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CIK: 0001939831
Total reported value
$679.0M
$679.0M
96 檔
49.9%
According to the latest 13F quarterly dataset, Presilium Private Wealth, LLC managed an equity portfolio of $679.0M at the end of Q2 2026, spanning 96 distinct U.S. exchange-listed positions.
In Q2 2026, Presilium Private Wealth, LLC displayed an active expansion posture, initiating 23 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 13.40% | -0.69% | +4.62% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.45% | +0.30% | +485.28% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.03% | +0.06% | +11.25% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.72% | -0.13% | +0.48% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.36% | -0.06% | +11.83% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.42% | +0.14% | -1.22% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.92% | -0.32% | +0.21% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.87% | +0.12% | -3.31% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.66% | -0.17% | +4.51% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.29% | -0.29% | +4.06% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.20% | -0.12% | +9.44% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.06% | -0.26% | -0.32% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.01% | -0.25% | +2.00% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.66% | +0.12% | -0.81% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.01% | +0.01% | +4.62% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 0.91% | -0.07% | +5.86% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | — | +778.16% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.50% | -0.07% | +9.90% | |
| 19 | ✓ | Stock-Other | 0.44% | +0.06% | — | ||
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.38% | -0.04% | -1.91% | |
| 21 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.35% | — | -1.98% | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.31% | -0.03% | -1.31% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.06% | +5.79% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.24% | -0.03% | -2.89% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.22% | +0.26% | +4.45% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.11% | +1.35% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | — | +300.00% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.01% | -1.31% | |
| 29 | GE | General Electric | Stock-Industrials | 0.18% | -0.01% | +16.78% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.18% | -0.02% | +1.24% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.18% | -0.02% | -0.46% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.17% | — | +2.45% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.03% | -3.67% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.17% | -0.01% | +1.96% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | +11.29% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | — | +0.37% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.16% | +0.01% | — | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.07% | -0.05% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.16% | -0.03% | +14.97% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | — | -4.59% | |
| 41 | L | Loews CORP | Stock-Financials | 0.15% | -0.02% | — | |
| 42 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.14% | — | -4.45% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.03% | +7.97% | |
| 44 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.13% | -0.13% | EXIT | |
| 45 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.12% | — | — | |
| 46 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.11% | — | +11.65% | |
| 47 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.11% | -0.01% | -1.37% | |
| 48 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.11% | -0.02% | -0.04% | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.11% | -0.01% | — | |
| 50 | XLI | Ss Industrial Select Sector | ETF-Other | 0.10% | -0.01% | — |
According to official SEC Form 13F filings, Presilium Private Wealth, LLC reported a total U.S. public equity portfolio value of $679.0M across 96 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VGSH) accounted for 49.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $2.8M
Top Position Liquidated / Trimmed
XOM
前期市值: $3.5M
During Q2 2026, Presilium Private Wealth, LLC's top holdings by market value included VTV (13.4%)、VUG (12.4%)、VGSH (10.0%). The largest single position, VTV, represented 13.4% of total portfolio value.
In Q2 2026, Presilium Private Wealth, LLC made 92 total portfolio adjustments, initiating 23 new buys, adding to 40 positions, trimming 27 holdings, and fully liquidating 2 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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