Presilium Private Wealth, LLC Top Holdings and 13F Report (2025) About Presilium Private Wealth, LLCInvestment ActivityPresilium Private Wealth, LLC has $488.76 million in total holdings as of June 30, 2025.Presilium Private Wealth, LLC owns shares of 74 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.15% of the portfolio was purchased this quarter.About 2.80% of the portfolio was sold this quarter.This quarter, Presilium Private Wealth, LLC has purchased 71 new stocks and bought additional shares in 31 stocks.Presilium Private Wealth, LLC sold shares of 25 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Value ETF $64,051,671Vanguard Growth ETF $63,922,979Vanguard Short-Term Treasury ETF $48,070,826Vanguard FTSE Europe ETF $43,481,294Vanguard Short-Term Bond ETF $35,663,164 Largest New Holdings this Quarter 369604301 - GE Aerospace $766,506 Holding36828A101 - GE VERNOVA INC $393,158 Holding532457108 - Eli Lilly and Company $339,096 Holding69608A108 - PALANTIR TECHNOLOGIES INC $203,788 Holding464287721 - iShares U.S. Technology ETF $202,711 Holding Largest Purchases this Quarter Vanguard Value ETF 27,431 shares (about $4.85M)Vanguard Short-Term Treasury ETF 59,098 shares (about $3.47M)Vanguard Short-Term Bond ETF 37,442 shares (about $2.95M)Vanguard Real Estate ETF 27,404 shares (about $2.44M)Vanguard Mid-Cap Value ETF 9,619 shares (about $1.58M) Largest Sales this Quarter iShares Core MSCI Europe ETF 39,779 shares (about $2.63M)iShares Core S&P U.S. Value ETF 19,251 shares (about $1.82M)iShares Core MSCI Emerging Markets ETF 29,426 shares (about $1.77M)iShares Core MSCI Pacific ETF 23,304 shares (about $1.60M)iShares Core U.S. REIT ETF 25,372 shares (about $1.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPresilium Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$64,051,671$4,848,158 ▲8.2%362,40613.1%ETFVUGVanguard Growth ETF$63,922,979$1,137,646 ▼-1.7%145,81013.1%ETFVGSHVanguard Short-Term Treasury ETF$48,070,826$3,473,781 ▲7.8%817,8099.8%ETFVGKVanguard FTSE Europe ETF$43,481,294$1,568,367 ▲3.7%561,0498.9%ETFBSVVanguard Short-Term Bond ETF$35,663,164$2,946,687 ▲9.0%453,1537.3%ETFVWOVanguard FTSE Emerging Markets ETF$32,292,186$865,599 ▲2.8%652,8956.6%ETFVOTVanguard Mid-Cap Growth ETF$24,166,293$331,883 ▼-1.4%84,9764.9%ETFVPLVanguard FTSE Pacific ETF$23,979,832$648,401 ▲2.8%291,7964.9%ETFVOEVanguard Mid-Cap Value ETF$22,364,267$1,581,941 ▲7.6%135,9864.6%ETFVNQVanguard Real Estate ETF$20,555,787$2,440,603 ▲13.5%230,8084.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$15,784,901$1,159,296 ▲7.9%299,1833.2%ManufacturingVBKVanguard Small-Cap Growth ETF$14,177,114$568,835 ▲4.2%51,1922.9%ETFVBRVanguard Small-Cap Value ETF$14,133,418$883,985 ▲6.7%72,4752.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$8,952,169$150,383 ▲1.7%66,6131.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,270,600$529,628 ▲11.2%66,2971.1%ETFMUBiShares National Muni Bond ETF$5,171,864$153,063 ▲3.0%49,5011.1%ETFSUBiShares Short-Term National Muni Bond ETF$4,779,239$478,211 ▲11.1%44,9431.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,041,259$186,267 ▼-5.8%36,7040.6%ManufacturingVTVanguard Total World Stock ETF$2,073,747$25,189 ▲1.2%16,1360.4%ETFXOMExxon Mobil$2,038,786$12,289 ▼-0.6%18,9130.4%EnergyIPACiShares Core MSCI Pacific ETF$1,931,319$1,601,005 ▼-45.3%28,1120.4%ETFMSFTMicrosoft$1,758,009$54,720 ▲3.2%3,5340.4%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$1,736,067$203,792 ▲13.3%11,5430.4%ManufacturingIJJiShares S&P Mid-Cap 400 Value ETF$1,224,982$627,198 ▼-33.9%9,9120.3%ETFAAPLApple$1,211,254$23,183 ▼-1.9%5,9040.2%Computer and TechnologyPGProcter & Gamble$1,181,912$6,373 ▼-0.5%7,4180.2%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$1,127,573$88,841 ▲8.6%22,9980.2%ETFVOOVanguard S&P 500 ETF$1,077,553$42,034 ▲4.1%1,8970.2%ETFIWFiShares Russell 1000 Growth ETF$1,010,5000.0%2,3800.2%ETFAMZNAmazon.com$976,395$6,582 ▲0.7%4,4500.2%Retail/WholesaleESGVVanguard ESG U.S. Stock ETF$948,934$6,249 ▼-0.7%8,6550.2%ETFESGUiShares ESG Aware MSCI USA ETF$948,182$7,577 ▼-0.8%7,0080.2%ManufacturingVRTXVertex Pharmaceuticals$945,6050.0%2,1240.2%MedicalESGDiShares ESG Aware MSCI EAFE ETF$926,104$3,480 ▼-0.4%10,3800.2%ManufacturingCLColgate-Palmolive$911,0910.0%10,0230.2%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$893,190$3,423 ▲0.4%10,6990.2%ETFLLoews$777,5520.0%8,4830.2%FinanceGEGE Aerospace$766,506$766,506 ▲New Holding2,9780.2%AerospaceIEURiShares Core MSCI Europe ETF$733,686$2,633,339 ▼-78.2%11,0830.2%ETFDISWalt Disney$672,730$55,802 ▲9.0%5,4250.1%Consumer DiscretionaryMETAMeta Platforms$658,919$6,641 ▼-1.0%8930.1%Computer and TechnologyNKENIKE$636,518$18,470 ▲3.0%8,9600.1%Consumer DiscretionarySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$616,262$20,488 ▲3.4%24,4840.1%ManufacturingGOOGAlphabet$607,383$355 ▼-0.1%3,4240.1%Computer and TechnologyNVDANVIDIA$604,328$78,681 ▲15.0%3,8250.1%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$549,325$24,293 ▲4.6%11,5550.1%ETFIBMInternational Business Machines$538,363$13,857 ▼-2.5%1,8260.1%Computer and TechnologyVVisa$533,6400.0%1,5030.1%Business ServicesUSRTiShares Core U.S. REIT ETF$532,807$1,435,072 ▼-72.9%9,4200.1%ETFGOOGLAlphabet$504,899$17,447 ▲3.6%2,8650.1%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$453,889$1,821,897 ▼-80.1%4,7960.1%ManufacturingESGEiShares ESG Aware MSCI EM ETF$447,791$5,640 ▼-1.2%11,4320.1%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$435,825$331 ▲0.1%10,5450.1%ETFSPYSPDR S&P 500 ETF Trust$435,5840.0%7050.1%FinanceSCZiShares MSCI EAFE Small-Cap ETF$429,525$323,924 ▼-43.0%5,9100.1%ETFVIGVanguard Dividend Appreciation ETF$426,737$4,093 ▼-1.0%2,0850.1%ETFGE VERNOVA INC$393,158$393,158 ▲New Holding7430.1%COMMRKMerck & Co., Inc.$382,655$104,015 ▲37.3%4,8340.1%MedicalLLYEli Lilly and Company$339,096$339,096 ▲New Holding4350.1%MedicalCICigna Group$322,646$22,149 ▼-6.4%9760.1%MedicalORCLOracle$320,512$50,066 ▼-13.5%1,4660.1%Computer and TechnologyPMPhilip Morris International$314,8850.0%1,7290.1%Consumer StaplesHDHome Depot$302,845$31,531 ▼-9.4%8260.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$268,558$3,845 ▲1.5%4,3300.1%ETFIVWiShares S&P 500 Growth ETF$244,862$13,212 ▼-5.1%2,2240.1%ETFTROWT. Rowe Price Group$232,7580.0%2,4120.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$223,271$1,766,597 ▼-88.8%3,7190.0%ETFFIFiserv$221,2020.0%1,2830.0%Business ServicesQUALiShares MSCI USA Quality Factor ETF$215,3620.0%1,1780.0%ETFVYMVanguard High Dividend Yield ETF$213,2960.0%1,6000.0%ETFPALANTIR TECHNOLOGIES INC$203,788$203,788 ▲New Holding1,4950.0%CL AIYWiShares U.S. Technology ETF$202,711$202,711 ▲New Holding1,1700.0%ManufacturingWMTWalmart$200,611$200,611 ▲New Holding2,0520.0%Retail/WholesaleCHPTChargePoint$11,2530.0%16,0000.0%Auto/Tires/TrucksIJKiShares S&P Mid-Cap 400 Growth ETF$0$689,142 ▼-100.0%00.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$0$496,050 ▼-100.0%00.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$0$423,586 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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