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CIK: 0001939831
Total reported value
$651.4M
$651.4M
76 檔
42.4%
At the close of Q3 2025, Presilium Private Wealth, LLC disclosed equity holdings valued at approximately $651.4M, spread across 76 reported holdings.
In Q3 2025, Presilium Private Wealth, LLC displayed an active expansion posture, initiating 10 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 | 13.19% | +0.15% | +2.75% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.01% | +0.06% | -2.04% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.00% | -0.39% | +9.37% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.88% | -0.56% | +4.50% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.39% | -0.24% | +8.76% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.69% | -0.34% | -0.48% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.81% | +0.18% | +1.55% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.70% | -0.01% | -3.35% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.70% | -0.11% | +4.27% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.26% | -0.06% | +6.42% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.26% | -0.17% | +8.20% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.92% | -0.02% | +1.70% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.88% | +0.14% | -0.60% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.74% | -0.16% | -3.25% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.06% | -0.08% | +5.83% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 0.97% | -0.08% | +6.55% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.94% | -0.03% | -6.53% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.03% | -10.37% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.42% | -0.02% | +0.63% | |
| 20 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.40% | -0.04% | +1.39% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.62% | EXIT | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | -1.27% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.32% | +0.02% | -11.84% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.02% | +3.27% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | -0.02% | +15.83% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.25% | -0.01% | +2.91% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | — | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.02% | -3.14% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | -6.33% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | -0.01% | +4.02% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.19% | +0.01% | -1.83% | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | +0.01% | -2.95% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | -0.01% | +2.06% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.01% | +6.98% | |
| 36 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.16% | -0.02% | +13.47% | |
| 37 | L | Loews CORP | Stock-Financials | 0.16% | -0.01% | — | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.16% | -0.01% | — | |
| 39 | GE | General Electric | Stock-Industrials | 0.15% | +0.04% | -9.44% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.15% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.01% | +2.17% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | — | -0.70% | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.13% | -0.01% | +6.75% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.02% | — | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.12% | -0.03% | — | |
| 46 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.12% | -0.01% | +12.90% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.12% | -0.01% | — | |
| 48 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 0.12% | -0.02% | — | |
| 49 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.11% | — | +5.49% | |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.10% | -0.01% | +13.07% |
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 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VGSH) accounted for 42.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
GE
市值: $811.4K
Top Position Liquidated / Trimmed
IJK
前期市值: $689.1K
During Q3 2025, Presilium Private Wealth, LLC's top holdings by market value included VTV (13.2%)、VUG (13.0%)、VGSH (10.0%). The largest single position, VTV, represented 13.2% of total portfolio value.
In Q3 2025, Presilium Private Wealth, LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 4 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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