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CIK: 0001939831
Total reported value
$651.4M
$651.4M
71 檔
35.0%
In Q1 2025, Presilium Private Wealth, LLC's U.S. equity holdings reached a combined market value of $651.4M, distributed across 71 disclosed stock positions.
In Q1 2025, Presilium Private Wealth, LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 12.96% | +0.15% | +11.04% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.33% | +0.06% | +13.91% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.98% | -0.39% | +8.23% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.51% | -0.56% | -5.54% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.29% | -0.24% | +15.32% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.44% | -0.34% | -3.36% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.72% | +0.18% | +24.72% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.61% | -0.01% | -14.47% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.54% | -0.11% | +26.96% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.13% | -0.06% | +8.25% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.25% | -0.17% | -27.61% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.84% | -0.02% | +10.10% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.77% | +0.14% | +40.05% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.70% | -0.16% | +7.41% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.13% | -0.08% | +6.61% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.05% | -0.03% | +15.18% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 0.96% | -0.08% | +12.88% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.03% | -2.94% | |
| 19 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.72% | -0.04% | -22.58% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.69% | -0.02% | -30.91% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.62% | EXIT | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.50% | -0.01% | -32.82% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.45% | -0.01% | -45.19% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.41% | -0.02% | -0.86% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.40% | -0.01% | -20.89% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.40% | -0.02% | -52.54% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.02% | -3.01% | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.29% | +0.02% | -0.12% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.02% | -4.17% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.02% | -1.56% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | -0.02% | +1.98% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.23% | -0.01% | — | |
| 33 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.21% | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | — | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.19% | +0.01% | +7.75% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | — | — | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | +0.01% | +7.86% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | -0.01% | -2.39% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | -0.01% | +1.45% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | — | |
| 41 | L | Loews CORP | Stock-Financials | 0.17% | -0.01% | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.15% | — | -16.02% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.15% | — | -16.45% | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.13% | -0.01% | +2.20% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.12% | -0.03% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.01% | +1.42% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | +0.01% | — | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.12% | — | +10.33% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.02% | +0.11% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.11% | — | -30.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.2% | +11.04% | Add |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.9% | +15.32% | Add |
| 3 | VOE | Vanguard Mid-cap Value ETF | +0.8% | +26.96% | Add |
| 4 | VOT | Vanguard Mid-cap Growth ETF | +0.7% | +24.72% | Add |
| 5 | VGSH | Vanguard Short-term Treasury | +0.6% | +8.23% | Add |
| 6 | VBK | Vanguard Small-cap Grwth ETF | +0.5% | +40.05% | Add |
| 7 | VNQ | Vanguard Real Estate ETF | +0.3% | +8.25% | Add |
| 8 | VGK | Vanguard Ftse Europe ETF | +0.2% | -5.54% | Trim |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +15.18% | Add |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +7.41% | Add |
| 11 | SUB | Ishares Short-term National | +0.1% | +12.88% | Add |
| 12 | VUG | Vanguard Growth ETF | 0% | +13.91% | Add |
| 13 | VBR | Vanguard Small-cap Value ETF | 0% | +10.10% | Add |
| 14 | MUB | Ishares National Muni Bond E | 0% | +6.61% | Add |
| 15 | XOM | Exxon Mobil CORP | 0% | -1.92% | Trim |
| 16 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 17 | CI | THE Cigna Group | 0% | +17.85% | Add |
| 18 | PM | Philip Morris International | 0% | — | Unchanged |
| 19 | L | Loews CORP | — | — | Unchanged |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 21 | SCZ | Ishares Msci Eafe Small-cap | 0% | -16.45% | Trim |
| 22 | DIS | Walt Disney Co/the | 0% | -3.86% | Trim |
| 23 | ORCL | Oracle CORP | 0% | -11.49% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | +1.45% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +1.42% | Add |
| 26 | NKE | Nike Inc -cl B | 0% | — | Unchanged |
| 27 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 28 | IUSG | Ishares Core S&p U.s. Growth | 0% | -0.12% | Trim |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | 0% | -2.94% | Trim |
| 30 | IYW | Ishares Ustechnology ETF | -0.1% | EXIT | Sold out |
| 31 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 32 | VO | Vanguard Mid-cap ETF | -0.1% | EXIT | Sold out |
| 33 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 34 | MSFT | Microsoft CORP | -0.1% | -4.17% | Trim |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -28.29% | Trim |
| 36 | AAPL | Apple Inc | -0.1% | -3.01% | Trim |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | -16.02% | Trim |
| 38 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -30.46% | Trim |
| 39 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -65.46% | Trim |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.1% | -20.89% | Trim |
| 41 | IPAC | Ishares Core Msci Pacific Et | -0.2% | -22.58% | Trim |
| 42 | IEUR | Ishares Core Msci Europe ETF | -0.2% | -30.91% | Trim |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -3.36% | Trim |
| 44 | IUSV | Ishares Core S&p U.s. Value | -0.3% | -32.82% | Trim |
| 45 | VXUS | Vanguard Total Intl Stock | -0.3% | EXIT | Sold out |
| 46 | USRT | Ishares Core US Reit ETF | -0.4% | -45.19% | Trim |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | EXIT | Sold out |
| 48 | IEMG | Ishares Core Msci Emerging | -0.4% | -52.54% | Trim |
| 49 | VPL | Vanguard Ftse Pacific ETF | -0.8% | -14.47% | Trim |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | -1.3% | -27.61% | Trim |
According to official SEC Form 13F filings, Presilium Private Wealth, LLC reported a total U.S. public equity portfolio value of $651.4M across 71 disclosed positions in Q1 2025.
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 35.0% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
VTI
前期市值: $1.8M
During Q1 2025, Presilium Private Wealth, LLC's top holdings by market value included VTV (13.0%)、VUG (12.3%)、VGSH (10.0%). The largest single position, VTV, represented 13.0% of total portfolio value.
In Q1 2025, Presilium Private Wealth, LLC made 44 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 22 holdings, and fully liquidating 6 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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