Presilium Private Wealth

Presilium Private Wealth as of Dec. 31, 2025

Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 76 positions in its portfolio as reported in the December 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 $73M 380k 190.99
Vanguard Index Fds Growth Etf (VUG) 12.8 $70M 143k 487.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.2 $56M 949k 58.73
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 9.2 $50M 602k 83.61
Vanguard Index Fds Short Trm Bond (BSV) 7.5 $41M 524k 78.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.6 $36M 671k 53.76
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.8 $26M 290k 90.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.8 $26M 94k 279.14
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.7 $26M 146k 177.37
Vanguard Index Fds Real Estate Etf (VNQ) 4.3 $24M 267k 88.49
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.3 $18M 344k 52.88
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.0 $16M 77k 211.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $16M 52k 302.11
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $9.8M 68k 143.33
Ishares Tr National Mun Etf (MUB) 1.1 $5.9M 55k 107.11
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $5.4M 50k 106.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $3.7M 47k 79.73
Exxon Mobil Corporation (XOM) 0.5 $2.5M 21k 120.34
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.3M 16k 141.06
Ishares Tr Core Msci Pac (IPAC) 0.4 $2.1M 28k 73.21
Microsoft Corporation (MSFT) 0.3 $1.6M 3.4k 483.68
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.6M 9.6k 167.94
Apple (AAPL) 0.3 $1.6M 5.9k 271.85
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $1.4M 10k 131.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 26k 50.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.2M 2.0k 627.13
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.2 $1.2M 2.5k 473.30
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.1M 14k 82.82
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M 3.5k 313.80
Amazon (AMZN) 0.2 $1.0M 4.5k 230.85
Procter & Gamble Company (PG) 0.2 $1.0M 7.2k 143.31
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.0M 6.8k 148.98
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $1.0M 8.4k 120.96
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.0M 11k 89.46
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.0M 11k 95.09
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $964k 2.1k 453.36
Loews Corporation (L) 0.2 $893k 8.5k 105.31
Alphabet Cap Stk Cl A (GOOGL) 0.2 $878k 2.8k 313.00
Ishares Tr Core Msci Euro (IEUR) 0.2 $841k 12k 70.98
Ge Aerospace Com New (GE) 0.2 $831k 2.7k 308.06
Colgate-Palmolive Company (CL) 0.1 $792k 10k 79.02
NVIDIA Corporation (NVDA) 0.1 $693k 3.7k 186.51
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $680k 27k 25.24
Walt Disney Company (DIS) 0.1 $619k 5.4k 113.77
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $615k 11k 56.96
Meta Platforms Cl A (META) 0.1 $597k 905.00 659.90
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $586k 12k 47.85
Hamilton Lane Cl A (HLNE) 0.1 $545k 4.1k 134.31
Visa Com Cl A (V) 0.1 $543k 1.5k 350.71
International Business Machines (IBM) 0.1 $542k 1.8k 296.26
Nike CL B (NKE) 0.1 $541k 8.5k 63.71
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $541k 5.3k 102.55
Merck & Co (MRK) 0.1 $489k 4.6k 105.26
Ge Vernova (GEV) 0.1 $487k 745.00 653.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $481k 705.00 681.92
Ishares Esg Awr Msci Em (ESGE) 0.1 $478k 11k 44.17
Ishares Tr Esg Aware Msci (ESML) 0.1 $474k 10k 45.98
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $450k 2.0k 219.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $367k 5.6k 66.00
Ishares Tr Core S&p500 Etf (IVV) 0.1 $363k 529.00 685.35
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $344k 2.8k 123.26
Home Depot (HD) 0.1 $306k 890.00 344.10
Oracle Corporation (ORCL) 0.1 $288k 1.5k 194.91
Eli Lilly & Co. (LLY) 0.1 $283k 263.00 1074.68
Palantir Technologies Cl A (PLTR) 0.0 $268k 1.5k 177.74
Ishares Core Msci Emkt (IEMG) 0.0 $264k 3.9k 67.21
D-wave Quantum (QBTS) 0.0 $261k 10k 26.15
Philip Morris International (PM) 0.0 $253k 1.6k 160.40
T. Rowe Price (TROW) 0.0 $248k 2.4k 102.38
Cigna Corp (CI) 0.0 $243k 882.00 275.23
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $232k 1.9k 120.19
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $227k 1.6k 143.52
Pfizer (PFE) 0.0 $220k 8.8k 24.90
Dr Reddys Labs Adr (RDY) 0.0 $214k 15k 14.04
Wal-Mart Stores (WMT) 0.0 $209k 1.9k 111.39
Ishares Tr U.s. Tech Etf (IYW) 0.0 $207k 1.0k 199.66