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CIK: 0001939831
Total reported value
$651.4M
$651.4M
76 檔
44.5%
In Q4 2025, Presilium Private Wealth, LLC's U.S. equity holdings reached a combined market value of $651.4M, distributed across 76 disclosed stock positions.
In Q4 2025, Presilium Private Wealth, LLC displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 13.24% | +0.15% | +1.94% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.78% | +0.06% | +0.39% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.18% | -0.39% | +6.11% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.19% | -0.56% | +2.62% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.55% | -0.24% | +6.39% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.59% | -0.34% | +3.32% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.80% | -0.01% | +2.96% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.77% | +0.18% | +8.40% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.72% | -0.11% | +2.75% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.32% | -0.06% | +8.72% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.33% | -0.17% | +6.39% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.97% | -0.02% | +4.28% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.89% | +0.14% | +2.92% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.78% | -0.16% | +5.78% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.08% | -0.08% | +5.76% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 0.98% | -0.08% | +5.20% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.68% | -0.03% | -24.78% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.62% | EXIT | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.42% | -0.02% | +0.52% | |
| 20 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.38% | -0.04% | -0.83% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.02% | -2.67% | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.29% | +0.02% | -5.96% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.02% | -3.13% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.25% | -0.01% | +2.11% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | -0.02% | -3.96% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | +10.24% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | — | +5.88% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.21% | -0.03% | -58.22% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.01% | -3.96% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | -0.01% | -2.16% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.02% | — | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.19% | +0.01% | -0.97% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | +0.01% | -0.18% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.19% | -0.01% | +5.96% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.19% | -0.01% | +0.58% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.18% | -0.01% | +0.14% | |
| 37 | L | Loews CORP | Stock-Financials | 0.16% | -0.01% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | — | -1.44% | |
| 39 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.15% | -0.02% | -5.77% | |
| 40 | GE | General Electric | Stock-Industrials | 0.15% | +0.04% | — | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.14% | — | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.01% | -4.99% | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.12% | -0.01% | +3.01% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.11% | -0.01% | +0.33% | |
| 45 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.11% | -0.01% | +1.59% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | -0.02% | +1.34% | |
| 47 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.11% | — | +0.49% | |
| 48 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 0.10% | -0.02% | -10.40% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | +0.01% | +3.06% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.10% | — | +0.77% |
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 Q4 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 44.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
PFE
市值: $220.3K
Top Position Liquidated / Trimmed
SCZ
前期市值: $453.4K
During Q4 2025, Presilium Private Wealth, LLC's top holdings by market value included VTV (13.2%)、VUG (12.8%)、VGSH (10.2%). The largest single position, VTV, represented 13.2% of total portfolio value.
In Q4 2025, Presilium Private Wealth, LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 12 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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