Presilium Private Wealth

Presilium Private Wealth as of June 30, 2025

Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 74 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 13.1 $64M 362k 176.74
Vanguard Index Fds Growth Etf (VUG) 13.1 $64M 146k 438.40
Vanguard Scottsdale Fds Short Term Treas (VGSH) 9.8 $48M 818k 58.78
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.9 $44M 561k 77.50
Vanguard Index Fds Short Trm Bond (BSV) 7.3 $36M 453k 78.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.6 $32M 653k 49.46
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.9 $24M 85k 284.39
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.9 $24M 292k 82.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.6 $22M 136k 164.46
Vanguard Index Fds Real Estate Etf (VNQ) 4.2 $21M 231k 89.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.2 $16M 299k 52.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $14M 51k 276.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.9 $14M 73k 195.01
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $9.0M 67k 134.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $5.3M 66k 79.50
Ishares Tr National Mun Etf (MUB) 1.1 $5.2M 50k 104.48
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $4.8M 45k 106.34
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $3.0M 37k 82.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.1M 16k 128.52
Exxon Mobil Corporation (XOM) 0.4 $2.0M 19k 107.80
Ishares Tr Core Msci Pac (IPAC) 0.4 $1.9M 28k 68.70
Microsoft Corporation (MSFT) 0.4 $1.8M 3.5k 497.46
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.7M 12k 150.40
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $1.2M 9.9k 123.59
Apple (AAPL) 0.2 $1.2M 5.9k 205.16
Procter & Gamble Company (PG) 0.2 $1.2M 7.4k 159.33
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 23k 49.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.1M 1.9k 568.03
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.2 $1.0M 2.4k 424.58
Amazon (AMZN) 0.2 $976k 4.5k 219.41
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $949k 8.7k 109.64
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $948k 7.0k 135.30
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $946k 2.1k 445.20
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $926k 10k 89.22
Colgate-Palmolive Company (CL) 0.2 $911k 10k 90.90
Ishares Tr Core Msci Eafe (IEFA) 0.2 $893k 11k 83.48
Loews Corporation (L) 0.2 $778k 8.5k 91.66
Ge Aerospace Com New (GE) 0.2 $767k 3.0k 257.39
Ishares Tr Core Msci Euro (IEUR) 0.2 $734k 11k 66.20
Walt Disney Company (DIS) 0.1 $673k 5.4k 124.01
Meta Platforms Cl A (META) 0.1 $659k 893.00 737.87
Nike CL B (NKE) 0.1 $637k 9.0k 71.04
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $616k 25k 25.17
Alphabet Cap Stk Cl C (GOOG) 0.1 $607k 3.4k 177.39
NVIDIA Corporation (NVDA) 0.1 $604k 3.8k 157.99
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $549k 12k 47.54
International Business Machines (IBM) 0.1 $538k 1.8k 294.83
Visa Com Cl A (V) 0.1 $534k 1.5k 355.05
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $533k 9.4k 56.56
Alphabet Cap Stk Cl A (GOOGL) 0.1 $505k 2.9k 176.23
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $454k 4.8k 94.64
Ishares Esg Awr Msci Em (ESGE) 0.1 $448k 11k 39.17
Ishares Tr Esg Aware Msci (ESML) 0.1 $436k 11k 41.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $436k 705.00 617.85
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $430k 5.9k 72.68
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $427k 2.1k 204.67
Ge Vernova (GEV) 0.1 $393k 743.00 529.15
Merck & Co (MRK) 0.1 $383k 4.8k 79.16
Eli Lilly & Co. (LLY) 0.1 $339k 435.00 779.53
Cigna Corp (CI) 0.1 $323k 976.00 330.58
Oracle Corporation (ORCL) 0.1 $321k 1.5k 218.63
Philip Morris International (PM) 0.1 $315k 1.7k 182.12
Home Depot (HD) 0.1 $303k 826.00 366.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $269k 4.3k 62.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $245k 2.2k 110.10
T. Rowe Price (TROW) 0.0 $233k 2.4k 96.50
Ishares Core Msci Emkt (IEMG) 0.0 $223k 3.7k 60.04
Fiserv (FI) 0.0 $221k 1.3k 172.41
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $215k 1.2k 182.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $213k 1.6k 133.31
Palantir Technologies Cl A (PLTR) 0.0 $204k 1.5k 136.31
Ishares Tr U.s. Tech Etf (IYW) 0.0 $203k 1.2k 173.26
Wal-Mart Stores (WMT) 0.0 $201k 2.1k 97.76
Chargepoint Holdings Com Cl A 0.0 $11k 16k 0.70