Presilium Private Wealth

Presilium Private Wealth as of March 31, 2025

Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 71 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 13.0 $58M 335k 172.74
Vanguard Index Fds Growth Etf (VUG) 12.3 $55M 148k 370.82
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.0 $45M 759k 58.69
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.5 $38M 541k 70.21
Vanguard Index Fds Short Trm Bond (BSV) 7.3 $33M 416k 78.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.4 $29M 635k 45.26
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.7 $21M 86k 244.64
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.6 $21M 284k 72.46
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.5 $20M 126k 160.54
Vanguard Index Fds Real Estate Etf (VNQ) 4.1 $18M 203k 90.54
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.3 $15M 277k 52.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.8 $13M 68k 186.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.8 $12M 49k 251.77
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.7 $7.6M 66k 115.60
Ishares Tr National Mun Etf (MUB) 1.1 $5.1M 48k 105.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $4.7M 60k 78.94
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $4.3M 40k 105.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $3.2M 39k 82.73
Ishares Tr Core Msci Pac (IPAC) 0.7 $3.2M 51k 62.24
Ishares Tr Core Msci Euro (IEUR) 0.7 $3.1M 51k 60.15
Exxon Mobil Corporation (XOM) 0.5 $2.3M 19k 118.93
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $2.2M 24k 92.29
Ishares Tr Cre U S Reit Etf (USRT) 0.4 $2.0M 35k 57.60
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.8M 16k 115.95
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $1.8M 15k 119.73
Ishares Core Msci Emkt (IEMG) 0.4 $1.8M 33k 53.97
Apple (AAPL) 0.3 $1.3M 6.0k 222.11
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.3M 10k 127.08
Microsoft Corporation (MSFT) 0.3 $1.3M 3.4k 375.42
Procter & Gamble Company (PG) 0.3 $1.3M 7.5k 170.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 21k 49.62
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.0M 2.1k 484.82
Colgate-Palmolive Company (CL) 0.2 $939k 10k 93.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $937k 1.8k 513.96
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $861k 7.1k 121.91
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.2 $859k 2.4k 361.09
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $853k 8.7k 97.95
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $851k 10k 81.69
Amazon (AMZN) 0.2 $841k 4.4k 190.28
Ishares Tr Core Msci Eafe (IEFA) 0.2 $806k 11k 75.65
Loews Corporation (L) 0.2 $780k 8.5k 91.91
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $689k 8.3k 83.28
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $659k 10k 63.53
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $592k 24k 24.99
Nike CL B (NKE) 0.1 $552k 8.7k 63.48
Alphabet Cap Stk Cl C (GOOG) 0.1 $535k 3.4k 156.23
Visa Com Cl A (V) 0.1 $527k 1.5k 350.46
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $524k 11k 47.48
Meta Platforms Cl A (META) 0.1 $520k 902.00 576.19
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $496k 5.1k 97.47
Walt Disney Company (DIS) 0.1 $491k 5.0k 98.70
International Business Machines (IBM) 0.1 $466k 1.9k 248.70
Alphabet Cap Stk Cl A (GOOGL) 0.1 $428k 2.8k 154.64
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $424k 3.4k 124.51
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $408k 2.1k 193.99
Ishares Tr Esg Aware Msci (ESML) 0.1 $405k 11k 38.41
Ishares Esg Awr Msci Em (ESGE) 0.1 $405k 12k 34.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $394k 705.00 559.39
NVIDIA Corporation (NVDA) 0.1 $361k 3.3k 108.38
Cigna Corp (CI) 0.1 $343k 1.0k 329.00
Home Depot (HD) 0.1 $334k 912.00 366.49
Merck & Co (MRK) 0.1 $316k 3.5k 89.76
Fiserv (FI) 0.1 $283k 1.3k 220.83
Philip Morris International (PM) 0.1 $274k 1.7k 158.72
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $249k 4.3k 58.35
Oracle Corporation (ORCL) 0.1 $237k 1.7k 139.81
T. Rowe Price (TROW) 0.0 $222k 2.4k 91.87
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $218k 2.3k 92.83
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $206k 1.6k 128.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $201k 1.2k 170.89
Chargepoint Holdings Com Cl A 0.0 $9.7k 16k 0.60