Presilium Private Wealth, Llc Portfolio Stock Holdings
Presilium Private Wealth, Llc disclosed 75 stock positions valued at approximately $567.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 75
- Portfolio Value
- $567.2M
Holdings by Sector
Presilium Private Wealth, Llc Portfolio Holdings in Q1 2026
75 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 13.25% | 382,983 | +3,390 | +0.89% | $75,141,307 |
| VANGUARD INDEX FDS | VUG | Other | 12.39% | 160,851 | +17,450 | +12.17% | $70,258,203 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 10.42% | 1,009,460 | +60,308 | +6.35% | $59,093,775 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 9.28% | 638,590 | +36,962 | +6.14% | $52,639,009 |
| VANGUARD INDEX FDS | BSV | Other | 7.60% | 550,056 | +25,712 | +4.90% | $43,129,897 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 6.76% | 709,153 | +37,800 | +5.63% | $38,329,746 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 4.88% | 283,440 | -6,932 | -2.39% | $27,700,600 |
| VANGUARD INDEX FDS | VOE | Other | 4.77% | 146,890 | +1,191 | +0.82% | $27,068,835 |
| VANGUARD INDEX FDS | VOT | Other | 4.74% | 104,402 | +10,854 | +11.60% | $26,867,757 |
| VANGUARD INDEX FDS | VNQ | Other | 4.35% | 278,196 | +11,141 | +4.17% | $24,675,995 |
| ISHARES TR | IGSB | Other | 3.37% | 363,881 | +19,475 | +5.65% | $19,125,565 |
| VANGUARD INDEX FDS | VBR | Other | 3.03% | 79,186 | +2,318 | +3.02% | $17,203,104 |
| VANGUARD INDEX FDS | VBK | Other | 2.92% | 54,767 | +2,393 | +4.57% | $16,553,256 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.82% | 70,841 | +2,672 | +3.92% | $10,327,929 |
| ISHARES TR | MUB | Other | 1.09% | 58,409 | +3,004 | +5.42% | $6,200,129 |
| ISHARES TR | SUB | Other | 0.99% | 52,874 | +2,500 | +4.96% | $5,631,081 |
| EXXON MOBIL CORP | XOM | Energy | 0.62% | 20,820 | +245 | +1.19% | $3,532,284 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.53% | 37,722 | -8,892 | -19.08% | $2,990,212 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.40% | 16,255 | -68 | -0.42% | $2,248,336 |
| ISHARES TR | IPAC | Other | 0.39% | 28,655 | +391 | +1.38% | $2,192,421 |
| ISHARES TR | IUSG | Other | 0.29% | 10,762 | +1,193 | +12.47% | $1,669,294 |
| APPLE INC | AAPL | Technology | 0.27% | 6,094 | +188 | +3.18% | $1,546,687 |
| ISHARES TR | IJJ | Other | 0.25% | 10,703 | +288 | +2.77% | $1,418,208 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.24% | 27,541 | +1,957 | +7.65% | $1,374,001 |
| MICROSOFT CORP | MSFT | Technology | 0.23% | 3,546 | +150 | +4.42% | $1,312,802 |
| ISHARES TR | IWF | Other | 0.19% | 2,520 | - | - | $1,074,528 |
| ISHARES TR | SHY | Other | 0.19% | 12,791 | -955 | -6.95% | $1,056,118 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.18% | 7,224 | +39 | +0.54% | $1,043,461 |
| ISHARES TR | IEFA | Other | 0.18% | 11,489 | +152 | +1.34% | $1,040,129 |
| ALPHABET INC | GOOG | Communication Services | 0.18% | 3,580 | +62 | +1.76% | $1,026,959 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.18% | 4,902 | +373 | +8.24% | $1,020,964 |
| ISHARES TR | ESGD | Other | 0.18% | 10,652 | -3 | -0.03% | $1,018,544 |
| ISHARES TR | ESGU | Other | 0.17% | 6,996 | +183 | +2.69% | $989,374 |
| VANGUARD WORLD FD | ESGV | Other | 0.17% | 8,774 | +389 | +4.64% | $985,057 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.17% | 2,137 | +10 | +0.47% | $954,256 |
| LOEWS CORP | L | Financial Services | 0.16% | 8,483 | - | - | $905,475 |
| ISHARES TR | IEUR | Other | 0.16% | 12,831 | +981 | +8.28% | $901,626 |
| VANGUARD INDEX FDS | VOO | Other | 0.15% | 1,399 | -560 | -28.59% | $835,972 |
| ALPHABET INC | GOOGL | Communication Services | 0.15% | 2,898 | +94 | +3.35% | $833,409 |
| GE AEROSPACE | GE | Industrials | 0.14% | 2,706 | +9 | +0.33% | $767,954 |
| NVIDIA CORPORATION | NVDA | Technology | 0.13% | 4,164 | +451 | +12.15% | $726,138 |
| NOVARTIS AG | NVS | Healthcare | 0.12% | 4,605 | +4,605 | +100.00% | $703,457 |
| ISHARES TR | SUSB | Other | 0.12% | 26,423 | -502 | -1.86% | $662,292 |
| ISHARES TR | USRT | Other | 0.12% | 11,080 | +276 | +2.55% | $655,837 |
| GE VERNOVA INC | GEV | Utilities | 0.12% | 748 | +3 | +0.40% | $653,060 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.11% | 7,523 | -2,500 | -24.94% | $641,185 |
| ISHARES TR | EAGG | Other | 0.10% | 12,315 | +66 | +0.54% | $585,578 |
| META PLATFORMS INC | META | Communication Services | 0.10% | 953 | +48 | +5.30% | $545,483 |
| ISHARES TR | IUSV | Other | 0.10% | 5,318 | +44 | +0.83% | $543,813 |
| DISNEY WALT CO | DIS | Communication Services | 0.09% | 5,459 | +16 | +0.29% | $526,185 |
| ISHARES TR | IVV | Other | 0.08% | 734 | +205 | +38.75% | $479,663 |
| ISHARES TR | ESML | Other | 0.08% | 10,113 | -201 | -1.95% | $475,513 |
| VISA INC | V | Financial Services | 0.08% | 1,573 | +24 | +1.55% | $475,424 |
| ISHARES INC | ESGE | Other | 0.08% | 10,398 | -423 | -3.91% | $472,797 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.08% | 705 | - | - | $458,490 |
| NIKE INC | NKE | Consumer Cyclical | 0.08% | 8,483 | -15 | -0.18% | $448,074 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 1,832 | +2 | +0.11% | $444,066 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.08% | 1,987 | -58 | -2.84% | $427,324 |
| MERCK & CO INC | MRK | Healthcare | 0.07% | 3,374 | -1,275 | -27.43% | $405,853 |
| HAMILTON LANE INC | HLNE | Financial Services | 0.07% | 4,058 | - | - | $403,377 |
| ISHARES TR | IJH | Other | 0.07% | 5,661 | +101 | +1.82% | $382,300 |
| ISHARES INC | IEMG | Other | 0.06% | 4,535 | +601 | +15.28% | $316,292 |
| ISHARES TR | IVW | Other | 0.06% | 2,788 | - | - | $315,351 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.05% | 903 | +13 | +1.46% | $296,988 |
| ISHARES TR | IJR | Other | 0.05% | 2,319 | +386 | +19.97% | $288,292 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.05% | 1,584 | +10 | +0.64% | $261,818 |
| ELI LILLY & CO | LLY | Healthcare | 0.05% | 282 | +19 | +7.22% | $259,375 |
| WALMART INC | WMT | Consumer Defensive | 0.04% | 1,925 | +48 | +2.56% | $239,200 |
| THE CIGNA GROUP | CI | Healthcare | 0.04% | 877 | -5 | -0.57% | $233,940 |
| ORACLE CORP | ORCL | Technology | 0.04% | 1,507 | +32 | +2.17% | $221,695 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.04% | 1,480 | -100 | -6.33% | $219,188 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.04% | 2,412 | -11 | -0.45% | $217,418 |
| DR REDDYS LABS LTD | RDY | Healthcare | 0.04% | 15,226 | +9 | +0.06% | $210,880 |
| SPDR GOLD TR | GLD | Other | 0.04% | 475 | +475 | +100.00% | $204,388 |
| D-WAVE QUANTUM INC | QBTS | Technology | 0.03% | 10,657 | +687 | +6.89% | $153,779 |