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 52.93% of Presilium Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$7.6M), VGSH, VGK, VOT, VWO, BSV, IGSB, VNQ, VBK, NVS.
- Started 2 new stock positions in GLD, NVS.
- Reduced shares in these 10 stocks: VCSH, VPL, VOO, PLTR, PFE, CL, IYW, MRK, SHY, ESGE.
- Sold out of its positions in IYW, PLTR, PFE.
- Presilium Private Wealth was a net buyer of stock by $25M.
- Presilium Private Wealth has $567M in assets under management (AUM), dropping by 3.63%.
- Central Index Key (CIK): 0001939831
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Portfolio Holdings for Presilium Private Wealth
Presilium Private Wealth holds 75 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 13.2 | $75M | 383k | 196.20 |
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| Vanguard Index Fds Growth Etf (VUG) | 12.4 | $70M | +12% | 161k | 436.79 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 10.4 | $59M | +6% | 1.0M | 58.54 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 9.3 | $53M | +6% | 639k | 82.43 |
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| Vanguard Index Fds Short Trm Bond (BSV) | 7.6 | $43M | +4% | 550k | 78.41 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.8 | $38M | +5% | 709k | 54.05 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 4.9 | $28M | -2% | 283k | 97.73 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 4.8 | $27M | 147k | 184.28 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 4.7 | $27M | +11% | 104k | 257.35 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 4.4 | $25M | +4% | 278k | 88.70 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.4 | $19M | +5% | 364k | 52.56 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.0 | $17M | +3% | 79k | 217.25 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.9 | $17M | +4% | 55k | 302.25 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.8 | $10M | +3% | 71k | 145.79 |
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| Ishares Tr National Mun Etf (MUB) | 1.1 | $6.2M | +5% | 58k | 106.15 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $5.6M | +4% | 53k | 106.50 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $3.5M | 21k | 169.66 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $3.0M | -19% | 38k | 79.27 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $2.2M | 16k | 138.32 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.4 | $2.2M | 29k | 76.51 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $1.7M | +12% | 11k | 155.11 |
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| Apple (AAPL) | 0.3 | $1.5M | +3% | 6.1k | 253.80 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $1.4M | +2% | 11k | 132.51 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.4M | +7% | 28k | 49.89 |
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| Microsoft Corporation (MSFT) | 0.2 | $1.3M | +4% | 3.5k | 370.22 |
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| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.2 | $1.1M | 2.5k | 426.40 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.1M | -6% | 13k | 82.57 |
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| Procter & Gamble Company (PG) | 0.2 | $1.0M | 7.2k | 144.44 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.0M | 12k | 90.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.0M | 3.6k | 286.86 |
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| Amazon (AMZN) | 0.2 | $1.0M | +8% | 4.9k | 208.28 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $1.0M | 11k | 95.62 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $989k | +2% | 7.0k | 141.42 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $985k | +4% | 8.8k | 112.27 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $954k | 2.1k | 446.54 |
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| Loews Corporation (L) | 0.2 | $906k | 8.5k | 106.74 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.2 | $902k | +8% | 13k | 70.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $836k | -28% | 1.4k | 597.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $833k | +3% | 2.9k | 287.58 |
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| Ge Aerospace Com New (GE) | 0.1 | $768k | 2.7k | 283.80 |
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| NVIDIA Corporation (NVDA) | 0.1 | $726k | +12% | 4.2k | 174.38 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $704k | NEW | 4.6k | 152.76 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $662k | 26k | 25.07 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $656k | +2% | 11k | 59.19 |
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| Ge Vernova (GEV) | 0.1 | $653k | 748.00 | 873.07 |
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| Colgate-Palmolive Company (CL) | 0.1 | $641k | -24% | 7.5k | 85.23 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $586k | 12k | 47.55 |
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| Meta Platforms Cl A (META) | 0.1 | $546k | +5% | 953.00 | 572.39 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $544k | 5.3k | 102.26 |
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| Walt Disney Company (DIS) | 0.1 | $526k | 5.5k | 96.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $480k | +38% | 734.00 | 653.49 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $476k | 10k | 47.02 |
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| Visa Com Cl A (V) | 0.1 | $475k | 1.6k | 302.24 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $473k | -3% | 10k | 45.47 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $459k | 705.00 | 650.34 |
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| Nike CL B (NKE) | 0.1 | $448k | 8.5k | 52.82 |
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| International Business Machines (IBM) | 0.1 | $444k | 1.8k | 242.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $427k | -2% | 2.0k | 215.06 |
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| Merck & Co (MRK) | 0.1 | $406k | -27% | 3.4k | 120.29 |
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| Hamilton Lane Cl A (HLNE) | 0.1 | $403k | 4.1k | 99.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $382k | 5.7k | 67.53 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $316k | +15% | 4.5k | 69.74 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $315k | 2.8k | 113.11 |
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| Home Depot (HD) | 0.1 | $297k | 903.00 | 328.89 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $288k | +19% | 2.3k | 124.32 |
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| Philip Morris International (PM) | 0.0 | $262k | 1.6k | 165.29 |
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| Eli Lilly & Co. (LLY) | 0.0 | $259k | +7% | 282.00 | 919.77 |
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| Wal-Mart Stores (WMT) | 0.0 | $239k | +2% | 1.9k | 124.26 |
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| Cigna Corp (CI) | 0.0 | $234k | 877.00 | 266.75 |
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| Oracle Corporation (ORCL) | 0.0 | $222k | +2% | 1.5k | 147.11 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $219k | -6% | 1.5k | 148.10 |
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| T. Rowe Price (TROW) | 0.0 | $217k | 2.4k | 90.14 |
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| Dr Reddys Labs Adr (RDY) | 0.0 | $211k | 15k | 13.85 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $204k | NEW | 475.00 | 430.29 |
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| D-wave Quantum (QBTS) | 0.0 | $154k | +6% | 11k | 14.43 |
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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 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