Presilium Private Wealth, LLC Top Holdings and 13F Report (2025) About Presilium Private Wealth, LLCInvestment ActivityPresilium Private Wealth, LLC has $526.56 million in total holdings as of September 30, 2025.Presilium Private Wealth, LLC owns shares of 76 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.57% of the portfolio was purchased this quarter.About 0.88% of the portfolio was sold this quarter.This quarter, Presilium Private Wealth, LLC has purchased 74 new stocks and bought additional shares in 28 stocks.Presilium Private Wealth, LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Value ETF $69,443,865Vanguard Growth ETF $68,506,634Vanguard Short-Term Treasury ETF $52,639,480Vanguard FTSE Europe ETF $46,784,525Vanguard Short-Term Bond ETF $38,889,530 Largest New Holdings this Quarter 407497106 - Hamilton Lane $610,464 Holding26740W109 - D-Wave Quantum $257,478 Holding46138G649 - Invesco NASDAQ 100 ETF $229,960 Holding464287804 - iShares Core S&P Small-Cap ETF $224,235 Holding464287200 - iShares Core S&P 500 ETF $206,356 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 76,660 shares (about $4.51M)Vanguard Short-Term Bond ETF 39,681 shares (about $3.13M)Vanguard FTSE Europe ETF 25,223 shares (about $2.01M)Vanguard Value ETF 9,967 shares (about $1.86M)Vanguard Real Estate ETF 14,829 shares (about $1.36M) Largest Sales this Quarter Vanguard Growth ETF 2,972 shares (about $1.43M)Vanguard FTSE Pacific ETF 9,771 shares (about $858.28K)Vanguard Short-Term Corporate Bond ETF 4,327 shares (about $345.86K)iShares 1-3 Year Treasury Bond ETF 3,807 shares (about $315.82K)Vanguard FTSE All-World ex-US Small-Cap ETF 2,168 shares (about $309.05K) 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$69,443,865$1,858,746 ▲2.8%372,37313.2%ETFVUGVanguard Growth ETF$68,506,634$1,425,403 ▼-2.0%142,83813.0%ETFVGSHVanguard Short-Term Treasury ETF$52,639,480$4,511,439 ▲9.4%894,46910.0%ETFVGKVanguard FTSE Europe ETF$46,784,525$2,012,796 ▲4.5%586,2728.9%ETFBSVVanguard Short-Term Bond ETF$38,889,530$3,131,228 ▲8.8%492,8347.4%ETFVWOVanguard FTSE Emerging Markets ETF$35,205,199$168,662 ▼-0.5%649,7826.7%ETFVOTVanguard Mid-Cap Growth ETF$25,352,494$387,507 ▲1.6%86,2954.8%ETFVPLVanguard FTSE Pacific ETF$24,773,065$858,284 ▼-3.3%282,0254.7%ETFVOEVanguard Mid-Cap Value ETF$24,755,213$1,014,831 ▲4.3%141,7994.7%ETFVNQVanguard Real Estate ETF$22,456,128$1,355,667 ▲6.4%245,6374.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$17,166,700$1,301,037 ▲8.2%323,7173.3%ManufacturingVBRVanguard Small-Cap Value ETF$15,383,959$257,756 ▲1.7%73,7102.9%ETFVBKVanguard Small-Cap Growth ETF$15,144,622$91,071 ▼-0.6%50,8862.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$9,186,651$309,049 ▼-3.3%64,4451.7%ETFMUBiShares National Muni Bond ETF$5,578,798$307,437 ▲5.8%52,3881.1%ETFSUBiShares Short-Term National Muni Bond ETF$5,113,267$314,254 ▲6.5%47,8861.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,953,251$345,856 ▼-6.5%61,9700.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,729,100$315,825 ▼-10.4%32,8970.5%ManufacturingVTVanguard Total World Stock ETF$2,237,541$14,055 ▲0.6%16,2380.4%ETFIPACiShares Core MSCI Pacific ETF$2,092,928$28,638 ▲1.4%28,5020.4%ETFXOMExxon Mobil$2,038,270$94,145 ▼-4.4%18,0780.4%EnergyMSFTMicrosoft$1,807,327$23,310 ▼-1.3%3,4890.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$1,674,359$224,926 ▼-11.8%10,1760.3%ManufacturingAAPLApple$1,552,413$49,141 ▲3.3%6,0970.3%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,333,745$182,252 ▲15.8%26,6380.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,323,204$37,361 ▲2.9%10,2000.3%ETFIWFiShares Russell 1000 Growth ETF$1,114,8160.0%2,3800.2%ETFPGProcter & Gamble$1,104,003$35,801 ▼-3.1%7,1850.2%Consumer StaplesVOOVanguard S&P 500 ETF$1,088,199$73,486 ▼-6.3%1,7770.2%ETFAMZNAmazon.com$1,016,499$39,307 ▲4.0%4,6290.2%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$1,001,728$18,637 ▼-1.8%6,8800.2%ManufacturingESGVVanguard ESG U.S. Stock ETF$994,896$30,202 ▼-2.9%8,4000.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$985,030$19,898 ▲2.1%10,5940.2%ManufacturingIEFAiShares Core MSCI EAFE ETF$934,1690.0%10,6990.2%ETFGOOGAlphabet$892,124$58,208 ▲7.0%3,6630.2%Computer and TechnologyIEURiShares Core MSCI Europe ETF$856,669$101,702 ▲13.5%12,5760.2%ETFLLoews$851,6080.0%8,4830.2%FinanceVRTXVertex Pharmaceuticals$831,8430.0%2,1240.2%MedicalGEGE Aerospace$811,389$84,538 ▼-9.4%2,6970.2%AerospaceCLColgate-Palmolive$801,2390.0%10,0230.2%Consumer StaplesNVDANVIDIA$729,186$15,487 ▲2.2%3,9080.1%Computer and TechnologyGOOGLAlphabet$691,620$4,862 ▼-0.7%2,8450.1%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$661,527$41,837 ▲6.8%26,1370.1%ManufacturingMETAMeta Platforms$655,6070.0%8930.1%Computer and TechnologyNKENIKE$624,7810.0%8,9600.1%Consumer DiscretionaryUSRTiShares Core U.S. REIT ETF$624,499$71,346 ▲12.9%10,6350.1%ETFDISWalt Disney$621,1690.0%5,4250.1%Consumer DiscretionaryHLNEHamilton Lane$610,464$610,464 ▲New Holding4,5290.1%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$585,438$30,451 ▲5.5%12,1890.1%ETFIUSViShares Core S&P U.S. Value ETF$542,075$62,674 ▲13.1%5,4230.1%ManufacturingVVisa$513,0940.0%1,5030.1%Business ServicesIBMInternational Business Machines$512,493$2,822 ▼-0.5%1,8160.1%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$476,231$20,147 ▼-4.1%10,9680.1%ManufacturingSPYSPDR S&P 500 ETF Trust$469,6570.0%7050.1%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$461,845$13,524 ▼-2.8%10,2450.1%ETFGE VERNOVA INC$456,8710.0%7430.1%COMSCZiShares MSCI EAFE Small-Cap ETF$453,4010.0%5,9100.1%ETFVIGVanguard Dividend Appreciation ETF$446,685$3,237 ▼-0.7%2,0700.1%ETFORCLOracle$412,2980.0%1,4660.1%Computer and TechnologyMRKMerck & Co., Inc.$390,186$15,527 ▼-3.8%4,6490.1%MedicalLLYEli Lilly and Company$364,714$32,809 ▲9.9%4780.1%MedicalHDHome Depot$354,946$20,259 ▲6.1%8760.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$313,848$31,261 ▲11.1%4,8090.1%ETFCICigna Group$281,3320.0%9760.1%MedicalPMPhilip Morris International$277,184$3,244 ▼-1.2%1,7090.1%Consumer StaplesPALANTIR TECHNOLOGIES INC$272,7040.0%1,4950.1%CL AIVWiShares S&P 500 Growth ETF$268,4810.0%2,2240.1%ETFQBTSD-Wave Quantum$257,478$257,478 ▲New Holding10,4200.0%Computer and TechnologyTROWT. Rowe Price Group$247,5680.0%2,4120.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$244,848$330 ▼-0.1%3,7140.0%ETFQQQMInvesco NASDAQ 100 ETF$229,960$229,960 ▲New Holding9310.0%ETFQUALiShares MSCI USA Quality Factor ETF$229,1210.0%1,1780.0%ETFVYMVanguard High Dividend Yield ETF$225,5200.0%1,6000.0%ETFIJRiShares Core S&P Small-Cap ETF$224,235$224,235 ▲New Holding1,8870.0%ETFIYWiShares U.S. Technology ETF$212,687$16,451 ▼-7.2%1,0860.0%ManufacturingIVViShares Core S&P 500 ETF$206,356$206,356 ▲New Holding3080.0%ETFFIFiserv$0$221,202 ▼-100.0%00.0%Business ServicesWMTWalmart$0$200,611 ▼-100.0%00.0%Retail/WholesaleCHPTChargePoint$0$11,253 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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. 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