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Presilium Private Wealth, LLC Portfolio
$679M across 111 positions as of 2026-09-30, with 76% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VUGVanguard Growth ETF | $86.6M | 12.7% | 960,527 |
| VTVVanguard Value ETF | $86.3M | 12.7% | 399,431 |
| VGSHVanguard Short-Term Treasury ETF | $68.5M | 10.1% | 1,190,635 |
| VGKVanguard FTSEEuropean ETF | $58.3M | 8.6% | 671,967 |
| BSVVanguard Short-Term Bond ETF | $49.6M | 7.3% | 648,612 |
| VWOVanguard FTSE Emerging Markets ETF | $44.5M | 6.6% | 750,459 |
| VPLVanguard FTSE Pacific ETF | $33.9M | 5.0% | 292,690 |
| VOTVanguard Mid-Cap Growth ETF | $31.2M | 4.6% | 106,827 |
| VOEVanguard Mid-Cap Value ETF | $30.5M | 4.5% | 155,874 |
| VNQVanguard Real Estate ETF | $27.2M | 4.0% | 302,962 |
| IGSBISHARES TR | $20.9M | 3.1% | 408,621 |
| VBKVanguard Small-Cap Growth ETF | $19M | 2.8% | 56,360 |
| VBRVanguard Small-Cap Value ETF | $18.7M | 2.8% | 81,081 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $12.1M | 1.8% | 77,812 |
| MUBiShares National Muni Bond ETF | $6.9M | 1.0% | 68,214 |
| SUBiShares Short-Term National Muni Bond ETF | $5.7M | 0.8% | 54,303 |
| SPYState Street SPDR S&P 500 ETF Trust | $4.8M | 0.7% | 6,304 |
| XOMExxonmobil Holdings Corp | $3.4M | 0.5% | 21,037 |
| VTEBVanguard Tax-Exempt Bond ETF | $3.3M | 0.5% | 69,344 |
| VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $3M | 0.4% | 30,009 |
| VCSHVanguard Short-Term Corporate Bond ETF | $2.9M | 0.4% | 38,051 |
| AAPLApple Inc | $2.4M | 0.4% | 7,210 |
| IPACiShares Core MSCI Pacific ETF | $2.4M | 0.4% | 28,188 |
| VTVanguard Total World Stock Index ETF | $2.3M | 0.3% | 14,517 |
| MSFTMicrosoft Corp | $2.1M | 0.3% | 4,172 |
| IUSGiShares Core S&P U.S. Growth ETF | $1.9M | 0.3% | 9,984 |
| MRKMerck & Co Inc | $1.8M | 0.3% | 12,152 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $1.4M | 0.2% | 10,255 |
| AMZNAmazon.com Inc | $1.4M | 0.2% | 5,426 |
| GOOGAlphabet Inc | $1.3M | 0.2% | 3,927 |
| IWFiShares Russell 1000 Growth ETF | $1.3M | 0.2% | 10,080 |
| GEGeneral Electric Co | $1.2M | 0.2% | 3,787 |
| IEFAiShares Core MSCI EAFE ETF | $1.1M | 0.2% | 11,771 |
| VOOVanguard S&P 500 ETF | $1.1M | 0.2% | 1,620 |
| VRTXVertex Pharmaceuticals Inc | $1.1M | 0.2% | 2,153 |
| NVDANVIDIA Corp | $1.1M | 0.2% | 4,914 |
| ESGVVanguard ESG U.S. Stock ETF | $1.1M | 0.2% | 8,253 |
| ESGUiShares ESG Aware MSCI USA ETF | $1.1M | 0.2% | 6,684 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $1.1M | 0.2% | 10,563 |
| PGProcter & Gamble Co | $1.1M | 0.2% | 7,357 |
| GOOGLAlphabet Inc | $1.1M | 0.2% | 3,053 |
| VTIVanguard Total Stock Market ETF | $927K | 0.1% | 2,477 |
| IEURiShares Core MSCI Europe ETF | $918.4K | 0.1% | 12,462 |
| GEVGE Vernova Inc | $897.4K | 0.1% | 944 |
| LLoews Corp | $886.3K | 0.1% | 8,487 |
| ABBVAbbVie Inc | $848.3K | 0.1% | 3,243 |
| FIRST TR EXCHANGE-TRADED FD | $829.9K | 0.1% | 5,100 |
| METAMeta Platforms Inc | $828.5K | 0.1% | 1,142 |
| AVGOBroadcom Inc | $783.5K | 0.1% | 2,231 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $760.1K | 0.1% | 7,373 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $739.7K | 0.1% | 30,277 |
| BNDVanguard Total Bond Market ETF | $737.4K | 0.1% | 10,512 |
| VVisa Inc | $705.7K | 0.1% | 1,964 |
| ISHARES TR | $661.1K | 0.1% | 10,735 |
| CLColgate-Palmolive Co | $645.9K | 0.1% | 7,570 |
| JPMJPMorgan Chase & Co | $643.9K | 0.1% | 1,946 |
| IVViShares Core S&P 500 ETF | $638.2K | 0.1% | 833 |
| IVWiShares S&P 500 Growth ETF | $627.1K | 0.1% | 4,408 |
| NVSNovartis AG | $613.5K | 0.1% | 4,303 |
| DISWalt Disney Co | $613.3K | 0.1% | 5,847 |
| XLIState Street Industrial Select Sector SPDR ETF | $604.8K | 0.1% | 3,622 |
| MUMicron Technology Inc | $602.7K | 0.1% | 566 |
| IUSViShares Core S&P U.S. Value ETF | $599K | 0.1% | 5,431 |
| BRK.BBerkshire Hathaway Inc | $594.6K | 0.1% | 1,194 |
| SHYiShares 1-3 Year Treasury Bond ETF | $584.5K | 0.1% | 7,199 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $571.9K | 0.1% | 12,639 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $566.8K | 0.1% | 19,154 |
| ESGEiShares ESG Aware MSCI EM ETF | $542.8K | 0.1% | 10,023 |
| BMYBristol-Myers Squibb Co | $540.6K | 0.1% | 8,664 |
| GSKGSK plc | $508.2K | 0.1% | 10,550 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $497K | 0.1% | 9,557 |
| JNJJohnson & Johnson | $491.4K | 0.1% | 1,856 |
| FIWFirst Trust Water ETF | $461.7K | 0.1% | 4,449 |
| GLDSPDR Gold Shares | $448.2K | 0.1% | 1,177 |
| VIGVanguard Div Appreciation ETF | $437.4K | 0.1% | 1,875 |
| LLYEli Lilly and Co | $414.2K | 0.1% | 358 |
| VDCVanguard Consumer Staples ETF | $410.5K | 0.1% | 1,881 |
| IBMInternational Business Machines Corp | $406K | 0.1% | 1,846 |
| BNDXVanguard Total International Bond ETF | $396.3K | 0.1% | 8,455 |
| IJHiShares Core S&P Mid-Cap ETF | $376.4K | 0.1% | 5,231 |
| HAMILTON LANE INC | $353K | 0.1% | 4,064 |
| ABTAbbott Laboratories | $335.1K | 0.0% | 3,391 |
| PMPhilip Morris International Inc | $330.2K | 0.0% | 1,731 |
| ORCLOracle Corp | $322K | 0.0% | 2,345 |
| THE ALGER ETF TRUST | $319.5K | 0.0% | 6,875 |
| NKENike Inc | $307.1K | 0.0% | 8,675 |
| BLACKROCK ETF TRUST II | $295.7K | 0.0% | 13,832 |
| IJRiShares Core S&P Small-Cap ETF | $286.9K | 0.0% | 2,109 |
| GDGeneral Dynamics Corp | $281.1K | 0.0% | 847 |
| IEMGiShares Core MSCI Emerging Markets ETF | $279.5K | 0.0% | 3,444 |
| RBB FUND TRUST | $273.2K | 0.0% | 5,444 |
| INCYIncyte Corp | $266.2K | 0.0% | 2,193 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $265.2K | 0.0% | 581 |
| HDHome Depot Inc | $262K | 0.0% | 921 |
| TSLATesla Inc | $259.3K | 0.0% | 731 |
| TROWT Rowe Price Group Inc | $252.4K | 0.0% | 2,426 |
| LHXL3Harris Technologies Inc | $246.1K | 0.0% | 1,039 |
| CICigna Group | $239.8K | 0.0% | 882 |
| CGDVCapital Group Dividend Value ETF | $237.2K | 0.0% | 4,855 |
| PLTRPalantir Technologies Inc | $234.8K | 0.0% | 1,255 |
| QUALiShares MSCI USA Quality Factor ETF | $233.4K | 0.0% | 1,050 |
| VFLOVictoryShares Free Cash Flow ETF | $226.3K | 0.0% | 4,420 |
| VYMVanguard High Dividend Yield ETF | $222.4K | 0.0% | 1,433 |
| WMTWalmart Inc | $218.8K | 0.0% | 2,106 |
| MAMastercard Inc | $216.2K | 0.0% | 392 |
| VEAVanguard FTSE Developed Markets ETF | $213.5K | 0.0% | 3,023 |
| VXUSVanguard Total International Stock ETF | $206.7K | 0.0% | 2,433 |
| AMGNAmgen Inc | $203.3K | 0.0% | 482 |
| PFEPfizer Inc | $201.5K | 0.0% | 7,067 |
| DR REDDYS LABS LTD | $190.9K | 0.0% | 15,125 |
| HLNHaleon PLC | $112.6K | 0.0% | 12,514 |
Quarter ending 2026-09-30.
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