Presilium Private Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Presilium Private Wealth, LLC reported 71 stock positions worth $446.4 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 13.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 12.3%) and Vanguard Short-Term Treasury (VGSH, 10.0%). Compared with Q4 2024, it sold out of 6, added to 27 and reduced 27. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +11%) and the biggest sale iShares 1-5Y Inv Grade (IGSB, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001939831
- Portfolio Value
- $446.4M (Q1 2025)
- SEC Filing
- 0001939831-25-000002 ↗ filed Apr 10, 2025
Holdings Value
Holdings 71 stocks · $446.4M
| VTV Vanguard Mrngstr Val ETF-Aui | 12.96% | 334,975 | $57.9M | Add +11.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.33% | 148,405 | $55.0M | Add +13.9% |
| VGSH Vanguard Short-Term Treasury | 9.98% | 758,711 | $44.5M | Add +8.2% |
| VGK Vanguard Ftse Europe ETF | 8.51% | 540,812 | $38.0M | Reduce -5.5% |
| BSV Vanguard Short-Term Bond ETF | 7.29% | 415,711 | $32.5M | Add +15.3% |
| VWO Vanguard Ftse Emerging Marke | 6.44% | 635,394 | $28.8M | Reduce -3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.72% | 86,143 | $21.1M | Add +24.7% |
| VPL Vanguard Ftse Pacific ETF | 4.61% | 283,906 | $20.6M | Reduce -14.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 4.54% | 126,367 | $20.3M | Add +27.0% |
| VNQ Vanguard Real Estate ETF | 4.13% | 203,404 | $18.4M | Add +8.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.25% | 277,210 | $14.5M | Reduce -27.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.84% | 67,942 | $12.7M | Add +10.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.77% | 49,138 | $12.4M | Add +40.0% |
| VSS Vanguard Ftse All Wo X-US SC | 1.70% | 65,494 | $7.6M | Add +7.4% |
| MUB iShares National Muni Bond E | 1.13% | 48,036 | $5.1M | Add +6.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.05% | 59,635 | $4.7M | Add +15.2% |
| SUB iShares Short-Term National | 0.96% | 40,446 | $4.3M | Add +12.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.72% | 38,952 | $3.2M | Reduce -2.9% |
| IPAC iShares Core MSCI Pacific Et | 0.72% | 51,416 | $3.2M | Reduce -22.6% |
| IEUR iShares Core MSCI Europe ETF | 0.69% | 50,862 | $3.1M | Reduce -30.9% |
| XOM Exxon Mobil Corp. | 0.51% | 19,027 | $2.3M | Reduce -1.9% |
| IUSV iShares Core S&P U.S. Value | 0.50% | 24,047 | $2.2M | Reduce -32.8% |
| USRT iShares Core US REIT ETF | 0.45% | 34,792 | $2.0M | Reduce -45.2% |
| VT Vanguard Tot World STK ETF | 0.41% | 15,940 | $1.8M | Reduce -0.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.40% | 14,987 | $1.8M | Reduce -20.9% |
| IEMG iShares Core MSCI Emerging | 0.40% | 33,145 | $1.8M | Reduce -52.5% |
| AAPL Apple Inc. | 0.30% | 6,017 | $1.3M | Reduce -3.0% |
| IUSG iShares Core S&P U.S. Growth | 0.29% | 10,188 | $1.3M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.29% | 3,424 | $1.3M | Reduce -4.2% |
| PG The Procter & Gamble Co. | 0.28% | 7,458 | $1.3M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 21,186 | $1.1M | Add +2.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 2,124 | $1.0M | No change |
| CL Colgate-Palmolive Co. | 0.21% | 10,023 | $939K | No change |
| VOO Vanguard S&P 500 ETF | 0.21% | 1,823 | $937K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.19% | 7,064 | $861K | Add +7.8% |
| IWF iShares Russell 1000 Growth | 0.19% | 2,380 | $859K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.19% | 8,712 | $853K | Add +7.9% |
| ESGD iShares Trust iShares ESG Aw | 0.19% | 10,419 | $851K | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.19% | 4,420 | $841K | Add +1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 10,658 | $806K | No change |
| L Loews Corp. | 0.17% | 8,483 | $780K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.15% | 8,275 | $689K | Reduce -16.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.15% | 10,367 | $659K | Reduce -16.4% |
| SUSB iShares ESG Aware 1-5 Year U | 0.13% | 23,670 | $592K | Add +2.2% |
| NKE Nike Inc. Class B | 0.12% | 8,700 | $552K | No change |
| GOOG Alphabet Inc. Class C | 0.12% | 3,426 | $535K | Add +1.4% |
| V Visa Inc. Class A | 0.12% | 1,503 | $527K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.12% | 11,044 | $524K | Add +10.3% |
| META Meta Platforms Inc. Class A | 0.12% | 902 | $520K | Add +0.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.11% | 5,089 | $496K | Reduce -30.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 4,975 | $491K | Reduce -3.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,873 | $466K | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,766 | $428K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.09% | 3,402 | $424K | Reduce -28.3% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 2,105 | $408K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.09% | 10,537 | $405K | Add +15.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 11,576 | $405K | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 705 | $394K | No change |
| NVDA Nvidia Corp. | 0.08% | 3,327 | $361K | Add +26.8% |
| CI The Cigna Group | 0.08% | 1,043 | $343K | Add +17.9% |
| HD Home Depot Inc. | 0.07% | 912 | $334K | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.07% | 3,520 | $316K | Reduce -1.4% |
| FISV Fiserv Inc. | 0.06% | 1,283 | $283K | No change |
| PM Philip Morris International | 0.06% | 1,729 | $274K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 4,268 | $249K | Add +10.9% |
| ORCL Oracle Corp. | 0.05% | 1,695 | $237K | Reduce -11.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.05% | 2,412 | $222K | No change |
| IVW iShares S&P 500 Growth ETF | 0.05% | 2,344 | $218K | No change |
| VYM Vanguard High DVD Yield ETF | 0.05% | 1,600 | $206K | Reduce -65.5% |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 1,178 | $201K | No change |
| CHPT Chargepoint Holdings Inc. | 0.00% | 16,000 | $10K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -27.6% | 3.25% | −1.30 |
| VPL Vanguard Ftse Pacific ETF | Reduce -14.5% | 4.61% | −0.81 |
| IEMG iShares Core MSCI Emerging | Reduce -52.5% | 0.40% | −0.44 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.41 |
| USRT iShares Core US REIT ETF | Reduce -45.2% | 0.45% | −0.39 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.30 |
| IUSV iShares Core S&P U.S. Value | Reduce -32.8% | 0.50% | −0.26 |
| IEUR iShares Core MSCI Europe ETF | Reduce -30.9% | 0.69% | −0.23 |
| IPAC iShares Core MSCI Pacific Et | Reduce -22.6% | 0.72% | −0.22 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.4% | 6.44% | −0.22 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -20.9% | 0.40% | −0.14 |
| VYM Vanguard High DVD Yield ETF | Reduce -65.5% | 0.05% | −0.09 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -30.5% | 0.11% | −0.07 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.06 |
| MSFT Microsoft Corp. | Reduce -4.2% | 0.29% | −0.06 |
| AAPL Apple Inc. | Reduce -3.0% | 0.30% | −0.06 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.06 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -28.3% | 0.09% | −0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -16.0% | 0.15% | −0.05 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.05 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.1% | 0.29% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.9% | 0.72% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -16.4% | 0.15% | −0.03 |
| DIS The Walt Disney Co. | Reduce -3.9% | 0.11% | −0.02 |
| ORCL Oracle Corp. | Reduce -11.5% | 0.05% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -0.9% | 0.41% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 0.07% | −0.01 |
| HD Home Depot Inc. | Reduce -0.8% | 0.07% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.28% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -2.4% | 0.19% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.51% | +0.03 |
| VGK Vanguard Ftse Europe ETF | Reduce -5.5% | 8.51% | +0.15 |
Portfolio Buys Q4 2024 → Q1 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Add +11.0% | 12.96% | +1.22 |
| BSV Vanguard Short-Term Bond ETF | Add +15.3% | 7.29% | +0.88 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +27.0% | 4.54% | +0.84 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +24.7% | 4.72% | +0.69 |
| VGSH Vanguard Short-Term Treasury | Add +8.2% | 9.98% | +0.60 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +40.0% | 2.77% | +0.51 |
| VNQ Vanguard Real Estate ETF | Add +8.3% | 4.13% | +0.28 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +15.2% | 1.05% | +0.13 |
| VSS Vanguard Ftse All Wo X-US SC | Add +7.4% | 1.70% | +0.09 |
| SUB iShares Short-Term National | Add +12.9% | 0.96% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +13.9% | 12.33% | +0.03 |
| MUB iShares National Muni Bond E | Add +6.6% | 1.13% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +10.1% | 2.84% | +0.02 |
| CI The Cigna Group | Add +17.9% | 0.08% | +0.02 |
| EAGG iShares ESG Aware US Aggrega | Add +10.3% | 0.12% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.10% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +1.5% | 0.09% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +15.7% | 0.09% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +2.2% | 0.13% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +10.9% | 0.06% | +0.00 |
| NVDA Nvidia Corp. | Add +26.8% | 0.08% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +7.8% | 0.19% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +7.9% | 0.19% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.0% | 0.24% | −0.00 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.12% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 0.12% | −0.03 |
| AMZN Amazon.com Inc. | Add +1.4% | 0.19% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 96 | $651.4M | VTV, VUG, VGSH, VGK, BSV |
| Q1 2026 | 75 | $567.2M | VTV, VUG, VGSH, VGK, BSV |
| Q4 2025 | 76 | $547.4M | VTV, VUG, VGSH, VGK, BSV |
| Q3 2025 | 76 | $526.6M | VTV, VUG, VGSH, VGK, BSV |
| Q2 2025 | 74 | $488.8M | VTV, VUG, VGSH, VGK, BSV |
| Q1 2025 | 71 | $446.4M | VTV, VUG, VGSH, VGK, BSV |
| Q4 2024 | 77 | $434.8M | VUG, VTV, VGSH, VGK, VWO |
| Q3 2024 | 76 | $434.2M | VTV, VUG, VGSH, VGK, VWO |
| Q2 2024 | 73 | $395.9M | VUG, VTV, VGSH, VGK, VWO |
| Q1 2024 | 68 | $377.0M | VTV, VUG, VGK, VGSH, VWO |