Presilium Private Wealth, LLC — Q2 2025 13F Holdings

Name: Presilium Private Wealth, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001939831

Total reported value

$567.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTV	Vanguard Value ETF	ETF-Other	13.11%	+0.01%	+8.19%
2	VUG	Vanguard Growth ETF	ETF-Other	13.08%	-0.39%	-1.75%
3	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	9.84%	+0.24%	+7.79%
4	VGK	Vanguard Ftse Europe ETF	ETF-Other	8.90%	+0.09%	+3.74%
5	BSV	Vanguard Short-term Bond ETF	ETF-Other	7.30%	+0.05%	+9.01%
6	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	6.61%	+0.17%	+2.75%
7	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	4.94%	-0.03%	-1.35%
8	VPL	Vanguard Ftse Pacific ETF	ETF-Other	4.91%	+0.08%	+2.78%
9	VOE	Vanguard Mid-cap Value ETF	ETF-Other	4.58%	+0.05%	+7.61%
10	VNQ	Vanguard Real Estate ETF	ETF-Other	4.21%	+0.03%	+13.47%
11	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	3.23%	+0.04%	+7.93%
12	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	2.90%	+0.03%	+4.18%
13	VBR	Vanguard Small-cap Value ETF	ETF-Other	2.89%	+0.06%	+6.67%
14	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.83%	+0.04%	+1.71%
15	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.08%	-0.15%	+11.17%
16	MUB	Ishares National Muni Bond E	ETF-Other	1.06%	+0.01%	+3.05%
17	SUB	Ishares Short-term National	ETF-Other	0.98%	+0.01%	+11.12%
18	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.62%	-0.02%	-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%	+0.17%	-0.60%
21	IPAC	Ishares Core Msci Pacific Et	ETF-Other	0.40%	+0.01%	-45.32%
22	MSFT	Microsoft CORP	Stock-Tech	0.36%	-0.07%	+3.21%
23	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	0.36%	—	+13.30%
24	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.25%	—	-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%	—	-0.54%
27	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.23%	—	+8.55%
28	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.22%	-0.07%	+4.06%
29	IWF	Ishares Russell 1000 Growth	ETF-Other	0.21%	-0.03%	—
30	AMZN	Amazon.com INC	Stock-Consumer Disc	0.20%	—	+0.68%
31	ESGV	Vanguard Esg US Stock ETF	ETF-Other	0.19%	—	-0.65%
32	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.19%	—	-0.79%
33	VRTX	Vertex Pharmaceuticals INC	Stock-Healthcare	0.19%	—	—
34	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.19%	—	-0.37%
35	CL	Colgate-palmolive Co	Stock-Consumer Staples	0.19%	-0.03%	—
36	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.18%	—	+0.38%
37	L	Loews CORP	Stock-Financials	0.16%	—	—
38	GE	General Electric	Stock-Industrials	0.16%	-0.01%	—
39	IEUR	Ishares Core Msci Europe ETF	ETF-Other	0.15%	+0.01%	-78.21%
40	DIS	Walt Disney Co/the	Stock-Comm Services	0.14%	-0.02%	+9.05%
41	META	Meta Platforms Inc-class A	Stock-Comm Services	0.13%	-0.01%	-1.00%
42	NKE	Nike INC -cl B	Stock-Consumer Disc	0.13%	-0.02%	+2.99%
43	SUSB	Ishares Esg Aware 1-5 Year U	ETF-Other	0.13%	—	+3.44%
44	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.12%	-0.02%	-0.06%
45	NVDA	Nvidia CORP	Stock-Tech	0.12%	—	+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%	-0.02%	-2.51%
48	V	Visa Inc-class A Shares	Stock-Financials	0.11%	-0.02%	—
49	USRT	Ishares Core US Reit ETF	ETF-Other	0.11%	—	-72.92%
50	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.10%	—	+3.58%

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