Presilium Private Wealth

Presilium Private Wealth as of March 31, 2026

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
Vanguard Index Fds Growth Etf (VUG) 12.4 $70M 161k 436.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.4 $59M 1.0M 58.54
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 9.3 $53M 639k 82.43
Vanguard Index Fds Short Trm Bond (BSV) 7.6 $43M 550k 78.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.8 $38M 709k 54.05
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.9 $28M 283k 97.73
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.8 $27M 147k 184.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.7 $27M 104k 257.35
Vanguard Index Fds Real Estate Etf (VNQ) 4.4 $25M 278k 88.70
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.4 $19M 364k 52.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.0 $17M 79k 217.25
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $17M 55k 302.25
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $10M 71k 145.79
Ishares Tr National Mun Etf (MUB) 1.1 $6.2M 58k 106.15
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $5.6M 53k 106.50
Exxon Mobil Corporation (XOM) 0.6 $3.5M 21k 169.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $3.0M 38k 79.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.2M 16k 138.32
Ishares Tr Core Msci Pac (IPAC) 0.4 $2.2M 29k 76.51
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.7M 11k 155.11
Apple (AAPL) 0.3 $1.5M 6.1k 253.80
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $1.4M 11k 132.51
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.4M 28k 49.89
Microsoft Corporation (MSFT) 0.2 $1.3M 3.5k 370.22
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.2 $1.1M 2.5k 426.40
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.1M 13k 82.57
Procter & Gamble Company (PG) 0.2 $1.0M 7.2k 144.44
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.0M 12k 90.53
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M 3.6k 286.86
Amazon (AMZN) 0.2 $1.0M 4.9k 208.28
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.0M 11k 95.62
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $989k 7.0k 141.42
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $985k 8.8k 112.27
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $954k 2.1k 446.54
Loews Corporation (L) 0.2 $906k 8.5k 106.74
Ishares Tr Core Msci Euro (IEUR) 0.2 $902k 13k 70.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $836k 1.4k 597.55
Alphabet Cap Stk Cl A (GOOGL) 0.1 $833k 2.9k 287.58
Ge Aerospace Com New (GE) 0.1 $768k 2.7k 283.80
NVIDIA Corporation (NVDA) 0.1 $726k 4.2k 174.38
Novartis Sponsored Adr (NVS) 0.1 $704k 4.6k 152.76
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $662k 26k 25.07
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $656k 11k 59.19
Ge Vernova (GEV) 0.1 $653k 748.00 873.07
Colgate-Palmolive Company (CL) 0.1 $641k 7.5k 85.23
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $586k 12k 47.55
Meta Platforms Cl A (META) 0.1 $546k 953.00 572.39
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $544k 5.3k 102.26
Walt Disney Company (DIS) 0.1 $526k 5.5k 96.39
Ishares Tr Core S&p500 Etf (IVV) 0.1 $480k 734.00 653.49
Ishares Tr Esg Aware Msci (ESML) 0.1 $476k 10k 47.02
Visa Com Cl A (V) 0.1 $475k 1.6k 302.24
Ishares Esg Awr Msci Em (ESGE) 0.1 $473k 10k 45.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $459k 705.00 650.34
Nike CL B (NKE) 0.1 $448k 8.5k 52.82
International Business Machines (IBM) 0.1 $444k 1.8k 242.39
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $427k 2.0k 215.06
Merck & Co (MRK) 0.1 $406k 3.4k 120.29
Hamilton Lane Cl A (HLNE) 0.1 $403k 4.1k 99.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $382k 5.7k 67.53
Ishares Core Msci Emkt (IEMG) 0.1 $316k 4.5k 69.74
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $315k 2.8k 113.11
Home Depot (HD) 0.1 $297k 903.00 328.89
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $288k 2.3k 124.32
Philip Morris International (PM) 0.0 $262k 1.6k 165.29
Eli Lilly & Co. (LLY) 0.0 $259k 282.00 919.77
Wal-Mart Stores (WMT) 0.0 $239k 1.9k 124.26
Cigna Corp (CI) 0.0 $234k 877.00 266.75
Oracle Corporation (ORCL) 0.0 $222k 1.5k 147.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $219k 1.5k 148.10
T. Rowe Price (TROW) 0.0 $217k 2.4k 90.14
Dr Reddys Labs Adr (RDY) 0.0 $211k 15k 13.85
Spdr Gold Tr Gold Shs (GLD) 0.0 $204k 475.00 430.29
D-wave Quantum (QBTS) 0.0 $154k 11k 14.43