI, VT, HGER.
Sold out of its positions in CGMM, QBTS, HGER, IYW, JBND, JHMM, AZN.
Presilium Private Wealth was a net buyer of stock by $34M.
Presilium Private Wealth has $679M in assets under management (AUM), dropping by 4.23%.
Central Index Key (CIK): 0001939831

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Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 111 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	12.7	$87M	+2%	961k	90.11	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	12.7	$86M		399k	216.08	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	10.1	$69M	+6%	1.2M	57.56	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	8.6	$58M	+4%	672k	86.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	7.3	$50M	+5%	649k	76.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.6	$45M	+7%	751k	59.31	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	5.0	$34M	+6%	293k	115.81	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	4.6	$31M	+2%	107k	292.10	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	4.5	$31M		156k	195.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.0	$27M	+4%	303k	89.63	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	3.1	$21M	+2%	409k	51.23	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	2.8	$19M	+3%	56k	337.83	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	2.8	$19M		81k	231.03	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.8	$12M	+10%	78k	155.25	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$6.9M	+11%	68k	101.10	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$5.7M	-2%	54k	104.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$4.8M		6.3k	762.63	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.5	$3.4M		21k	162.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$3.3M	+141%	69k	47.36	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$3.0M	NEW	30k	98.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$2.9M	-8%	38k	77.25	View chart
Apple (AAPL)	0.4	$2.4M	+11%	7.2k	333.04	View chart
Ishares Tr Core Msci Pac (IPAC)	0.4	$2.4M		28k	85.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.3M	-8%	15k	157.85	View chart
Microsoft Corporation (MSFT)	0.3	$2.1M	+16%	4.2k	512.88	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.9M	-5%	10k	193.75	View chart
Merck & Co (MRK)	0.3	$1.8M	+139%	12k	145.31	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$1.4M		10k	137.72	View chart
Amazon (AMZN)	0.2	$1.4M	+14%	5.4k	249.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M	+11%	3.9k	340.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.3M		10k	125.26	View chart
Ge Aerospace Com New (GE)	0.2	$1.2M	+19%	3.8k	312.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.1M		12k	96.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M	+4%	1.6k	700.86	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.1M		2.2k	522.81	View chart
NVIDIA Corporation (NVDA)	0.2	$1.1M	+9%	4.9k	228.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.1M	-5%	8.3k	135.53	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.1M	-5%	6.7k	166.80	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.1M	-2%	11k	103.05	View chart
Procter & Gamble Company (PG)	0.2	$1.1M		7.4k	145.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.1M	+10%	3.1k	344.10	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$927k	NEW	2.5k	374.23	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$918k		13k	73.70	View chart
Ge Vernova (GEV)	0.1	$897k	+9%	944.00	950.64	View chart
Loews Corporation (L)	0.1	$886k		8.5k	104.43	View chart
Abbvie (ABBV)	0.1	$848k	NEW	3.2k	261.56	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$830k		5.1k	162.73	View chart
Meta Platforms Cl A (META)	0.1	$829k	+20%	1.1k	725.45	View chart
Broadcom (AVGO)	0.1	$784k	NEW	2.2k	351.19	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$760k		7.4k	103.09	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$740k	+2%	30k	24.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$737k	NEW	11k	70.15	View chart
Visa Com Cl A (V)	0.1	$706k	+19%	2.0k	359.33	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$661k		11k	61.58	View chart
Colgate-Palmolive Company (CL)	0.1	$646k		7.6k	85.32	View chart
JPMorgan Chase & Co. (JPM)	0.1	$644k	NEW	1.9k	330.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$638k	+13%	833.00	766.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$627k		4.4k	142.26	View chart
Novartis Sponsored Adr (NVS)	0.1	$614k	-6%	4.3k	142.58	View chart
Walt Disney Company (DIS)	0.1	$613k	+7%	5.8k	104.90	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$605k		3.6k	166.98	View chart
Micron Technology (MU)	0.1	$603k	+4%	566.00	1064.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$599k		5.4k	110.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$595k	+92%	1.2k	497.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$585k	-43%	7.2k	81.20	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$572k	-7%	13k	45.25	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$567k	NEW	19k	29.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$543k		10k	54.16	View chart
Bristol Myers Squibb (BMY)	0.1	$541k	+109%	8.7k	62.40	View chart
GSK Sponsored Adr (GSK)	0.1	$508k	+53%	11k	48.17	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$497k	-5%	9.6k	52.00	View chart
Johnson & Johnson (JNJ)	0.1	$491k	NEW	1.9k	264.77	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$462k		4.4k	103.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$448k	NEW	1.2k	380.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$437k	-2%	1.9k	233.30	View chart
Eli Lilly & Co. (LLY)	0.1	$414k	+23%	358.00	1157.08	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$411k		1.9k	218.21	View chart
International Business Machines (IBM)	0.1	$406k	-4%	1.8k	219.93	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$396k	NEW	8.5k	46.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$376k		5.2k	71.95	View chart
Hamilton Lane Cl A (HLNE)	0.1	$353k		4.1k	86.86	View chart
Abbott Laboratories (ABT)	0.0	$335k	NEW	3.4k	98.83	View chart
Philip Morris International (PM)	0.0	$330k	+8%	1.7k	190.77	View chart
Oracle Corporation (ORCL)	0.0	$322k	+54%	2.3k	137.30	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.0	$320k	-42%	6.9k	46.47	View chart
Nike CL B (NKE)	0.0	$307k	+2%	8.7k	35.40	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.0	$296k	NEW	14k	21.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$287k	-4%	2.1k	136.05	View chart
General Dynamics Corporation (GD)	0.0	$281k	NEW	847.00	331.83	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$280k	+4%	3.4k	81.15	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.0	$273k	-42%	5.4k	50.19	View chart
Incyte Corporation (INCY)	0.0	$266k		2.2k	121.37	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$265k	NEW	581.00	456.45	View chart
Home Depot (HD)	0.0	$262k		921.00	284.49	View chart
Tesla Motors (TSLA)	0.0	$259k	NEW	731.00	354.70	View chart
T. Rowe Price (TROW)	0.0	$252k		2.4k	104.05	View chart
L3harris Technologies (LHX)	0.0	$246k	+33%	1.0k	236.85	View chart
Cigna Corp (CI)	0.0	$240k		882.00	271.83	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$237k	-35%	4.9k	48.85	View chart
Palantir Technologies Cl A (PLTR)	0.0	$235k	NEW	1.3k	187.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$233k	+13%	1.1k	222.24	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.0	$226k	-40%	4.4k	51.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$222k		1.4k	155.19	View chart
Wal-Mart Stores (WMT)	0.0	$219k	+9%	2.1k	103.90	View chart
Mastercard Incorporated Cl A (MA)	0.0	$216k	NEW	392.00	551.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$214k	NEW	3.0k	70.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$207k	NEW	2.4k	84.95	View chart
Amgen (AMGN)	0.0	$203k	NEW	482.00	421.87	View chart
Pfizer (PFE)	0.0	$202k	NEW	7.1k	28.52	View chart
Dr Reddys Labs Adr (RDY)	0.0	$191k		15k	12.62	View chart
Haleon Spon Ads (HLN)	0.0	$113k	NEW	13k	9.00	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 Q3 filed Oct. 26, 2026
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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