Presilium Private Wealth

Presilium Private Wealth as of June 30, 2026

Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 96 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 13.4 $87M 401k 217.93
Vanguard Index Fds Growth Etf (VUG) 12.4 $81M 941k 86.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.0 $65M 1.1M 58.20
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.7 $57M 642k 88.54
Vanguard Index Fds Short Trm Bond (BSV) 7.4 $48M 615k 77.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.4 $42M 701k 59.69
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.9 $32M 105k 306.30
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.9 $32M 274k 115.69
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.7 $30M 154k 197.60
Vanguard Index Fds Real Estate Etf (VNQ) 4.3 $28M 290k 96.43
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.2 $21M 398k 52.41
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.1 $20M 55k 365.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.0 $20M 81k 242.99
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.7 $11M 70k 154.29
Ishares Tr National Mun Etf (MUB) 1.0 $6.6M 61k 107.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $6.0M 56k 106.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.6M 6.2k 746.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $3.3M 42k 79.03
Exxon Mobil Corp 0.4 $2.8M 21k 136.72
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.5M 16k 156.95
Ishares Tr Core Msci Pac (IPAC) 0.4 $2.3M 28k 81.93
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $2.0M 11k 188.09
Apple (AAPL) 0.3 $1.9M 6.4k 289.38
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.5M 10k 147.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.5M 29k 50.58
Microsoft Corporation (MSFT) 0.2 $1.3M 3.6k 373.00
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.2 $1.3M 10k 124.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 3.5k 353.33
Ge Aerospace Com New (GE) 0.2 $1.2M 3.2k 373.76
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.2M 7.1k 163.67
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $1.2M 8.7k 132.24
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.1M 12k 96.58
Amazon (AMZN) 0.2 $1.1M 4.7k 238.35
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $1.1M 11k 102.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.1M 1.6k 686.81
Procter & Gamble Company (PG) 0.2 $1.1M 7.3k 146.64
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.1M 2.1k 496.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.0M 13k 82.11
Ge Vernova (GEV) 0.2 $1.0M 860.00 1175.07
Alphabet Cap Stk Cl A (GOOGL) 0.2 $988k 2.8k 357.40
Loews Corporation (L) 0.1 $960k 8.5k 113.21
Ishares Tr Core Msci Euro (IEUR) 0.1 $922k 12k 75.17
NVIDIA Corporation (NVDA) 0.1 $900k 4.5k 200.07
Astrazeneca Ord (AZN) 0.1 $823k 4.3k 189.64
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.1 $814k 5.1k 159.60
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $737k 30k 24.99
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $726k 11k 66.45
Novartis Sponsored Adr (NVS) 0.1 $721k 4.6k 156.73
Colgate-Palmolive Company (CL) 0.1 $690k 7.5k 91.68
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $671k 3.6k 185.23
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $663k 7.4k 89.85
Merck & Co (MRK) 0.1 $653k 5.1k 128.50
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $649k 14k 47.41
Micron Technology (MU) 0.1 $625k 542.00 1153.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $618k 4.5k 137.53
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $601k 5.5k 110.16
Ishares Tr Esg Aware Msci (ESML) 0.1 $567k 10k 55.93
Visa Com Cl A (V) 0.1 $562k 1.6k 343.09
Ishares Tr Core S&p500 Etf (IVV) 0.1 $550k 734.00 749.21
The Alger Etf Trust Ai Enablers Adop (ALAI) 0.1 $547k 12k 45.64
Ishares Esg Awr Msci Em (ESGE) 0.1 $545k 10k 54.69
International Business Machines (IBM) 0.1 $542k 1.9k 281.21
Meta Platforms Cl A (META) 0.1 $535k 949.00 563.54
Walt Disney Company (DIS) 0.1 $524k 5.4k 96.26
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $487k 4.4k 109.52
Rbb Fund Trust First Eagle Gbl (FEGE) 0.1 $460k 9.4k 48.92
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $456k 1.9k 236.61
Vanguard World Consum Stp Etf (VDC) 0.1 $424k 1.9k 225.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $411k 5.3k 77.11
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $406k 7.6k 53.50
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.1 $372k 7.5k 49.28
GSK Sponsored Adr (GSK) 0.1 $359k 6.9k 52.42
Nike CL B (NKE) 0.1 $348k 8.5k 41.05
Eli Lilly & Co. (LLY) 0.1 $348k 290.00 1199.43
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) 0.1 $338k 7.4k 45.75
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $326k 2.2k 148.32
Home Depot (HD) 0.0 $321k 909.00 352.68
Hamilton Lane Cl A (HLNE) 0.0 $320k 4.1k 78.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $310k 619.00 500.39
Philip Morris International (PM) 0.0 $287k 1.6k 180.85
T. Rowe Price (TROW) 0.0 $276k 2.4k 113.69
Ishares Core Msci Emkt (IEMG) 0.0 $274k 3.3k 82.83
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $268k 3.6k 74.96
D-wave Quantum (QBTS) 0.0 $255k 11k 23.99
Incyte Corporation (INCY) 0.0 $249k 2.2k 113.38
Cigna Corp (CI) 0.0 $242k 878.00 275.68
Bristol Myers Squibb (BMY) 0.0 $238k 4.1k 57.62
L3harris Technologies (LHX) 0.0 $227k 781.00 290.70
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $226k 1.4k 158.02
Harbor Etf Trust Comm All Wea Etf (HGER) 0.0 $225k 7.7k 29.34
Oracle Corporation (ORCL) 0.0 $222k 1.5k 146.55
Dr Reddys Labs Adr (RDY) 0.0 $219k 15k 14.49
Wal-Mart Stores (WMT) 0.0 $217k 1.9k 113.24
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) 0.0 $214k 6.5k 32.97
Ishares Tr U.s. Tech Etf (IYW) 0.0 $209k 828.00 252.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $204k 928.00 219.43