Top Institutional Investors

PRESILIUM PRIVATE WEALTH, LLC — 13F Holdings & Portfolio

CIK 1939831 · latest 13F-HR filed 2026-07-22

Backtest portfolio

PRESILIUM PRIVATE WEALTH, LLC manages $651.4M in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTV (13.40%), VUG (12.45%), VGSH (10.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 2, added to 56, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
150 NORTH RADNOR CHESTER ROAD
SUITE F110
RADNOR, PA 19087
Phone
(215) 982-4140
Filing Manager
PRESILIUM PRIVATE WEALTH, LLC
RADNOR, PA
Signatory
Brook Hart
Chief Compliance Officer
Loading holdings…
AUM

$651.4M

Long-equity book

Holdings

96

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+23 / −2 / ↑56 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$12.2M +16.2%
  • VANGUARD INDEX FDS$10.8M +15.4%
  • VANGUARD SCOTTSDALE FDS$6.3M +10.6%
  • VANGUARD INDEX FDS$5.2M +19.3%
  • VANGUARD INDEX FDS$4.8M +11.1%
Show all 56 →

Top Trims

  • NIKE INC-$99.8K -22.3%
  • HAMILTON LANE INC-$83.5K -20.7%
  • ISHARES INC-$42.6K -13.5%
  • WALMART INC-$21.9K -9.2%
Show all 4 →

New Positions

  • EXXON MOBIL CORP$2.8M
  • ASTRAZENECA PLC$823.4K
  • FIRST TR EXCHANGE-TRADED FD$814.0K
  • SELECT SECTOR SPDR TR$670.9K
  • FIRST TR EXCHANGE-TRADED FD$662.6K
Show all 23 →

Exited Positions

  • EXXON MOBIL CORP$3.5M
  • SPDR GOLD TR$204.4K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTV 922908744 $87.3M 13.40% 400,678 SH
2 VANGUARD INDEX FDS VUG 922908736 $81.1M 12.45% 941,433 SH
3 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $65.4M 10.03% 1,123,054 SH
4 VANGUARD INTL EQUITY INDEX F VGK 922042874 $56.8M 8.72% 641,678 SH
5 VANGUARD INDEX FDS BSV 921937827 $47.9M 7.36% 615,146 SH
6 VANGUARD INTL EQUITY INDEX F VWO 922042858 $41.8M 6.42% 700,470 SH
7 VANGUARD INDEX FDS VOT 922908538 $32.0M 4.92% 104,624 SH
8 VANGUARD INTL EQUITY INDEX F VPL 922042866 $31.7M 4.87% 274,048 SH
9 VANGUARD INDEX FDS VOE 922908512 $30.3M 4.66% 153,517 SH
10 VANGUARD INDEX FDS VNQ 922908553 $27.9M 4.29% 289,502 SH
11 ISHARES TR IGSB 464288646 $20.9M 3.20% 398,214 SH
12 VANGUARD INDEX FDS VBK 922908595 $20.0M 3.06% 54,594 SH
13 VANGUARD INDEX FDS VBR 922908611 $19.6M 3.01% 80,770 SH
14 VANGUARD INTL EQUITY INDEX F VSS 922042718 $10.8M 1.66% 70,266 SH
15 ISHARES TR MUB 464288414 $6.6M 1.01% 61,109 SH
16 ISHARES TR SUB 464288158 $6.0M 0.91% 55,973 SH
17 SPDR S&P 500 ETF TR SPY 78462F103 $4.6M 0.71% 6,191 SH
18 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $3.3M 0.50% 41,456 SH
19 EXXON MOBIL CORP XOM 30233Q108 $2.8M 0.44% 20,838 SH
20 VANGUARD INTL EQUITY INDEX F VT 922042742 $2.5M 0.38% 15,945 SH
21 ISHARES TR IPAC 46434V696 $2.3M 0.35% 28,089 SH
22 ISHARES TR IUSG 464287671 $2.0M 0.31% 10,621 SH
23 APPLE INC AAPL 037833100 $1.9M 0.29% 6,447 SH
24 ISHARES TR IJJ 464287705 $1.5M 0.24% 10,394 SH
25 VANGUARD MUN BD FDS VTEB 922907746 $1.5M 0.22% 28,767 SH
26 MICROSOFT CORP MSFT 594918104 $1.3M 0.21% 3,594 SH
27 ISHARES TR IWF 464287614 $1.3M 0.19% 10,080 SH
28 ALPHABET INC GOOG 02079K107 $1.2M 0.19% 3,533 SH
29 GE AEROSPACE GE 369604301 $1.2M 0.18% 3,160 SH
30 ISHARES TR ESGU 46435G425 $1.2M 0.18% 7,083 SH
31 VANGUARD WORLD FD ESGV 921910733 $1.2M 0.18% 8,734 SH
32 ISHARES TR IEFA 46432F842 $1.1M 0.17% 11,771 SH
33 AMAZON COM INC AMZN 023135106 $1.1M 0.17% 4,722 SH
34 ISHARES TR ESGD 46435G516 $1.1M 0.17% 10,861 SH
35 VANGUARD INDEX FDS VOO 922908363 $1.1M 0.16% 1,557 SH
36 PROCTER AND GAMBLE CO PG 742718109 $1.1M 0.16% 7,251 SH
37 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $1.1M 0.16% 2,137 SH
38 ISHARES TR SHY 464287457 $1.0M 0.16% 12,784 SH
39 GE VERNOVA INC GEV 36828A101 $1.0M 0.16% 860 SH
40 ALPHABET INC GOOGL 02079K305 $988.2K 0.15% 2,765 SH
41 LOEWS CORP L 540424108 $960.4K 0.15% 8,483 SH
42 ISHARES TR IEUR 46434V738 $921.6K 0.14% 12,260 SH
43 NVIDIA CORPORATION NVDA 67066G104 $899.5K 0.14% 4,496 SH
44 ASTRAZENECA PLC AZN G0593M107 $823.4K 0.13% 4,342 SH
45 FIRST TR EXCHANGE-TRADED FD QQEW 337344105 $814.0K 0.12% 5,100 SH
46 ISHARES TR SUSB 46435G243 $737.2K 0.11% 29,500 SH
47 ISHARES TR USRT 464288521 $726.2K 0.11% 10,928 SH
48 NOVARTIS AG NVS 66987V109 $721.4K 0.11% 4,603 SH
49 COLGATE PALMOLIVE CO CL 194162103 $689.7K 0.11% 7,523 SH
50 SELECT SECTOR SPDR TR XLI 81369Y704 $670.9K 0.10% 3,622 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $651.4M 96 0001939831-26-000003
2026-03-31 2026-04-17 $567.2M 75 0001939831-26-000002
2025-12-31 2026-01-13 $547.4M 76 0001939831-26-000001