Presilium Private Wealth, LLC Top Holdings and 13F Report (2025) About Presilium Private Wealth, LLCInvestment ActivityPresilium Private Wealth, LLC has $434.84 million in total holdings as of December 31, 2024.Presilium Private Wealth, LLC owns shares of 77 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.30% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, Presilium Private Wealth, LLC has purchased 76 new stocks and bought additional shares in 34 stocks.Presilium Private Wealth, LLC sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Growth ETF $53,473,192Vanguard Value ETF $51,071,306Vanguard Short-Term Treasury Index ETF $40,783,914Vanguard FTSE Europe ETF $36,339,824Vanguard FTSE Emerging Markets ETF $28,954,979 Largest New Holdings this Quarter Broadcom $281,454 Holding Largest Purchases this Quarter Vanguard FTSE Europe ETF 38,081 shares (about $2.42M)Vanguard Short-Term Treasury Index ETF 33,250 shares (about $1.93M)Vanguard Short-Term Bond ETF 24,775 shares (about $1.91M)Vanguard Value ETF 7,207 shares (about $1.22M)iShares 1-5 Year Investment Grade Corporate Bond ETF 23,385 shares (about $1.21M) Largest Sales this Quarter Exxon Mobil 5,259 shares (about $565.70K)Vanguard Growth ETF 807 shares (about $331.22K)Vanguard Mid-Cap Growth ETF 882 shares (about $223.81K)iShares National Muni Bond ETF 862 shares (about $91.85K)iShares U.S. Technology ETF 430 shares (about $68.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPresilium Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$53,473,192$331,224 ▼-0.6%130,28312.3%ETFVTVVanguard Value ETF$51,071,306$1,220,143 ▲2.4%301,66211.7%ETFVGSHVanguard Short-Term Treasury Index ETF$40,783,914$1,934,486 ▲5.0%700,9959.4%ETFVGKVanguard FTSE Europe ETF$36,339,824$2,417,002 ▲7.1%572,5518.4%ETFVWOVanguard FTSE Emerging Markets ETF$28,954,979$581,636 ▲2.0%657,4706.7%ETFBSVVanguard Short-Term Bond ETF$27,854,692$1,914,365 ▲7.4%360,4856.4%ETFVPLVanguard FTSE Pacific ETF$23,581,903$975,949 ▲4.3%331,9525.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$19,796,889$1,209,003 ▲6.5%382,9194.6%ManufacturingVOTVanguard Mid-Cap Growth ETF$17,526,231$223,807 ▼-1.3%69,0694.0%ETFVNQVanguard Real Estate ETF$16,737,601$1,151,003 ▲7.4%187,8943.8%ETFVOEVanguard Mid-Cap Value ETF$16,101,453$415,749 ▲2.7%99,5333.7%ETFVBRVanguard Small-Cap Value ETF$12,229,361$106,225 ▲0.9%61,7082.8%ETFVBKVanguard Small-Cap Growth ETF$9,826,187$65,814 ▼-0.7%35,0862.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,980,806$396,332 ▲6.0%60,9781.6%ETFMUBiShares National Muni Bond ETF$4,800,823$91,846 ▼-1.9%45,0571.1%ETFIPACiShares Core MSCI Pacific ETF$4,057,856$461,796 ▲12.8%66,4130.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,039,113$2,184 ▼-0.1%51,7770.9%ETFIEURiShares Core MSCI Europe ETF$3,973,947$656,396 ▲19.8%73,6190.9%ETFSUBiShares Short-Term National Muni Bond ETF$3,779,348$44,934 ▼-1.2%35,8300.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,646,730$4,700 ▼-0.1%69,8340.8%ETFUSRTiShares Core U.S. REIT ETF$3,637,764$2,923 ▼-0.1%63,4750.8%ETFIUSViShares Core S&P U.S. Value ETF$3,314,120$22,685 ▲0.7%35,7930.8%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$3,289,987$19,675 ▼-0.6%40,1320.8%ManufacturingIJJiShares S&P Mid-Cap 400 Value ETF$2,367,300$4,249 ▼-0.2%18,9440.5%ETFXOMExxon Mobil$2,086,715$565,701 ▼-21.3%19,3990.5%EnergyVTVanguard Total World Stock ETF$1,888,914$27,842 ▼-1.5%16,0790.4%ETFVTIVanguard Total Stock Market ETF$1,780,9840.0%6,1450.4%ETFAAPLApple$1,553,720$6,261 ▲0.4%6,2040.4%Computer and TechnologyMSFTMicrosoft$1,506,099$21,498 ▲1.4%3,5730.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$1,421,366$27,173 ▲1.9%10,2000.3%ManufacturingVXUSVanguard Total International Stock ETF$1,287,9740.0%21,8560.3%ETFPGProcter & Gamble$1,270,197$6,706 ▲0.5%7,5760.3%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$1,041,381$4,010 ▼-0.4%20,7740.2%ETFVOOVanguard S&P 500 ETF$982,3210.0%1,8230.2%ETFAMZNAmazon.com$955,991$4,608 ▲0.5%4,3570.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$955,7600.0%2,3800.2%ETFCLColgate-Palmolive$911,1910.0%10,0230.2%Consumer StaplesIJKiShares S&P Mid-Cap 400 Growth ETF$896,024$1,273 ▼-0.1%9,8540.2%ETFVRTXVertex Pharmaceuticals$855,335$2,416 ▼-0.3%2,1240.2%MedicalESGVVanguard ESG US Stock ETF$847,197$48,564 ▲6.1%8,0770.2%ETFESGUiShares ESG Aware MSCI USA ETF$844,544$51,657 ▲6.5%6,5560.2%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$812,718$110,098 ▲15.7%10,6740.2%ManufacturingIJSiShares S&P Small-Cap 600 Value ETF$794,780$2,281 ▼-0.3%7,3180.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$753,774$3,949 ▼-0.5%12,4080.2%ETFIEFAiShares Core MSCI EAFE ETF$749,0760.0%10,6580.2%ETFLLoews$718,4250.0%8,4830.2%FinanceNKENIKE$658,329$22,701 ▲3.6%8,7000.2%Consumer DiscretionaryGOOGAlphabet$643,3060.0%3,3780.1%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$642,236$2,843 ▼-0.4%4,7440.1%ETFVYMVanguard High Dividend Yield ETF$590,997$893 ▼-0.2%4,6320.1%ETFDISWalt Disney$576,182$13,917 ▲2.5%5,1750.1%Consumer DiscretionarySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$572,077$69,555 ▲13.8%23,1610.1%ManufacturingMETAMeta Platforms$527,389$19,901 ▲3.9%9010.1%Computer and TechnologyGOOGLAlphabet$523,604$28,584 ▲5.8%2,7660.1%Computer and TechnologyVVisa$475,008$10,429 ▲2.2%1,5030.1%Business ServicesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$464,864$32,740 ▲7.6%10,0100.1%ETFSPYSPDR S&P 500 ETF Trust$413,1860.0%7050.1%FinanceVIGVanguard Dividend Appreciation ETF$412,222$3,917 ▼-0.9%2,1050.1%ETFIBMInternational Business Machines$409,6140.0%1,8630.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$383,076$20,605 ▲5.7%9,1100.1%ETFESGEiShares ESG Aware MSCI EM ETF$380,880$32,455 ▲9.3%11,4070.1%ManufacturingHDHome Depot$357,4820.0%9190.1%Retail/WholesaleMRKMerck & Co., Inc.$355,1320.0%3,5700.1%MedicalNVDANVIDIA$352,379$46,599 ▲15.2%2,6240.1%Computer and TechnologyORCLOracle$319,1160.0%1,9150.1%Computer and TechnologyAVGOBroadcom$281,454$281,454 ▲New Holding1,2140.1%Computer and TechnologyTROWT. Rowe Price Group$272,7730.0%2,4120.1%FinanceVOVanguard Mid-Cap ETF$267,8280.0%1,0140.1%ETFFIFiserv$263,554$17,050 ▲6.9%1,2830.1%Business ServicesCIThe Cigna Group$244,3840.0%8850.1%MedicalJNJJohnson & Johnson$242,188$24,002 ▼-9.0%1,6750.1%MedicalIJHiShares Core S&P Mid-Cap ETF$239,894$1,184 ▲0.5%3,8500.1%ETFIVWiShares S&P 500 Growth ETF$237,9860.0%2,3440.1%ETFIYWiShares U.S. Technology ETF$217,426$68,594 ▼-24.0%1,3630.1%ManufacturingQUALiShares MSCI USA Quality Factor ETF$209,7780.0%1,1780.0%ETFPMPhilip Morris International$208,073$4,814 ▼-2.3%1,7290.0%Consumer StaplesCHPTChargePoint$17,1200.0%16,0000.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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