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Presilium Private Wealth, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$567.2M

Reporting period: 2026-03-31 · Number of holdings: 75

PRESILIUM PRIVATE WEALTH, LLC disclosed 75 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $567.2M and a quarterly turnover rate of 4.9%.

Personality snowflake

Concentration
30.06
Portfolio Stability
4.95
Momentum/Contrarian
100
Sector conviction
50.58
Diversification
100
Sizing Uniformity
78.32

Recent moves

  • Trim VUG

    +12.2%　$298.5K

  • Add VGSH

    +6.4%　$3.4M

  • Add VWO

    +5.6%　$2.2M

  • Add XOM

    +1.2%　$1.1M

  • Trim VCSH

    -19.1%　-$726.3K

  • Add VGK

    +6.1%　$2.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTVVanguard Value ETFETF-Other13.25%+0.01%+0.89%
2VUGVanguard Growth ETFETF-Other12.39%-0.39%+12.17%
3VGSHVanguard Short-term TreasuryETF-Gov Bonds10.42%+0.24%+6.35%
4VGKVanguard Ftse Europe ETFETF-Other9.28%+0.09%+6.14%
5BSVVanguard Short-term Bond ETFETF-Other7.60%+0.05%+4.90%
6VWOVanguard Ftse Emerging MarkeETF-Emerging Markets6.76%+0.17%+5.63%
7VPLVanguard Ftse Pacific ETFETF-Other4.88%+0.08%-2.39%
8VOEVanguard Mid-cap Value ETFETF-Other4.77%+0.05%+0.82%
9VOTVanguard Mid-cap Growth ETFETF-Other4.74%-0.03%+11.60%
10VNQVanguard Real Estate ETFETF-Other4.35%+0.03%+4.17%
11IGSBIshares 1-5y Inv Grade CORPETF-Other3.37%+0.04%+5.65%
12VBRVanguard Small-cap Value ETFETF-Other3.03%+0.06%+3.02%
13VBKVanguard Small-cap Grwth ETFETF-Other2.92%+0.03%+4.57%
14VSSVanguard Ftse All Wo X-us ScETF-Other1.82%+0.04%+3.92%
15MUBIshares National Muni Bond EETF-Other1.09%+0.01%+5.42%
16SUBIshares Short-term NationalETF-Other0.99%+0.01%+4.96%
17XOMExxon Mobil CORPStock-Energy0.62%+0.17%+1.19%
18VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds0.53%-0.15%-19.08%
19VTVanguard Tot World Stk ETFETF-Other0.40%-0.02%-0.42%
20IPACIshares Core Msci Pacific EtETF-Other0.39%+0.01%+1.38%
21IUSGIshares Core S&p U.s. GrowthETF-Other0.29%—+12.47%
22AAPLApple INCStock-Tech0.27%-0.02%+3.18%
23IJJIshares S&p Mid-cap 400 ValuETF-Other0.25%—+2.77%
24VTEBVanguard Tax-exempt Bond ETFETF-Other0.24%—+7.65%
25MSFTMicrosoft CORPStock-Tech0.23%-0.07%+4.42%
26IWFIshares Russell 1000 GrowthETF-Other0.19%-0.03%—
27SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.19%-0.02%-6.95%
28PGProcter & Gamble Co/theStock-Consumer Staples0.18%—+0.54%
29IEFAIshares Core Msci Eafe ETFETF-Other0.18%—+1.34%
30GOOGAlphabet Inc-cl CStock-Comm Services0.18%-0.02%+1.76%
31AMZNAmazon.com INCStock-Consumer Disc0.18%—+8.24%
32ESGDIshares Trust Ishares Esg AwETF-Other0.18%—-0.03%
33ESGUIshares Esg Aware Msci USAETF-Other0.17%—+2.69%
34ESGVVanguard Esg US Stock ETFETF-Other0.17%—+4.64%
35VRTXVertex Pharmaceuticals INCStock-Healthcare0.17%—+0.47%
36LLoews CORPStock-Financials0.16%——
37IEURIshares Core Msci Europe ETFETF-Other0.16%+0.01%+8.28%
38VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.15%-0.07%-28.59%
39GOOGLAlphabet Inc-cl AStock-Comm Services0.15%—+3.35%
40GEGeneral ElectricStock-Industrials0.14%-0.01%+0.33%
41NVDANvidia CORPStock-Tech0.13%—+12.15%
42NVSNovartis Ag-sponsored AdrStock-Healthcare0.12%+0.12%NEW
43SUSBIshares Esg Aware 1-5 Year UETF-Other0.12%—-1.86%
44USRTIshares Core US Reit ETFETF-Other0.12%—+2.55%
45GEVGE Vernova INCStock-Industrials0.12%+0.03%+0.40%
46CLColgate-palmolive CoStock-Consumer Staples0.11%-0.03%-24.94%
47EAGGIshares Esg Aware US AggregaETF-Other0.10%—+0.54%
48METAMeta Platforms Inc-class AStock-Comm Services0.10%-0.01%+5.30%
49IUSVIshares Core S&p U.s. ValueETF-Other0.10%—+0.83%
50DISWalt Disney Co/theStock-Comm Services0.09%-0.02%+0.29%
1–50 of 75

Holding changes this quarter

Presilium Private Wealth, LLC's most significant position changes for 2026-03-31: New buy: Novartis Ag-sponsored Adr (NVS); Sold out: Palantir Technologies Inc-a (PLTR); Sold out: Pfizer INC (PFE); Sold out: Ishares Ustechnology ETF (IYW); New buy: Spdr Gold Shares (GLD).

Position changes disclosed by Presilium Private Wealth, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VGSHVanguard Short-term Treasury+0.2%+6.35%Add
2VWOVanguard Ftse Emerging Marke+0.2%+5.63%Add
3XOMExxon Mobil CORP+0.2%+1.19%Add
4VGKVanguard Ftse Europe ETF+0.1%+6.14%Add
5VPLVanguard Ftse Pacific ETF+0.1%-2.39%Trim
6VBRVanguard Small-cap Value ETF+0.1%+3.02%Add
7BSVVanguard Short-term Bond ETF+0.1%+4.90%Add
8VOEVanguard Mid-cap Value ETF+0.1%+0.82%Add
9IGSBIshares 1-5y Inv Grade CORP0%+5.65%Add
10VSSVanguard Ftse All Wo X-us Sc0%+3.92%Add
11VNQVanguard Real Estate ETF0%+4.17%Add
12VBKVanguard Small-cap Grwth ETF0%+4.57%Add
13GEVGE Vernova INC0%+0.40%Add
14VTVVanguard Value ETF0%+0.89%Add
15MUBIshares National Muni Bond E0%+5.42%Add
16SUBIshares Short-term National0%+4.96%Add
17IPACIshares Core Msci Pacific Et0%+1.38%Add
18IVVIshares Core S&p 500 ETF0%+38.75%Add
19IEURIshares Core Msci Europe ETF0%+8.28%Add
20IJRIshares Core S&p Small-cap E0%+19.97%Add
21IEMGIshares Core Msci Emerging0%+15.28%Add
22VTEBVanguard Tax-exempt Bond ETF—+7.65%Add
23IUSGIshares Core S&p U.s. Growth—+12.47%Add
24IJJIshares S&p Mid-cap 400 Valu—+2.77%Add
25ORCLOracle CORP0%+2.17%Add
26GEGeneral Electric0%+0.33%Add
27METAMeta Platforms Inc-class A0%+5.30%Add
28QBTSD-wave Quantum INC0%+6.89%Add
29IBMIntl Business Machines CORP0%+0.11%Add
30NKENike INC -cl B0%-0.18%Trim
31DISWalt Disney Co/the0%+0.29%Add
32MRKMerck & Co. INC.0%-27.43%Trim
33SHYIshares 1-3 Year Treasury Bo0%-6.95%Trim
34GOOGAlphabet Inc-cl C0%+1.76%Add
35VVisa Inc-class A Shares0%+1.55%Add
36AAPLApple INC0%+3.18%Add
37VTVanguard Tot World Stk ETF0%-0.42%Trim
38VOTVanguard Mid-cap Growth ETF0%+11.60%Add
39CLColgate-palmolive Co0%-24.94%Trim
40HLNEHamilton Lane Inc-class A0%—Unchanged
41IWFIshares Russell 1000 Growth0%—Unchanged
42VOOVanguard S&p 500 ETF-0.1%-28.59%Trim
43MSFTMicrosoft CORP-0.1%+4.42%Add
44VCSHVanguard S/t CORP Bond ETF-0.2%-19.08%Trim
45VUGVanguard Growth ETF-0.4%+12.17%Add
46NVSNovartis Ag-sponsored Adr—NEWNew buy
47PLTRPalantir Technologies Inc-a—EXITSold out
48PFEPfizer INC—EXITSold out
49IYWIshares Ustechnology ETF—EXITSold out
50GLDSpdr Gold Shares—NEWNew buy

FAQ

What is Presilium Private Wealth, LLC and what type of investor is it?
Presilium Private Wealth, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $567.2M, spread across 75 disclosed positions.
What are Presilium Private Wealth, LLC's largest equity positions?
Based on the latest 13F filing, Presilium Private Wealth, LLC's top holdings by market value are: 1. Vanguard Value ETF (VTV) — $75.1M (13.3%) 2. Vanguard Growth ETF (VUG) — $70.3M (12.4%) 3. Vanguard Short-term Treasury (VGSH) — $59.1M (10.4%) 4. Vanguard Ftse Europe ETF (VGK) — $52.6M (9.3%) 5. Vanguard Short-term Bond ETF (BSV) — $43.1M (7.6%)
What changes did Presilium Private Wealth, LLC make in its most recent portfolio filing?
In the latest reported quarter, Presilium Private Wealth, LLC made 48 notable position adjustments: 2 new positions were initiated, 35 existing holdings were added to, 8 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Novartis Ag-sponsored Adr (NVS); Sold out: Palantir Technologies Inc-a (PLTR); Sold out: Pfizer INC (PFE); Sold out: Ishares Ustechnology ETF (IYW); New buy: Spdr Gold Shares (GLD)
What sectors does Presilium Private Wealth, LLC focus on?
Presilium Private Wealth, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 25.3% • Energy: 21.0% • Communication Services: 17.4% • Consumer Discretionary: 10.5% • Consumer Staples: 9.2% • Industrials: 8.4%