Presilium Private Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Presilium Private Wealth, Llc disclosed 111 stock positions valued at approximately $678.99M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 111
- Portfolio Value
- $678.99M
Holdings by Sector
Presilium Private Wealth, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 12.75% | 960,527 | +19,094 | +2.03% | $86,553,124 |
| VANGUARD INDEX FDS | VTV | Other | 12.71% | 399,431 | -1,247 | -0.31% | $86,309,104 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 10.09% | 1,190,635 | +67,581 | +6.02% | $68,532,932 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 8.59% | 671,967 | +30,289 | +4.72% | $58,326,738 |
| VANGUARD BD INDEX FDS | BSV | Other | 7.30% | 648,612 | +33,466 | +5.44% | $49,553,954 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 6.56% | 750,459 | +49,989 | +7.14% | $44,509,711 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 4.99% | 292,690 | +18,642 | +6.80% | $33,896,414 |
| VANGUARD INDEX FDS | VOT | Other | 4.60% | 106,827 | +2,203 | +2.11% | $31,204,303 |
| VANGUARD INDEX FDS | VOE | Other | 4.49% | 155,874 | +2,357 | +1.54% | $30,477,972 |
| VANGUARD INDEX FDS | VNQ | Other | 4.00% | 302,962 | +13,460 | +4.65% | $27,154,476 |
| ISHARES TR | IGSB | Other | 3.08% | 408,621 | +10,407 | +2.61% | $20,933,633 |
| VANGUARD INDEX FDS | VBK | Other | 2.80% | 56,360 | +1,766 | +3.23% | $19,040,036 |
| VANGUARD INDEX FDS | VBR | Other | 2.76% | 81,081 | +311 | +0.39% | $18,732,223 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.78% | 77,812 | +7,546 | +10.74% | $12,080,338 |
| ISHARES TR | MUB | Other | 1.02% | 68,214 | +7,105 | +11.63% | $6,896,436 |
| ISHARES TR | SUB | Other | 0.84% | 54,303 | -1,670 | -2.98% | $5,676,836 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.71% | 6,304 | +113 | +1.83% | $4,807,620 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.50% | 21,037 | +199 | +0.95% | $3,423,736 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.48% | 69,344 | +40,577 | +141.05% | $3,284,113 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.44% | 30,009 | +30,009 | +100.00% | $2,958,887 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.43% | 38,051 | -3,405 | -8.21% | $2,939,463 |
| APPLE INC | AAPL | Technology | 0.35% | 7,210 | +763 | +11.83% | $2,401,238 |
| ISHARES TR | IPAC | Other | 0.35% | 28,188 | +99 | +0.35% | $2,399,111 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.34% | 14,517 | -1,428 | -8.96% | $2,291,470 |
| MICROSOFT CORP | MSFT | Technology | 0.32% | 4,172 | +578 | +16.08% | $2,139,738 |
| ISHARES TR | IUSG | Other | 0.28% | 9,984 | -637 | -6.00% | $1,934,400 |
| MERCK & CO INC | MRK | Healthcare | 0.26% | 12,152 | +7,068 | +139.02% | $1,765,831 |
| ISHARES TR | IJJ | Other | 0.21% | 10,255 | -139 | -1.34% | $1,412,279 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.20% | 5,426 | +704 | +14.91% | $1,352,003 |
| ALPHABET INC | GOOG | Communication Services | 0.20% | 3,927 | +394 | +11.15% | $1,338,086 |
Showing 30 of 111 holdings in the latest reporting period.