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CIK: 0001939831
Total reported value
$651.4M
$651.4M
74 檔
39.2%
During the Q2 2025 filing period, Presilium Private Wealth, LLC (CIK: 0001939831) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $651.4M across 74 reported positions.
In Q2 2025, Presilium Private Wealth, LLC displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 13.11% | +0.15% | +8.19% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.08% | +0.06% | -1.75% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.84% | -0.39% | +7.79% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.90% | -0.56% | +3.74% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.30% | -0.24% | +9.01% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.61% | -0.34% | +2.75% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.94% | +0.18% | -1.35% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.91% | -0.01% | +2.78% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.58% | -0.11% | +7.61% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.21% | -0.06% | +13.47% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.23% | -0.17% | +7.93% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.90% | +0.14% | +4.18% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.89% | -0.02% | +6.67% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.83% | -0.16% | +1.71% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.08% | -0.03% | +11.17% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.06% | -0.08% | +3.05% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 0.98% | -0.08% | +11.12% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.03% | -5.77% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.42% | -0.02% | +1.23% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.62% | EXIT | |
| 21 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.40% | -0.04% | -45.32% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.02% | +3.21% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.36% | +0.02% | +13.30% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.25% | -0.01% | -33.86% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.02% | -1.88% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.02% | -0.54% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.23% | -0.02% | +8.55% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | +4.06% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | — | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | -0.01% | +0.68% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | +0.01% | -0.65% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.19% | +0.01% | -0.79% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.19% | -0.01% | — | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | -0.01% | -0.37% | |
| 35 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.19% | — | — | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | +0.38% | |
| 37 | L | Loews CORP | Stock-Financials | 0.16% | -0.01% | — | |
| 38 | GE | General Electric | Stock-Industrials | 0.16% | +0.04% | — | |
| 39 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.15% | -0.02% | -78.21% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | -0.01% | +9.05% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.02% | -1.00% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.13% | -0.03% | +2.99% | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.13% | -0.01% | +3.44% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.01% | -0.06% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.01% | +14.97% | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.11% | — | +4.63% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | — | -2.51% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | +0.01% | — | |
| 49 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.11% | -0.01% | -72.92% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | — | +3.58% |
According to official SEC Form 13F filings, Presilium Private Wealth, LLC reported a total U.S. public equity portfolio value of $651.4M across 74 disclosed positions in Q2 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 39.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
GE
市值: $766.5K
Top Position Liquidated / Trimmed
IJK
前期市值: $689.1K
During Q2 2025, Presilium Private Wealth, LLC's top holdings by market value included VTV (13.1%)、VUG (13.1%)、VGSH (9.8%). The largest single position, VTV, represented 13.1% of total portfolio value.
In Q2 2025, Presilium Private Wealth, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 16 holdings, and fully liquidating 3 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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