Presilium Private Wealth

Presilium Private Wealth as of Sept. 30, 2025

Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 76 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 13.2 $69M 372k 186.49
Vanguard Index Fds Growth Etf (VUG) 13.0 $69M 143k 479.61
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.0 $53M 895k 58.85
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.9 $47M 586k 79.80
Vanguard Index Fds Short Trm Bond (BSV) 7.4 $39M 493k 78.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.7 $35M 650k 54.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.8 $25M 86k 293.79
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.7 $25M 282k 87.84
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.7 $25M 142k 174.58
Vanguard Index Fds Real Estate Etf (VNQ) 4.3 $23M 246k 91.42
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.3 $17M 324k 53.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.9 $15M 74k 208.71
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $15M 51k 297.62
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.7 $9.2M 64k 142.55
Ishares Tr National Mun Etf (MUB) 1.1 $5.6M 52k 106.49
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $5.1M 48k 106.78
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $5.0M 62k 79.93
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $2.7M 33k 82.96
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.2M 16k 137.80
Ishares Tr Core Msci Pac (IPAC) 0.4 $2.1M 29k 73.43
Exxon Mobil Corporation (XOM) 0.4 $2.0M 18k 112.75
Microsoft Corporation (MSFT) 0.3 $1.8M 3.5k 518.01
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.7M 10k 164.54
Apple (AAPL) 0.3 $1.6M 6.1k 254.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M 27k 50.07
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $1.3M 10k 129.73
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.2 $1.1M 2.4k 468.41
Procter & Gamble Company (PG) 0.2 $1.1M 7.2k 153.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.1M 1.8k 612.38
Amazon (AMZN) 0.2 $1.0M 4.6k 219.59
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.0M 6.9k 145.60
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $995k 8.4k 118.44
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $985k 11k 92.98
Ishares Tr Core Msci Eafe (IEFA) 0.2 $934k 11k 87.31
Alphabet Cap Stk Cl C (GOOG) 0.2 $892k 3.7k 243.55
Ishares Tr Core Msci Euro (IEUR) 0.2 $857k 13k 68.12
Loews Corporation (L) 0.2 $852k 8.5k 100.39
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $832k 2.1k 391.64
Ge Aerospace Com New (GE) 0.2 $811k 2.7k 300.85
Colgate-Palmolive Company (CL) 0.2 $801k 10k 79.94
NVIDIA Corporation (NVDA) 0.1 $729k 3.9k 186.59
Alphabet Cap Stk Cl A (GOOGL) 0.1 $692k 2.8k 243.10
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $662k 26k 25.31
Meta Platforms Cl A (META) 0.1 $656k 893.00 734.16
Nike CL B (NKE) 0.1 $625k 9.0k 69.73
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $625k 11k 58.72
Walt Disney Company (DIS) 0.1 $621k 5.4k 114.50
Hamilton Lane Cl A (HLNE) 0.1 $611k 4.5k 134.79
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $585k 12k 48.03
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $542k 5.4k 99.96
Visa Com Cl A (V) 0.1 $513k 1.5k 341.38
International Business Machines (IBM) 0.1 $513k 1.8k 282.21
Ishares Esg Awr Msci Em (ESGE) 0.1 $476k 11k 43.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $470k 705.00 666.18
Ishares Tr Esg Aware Msci (ESML) 0.1 $462k 10k 45.08
Ge Vernova (GEV) 0.1 $457k 743.00 614.90
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $453k 5.9k 76.72
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $447k 2.1k 215.79
Oracle Corporation (ORCL) 0.1 $412k 1.5k 281.24
Merck & Co (MRK) 0.1 $390k 4.6k 83.93
Eli Lilly & Co. (LLY) 0.1 $365k 478.00 763.00
Home Depot (HD) 0.1 $355k 876.00 405.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $314k 4.8k 65.26
Cigna Corp (CI) 0.1 $281k 976.00 288.25
Philip Morris International (PM) 0.1 $277k 1.7k 162.19
Palantir Technologies Cl A (PLTR) 0.1 $273k 1.5k 182.41
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $269k 2.2k 120.72
D-wave Quantum (QBTS) 0.0 $258k 10k 24.71
T. Rowe Price (TROW) 0.0 $248k 2.4k 102.64
Ishares Core Msci Emkt (IEMG) 0.0 $245k 3.7k 65.93
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $230k 931.00 247.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $229k 1.2k 194.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $226k 1.6k 140.95
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $224k 1.9k 118.83
Ishares Tr U.s. Tech Etf (IYW) 0.0 $213k 1.1k 195.84
Ishares Tr Core S&p500 Etf (IVV) 0.0 $206k 308.00 669.99