Presilium Private Wealth, LLC Top Holdings and 13F Report (2025)

About Presilium Private Wealth, LLC

Investment Activity

Presilium 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: $64,051,671
Vanguard Growth ETF: $63,922,979
Vanguard Short-Term Treasury ETF: $48,070,826
Vanguard FTSE Europe ETF: $43,481,294
Vanguard Short-Term Bond ETF: $35,663,164

Largest New Holdings this Quarter

369604301 - GE Aerospace: $766,506 Holding
36828A101 - GE VERNOVA INC: $393,158 Holding
532457108 - Eli Lilly and Company: $339,096 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $203,788 Holding
464287721 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTV Vanguard Value ETF	$64,051,671	$4,848,158 ▲	8.2%	362,406	13.1%	ETF
VUG Vanguard Growth ETF	$63,922,979	$1,137,646 ▼	-1.7%	145,810	13.1%	ETF
VGSH Vanguard Short-Term Treasury ETF	$48,070,826	$3,473,781 ▲	7.8%	817,809	9.8%	ETF
VGK Vanguard FTSE Europe ETF	$43,481,294	$1,568,367 ▲	3.7%	561,049	8.9%	ETF
BSV Vanguard Short-Term Bond ETF	$35,663,164	$2,946,687 ▲	9.0%	453,153	7.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$32,292,186	$865,599 ▲	2.8%	652,895	6.6%	ETF
VOT Vanguard Mid-Cap Growth ETF	$24,166,293	$331,883 ▼	-1.4%	84,976	4.9%	ETF
VPL Vanguard FTSE Pacific ETF	$23,979,832	$648,401 ▲	2.8%	291,796	4.9%	ETF
VOE Vanguard Mid-Cap Value ETF	$22,364,267	$1,581,941 ▲	7.6%	135,986	4.6%	ETF
VNQ Vanguard Real Estate ETF	$20,555,787	$2,440,603 ▲	13.5%	230,808	4.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$15,784,901	$1,159,296 ▲	7.9%	299,183	3.2%	Manufacturing
VBK Vanguard Small-Cap Growth ETF	$14,177,114	$568,835 ▲	4.2%	51,192	2.9%	ETF
VBR Vanguard Small-Cap Value ETF	$14,133,418	$883,985 ▲	6.7%	72,475	2.9%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$8,952,169	$150,383 ▲	1.7%	66,613	1.8%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$5,270,600	$529,628 ▲	11.2%	66,297	1.1%	ETF
MUB iShares National Muni Bond ETF	$5,171,864	$153,063 ▲	3.0%	49,501	1.1%	ETF
SUB iShares Short-Term National Muni Bond ETF	$4,779,239	$478,211 ▲	11.1%	44,943	1.0%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$3,041,259	$186,267 ▼	-5.8%	36,704	0.6%	Manufacturing
VT Vanguard Total World Stock ETF	$2,073,747	$25,189 ▲	1.2%	16,136	0.4%	ETF
XOM Exxon Mobil	$2,038,786	$12,289 ▼	-0.6%	18,913	0.4%	Energy
IPAC iShares Core MSCI Pacific ETF	$1,931,319	$1,601,005 ▼	-45.3%	28,112	0.4%	ETF
MSFT Microsoft	$1,758,009	$54,720 ▲	3.2%	3,534	0.4%	Computer and Technology
IUSG iShares Core S&P U.S. Growth ETF	$1,736,067	$203,792 ▲	13.3%	11,543	0.4%	Manufacturing
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,224,982	$627,198 ▼	-33.9%	9,912	0.3%	ETF
AAPL Apple	$1,211,254	$23,183 ▼	-1.9%	5,904	0.2%	Computer and Technology
PG Procter & Gamble	$1,181,912	$6,373 ▼	-0.5%	7,418	0.2%	Consumer Staples
VTEB Vanguard Tax-Exempt Bond ETF	$1,127,573	$88,841 ▲	8.6%	22,998	0.2%	ETF
VOO Vanguard S&P 500 ETF	$1,077,553	$42,034 ▲	4.1%	1,897	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$1,010,500		0.0%	2,380	0.2%	ETF
AMZN Amazon.com	$976,395	$6,582 ▲	0.7%	4,450	0.2%	Retail/Wholesale
ESGV Vanguard ESG U.S. Stock ETF	$948,934	$6,249 ▼	-0.7%	8,655	0.2%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$948,182	$7,577 ▼	-0.8%	7,008	0.2%	Manufacturing
VRTX Vertex Pharmaceuticals	$945,605		0.0%	2,124	0.2%	Medical
ESGD iShares ESG Aware MSCI EAFE ETF	$926,104	$3,480 ▼	-0.4%	10,380	0.2%	Manufacturing
CL Colgate-Palmolive	$911,091		0.0%	10,023	0.2%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$893,190	$3,423 ▲	0.4%	10,699	0.2%	ETF
L Loews	$777,552		0.0%	8,483	0.2%	Finance
GE GE Aerospace	$766,506	$766,506 ▲	New Holding	2,978	0.2%	Aerospace
IEUR iShares Core MSCI Europe ETF	$733,686	$2,633,339 ▼	-78.2%	11,083	0.2%	ETF
DIS Walt Disney	$672,730	$55,802 ▲	9.0%	5,425	0.1%	Consumer Discretionary
META Meta Platforms	$658,919	$6,641 ▼	-1.0%	893	0.1%	Computer and Technology
NKE NIKE	$636,518	$18,470 ▲	3.0%	8,960	0.1%	Consumer Discretionary
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$616,262	$20,488 ▲	3.4%	24,484	0.1%	Manufacturing
GOOG Alphabet	$607,383	$355 ▼	-0.1%	3,424	0.1%	Computer and Technology
NVDA NVIDIA	$604,328	$78,681 ▲	15.0%	3,825	0.1%	Computer and Technology
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$549,325	$24,293 ▲	4.6%	11,555	0.1%	ETF
IBM International Business Machines	$538,363	$13,857 ▼	-2.5%	1,826	0.1%	Computer and Technology
V Visa	$533,640		0.0%	1,503	0.1%	Business Services
USRT iShares Core U.S. REIT ETF	$532,807	$1,435,072 ▼	-72.9%	9,420	0.1%	ETF
GOOGL Alphabet	$504,899	$17,447 ▲	3.6%	2,865	0.1%	Computer and Technology
IUSV iShares Core S&P U.S. Value ETF	$453,889	$1,821,897 ▼	-80.1%	4,796	0.1%	Manufacturing
ESGE iShares ESG Aware MSCI EM ETF	$447,791	$5,640 ▼	-1.2%	11,432	0.1%	Manufacturing
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$435,825	$331 ▲	0.1%	10,545	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$435,584		0.0%	705	0.1%	Finance
SCZ iShares MSCI EAFE Small-Cap ETF	$429,525	$323,924 ▼	-43.0%	5,910	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$426,737	$4,093 ▼	-1.0%	2,085	0.1%	ETF
GE VERNOVA INC	$393,158	$393,158 ▲	New Holding	743	0.1%	COM
MRK Merck & Co., Inc.	$382,655	$104,015 ▲	37.3%	4,834	0.1%	Medical
LLY Eli Lilly and Company	$339,096	$339,096 ▲	New Holding	435	0.1%	Medical
CI Cigna Group	$322,646	$22,149 ▼	-6.4%	976	0.1%	Medical
ORCL Oracle	$320,512	$50,066 ▼	-13.5%	1,466	0.1%	Computer and Technology
PM Philip Morris International	$314,885		0.0%	1,729	0.1%	Consumer Staples
HD Home Depot	$302,845	$31,531 ▼	-9.4%	826	0.1%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$268,558	$3,845 ▲	1.5%	4,330	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$244,862	$13,212 ▼	-5.1%	2,224	0.1%	ETF
TROW T. Rowe Price Group	$232,758		0.0%	2,412	0.0%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$223,271	$1,766,597 ▼	-88.8%	3,719	0.0%	ETF
FI Fiserv	$221,202		0.0%	1,283	0.0%	Business Services
QUAL iShares MSCI USA Quality Factor ETF	$215,362		0.0%	1,178	0.0%	ETF
VYM Vanguard High Dividend Yield ETF	$213,296		0.0%	1,600	0.0%	ETF
PALANTIR TECHNOLOGIES INC	$203,788	$203,788 ▲	New Holding	1,495	0.0%	CL A
IYW iShares U.S. Technology ETF	$202,711	$202,711 ▲	New Holding	1,170	0.0%	Manufacturing
WMT Walmart	$200,611	$200,611 ▲	New Holding	2,052	0.0%	Retail/Wholesale
CHPT ChargePoint	$11,253		0.0%	16,000	0.0%	Auto/Tires/Trucks
IJK iShares S&P Mid-Cap 400 Growth ETF	$0	$689,142 ▼	-100.0%	0	0.0%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$0	$496,050 ▼	-100.0%	0	0.0%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$0	$423,586 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Presilium Private Wealth, LLC Top Holdings and 13F Report (2025)

About Presilium Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Presilium Private Wealth, LLC Top Holdings and 13F Report (2025)

About Presilium Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPresilium Private Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools