Presilium Private Wealth, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Presilium Private Wealth, LLC reported 96 stock positions worth $651.4 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 13.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 12.4%) and Vanguard Short-Term Treasury (VGSH, 10.0%). Compared with Q1 2026, it opened 22 new positions, sold out of 1, added to 38 and reduced 28. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +778%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −1%).

Most Recent 13F
Q2 2026
Location
RADNOR, PA
CIK
0001939831
Portfolio Value
$651.4M (Q2 2026)
SEC Filing
0001939831-26-000003 ↗ filed Jul 22, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $377.0M Q1 2024 Q2 2024: $395.9M Q2 2024 Q3 2024: $434.2M Q3 2024 Q4 2024: $434.8M Q4 2024 Q1 2025: $446.4M Q1 2025 Q2 2025: $488.8M Q2 2025 Q3 2025: $526.6M Q3 2025 Q4 2025: $547.4M Q4 2025 Q1 2026: $567.2M Q1 2026 Q2 2026: $651.4M $651.4M Q2 2026

Holdings 96 stocks · $651.4M
VTV Vanguard Mrngstr Val ETF-Aui 13.40% 400,678 $87.3M Add +4.6%
VUG Vanguard Mrngstar GR ETF-Sui 12.45% 941,433 $81.1M Reduce -2.5%
VGSH Vanguard Short-Term Treasury 10.03% 1,123,054 $65.4M Add +11.3%
VGK Vanguard Ftse Europe ETF 8.72% 641,678 $56.8M Add +0.5%
BSV Vanguard Short-Term Bond ETF 7.36% 615,146 $47.9M Add +11.8%
VWO Vanguard Ftse Emerging Marke 6.42% 700,470 $41.8M Reduce -1.2%
VOT Vngrd Mrngstr MC GRW ETF-Usd 4.92% 104,624 $32.0M Add +0.2%
VPL Vanguard Ftse Pacific ETF 4.87% 274,048 $31.7M Reduce -3.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 4.66% 153,517 $30.3M Add +4.5%
VNQ Vanguard Real Estate ETF 4.29% 289,502 $27.9M Add +4.1%
IGSB iShares 1-5Y Inv Grade Corp. 3.20% 398,214 $20.9M Add +9.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.06% 54,594 $20.0M Reduce -0.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.01% 80,770 $19.6M Add +2.0%
VSS Vanguard Ftse All Wo X-US SC 1.66% 70,266 $10.8M Reduce -0.8%
MUB iShares National Muni Bond E 1.01% 61,109 $6.6M Add +4.6%
SUB iShares Short-Term National 0.91% 55,973 $6.0M Add +5.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.71% 6,191 $4.6M Add +778.2%
VCSH Vanguard S/T Corp. Bond ETF 0.50% 41,456 $3.3M Add +9.9%
XOM Exxonmobil Holdings Corp. 0.44% 20,838 $2.8M No change
VT Vanguard Tot World STK ETF 0.38% 15,945 $2.5M Reduce -1.9%
IPAC iShares Core MSCI Pacific Et 0.35% 28,089 $2.3M Reduce -2.0%
IUSG iShares Core S&P U.S. Growth 0.31% 10,621 $2.0M Reduce -1.3%
AAPL Apple Inc. 0.29% 6,447 $1.9M Add +5.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.24% 10,394 $1.5M Reduce -2.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.22% 28,767 $1.5M Add +4.5%
MSFT Microsoft Corp. 0.21% 3,594 $1.3M Add +1.4%
IWF iShares Russell 1000 Growth 0.19% 10,080 $1.3M No change
GOOG Alphabet Inc. Class C 0.19% 3,533 $1.2M Reduce -1.3%
GE General Electric filed as GE AEROSPACE 0.18% 3,160 $1.2M Add +16.8%
ESGU iShares ESG Aware MSCI USA 0.18% 7,083 $1.2M Add +1.2%
ESGV Vanguard ESG US Stock ETF 0.18% 8,734 $1.2M Reduce -0.5%
IEFA iShares Core MSCI Eafe ETF 0.17% 11,771 $1.1M Add +2.5%
AMZN Amazon.com Inc. 0.17% 4,722 $1.1M Reduce -3.7%
ESGD iShares Trust iShares ESG Aw 0.17% 10,861 $1.1M Add +2.0%
VOO Vanguard S&P 500 ETF 0.16% 1,557 $1.1M Add +11.3%
PG The Procter & Gamble Co. 0.16% 7,251 $1.1M Add +0.4%
VRTX Vertex Pharmaceuticals Inc. 0.16% 2,137 $1.1M No change
SHY iShares 1-3 Year Treasury Bo 0.16% 12,784 $1.0M Reduce -0.1%
GEV GE Vernova Inc. 0.16% 860 $1.0M Add +15.0%
GOOGL Alphabet Inc. Class A 0.15% 2,765 $988K Reduce -4.6%
L Loews Corp. 0.15% 8,483 $960K No change
IEUR iShares Core MSCI Europe ETF 0.14% 12,260 $922K Reduce -4.5%
NVDA Nvidia Corp. 0.14% 4,496 $900K Add +8.0%
AZN Astrazeneca PLC 0.13% 4,342 $823K New
QQEW First TR Nasdaq-100 Sel Eq 0.13% 5,100 $814K New
SUSB iShares ESG Aware 1-5 Year U 0.11% 29,500 $737K Add +11.7%
USRT iShares Core US REIT ETF 0.11% 10,928 $726K Reduce -1.4%
NVS Novartis AG-Sponsored ADR 0.11% 4,603 $721K Reduce -0.0%
CL Colgate-Palmolive Co. 0.11% 7,523 $690K No change
XLI SS Industrial Select Sector 0.10% 3,622 $671K New
CIBR First Trust Nasdaq Cybersecu 0.10% 7,375 $663K New
MRK Merck & Co. Inc. 0.10% 5,084 $653K Add +50.7%
EAGG iShares ESG Aware US Aggrega 0.10% 13,682 $649K Add +11.1%
MU Micron Technology Inc. 0.10% 542 $625K New
IVW iShares S&P 500 Growth ETF 0.09% 4,496 $618K Add +61.3%
IUSV iShares Core S&P U.S. Value 0.09% 5,453 $601K Add +2.5%
ESML iShares ESG Aware MSCI USA S 0.09% 10,145 $567K Add +0.3%
V Visa Inc. Class A 0.09% 1,637 $562K Add +4.1%
IVV iShares Core S&P 500 ETF 0.08% 734 $550K No change
ALAI Alger AI Enable & Adopt ETF 0.08% 11,990 $547K New
ESGE iShares Inc. iShares ESG Awar 0.08% 9,958 $545K Reduce -4.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,927 $542K Add +5.2%
META Meta Platforms Inc. Class A 0.08% 949 $535K Reduce -0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 5,443 $524K Reduce -0.3%
FIW First Trust Water ETF 0.07% 4,449 $487K New
FEGE First Eagle GL Equity ETF 0.07% 9,408 $460K New
VIG Vanguard Dividend Apprec ETF 0.07% 1,925 $455K Reduce -3.1%
VDC Vanguard Consumer Staple ETF 0.07% 1,881 $424K New
IJH iShares Core S&P Midcap ETF 0.06% 5,333 $411K Reduce -5.8%
JBND JPMorgan Active Bond ETF 0.06% 7,588 $406K New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.06% 7,541 $372K New
GSK GSK PLC-Spon ADR 0.06% 6,852 $359K New
NKE Nike Inc. Class B 0.05% 8,483 $348K No change
LLY Eli Lilly & Co. 0.05% 290 $348K Add +2.8%
VFLO Victoryshares Free Cash Flow 0.05% 7,397 $338K New
IJR iShares Core S&P Small-Cap E 0.05% 2,197 $326K Reduce -5.3%
HD Home Depot Inc. 0.05% 909 $321K Add +0.7%
HLNE Hamilton Lane Inc. Class A 0.05% 4,058 $320K No change
BRK.B Berkshire Hathaway Inc. Class B 0.05% 619 $310K New
PM Philip Morris International 0.04% 1,589 $287K Add +0.3%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.04% 2,426 $276K Add +0.6%
IEMG iShares Core MSCI Emerging 0.04% 3,304 $274K Reduce -27.1%
JHMM John Hancock Multi Fact Mid 0.04% 3,575 $268K New
QBTS D-Wave Quantum Inc. 0.04% 10,607 $254K Reduce -0.5%
INCY Incyte Corp. 0.04% 2,193 $249K New
CI The Cigna Group 0.04% 878 $242K Add +0.1%
BMY Bristol-Myers Squibb Co. 0.04% 4,137 $238K New
LHX L3HARRIS Technologies Inc. 0.03% 781 $227K New
VYM Vanguard High DVD Yield ETF 0.03% 1,433 $226K Reduce -3.2%
HGER Harbor Commodity All Weather 0.03% 7,661 $225K New
ORCL Oracle Corp. 0.03% 1,514 $222K Add +0.5%
RDY Dr. Reddy's Laboratories-ADR 0.03% 15,133 $219K Reduce -0.6%
WMT Walmart Inc. 0.03% 1,919 $217K Reduce -0.3%
CGMM Cap Group Small and Mid Cap 0.03% 6,495 $214K New
IYW iShares Ustechnology ETF 0.03% 828 $209K New
QUAL iShares MSCI USA Quality Fac 0.03% 928 $204K New

Portfolio Sells Q1 2026 → Q2 2026
VWO Vanguard Ftse Emerging Marke Reduce -1.2% 6.42% −0.34
VSS Vanguard Ftse All Wo X-US SC Reduce -0.8% 1.66% −0.16
GLD SPDR Gold Shares Sold out 0.00% −0.04
IPAC iShares Core MSCI Pacific Et Reduce -2.0% 0.35% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -0.1% 0.16% −0.03
IEUR iShares Core MSCI Europe ETF Reduce -4.5% 0.14% −0.02
VPL Vanguard Ftse Pacific ETF Reduce -3.3% 4.87% −0.02
IJJ iShares S&P Mid-Cap 400 Valu Reduce -2.9% 0.24% −0.01
META Meta Platforms Inc. Class A Reduce -0.4% 0.08% −0.01
IEMG iShares Core MSCI Emerging Reduce -27.1% 0.04% −0.01
NVS Novartis AG-Sponsored ADR Reduce -0.0% 0.11% −0.01
DIS The Walt Disney Co. Reduce -0.3% 0.08% −0.01
VT Vanguard Tot World STK ETF Reduce -1.9% 0.38% −0.01
WMT Walmart Inc. Reduce -0.3% 0.03% −0.01
AMZN Amazon.com Inc. Reduce -3.7% 0.17% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -3.1% 0.07% −0.01
IJH iShares Core S&P Midcap ETF Reduce -5.8% 0.06% −0.00
USRT iShares Core US REIT ETF Reduce -1.4% 0.11% −0.00
VYM Vanguard High DVD Yield ETF Reduce -3.2% 0.03% −0.00
RDY Dr. Reddy's Laboratories-ADR Reduce -0.6% 0.03% −0.00
IJR iShares Core S&P Small-Cap E Reduce -5.3% 0.05% −0.00
ESGE iShares Inc. iShares ESG Awar Reduce -4.2% 0.08% +0.00
ESGV Vanguard ESG US Stock ETF Reduce -0.5% 0.18% +0.00
GOOGL Alphabet Inc. Class A Reduce -4.6% 0.15% +0.00
GOOG Alphabet Inc. Class C Reduce -1.3% 0.19% +0.01
QBTS D-Wave Quantum Inc. Reduce -0.5% 0.04% +0.01
IUSG iShares Core S&P U.S. Growth Reduce -1.3% 0.31% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.5% 12.45% +0.06
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.3% 3.06% +0.15

Portfolio Buys Q1 2026 → Q2 2026
SPY SS SPDR S&P 500 ETF Trust-US Add +778.2% 0.71% +0.63
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +0.2% 4.92% +0.18
VTV Vanguard Mrngstr Val ETF-Aui Add +4.6% 13.40% +0.16
AZN Astrazeneca PLC New 0.13% +0.13
QQEW First TR Nasdaq-100 Sel Eq New 0.13% +0.13
XLI SS Industrial Select Sector New 0.10% +0.10
CIBR First Trust Nasdaq Cybersecu New 0.10% +0.10
MU Micron Technology Inc. New 0.10% +0.10
ALAI Alger AI Enable & Adopt ETF New 0.08% +0.08
FIW First Trust Water ETF New 0.07% +0.07
FEGE First Eagle GL Equity ETF New 0.07% +0.07
VDC Vanguard Consumer Staple ETF New 0.07% +0.07
JBND JPMorgan Active Bond ETF New 0.06% +0.06
CGDV Cap Group Dividend Value New 0.06% +0.06
GSK GSK PLC-Spon ADR New 0.06% +0.06
VFLO Victoryshares Free Cash Flow New 0.05% +0.05
BRK.B Berkshire Hathaway Inc. Class B New 0.05% +0.05
GE General Electric Add +16.8% 0.18% +0.05
JHMM John Hancock Multi Fact Mid New 0.04% +0.04
GEV GE Vernova Inc. Add +15.0% 0.16% +0.04
IVW iShares S&P 500 Growth ETF Add +61.3% 0.09% +0.04
INCY Incyte Corp. New 0.04% +0.04
BMY Bristol-Myers Squibb Co. New 0.04% +0.04
LHX L3HARRIS Technologies Inc. New 0.03% +0.03
HGER Harbor Commodity All Weather New 0.03% +0.03
CGMM Cap Group Small and Mid Cap New 0.03% +0.03
IYW iShares Ustechnology ETF New 0.03% +0.03
QUAL iShares MSCI USA Quality Fac New 0.03% +0.03
MRK Merck & Co. Inc. Add +50.7% 0.10% +0.03
VOO Vanguard S&P 500 ETF Add +11.3% 0.16% +0.02
AAPL Apple Inc. Add +5.8% 0.29% +0.01
NVDA Nvidia Corp. Add +8.0% 0.14% +0.01
LLY Eli Lilly & Co. Add +2.8% 0.05% +0.01
IBM Intl Business Machines Corp. Add +5.2% 0.08% +0.00
TROW T Rowe Price Group Inc. Add +0.6% 0.04% +0.00
ESGU iShares ESG Aware MSCI USA Add +1.2% 0.18% +0.00
ESML iShares ESG Aware MSCI USA S Add +0.3% 0.09% +0.00
V Visa Inc. Class A Add +4.1% 0.09% +0.00
PM Philip Morris International Add +0.3% 0.04% −0.00
HD Home Depot Inc. Add +0.7% 0.05% −0.00
SUSB iShares ESG Aware 1-5 Year U Add +11.7% 0.11% −0.00
IUSV iShares Core S&P U.S. Value Add +2.5% 0.09% −0.00
EAGG iShares ESG Aware US Aggrega Add +11.1% 0.10% −0.00
CI The Cigna Group Add +0.1% 0.04% −0.00
ORCL Oracle Corp. Add +0.5% 0.03% −0.01
ESGD iShares Trust iShares ESG Aw Add +2.0% 0.17% −0.01
IEFA iShares Core MSCI Eafe ETF Add +2.5% 0.17% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Add +4.5% 0.22% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +2.0% 3.01% −0.02
PG The Procter & Gamble Co. Add +0.4% 0.16% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 96$651.4MVTV, VUG, VGSH, VGK, BSV
Q1 2026 75$567.2MVTV, VUG, VGSH, VGK, BSV
Q4 2025 76$547.4MVTV, VUG, VGSH, VGK, BSV
Q3 2025 76$526.6MVTV, VUG, VGSH, VGK, BSV
Q2 2025 74$488.8MVTV, VUG, VGSH, VGK, BSV
Q1 2025 71$446.4MVTV, VUG, VGSH, VGK, BSV
Q4 2024 77$434.8MVUG, VTV, VGSH, VGK, VWO
Q3 2024 76$434.2MVTV, VUG, VGSH, VGK, VWO
Q2 2024 73$395.9MVUG, VTV, VGSH, VGK, VWO
Q1 2024 68$377.0MVTV, VUG, VGK, VGSH, VWO