13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001939831
Total reported value
$651.4M
$651.4M
75 檔
46.1%
The Q1 2026 SEC filing reveals that Presilium Private Wealth, LLC held a total portfolio value of $651.4M, covering 75 public equity positions.
In Q1 2026, Presilium Private Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 13.25% | +0.15% | +0.89% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.39% | +0.06% | +12.17% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.42% | -0.39% | +6.35% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.28% | -0.56% | +6.14% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.60% | -0.24% | +4.90% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.76% | -0.34% | +5.63% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.88% | -0.01% | -2.39% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.77% | -0.11% | +0.82% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.74% | +0.18% | +11.60% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.35% | -0.06% | +4.17% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.37% | -0.17% | +5.65% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.03% | -0.02% | +3.02% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.92% | +0.14% | +4.57% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.82% | -0.16% | +3.92% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.09% | -0.08% | +5.42% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 0.99% | -0.08% | +4.96% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.62% | EXIT | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | -0.03% | -19.08% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.40% | -0.02% | -0.42% | |
| 20 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.39% | -0.04% | +1.38% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.29% | +0.02% | +12.47% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.02% | +3.18% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.25% | -0.01% | +2.77% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | -0.02% | +7.65% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.02% | +4.42% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | — | — | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.19% | -0.03% | -6.95% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | -0.02% | +0.54% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | +1.34% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.01% | +1.76% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | -0.01% | +8.24% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.18% | -0.01% | -0.03% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.17% | +0.01% | +2.69% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.17% | +0.01% | +4.64% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.17% | -0.01% | +0.47% | |
| 36 | L | Loews CORP | Stock-Financials | 0.16% | -0.01% | — | |
| 37 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.16% | -0.02% | +8.28% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | -28.59% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | — | +3.35% | |
| 40 | GE | General Electric | Stock-Industrials | 0.14% | +0.04% | +0.33% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.01% | +12.15% | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.12% | -0.01% | — | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.12% | -0.01% | -1.86% | |
| 44 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.12% | -0.01% | +2.55% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.12% | +0.04% | +0.40% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.11% | — | -24.94% | |
| 47 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.10% | — | +0.54% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.02% | +5.30% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.10% | -0.01% | +0.83% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.09% | -0.01% | +0.29% |
According to official SEC Form 13F filings, Presilium Private Wealth, LLC reported a total U.S. public equity portfolio value of $651.4M across 75 disclosed positions in Q1 2026.
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 46.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
NVS
市值: $703.5K
Top Position Liquidated / Trimmed
PLTR
前期市值: $267.9K
During Q1 2026, Presilium Private Wealth, LLC's top holdings by market value included VTV (13.3%)、VUG (12.4%)、VGSH (10.4%). The largest single position, VTV, represented 13.3% of total portfolio value.
In Q1 2026, Presilium Private Wealth, LLC made 73 total portfolio adjustments, initiating 2 new buys, adding to 52 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.