Presilium Private Wealth, LLC 13F Holdings · Q2 2026
Presilium Private Wealth, LLC reported 96 securities worth $651.42M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTV (13.40%), VUG (12.45%), VGSH (10.03%). Among its top 25 positions this quarter: 1 new, 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $87.3M | 13.40% | 400,678 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $81.1M | 12.45% | 941,433 | Added |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $65.4M | 10.03% | 1.1M | Added |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | $56.8M | 8.72% | 641,678 | Added |
| 5 | BSV | VANGUARD INDEX FDS | $47.9M | 7.36% | 615,146 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $41.8M | 6.42% | 700,470 | Trimmed |
| 7 | VOT | VANGUARD INDEX FDS | $32.0M | 4.92% | 104,624 | Added |
| 8 | VPL | VANGUARD INTL EQUITY INDEX F | $31.7M | 4.87% | 274,048 | Trimmed |
| 9 | VOE | VANGUARD INDEX FDS | $30.3M | 4.66% | 153,517 | Added |
| 10 | VNQ | VANGUARD INDEX FDS | $27.9M | 4.29% | 289,502 | Added |
| 11 | IGSB | ISHARES TR | $20.9M | 3.20% | 398,214 | Added |
| 12 | VBK | VANGUARD INDEX FDS | $20.0M | 3.06% | 54,594 | Trimmed |
| 13 | VBR | VANGUARD INDEX FDS | $19.6M | 3.01% | 80,770 | Added |
| 14 | VSS | VANGUARD INTL EQUITY INDEX F | $10.8M | 1.66% | 70,266 | Trimmed |
| 15 | MUB | ISHARES TR | $6.6M | 1.01% | 61,109 | Added |
| 16 | SUB | ISHARES TR | $6.0M | 0.91% | 55,973 | Added |
| 17 | SPY | SPDR S&P 500 ETF TR | $4.6M | 0.71% | 6,191 | Added |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $3.3M | 0.50% | 41,456 | Added |
| 19 | XOM | EXXON MOBIL CORP | $2.8M | 0.44% | 20,838 | New |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | $2.5M | 0.38% | 15,945 | Trimmed |
| 21 | IPAC | ISHARES TR | $2.3M | 0.35% | 28,089 | Trimmed |
| 22 | IUSG | ISHARES TR | $2.0M | 0.31% | 10,621 | Trimmed |
| 23 | AAPL | APPLE INC | $1.9M | 0.29% | 6,447 | Added |
| 24 | IJJ | ISHARES TR | $1.5M | 0.24% | 10,394 | Trimmed |
| 25 | VTEB | VANGUARD MUN BD FDS | $1.5M | 0.22% | 28,767 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR