PRESILIUM PRIVATE WEALTH, LLC — 13F Holdings & Portfolio
CIK 1939831 · latest 13F-HR filed 2026-04-17
PRESILIUM PRIVATE WEALTH, LLC manages $567.2M in 13F-reported U.S. long-equity assets across 75 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTV (13.25%), VUG (12.39%), VGSH (10.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 3, added to 16, and trimmed 21.
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.
$567.2M
Long-equity book
75
Distinct positions
2026-03-31
Filed 2026-04-17
+2 / −3 / ↑16 / ↓21
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD SCOTTSDALE FDS$3.4M +6.0%
- VANGUARD INTL EQUITY INDEX F$2.2M +6.2%
- VANGUARD INTL EQUITY INDEX F$1.5M +5.5%
- EXXON MOBIL CORP$1.1M +42.7%
- VANGUARD INDEX FDS$923.3K +5.7%
Top Trims
- VANGUARD SCOTTSDALE FDS-$726.3K -19.5%
- VANGUARD INDEX FDS-$392.6K -32.0%
- MICROSOFT CORP-$329.8K -20.1%
- COLGATE PALMOLIVE CO-$150.8K -19.0%
- HAMILTON LANE INC-$141.7K -26.0%
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 | $75.1M | 13.25% | 382,983 | SH |
| 2 | VANGUARD INDEX FDS | VUG | 922908736 | $70.3M | 12.39% | 160,851 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $59.1M | 10.42% | 1,009,460 | SH |
| 4 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $52.6M | 9.28% | 638,590 | SH |
| 5 | VANGUARD INDEX FDS | BSV | 921937827 | $43.1M | 7.60% | 550,056 | SH |
| 6 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $38.3M | 6.76% | 709,153 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VPL | 922042866 | $27.7M | 4.88% | 283,440 | SH |
| 8 | VANGUARD INDEX FDS | VOE | 922908512 | $27.1M | 4.77% | 146,890 | SH |
| 9 | VANGUARD INDEX FDS | VOT | 922908538 | $26.9M | 4.74% | 104,402 | SH |
| 10 | VANGUARD INDEX FDS | VNQ | 922908553 | $24.7M | 4.35% | 278,196 | SH |
| 11 | ISHARES TR | IGSB | 464288646 | $19.1M | 3.37% | 363,881 | SH |
| 12 | VANGUARD INDEX FDS | VBR | 922908611 | $17.2M | 3.03% | 79,186 | SH |
| 13 | VANGUARD INDEX FDS | VBK | 922908595 | $16.6M | 2.92% | 54,767 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $10.3M | 1.82% | 70,841 | SH |
| 15 | ISHARES TR | MUB | 464288414 | $6.2M | 1.09% | 58,409 | SH |
| 16 | ISHARES TR | SUB | 464288158 | $5.6M | 0.99% | 52,874 | SH |
| 17 | EXXON MOBIL CORP | XOM | 30231G102 | $3.5M | 0.62% | 20,820 | SH |
| 18 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $3.0M | 0.53% | 37,722 | SH |
| 19 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $2.2M | 0.40% | 16,255 | SH |
| 20 | ISHARES TR | IPAC | 46434V696 | $2.2M | 0.39% | 28,655 | SH |
| 21 | ISHARES TR | IUSG | 464287671 | $1.7M | 0.29% | 10,762 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $1.5M | 0.27% | 6,094 | SH |
| 23 | ISHARES TR | IJJ | 464287705 | $1.4M | 0.25% | 10,703 | SH |
| 24 | VANGUARD MUN BD FDS | VTEB | 922907746 | $1.4M | 0.24% | 27,541 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $1.3M | 0.23% | 3,546 | SH |
| 26 | ISHARES TR | IWF | 464287614 | $1.1M | 0.19% | 2,520 | SH |
| 27 | ISHARES TR | SHY | 464287457 | $1.1M | 0.19% | 12,791 | SH |
| 28 | PROCTER AND GAMBLE CO | PG | 742718109 | $1.0M | 0.18% | 7,224 | SH |
| 29 | ISHARES TR | IEFA | 46432F842 | $1.0M | 0.18% | 11,489 | SH |
| 30 | ALPHABET INC | GOOG | 02079K107 | $1.0M | 0.18% | 3,580 | SH |
| 31 | AMAZON COM INC | AMZN | 023135106 | $1.0M | 0.18% | 4,902 | SH |
| 32 | ISHARES TR | ESGD | 46435G516 | $1.0M | 0.18% | 10,652 | SH |
| 33 | ISHARES TR | ESGU | 46435G425 | $989.4K | 0.17% | 6,996 | SH |
| 34 | VANGUARD WORLD FD | ESGV | 921910733 | $985.1K | 0.17% | 8,774 | SH |
| 35 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $954.3K | 0.17% | 2,137 | SH |
| 36 | LOEWS CORP | L | 540424108 | $905.5K | 0.16% | 8,483 | SH |
| 37 | ISHARES TR | IEUR | 46434V738 | $901.6K | 0.16% | 12,831 | SH |
| 38 | VANGUARD INDEX FDS | VOO | 922908363 | $836.0K | 0.15% | 1,399 | SH |
| 39 | ALPHABET INC | GOOGL | 02079K305 | $833.4K | 0.15% | 2,898 | SH |
| 40 | GE AEROSPACE | GE | 369604301 | $768.0K | 0.14% | 2,706 | SH |
| 41 | NVIDIA CORPORATION | NVDA | 67066G104 | $726.1K | 0.13% | 4,164 | SH |
| 42 | NOVARTIS AG | NVS | 66987V109 | $703.5K | 0.12% | 4,605 | SH |
| 43 | ISHARES TR | SUSB | 46435G243 | $662.3K | 0.12% | 26,423 | SH |
| 44 | ISHARES TR | USRT | 464288521 | $655.8K | 0.12% | 11,080 | SH |
| 45 | GE VERNOVA INC | GEV | 36828A101 | $653.1K | 0.12% | 748 | SH |
| 46 | COLGATE PALMOLIVE CO | CL | 194162103 | $641.2K | 0.11% | 7,523 | SH |
| 47 | ISHARES TR | EAGG | 46435U549 | $585.6K | 0.10% | 12,315 | SH |
| 48 | META PLATFORMS INC | META | 30303M102 | $545.5K | 0.10% | 953 | SH |
| 49 | ISHARES TR | IUSV | 464287663 | $543.8K | 0.10% | 5,318 | SH |
| 50 | DISNEY WALT CO | DIS | 254687106 | $526.2K | 0.09% | 5,459 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $567.2M | 75 | 0001939831-26-000002 |
| 2025-12-31 | 2026-01-13 | $547.4M | 76 | 0001939831-26-000001 |