Presilium Private Wealth, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Presilium Private Wealth, LLC reported 77 stock positions worth $434.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 12.3% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 11.7%) and Vanguard Short-Term Treasury (VGSH, 9.4%). Compared with Q3 2024, it opened 1 new position, added to 34 and reduced 23. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +7%) and the biggest sale Exxon Mobil (XOM, shares −21%).

Most Recent 13F
Q2 2026
Location
RADNOR, PA
CIK
0001939831
Portfolio Value
$434.8M (Q4 2024)
SEC Filing
0001939831-25-000001 ↗ filed Jan 14, 2025

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 $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 Q2 2026

Holdings 77 stocks · $434.8M
VUG Vanguard Mrngstar GR ETF-Sui 12.30% 130,283 $53.5M Reduce -0.6%
VTV Vanguard Mrngstr Val ETF-Aui 11.74% 301,662 $51.1M Add +2.5%
VGSH Vanguard Short-Term Treasury 9.38% 700,995 $40.8M Add +5.0%
VGK Vanguard Ftse Europe ETF 8.36% 572,551 $36.3M Add +7.1%
VWO Vanguard Ftse Emerging Marke 6.66% 657,470 $29.0M Add +2.0%
BSV Vanguard Short-Term Bond ETF 6.41% 360,485 $27.9M Add +7.4%
VPL Vanguard Ftse Pacific ETF 5.42% 331,952 $23.6M Add +4.3%
IGSB iShares 1-5Y Inv Grade Corp. 4.55% 382,919 $19.8M Add +6.5%
VOT Vngrd Mrngstr MC GRW ETF-Usd 4.03% 69,069 $17.5M Reduce -1.3%
VNQ Vanguard Real Estate ETF 3.85% 187,894 $16.7M Add +7.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 3.70% 99,533 $16.1M Add +2.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.81% 61,708 $12.2M Add +0.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 2.26% 35,086 $9.8M Reduce -0.7%
VSS Vanguard Ftse All Wo X-US SC 1.61% 60,978 $7.0M Add +6.0%
MUB iShares National Muni Bond E 1.10% 45,057 $4.8M Reduce -1.9%
IPAC iShares Core MSCI Pacific Et 0.93% 66,413 $4.1M Add +12.8%
VCSH Vanguard S/T Corp. Bond ETF 0.93% 51,777 $4.0M Reduce -0.1%
IEUR iShares Core MSCI Europe ETF 0.91% 73,619 $4.0M Add +19.8%
SUB iShares Short-Term National 0.87% 35,830 $3.8M Reduce -1.2%
IEMG iShares Core MSCI Emerging 0.84% 69,834 $3.6M Reduce -0.1%
USRT iShares Core US REIT ETF 0.84% 63,475 $3.6M Reduce -0.1%
IUSV iShares Core S&P U.S. Value 0.76% 35,793 $3.3M Add +0.7%
SHY iShares 1-3 Year Treasury Bo 0.76% 40,132 $3.3M Reduce -0.6%
IJJ iShares S&P Mid-Cap 400 Valu 0.54% 18,944 $2.4M Reduce -0.2%
XOM Exxon Mobil Corp. 0.48% 19,399 $2.1M Reduce -21.3%
VT Vanguard Tot World STK ETF 0.43% 16,079 $1.9M Reduce -1.4%
VTI VG Morningstar TS MKT ETF-US 0.41% 6,145 $1.8M No change
AAPL Apple Inc. 0.36% 6,204 $1.6M Add +0.4%
MSFT Microsoft Corp. 0.35% 3,573 $1.5M Add +1.4%
IUSG iShares Core S&P U.S. Growth 0.33% 10,200 $1.4M Add +1.9%
VXUS Vanguard Total Intl Stock 0.30% 21,856 $1.3M No change
PG The Procter & Gamble Co. 0.29% 7,576 $1.3M Add +0.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.24% 20,774 $1.0M Reduce -0.4%
VOO Vanguard S&P 500 ETF 0.23% 1,823 $982K No change
AMZN Amazon.com Inc. 0.22% 4,357 $956K Add +0.5%
IWF iShares Russell 1000 Growth 0.22% 2,380 $956K No change
CL Colgate-Palmolive Co. 0.21% 10,023 $911K No change
IJK iShares S&P Mid-Cap 400 Grow 0.21% 9,854 $896K Reduce -0.1%
VRTX Vertex Pharmaceuticals Inc. 0.20% 2,124 $855K Reduce -0.3%
ESGV Vanguard ESG US Stock ETF 0.19% 8,077 $847K Add +6.1%
ESGU iShares ESG Aware MSCI USA 0.19% 6,556 $845K Add +6.5%
ESGD iShares Trust iShares ESG Aw 0.19% 10,674 $813K Add +15.7%
IJS iShares S&P Small-Cap 600 Va 0.18% 7,318 $795K Reduce -0.3%
SCZ iShares MSCI Eafe Small-Cap 0.17% 12,408 $754K Reduce -0.5%
IEFA iShares Core MSCI Eafe ETF 0.17% 10,658 $749K No change
L Loews Corp. 0.17% 8,483 $718K No change
NKE Nike Inc. Class B 0.15% 8,700 $658K Add +3.6%
GOOG Alphabet Inc. Class C 0.15% 3,378 $643K No change
IJT iShares S&P Small-Cap 600 GR 0.15% 4,744 $642K Reduce -0.4%
VYM Vanguard High DVD Yield ETF 0.14% 4,632 $591K Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 5,175 $576K Add +2.5%
SUSB iShares ESG Aware 1-5 Year U 0.13% 23,161 $572K Add +13.8%
META Meta Platforms Inc. Class A 0.12% 901 $527K Add +3.9%
GOOGL Alphabet Inc. Class A 0.12% 2,766 $524K Add +5.8%
V Visa Inc. Class A 0.11% 1,503 $475K Add +2.2%
EAGG iShares ESG Aware US Aggrega 0.11% 10,010 $465K Add +7.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 705 $413K No change
VIG Vanguard Dividend Apprec ETF 0.09% 2,105 $412K Reduce -0.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,863 $410K No change
ESML iShares ESG Aware MSCI USA S 0.09% 9,110 $383K Add +5.7%
ESGE iShares Inc. iShares ESG Awar 0.09% 11,407 $381K Add +9.3%
HD Home Depot Inc. 0.08% 919 $357K No change
MRK Merck & Co. Inc. 0.08% 3,570 $355K No change
NVDA Nvidia Corp. 0.08% 2,624 $352K Add +15.2%
ORCL Oracle Corp. 0.07% 1,915 $319K No change
AVGO Broadcom Inc. 0.06% 1,214 $281K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.06% 2,412 $273K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 1,014 $268K No change
FISV Fiserv Inc. 0.06% 1,283 $264K Add +6.9%
CI The Cigna Group 0.06% 885 $244K No change
JNJ Johnson & Johnson 0.06% 1,675 $242K Reduce -9.0%
IJH iShares Core S&P Midcap ETF 0.06% 3,850 $240K Add +0.5%
IVW iShares S&P 500 Growth ETF 0.05% 2,344 $238K No change
IYW iShares Ustechnology ETF 0.05% 1,363 $217K Reduce -24.0%
QUAL iShares MSCI USA Quality Fac 0.05% 1,178 $210K No change
PM Philip Morris International 0.05% 1,729 $208K Reduce -2.3%
CHPT Chargepoint Holdings Inc. 0.00% 16,000 $17K No change

Portfolio Sells Q3 2024 → Q4 2024
XOM Exxon Mobil Corp. Reduce -21.3% 0.48% −0.19
IEMG iShares Core MSCI Emerging Reduce -0.1% 0.84% −0.09
USRT iShares Core US REIT ETF Reduce -0.1% 0.84% −0.06
MUB iShares National Muni Bond E Reduce -1.9% 1.10% −0.04
VRTX Vertex Pharmaceuticals Inc. Reduce -0.3% 0.20% −0.03
SCZ iShares MSCI Eafe Small-Cap Reduce -0.5% 0.17% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.1% 0.93% −0.02
SUB iShares Short-Term National Reduce -1.2% 0.87% −0.02
SHY iShares 1-3 Year Treasury Bo Reduce -0.6% 0.76% −0.02
VT Vanguard Tot World STK ETF Reduce -1.4% 0.43% −0.02
JNJ Johnson & Johnson Reduce -9.0% 0.06% −0.01
IYW iShares Ustechnology ETF Reduce -24.0% 0.05% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.4% 0.24% −0.01
IJT iShares S&P Small-Cap 600 GR Reduce -0.4% 0.15% −0.01
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.1% 0.21% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -0.9% 0.09% −0.00
PM Philip Morris International Reduce -2.3% 0.05% −0.00
VYM Vanguard High DVD Yield ETF Reduce -0.1% 0.14% −0.00
IJS iShares S&P Small-Cap 600 Va Reduce -0.3% 0.18% +0.00
IJJ iShares S&P Mid-Cap 400 Valu Reduce -0.2% 0.54% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.7% 2.26% +0.08
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -1.3% 4.03% +0.11
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.6% 12.30% +0.70

Portfolio Buys Q3 2024 → Q4 2024
BSV Vanguard Short-Term Bond ETF Add +7.4% 6.41% +0.32
VGSH Vanguard Short-Term Treasury Add +5.0% 9.38% +0.30
IGSB iShares 1-5Y Inv Grade Corp. Add +6.5% 4.55% +0.19
AVGO Broadcom Inc. New 0.06% +0.06
IEUR iShares Core MSCI Europe ETF Add +19.8% 0.91% +0.05
AMZN Amazon.com Inc. Add +0.5% 0.22% +0.03
IPAC iShares Core MSCI Pacific Et Add +12.8% 0.93% +0.03
AAPL Apple Inc. Add +0.4% 0.36% +0.03
IUSG iShares Core S&P U.S. Growth Add +1.9% 0.33% +0.02
DIS The Walt Disney Co. Add +2.5% 0.13% +0.02
GOOGL Alphabet Inc. Class A Add +5.8% 0.12% +0.02
NVDA Nvidia Corp. Add +15.2% 0.08% +0.02
ESGV Vanguard ESG US Stock ETF Add +6.1% 0.19% +0.02
V Visa Inc. Class A Add +2.2% 0.11% +0.02
ESGU iShares ESG Aware MSCI USA Add +6.5% 0.19% +0.02
SUSB iShares ESG Aware 1-5 Year U Add +13.8% 0.13% +0.01
FISV Fiserv Inc. Add +6.9% 0.06% +0.01
ESGD iShares Trust iShares ESG Aw Add +15.7% 0.19% +0.01
META Meta Platforms Inc. Class A Add +3.9% 0.12% +0.01
ESML iShares ESG Aware MSCI USA S Add +5.7% 0.09% +0.01
EAGG iShares ESG Aware US Aggrega Add +7.6% 0.11% +0.00
IJH iShares Core S&P Midcap ETF Add +0.5% 0.06% +0.00
ESGE iShares Inc. iShares ESG Awar Add +9.3% 0.09% +0.00
MSFT Microsoft Corp. Add +1.4% 0.35% −0.00
PG The Procter & Gamble Co. Add +0.5% 0.29% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.9% 2.81% −0.02
NKE Nike Inc. Class B Add +3.6% 0.15% −0.02
IUSV iShares Core S&P U.S. Value Add +0.7% 0.76% −0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Add +2.6% 3.70% −0.04
VSS Vanguard Ftse All Wo X-US SC Add +6.0% 1.61% −0.06
VNQ Vanguard Real Estate ETF Add +7.4% 3.85% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Add +2.5% 11.74% −0.09
VPL Vanguard Ftse Pacific ETF Add +4.3% 5.42% −0.32
VGK Vanguard Ftse Europe ETF Add +7.1% 8.36% −0.40
VWO Vanguard Ftse Emerging Marke Add +2.0% 6.66% −0.44

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