Presilium Private Wealth, LLC Top Holdings and 13F Report (2025) About Presilium Private Wealth, LLCInvestment ActivityPresilium Private Wealth, LLC has $446.37 million in total holdings as of March 31, 2025.Presilium Private Wealth, LLC owns shares of 71 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 8.32% of the portfolio was purchased this quarter.About 5.65% of the portfolio was sold this quarter.This quarter, Presilium Private Wealth, LLC has purchased 77 new stocks and bought additional shares in 27 stocks.Presilium Private Wealth, LLC sold shares of 27 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Value ETF $57,863,510Vanguard Growth ETF $55,031,395Vanguard Short-Term Treasury Index ETF $44,528,775Vanguard FTSE Europe ETF $37,970,425Vanguard Short-Term Bond ETF $32,541,874 Largest Purchases this Quarter Vanguard Growth ETF 18,122 shares (about $6.72M)Vanguard Value ETF 33,313 shares (about $5.75M)Vanguard Short-Term Bond ETF 55,226 shares (about $4.32M)Vanguard Mid-Cap Value ETF 26,834 shares (about $4.31M)Vanguard Mid-Cap Growth ETF 17,074 shares (about $4.18M) Largest Sales this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 105,709 shares (about $5.54M)Vanguard FTSE Pacific ETF 48,046 shares (about $3.48M)Vanguard FTSE Europe ETF 31,739 shares (about $2.23M)iShares Core MSCI Emerging Markets ETF 36,689 shares (about $1.98M)iShares Core U.S. REIT ETF 28,683 shares (about $1.65M) 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 PortfolioSectorVTVVanguard Value ETF$57,863,510$5,754,481 ▲11.0%334,97513.0%ETFVUGVanguard Growth ETF$55,031,395$6,719,982 ▲13.9%148,40512.3%ETFVGSHVanguard Short-Term Treasury Index ETF$44,528,775$3,387,354 ▲8.2%758,71110.0%ETFVGKVanguard FTSE Europe ETF$37,970,425$2,228,396 ▼-5.5%540,8128.5%ETFBSVVanguard Short-Term Bond ETF$32,541,874$4,323,094 ▲15.3%415,7117.3%ETFVWOVanguard FTSE Emerging Markets ETF$28,757,933$999,160 ▼-3.4%635,3946.4%ETFVOTVanguard Mid-Cap Growth ETF$21,073,997$4,176,978 ▲24.7%86,1434.7%ETFVPLVanguard FTSE Pacific ETF$20,571,863$3,481,419 ▼-14.5%283,9064.6%ETFVOEVanguard Mid-Cap Value ETF$20,286,958$4,307,930 ▲27.0%126,3674.5%ETFVNQVanguard Real Estate ETF$18,416,156$1,404,272 ▲8.3%203,4044.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$14,517,464$5,535,971 ▼-27.6%277,2103.3%ManufacturingVBRVanguard Small-Cap Value ETF$12,656,980$1,161,338 ▲10.1%67,9422.8%ETFVBKVanguard Small-Cap Growth ETF$12,371,476$3,537,873 ▲40.1%49,1382.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$7,571,148$522,052 ▲7.4%65,4941.7%ETFMUBiShares National Muni Bond ETF$5,064,916$314,106 ▲6.6%48,0361.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,707,576$620,309 ▲15.2%59,6351.1%ETFSUBiShares Short-Term National Muni Bond ETF$4,271,098$487,450 ▲12.9%40,4461.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,222,464$97,620 ▼-2.9%38,9520.7%ManufacturingIPACiShares Core MSCI Pacific ETF$3,200,154$933,420 ▼-22.6%51,4160.7%ETFIEURiShares Core MSCI Europe ETF$3,059,342$1,368,830 ▼-30.9%50,8620.7%ETFXOMExxon Mobil$2,262,842$44,241 ▼-1.9%19,0270.5%EnergyIUSViShares Core S&P U.S. Value ETF$2,219,344$1,084,061 ▼-32.8%24,0470.5%ManufacturingUSRTiShares Core U.S. REIT ETF$2,004,031$1,652,151 ▼-45.2%34,7920.4%ETFVTVanguard Total World Stock ETF$1,848,197$16,117 ▼-0.9%15,9400.4%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,794,448$473,786 ▼-20.9%14,9870.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,788,853$1,980,125 ▼-52.5%33,1450.4%ETFAAPLApple$1,336,460$41,535 ▼-3.0%6,0170.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$1,294,687$1,525 ▼-0.1%10,1880.3%ManufacturingMSFTMicrosoft$1,285,434$55,937 ▼-4.2%3,4240.3%Computer and TechnologyPGProcter & Gamble$1,271,074$20,111 ▼-1.6%7,4580.3%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$1,051,230$20,443 ▲2.0%21,1860.2%ETFVRTXVertex Pharmaceuticals$1,029,7580.0%2,1240.2%MedicalCLColgate-Palmolive$939,1550.0%10,0230.2%Consumer StaplesVOOVanguard S&P 500 ETF$936,9440.0%1,8230.2%ETFESGUiShares ESG Aware MSCI USA ETF$861,172$61,930 ▲7.7%7,0640.2%ManufacturingIWFiShares Russell 1000 Growth ETF$859,3940.0%2,3800.2%ETFESGVVanguard ESG US Stock ETF$853,340$62,198 ▲7.9%8,7120.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$851,128$20,831 ▼-2.4%10,4190.2%ManufacturingAMZNAmazon.com$841,044$11,988 ▲1.4%4,4200.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$806,3120.0%10,6580.2%ETFLLoews$779,6730.0%8,4830.2%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$689,142$131,499 ▼-16.0%8,2750.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$658,603$129,662 ▼-16.4%10,3670.1%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$591,513$12,720 ▲2.2%23,6700.1%ManufacturingNKENIKE$552,2760.0%8,7000.1%Consumer DiscretionaryGOOGAlphabet$535,244$7,499 ▲1.4%3,4260.1%Computer and TechnologyVVisa$526,7410.0%1,5030.1%Business ServicesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$524,369$49,094 ▲10.3%11,0440.1%ETFMETAMeta Platforms$519,724$576 ▲0.1%9020.1%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$496,050$217,272 ▼-30.5%5,0890.1%ETFDISWalt Disney$491,013$19,739 ▼-3.9%4,9750.1%Consumer DiscretionaryIBMInternational Business Machines$465,820$2,487 ▲0.5%1,8730.1%Computer and TechnologyGOOGLAlphabet$427,7340.0%2,7660.1%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$423,586$167,094 ▼-28.3%3,4020.1%ETFVIGVanguard Dividend Appreciation ETF$408,3490.0%2,1050.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$404,726$54,811 ▲15.7%10,5370.1%ETFESGEiShares ESG Aware MSCI EM ETF$404,581$5,907 ▲1.5%11,5760.1%ManufacturingSPYSPDR S&P 500 ETF Trust$394,3700.0%7050.1%FinanceNVDANVIDIA$360,582$76,192 ▲26.8%3,3270.1%Computer and TechnologyCIThe Cigna Group$343,147$51,982 ▲17.9%1,0430.1%MedicalHDHome Depot$334,239$2,565 ▼-0.8%9120.1%Retail/WholesaleMRKMerck & Co., Inc.$315,945$4,488 ▼-1.4%3,5200.1%MedicalFIFiserv$283,3250.0%1,2830.1%Business ServicesPMPhilip Morris International$274,4280.0%1,7290.1%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$249,049$24,391 ▲10.9%4,2680.1%ETFORCLOracle$236,978$30,758 ▼-11.5%1,6950.1%Computer and TechnologyTROWT. Rowe Price Group$221,5900.0%2,4120.0%FinanceIVWiShares S&P 500 Growth ETF$217,5940.0%2,3440.0%ETFVYMVanguard High Dividend Yield ETF$206,336$391,007 ▼-65.5%1,6000.0%ETFQUALiShares MSCI USA Quality Factor ETF$201,3080.0%1,1780.0%ETFCHPTChargePoint$9,6800.0%16,0000.0%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$0$1,780,984 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$1,287,974 ▼-100.0%00.0%ETFAVGOBroadcom$0$281,454 ▼-100.0%00.0%Computer and TechnologyVOVanguard Mid-Cap ETF$0$267,828 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$242,188 ▼-100.0%00.0%MedicalIYWiShares U.S. Technology ETF$0$217,426 ▼-100.0%00.0%ManufacturingShowing 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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