Presilium Private Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$567.2M
Q ending 2026-03-31
Prior quarter
$547.4M
Q ending 2025-12-31
Change
+3.6% QoQ · +27.1% YoY
Positions
75
reported holdings
Largest positions
All 75 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTV | Shares | $75.1M | 383K |
| Vanguard Index Fds | VUG | Shares | $70.3M | 161K |
| Vanguard Scottsdale Fds | VGSH | Shares | $59.1M | 1.0M |
| Vanguard Intl Equity Index F | VGK | Shares | $52.6M | 639K |
| Vanguard Index Fds | BSV | Shares | $43.1M | 550K |
| Vanguard Intl Equity Index F | VWO | Shares | $38.3M | 709K |
| Vanguard Intl Equity Index F | VPL | Shares | $27.7M | 283K |
| Vanguard Index Fds | VOE | Shares | $27.1M | 147K |
| Vanguard Index Fds | VOT | Shares | $26.9M | 104K |
| Vanguard Index Fds | VNQ | Shares | $24.7M | 278K |
| Ishares Tr | IGSB | Shares | $19.1M | 364K |
| Vanguard Index Fds | VBR | Shares | $17.2M | 79K |
| Vanguard Index Fds | VBK | Shares | $16.6M | 55K |
| Vanguard Intl Equity Index F | VSS | Shares | $10.3M | 71K |
| Ishares Tr | MUB | Shares | $6.2M | 58K |
| Ishares Tr | SUB | Shares | $5.6M | 53K |
| Exxon Mobil Corp | XOM | Shares | $3.5M | 21K |
| Vanguard Scottsdale Fds | VCSH | Shares | $3.0M | 38K |
| Vanguard Intl Equity Index F | VT | Shares | $2.2M | 16K |
| Ishares Tr | IPAC | Shares | $2.2M | 29K |
| Ishares Tr | IUSG | Shares | $1.7M | 11K |
| Apple Inc | AAPL | Shares | $1.5M | 6K |
| Ishares Tr | IJJ | Shares | $1.4M | 11K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.4M | 28K |
| Microsoft Corp | MSFT | Shares | $1.3M | 4K |
| Ishares Tr | IWF | Shares | $1.1M | 3K |
| Ishares Tr | SHY | Shares | $1.1M | 13K |
| Procter And Gamble Co | PG | Shares | $1.0M | 7K |
| Ishares Tr | IEFA | Shares | $1.0M | 11K |
| Alphabet Inc | GOOG | Shares | $1.0M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.0M | 5K |
| Ishares Tr | ESGD | Shares | $1.0M | 11K |
| Ishares Tr | ESGU | Shares | $989K | 7K |
| Vanguard World Fd | ESGV | Shares | $985K | 9K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $954K | 2K |
| Loews Corp | L | Shares | $905K | 8K |
| Ishares Tr | IEUR | Shares | $902K | 13K |
| Vanguard Index Fds | VOO | Shares | $836K | 1K |
| Alphabet Inc | GOOGL | Shares | $833K | 3K |
| Ge Aerospace | GE | Shares | $768K | 3K |
| Nvidia Corporation | NVDA | Shares | $726K | 4K |
| Novartis Ag | NVS | Shares | $703K | 5K |
| Ishares Tr | SUSB | Shares | $662K | 26K |
| Ishares Tr | USRT | Shares | $656K | 11K |
| Ge Vernova Inc | GEV | Shares | $653K | 748 |
| Colgate Palmolive Co | CL | Shares | $641K | 8K |
| Ishares Tr | EAGG | Shares | $586K | 12K |
| Meta Platforms Inc | META | Shares | $545K | 953 |
| Ishares Tr | IUSV | Shares | $544K | 5K |
| Disney Walt Co | DIS | Shares | $526K | 5K |
| Ishares Tr | IVV | Shares | $480K | 734 |
| Ishares Tr | ESML | Shares | $476K | 10K |
| Visa Inc | V | Shares | $475K | 2K |
| Ishares Inc | ESGE | Shares | $473K | 10K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $458K | 705 |
| Nike Inc | NKE | Shares | $448K | 8K |
| International Business Machs | IBM | Shares | $444K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $427K | 2K |
| Merck & Co Inc | MRK | Shares | $406K | 3K |
| Hamilton Lane Inc | HLNE | Shares | $403K | 4K |
| Ishares Tr | IJH | Shares | $382K | 6K |
| Ishares Inc | IEMG | Shares | $316K | 5K |
| Ishares Tr | IVW | Shares | $315K | 3K |
| Home Depot Inc | HD | Shares | $297K | 903 |
| Ishares Tr | IJR | Shares | $288K | 2K |
| Philip Morris Intl Inc | PM | Shares | $262K | 2K |
| Eli Lilly & Co | LLY | Shares | $259K | 282 |
| Walmart Inc | WMT | Shares | $239K | 2K |
| The Cigna Group | CI | Shares | $234K | 877 |
| Oracle Corp | ORCL | Shares | $222K | 2K |
| Vanguard Whitehall Fds | VYM | Shares | $219K | 1K |
| Price T Rowe Group Inc | TROW | Shares | $217K | 2K |
| Dr Reddys Labs Ltd | RDY | Shares | $211K | 15K |
| Spdr Gold Tr | GLD | Shares | $204K | 475 |
| D-Wave Quantum Inc | QBTS | Shares | $154K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.