Presilium Private Wealth, LLC Top Holdings and 13F Report (2026) About Presilium Private Wealth, LLCInvestment ActivityPresilium Private Wealth, LLC has $567.24 million in total holdings as of March 31, 2026.Presilium Private Wealth, LLC owns shares of 75 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.98% of the portfolio was purchased this quarter.About 0.52% of the portfolio was sold this quarter.This quarter, Presilium Private Wealth, LLC has purchased 76 new stocks and bought additional shares in 52 stocks.Presilium Private Wealth, LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Value ETF $75,141,307Vanguard Growth ETF $70,258,203Vanguard Short-Term Treasury ETF $59,093,775Vanguard FTSE Europe ETF $52,639,009Vanguard Short-Term Bond ETF $43,129,897 Largest New Holdings this Quarter 66987V109 - Novartis $703,457 Holding78463V107 - SPDR Gold Shares $204,388 Holding Largest Purchases this Quarter Vanguard Growth ETF 17,450 shares (about $7.62M)Vanguard Short-Term Treasury ETF 60,308 shares (about $3.53M)Vanguard FTSE Europe ETF 36,962 shares (about $3.05M)Vanguard Mid-Cap Growth ETF 10,854 shares (about $2.79M)Vanguard FTSE Emerging Markets ETF 37,800 shares (about $2.04M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 8,892 shares (about $704.87K)Vanguard FTSE Pacific ETF 6,932 shares (about $677.46K)Vanguard S&P 500 ETF 560 shares (about $334.63K)Colgate-Palmolive 2,500 shares (about $213.07K)Merck & Co., Inc. 1,275 shares (about $153.37K) 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$75,141,307$665,118 â–²0.9%382,98313.2%ETFVUGVanguard Growth ETF$70,258,203$7,621,996 â–²12.2%160,85112.4%ETFVGSHVanguard Short-Term Treasury ETF$59,093,775$3,530,430 â–²6.4%1,009,46010.4%ETFVGKVanguard FTSE Europe ETF$52,639,009$3,046,780 â–²6.1%638,5909.3%ETFBSVVanguard Short-Term Bond ETF$43,129,897$2,016,078 â–²4.9%550,0567.6%ETFVWOVanguard FTSE Emerging Markets ETF$38,329,746$2,043,091 â–²5.6%709,1536.8%ETFVPLVanguard FTSE Pacific ETF$27,700,600$677,465 â–¼-2.4%283,4404.9%ETFVOEVanguard Mid-Cap Value ETF$27,068,835$219,477 â–²0.8%146,8904.8%ETFVOTVanguard Mid-Cap Growth ETF$26,867,757$2,793,267 â–²11.6%104,4024.7%ETFVNQVanguard Real Estate ETF$24,675,995$988,207 â–²4.2%278,1964.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$19,125,565$1,023,605 â–²5.7%363,8813.4%ManufacturingVBRVanguard Small-Cap Value ETF$17,203,104$503,584 â–²3.0%79,1863.0%ETFVBKVanguard Small-Cap Growth ETF$16,553,256$723,281 â–²4.6%54,7672.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$10,327,929$389,552 â–²3.9%70,8411.8%ETFMUBiShares National Muni Bond ETF$6,200,129$318,875 â–²5.4%58,4091.1%ETFSUBiShares Short-Term National Muni Bond ETF$5,631,081$266,250 â–²5.0%52,8741.0%ETFXOMExxonMobil$3,532,284$41,566 â–²1.2%20,8200.6%EnergyVCSHVanguard Short-Term Corporate Bond ETF$2,990,212$704,866 â–¼-19.1%37,7220.5%ETFVTVanguard Total World Stock ETF$2,248,336$9,406 â–¼-0.4%16,2550.4%ETFIPACiShares Core MSCI Pacific ETF$2,192,421$29,916 â–²1.4%28,6550.4%ETFIUSGiShares Core S&P U.S. Growth ETF$1,669,294$185,046 â–²12.5%10,7620.3%ManufacturingAAPLApple$1,546,687$47,715 â–²3.2%6,0940.3%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$1,418,208$38,162 â–²2.8%10,7030.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,374,001$97,633 â–²7.6%27,5410.2%ETFMSFTMicrosoft$1,312,802$55,533 â–²4.4%3,5460.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,074,5280.0%2,5200.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,056,118$78,852 â–¼-6.9%12,7910.2%ManufacturingPGProcter & Gamble$1,043,461$5,633 â–²0.5%7,2240.2%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$1,040,129$13,761 â–²1.3%11,4890.2%ETFGOOGAlphabet$1,026,959$17,785 â–²1.8%3,5800.2%Computer and TechnologyAMZNAmazon.com$1,020,964$77,687 â–²8.2%4,9020.2%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$1,018,544$287 â–¼0.0%10,6520.2%ManufacturingESGUiShares ESG Aware MSCI USA ETF$989,374$25,880 â–²2.7%6,9960.2%ManufacturingESGVVanguard ESG U.S. Stock ETF$985,057$43,673 â–²4.6%8,7740.2%ETFVRTXVertex Pharmaceuticals$954,256$4,465 â–²0.5%2,1370.2%MedicalLLoews$905,4750.0%8,4830.2%FinanceIEURiShares Core MSCI Europe ETF$901,626$68,934 â–²8.3%12,8310.2%ETFVOOVanguard S&P 500 ETF$835,972$334,628 â–¼-28.6%1,3990.1%ETFGOOGLAlphabet$833,409$27,033 â–²3.4%2,8980.1%Computer and TechnologyGEGE Aerospace$767,954$2,554 â–²0.3%2,7060.1%AerospaceNVDANVIDIA$726,138$78,648 â–²12.1%4,1640.1%Computer and TechnologyNVSNovartis$703,457$703,457 â–²New Holding4,6050.1%MedicalSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$662,292$12,583 â–¼-1.9%26,4230.1%ManufacturingUSRTiShares Core U.S. REIT ETF$655,837$16,337 â–²2.6%11,0800.1%ETFGE VERNOVA INC$653,060$2,619 â–²0.4%7480.1%COMCLColgate-Palmolive$641,185$213,075 â–¼-24.9%7,5230.1%Consumer StaplesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$585,578$3,138 â–²0.5%12,3150.1%ETFMETAMeta Platforms$545,483$27,474 â–²5.3%9530.1%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$543,813$4,499 â–²0.8%5,3180.1%ManufacturingDISWalt Disney$526,185$1,542 â–²0.3%5,4590.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$479,663$133,966 â–²38.8%7340.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$475,513$9,451 â–¼-1.9%10,1130.1%ETFVVisa$475,424$7,254 â–²1.5%1,5730.1%Business ServicesESGEiShares ESG Aware MSCI EM ETF$472,797$19,234 â–¼-3.9%10,3980.1%ManufacturingSPYSPDR S&P 500 ETF Trust$458,4900.0%7050.1%FinanceNKENIKE$448,074$792 â–¼-0.2%8,4830.1%Consumer DiscretionaryIBMInternational Business Machines$444,066$485 â–²0.1%1,8320.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$427,324$12,473 â–¼-2.8%1,9870.1%ETFMRKMerck & Co., Inc.$405,853$153,368 â–¼-27.4%3,3740.1%MedicalHLNEHamilton Lane$403,3770.0%4,0580.1%FinanceIJHiShares Core S&P Mid-Cap ETF$382,300$6,821 â–²1.8%5,6610.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$316,292$41,917 â–²15.3%4,5350.1%ETFIVWiShares S&P 500 Growth ETF$315,3510.0%2,7880.1%ETFHDHome Depot$296,988$4,276 â–²1.5%9030.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$288,292$47,987 â–²20.0%2,3190.1%ETFPMPhilip Morris International$261,818$1,653 â–²0.6%1,5840.0%Consumer StaplesLLYEli Lilly and Company$259,375$17,476 â–²7.2%2820.0%MedicalWALMART INC$239,200$5,964 â–²2.6%1,9250.0%COMCICigna Group$233,940$1,334 â–¼-0.6%8770.0%MedicalORCLOracle$221,695$4,708 â–²2.2%1,5070.0%Computer and TechnologyVYMVanguard High Dividend Yield ETF$219,188$14,810 â–¼-6.3%1,4800.0%Financial ServicesTROWT. Rowe Price Group$217,418$992 â–¼-0.5%2,4120.0%FinanceRDYDr. Reddy's Laboratories$210,880$125 â–²0.1%15,2260.0%MedicalGLDSPDR Gold Shares$204,388$204,388 â–²New Holding4750.0%FinanceQBTSD-Wave Quantum$153,779$9,913 â–²6.9%10,6570.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$0$267,856 â–¼-100.0%00.0%CL APFEPfizer$0$220,323 â–¼-100.0%00.0%MedicalIYWiShares U.S. Technology ETF$0$206,851 â–¼-100.0%00.0%ManufacturingShowing 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. 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