13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001939831
Total reported value
$651.4M
$651.4M
76 檔
32.2%
As reported in its official Q3 2024 Form 13F filing, Presilium Private Wealth, LLC's tracked investment portfolio stood at $651.4M with 76 total positions.
In Q3 2024, Presilium Private Wealth, LLC displayed an active expansion posture, initiating 3 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 11.84% | +0.15% | +1.37% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.59% | +0.06% | +4.89% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.08% | -0.39% | +7.53% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.75% | -0.56% | +5.43% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.10% | -0.34% | +7.20% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.08% | -0.24% | +5.44% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 5.75% | -0.01% | +4.61% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.36% | -0.17% | +6.43% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.93% | -0.06% | -5.93% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.92% | +0.18% | +5.43% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.74% | -0.11% | -0.15% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.83% | -0.02% | -0.09% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.18% | +0.14% | +2.44% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.67% | -0.16% | +4.01% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.15% | -0.08% | -1.98% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.95% | -0.03% | -2.38% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | -0.02% | -1.48% | |
| 18 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.90% | -0.04% | -0.82% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.90% | -0.01% | -1.74% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 0.89% | -0.08% | +8.55% | |
| 21 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.86% | -0.02% | -0.80% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.78% | -0.01% | -2.54% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.77% | -0.03% | -1.72% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.62% | EXIT | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | -0.01% | -0.85% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.45% | -0.02% | -0.53% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | — | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.02% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.02% | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.33% | — | — | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.30% | +0.02% | +13.47% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.02% | -1.62% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | -0.02% | +10.30% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.24% | — | — | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.23% | -0.01% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | +1.00% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.21% | — | -2.80% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | — | — | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.19% | — | -2.07% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.19% | -0.01% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | -0.01% | +2.85% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | — | -2.74% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.18% | -0.01% | +0.21% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.18% | +0.01% | +1.13% | |
| 45 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.18% | +0.01% | +2.06% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.17% | -0.03% | +1.63% | |
| 47 | L | Loews CORP | Stock-Financials | 0.15% | -0.01% | — | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.15% | — | -2.24% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.14% | -0.01% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.01% | +1.20% |
According to official SEC Form 13F filings, Presilium Private Wealth, LLC reported a total U.S. public equity portfolio value of $651.4M across 76 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VGSH) accounted for 32.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
CI
市值: $306.6K
Top Position Liquidated / Trimmed
VNQ
前期市值: $15.6M
During Q3 2024, Presilium Private Wealth, LLC's top holdings by market value included VTV (11.8%)、VUG (11.6%)、VGSH (9.1%). The largest single position, VTV, represented 11.8% of total portfolio value.
In Q3 2024, Presilium Private Wealth, LLC made 40 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 16 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.