Presilium Private Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Presilium Private Wealth, Llc disclosed 96 stock positions valued at approximately $651.42M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 96
- Portfolio Value
- $651.42M
Holdings by Sector
Presilium Private Wealth, Llc Portfolio Holdings in Q2 2026
92 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 13.40% | 400,678 | +17,695 | +4.62% | $87,319,718 |
| VANGUARD INDEX FDS | VUG | Other | 12.45% | 941,433 | +780,582 | +485.28% | $81,095,054 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 10.03% | 1,123,054 | +113,594 | +11.25% | $65,361,736 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 8.72% | 641,678 | +3,088 | +0.48% | $56,814,167 |
| VANGUARD INDEX FDS | BSV | Other | 7.36% | 615,146 | +65,090 | +11.83% | $47,926,021 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 6.42% | 700,470 | -8,683 | -1.22% | $41,811,028 |
| VANGUARD INDEX FDS | VOT | Other | 4.92% | 104,624 | +222 | +0.21% | $32,046,414 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 4.87% | 274,048 | -9,392 | -3.31% | $31,704,627 |
| VANGUARD INDEX FDS | VOE | Other | 4.66% | 153,517 | +6,627 | +4.51% | $30,334,862 |
| VANGUARD INDEX FDS | VNQ | Other | 4.29% | 289,502 | +11,306 | +4.06% | $27,916,722 |
| ISHARES TR | IGSB | Other | 3.20% | 398,214 | +34,333 | +9.44% | $20,870,380 |
| VANGUARD INDEX FDS | VBK | Other | 3.06% | 54,594 | -173 | -0.32% | $19,965,195 |
| VANGUARD INDEX FDS | VBR | Other | 3.01% | 80,770 | +1,584 | +2.00% | $19,626,414 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.66% | 70,266 | -575 | -0.81% | $10,841,333 |
| ISHARES TR | MUB | Other | 1.01% | 61,109 | +2,700 | +4.62% | $6,576,552 |
| ISHARES TR | SUB | Other | 0.91% | 55,973 | +3,099 | +5.86% | $5,959,445 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.71% | 6,191 | +5,486 | +778.16% | $4,623,253 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.50% | 41,456 | +3,734 | +9.90% | $3,276,256 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.38% | 15,945 | -310 | -1.91% | $2,502,505 |
| ISHARES TR | IPAC | Other | 0.35% | 28,089 | -566 | -1.98% | $2,301,361 |
| ISHARES TR | IUSG | Other | 0.31% | 10,621 | -141 | -1.31% | $1,997,704 |
| APPLE INC | AAPL | Technology | 0.29% | 6,447 | +353 | +5.79% | $1,865,627 |
| ISHARES TR | IJJ | Other | 0.24% | 10,394 | -309 | -2.89% | $1,535,573 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.22% | 28,767 | +1,226 | +4.45% | $1,455,015 |
| MICROSOFT CORP | MSFT | Technology | 0.21% | 3,594 | +48 | +1.35% | $1,340,547 |
| ISHARES TR | IWF | Other | 0.19% | 10,080 | +7,560 | +300.00% | $1,251,634 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 3,533 | -47 | -1.31% | $1,248,315 |
| GE AEROSPACE | GE | Industrials | 0.18% | 3,160 | +454 | +16.78% | $1,181,082 |
| ISHARES TR | ESGU | Other | 0.18% | 7,083 | +87 | +1.24% | $1,159,275 |
| VANGUARD WORLD FD | ESGV | Other | 0.18% | 8,734 | -40 | -0.46% | $1,154,984 |
| ISHARES TR | IEFA | Other | 0.17% | 11,771 | +282 | +2.45% | $1,136,875 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.17% | 4,722 | -180 | -3.67% | $1,125,469 |
| ISHARES TR | ESGD | Other | 0.17% | 10,861 | +209 | +1.96% | $1,116,619 |
| VANGUARD INDEX FDS | VOO | Other | 0.16% | 1,557 | +158 | +11.29% | $1,069,370 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.16% | 7,251 | +27 | +0.37% | $1,063,313 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.16% | 2,137 | - | - | $1,061,512 |
| ISHARES TR | SHY | Other | 0.16% | 12,784 | -7 | -0.05% | $1,049,660 |
| GE VERNOVA INC | GEV | Utilities | 0.16% | 860 | +112 | +14.97% | $1,010,556 |
| ALPHABET INC | GOOGL | Communication Services | 0.15% | 2,765 | -133 | -4.59% | $988,203 |
| LOEWS CORP | L | Financial Services | 0.15% | 8,483 | - | - | $960,360 |
| ISHARES TR | IEUR | Other | 0.14% | 12,260 | -571 | -4.45% | $921,575 |
| NVIDIA CORPORATION | NVDA | Technology | 0.14% | 4,496 | +332 | +7.97% | $899,513 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.12% | 5,100 | +5,100 | +100.00% | $813,960 |
| ISHARES TR | SUSB | Other | 0.11% | 29,500 | +3,077 | +11.65% | $737,205 |
| ISHARES TR | USRT | Other | 0.11% | 10,928 | -152 | -1.37% | $726,179 |
| NOVARTIS AG | NVS | Healthcare | 0.11% | 4,603 | -2 | -0.04% | $721,426 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.11% | 7,523 | - | - | $689,709 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.10% | 3,622 | +3,622 | +100.00% | $670,903 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.10% | 7,375 | +7,375 | +100.00% | $662,644 |
| MERCK & CO INC | MRK | Healthcare | 0.10% | 5,084 | +1,710 | +50.68% | $653,315 |
| ISHARES TR | EAGG | Other | 0.10% | 13,682 | +1,367 | +11.10% | $648,664 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.10% | 542 | +542 | +100.00% | $625,417 |
| ISHARES TR | IVW | Other | 0.09% | 4,496 | +1,708 | +61.26% | $618,335 |
| ISHARES TR | IUSV | Other | 0.09% | 5,453 | +135 | +2.54% | $600,699 |
| ISHARES TR | ESML | Other | 0.09% | 10,145 | +32 | +0.32% | $567,410 |
| VISA INC | V | Financial Services | 0.09% | 1,637 | +64 | +4.07% | $561,638 |
| ISHARES TR | IVV | Other | 0.08% | 734 | - | - | $549,922 |
| ISHARES INC | ESGE | Other | 0.08% | 9,958 | -440 | -4.23% | $544,603 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 1,927 | +95 | +5.19% | $541,900 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 949 | -4 | -0.42% | $534,802 |
| DISNEY WALT CO | DIS | Communication Services | 0.08% | 5,443 | -16 | -0.29% | $523,935 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.07% | 4,449 | +4,449 | +100.00% | $487,254 |
| RBB FUND TRUST | 75526L886 | Other | 0.07% | 9,408 | +9,408 | +100.00% | $460,239 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.07% | 1,925 | -62 | -3.12% | $455,476 |
| VANGUARD WORLD FD | VDC | Other | 0.07% | 1,881 | +1,881 | +100.00% | $424,147 |
| ISHARES TR | IJH | Other | 0.06% | 5,333 | -328 | -5.79% | $411,242 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 0.06% | 7,588 | +7,588 | +100.00% | $405,958 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.06% | 7,541 | +7,541 | +100.00% | $371,643 |
| GSK PLC | GSK | Healthcare | 0.06% | 6,852 | +6,852 | +100.00% | $359,176 |
| NIKE INC | NKE | Consumer Cyclical | 0.05% | 8,483 | - | - | $348,228 |
| ELI LILLY & CO | LLY | Healthcare | 0.05% | 290 | +8 | +2.84% | $347,835 |
| VICTORY PORTFOLIOS II | VFLO | Other | 0.05% | 7,397 | +7,397 | +100.00% | $338,413 |
| ISHARES TR | IJR | Other | 0.05% | 2,197 | -122 | -5.26% | $325,857 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.05% | 909 | +6 | +0.66% | $320,586 |
| HAMILTON LANE INC | HLNE | Financial Services | 0.05% | 4,058 | - | - | $319,901 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.05% | 619 | +619 | +100.00% | $309,741 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.04% | 1,589 | +5 | +0.32% | $287,377 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.04% | 2,426 | +14 | +0.58% | $275,812 |
| ISHARES INC | IEMG | Other | 0.04% | 3,304 | -1,231 | -27.14% | $273,674 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 0.04% | 3,575 | +3,575 | +100.00% | $267,982 |
| D-WAVE QUANTUM INC | QBTS | Technology | 0.04% | 10,607 | -50 | -0.47% | $254,460 |
| INCYTE CORP | INCY | Healthcare | 0.04% | 2,193 | +2,193 | +100.00% | $248,632 |
| THE CIGNA GROUP | CI | Healthcare | 0.04% | 878 | +1 | +0.11% | $242,047 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.04% | 4,137 | +4,137 | +100.00% | $238,388 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.03% | 781 | +781 | +100.00% | $227,038 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.03% | 1,433 | -47 | -3.18% | $226,443 |
| HARBOR ETF TRUST | HGER | Other | 0.03% | 7,661 | +7,661 | +100.00% | $224,774 |
| ORACLE CORP | ORCL | Technology | 0.03% | 1,514 | +7 | +0.46% | $221,877 |
| DR REDDYS LABS LTD | RDY | Healthcare | 0.03% | 15,133 | -93 | -0.61% | $219,277 |
| WALMART INC | WMT | Consumer Defensive | 0.03% | 1,919 | -6 | -0.31% | $217,310 |
| ISHARES TR | IYW | Other | 0.03% | 828 | -208 | -20.08% | $208,825 |
| ISHARES TR | QUAL | Other | 0.03% | 928 | +928 | +100.00% | $203,631 |