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CIK: 0001939831
Total reported value
$651.4M
$651.4M
68 檔
27.4%
According to the latest 13F quarterly dataset, Presilium Private Wealth, LLC managed an equity portfolio of $651.4M at the end of Q1 2024, spanning 68 distinct U.S. exchange-listed positions.
During Q1 2024, Presilium Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 12.13% | +0.15% | +3.26% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.98% | +0.06% | -2.83% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.73% | -0.56% | +6.05% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.14% | -0.39% | +22.23% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.42% | -0.34% | +12.16% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.96% | -0.24% | +10.63% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 5.62% | -0.01% | +5.87% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.29% | -0.17% | +1.72% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.03% | +0.18% | +0.49% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.80% | -0.11% | +4.27% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.64% | -0.06% | +16.96% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.95% | -0.02% | +6.92% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.26% | +0.14% | +0.11% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.65% | -0.16% | +7.14% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.30% | -0.08% | +5.95% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.10% | -0.03% | -1.00% | |
| 17 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.06% | -0.04% | -1.94% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.03% | -0.01% | -3.89% | |
| 19 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.99% | -0.02% | -1.82% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.98% | -0.02% | -2.63% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 0.96% | -0.08% | +17.83% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.90% | -0.03% | -1.44% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.88% | -0.01% | -2.40% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.62% | EXIT | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.60% | -0.01% | -4.61% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.48% | -0.02% | +1.68% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | — | +1.08% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.02% | -56.25% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | — | +0.10% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.02% | +0.08% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.29% | +0.02% | -9.27% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.02% | -8.80% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | -0.02% | +78.19% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.25% | — | -0.03% | |
| 35 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.24% | — | — | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.21% | — | -0.62% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | — | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.21% | -0.01% | +0.48% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.21% | — | -1.12% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | -0.01% | +0.64% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.20% | -0.03% | — | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | +0.01% | -7.31% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.19% | +0.01% | -7.14% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | -0.01% | -3.13% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.19% | +0.03% | +16.97% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | +0.14% | |
| 47 | L | Loews CORP | Stock-Financials | 0.18% | -0.01% | — | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.17% | — | -1.17% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.16% | -0.01% | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.02% | +37.73% |
According to official SEC Form 13F filings, Presilium Private Wealth, LLC reported a total U.S. public equity portfolio value of $651.4M across 68 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VGK) accounted for 27.4% of total reported equity market value during Q1 2024.
During Q1 2024, Presilium Private Wealth, LLC's top holdings by market value included VTV (12.1%)、VUG (12.0%)、VGK (8.7%). The largest single position, VTV, represented 12.1% of total portfolio value.
In Q1 2024, Presilium Private Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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