Presilium Private Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Presilium Private Wealth, LLC reported 74 stock positions worth $488.8 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 13.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 13.1%) and Vanguard Short-Term Treasury (VGSH, 9.8%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 31 and reduced 25. The biggest buy was Vanguard Ftse Europe ETF (VGK, shares +4%) and the biggest sale iShares Core MSCI Europe ETF (IEUR, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001939831
- Portfolio Value
- $488.8M (Q2 2025)
- SEC Filing
- 0001939831-25-000003 ↗ filed Jul 25, 2025
Holdings Value
Holdings 74 stocks · $488.8M
| VTV Vanguard Mrngstr Val ETF-Aui | 13.11% | 362,406 | $64.1M | Add +8.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 13.08% | 145,810 | $63.9M | Reduce -1.8% |
| VGSH Vanguard Short-Term Treasury | 9.84% | 817,809 | $48.1M | Add +7.8% |
| VGK Vanguard Ftse Europe ETF | 8.90% | 561,049 | $43.5M | Add +3.7% |
| BSV Vanguard Short-Term Bond ETF | 7.30% | 453,153 | $35.7M | Add +9.0% |
| VWO Vanguard Ftse Emerging Marke | 6.61% | 652,895 | $32.3M | Add +2.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.94% | 84,976 | $24.2M | Reduce -1.4% |
| VPL Vanguard Ftse Pacific ETF | 4.91% | 291,796 | $24.0M | Add +2.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 4.58% | 135,986 | $22.4M | Add +7.6% |
| VNQ Vanguard Real Estate ETF | 4.21% | 230,808 | $20.6M | Add +13.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.23% | 299,183 | $15.8M | Add +7.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.90% | 51,192 | $14.2M | Add +4.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.89% | 72,475 | $14.1M | Add +6.7% |
| VSS Vanguard Ftse All Wo X-US SC | 1.83% | 66,613 | $9.0M | Add +1.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.08% | 66,297 | $5.3M | Add +11.2% |
| MUB iShares National Muni Bond E | 1.06% | 49,501 | $5.2M | Add +3.0% |
| SUB iShares Short-Term National | 0.98% | 44,943 | $4.8M | Add +11.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.62% | 36,704 | $3.0M | Reduce -5.8% |
| VT Vanguard Tot World STK ETF | 0.42% | 16,136 | $2.1M | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.42% | 18,913 | $2.0M | Reduce -0.6% |
| IPAC iShares Core MSCI Pacific Et | 0.40% | 28,112 | $1.9M | Reduce -45.3% |
| MSFT Microsoft Corp. | 0.36% | 3,534 | $1.8M | Add +3.2% |
| IUSG iShares Core S&P U.S. Growth | 0.36% | 11,543 | $1.7M | Add +13.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.25% | 9,912 | $1.2M | Reduce -33.9% |
| AAPL Apple Inc. | 0.25% | 5,904 | $1.2M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.24% | 7,418 | $1.2M | Reduce -0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 22,998 | $1.1M | Add +8.6% |
| VOO Vanguard S&P 500 ETF | 0.22% | 1,897 | $1.1M | Add +4.1% |
| IWF iShares Russell 1000 Growth | 0.21% | 2,380 | $1.0M | No change |
| AMZN Amazon.com Inc. | 0.20% | 4,450 | $976K | Add +0.7% |
| ESGV Vanguard ESG US Stock ETF | 0.19% | 8,655 | $949K | Reduce -0.7% |
| ESGU iShares ESG Aware MSCI USA | 0.19% | 7,008 | $948K | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 2,124 | $946K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.19% | 10,380 | $926K | Reduce -0.4% |
| CL Colgate-Palmolive Co. | 0.19% | 10,023 | $911K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 10,699 | $893K | Add +0.4% |
| L Loews Corp. | 0.16% | 8,483 | $778K | No change |
| GE General Electric filed as GE AEROSPACE | 0.16% | 2,978 | $767K | New |
| IEUR iShares Core MSCI Europe ETF | 0.15% | 11,083 | $734K | Reduce -78.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 5,425 | $673K | Add +9.1% |
| META Meta Platforms Inc. Class A | 0.13% | 893 | $659K | Reduce -1.0% |
| NKE Nike Inc. Class B | 0.13% | 8,960 | $637K | Add +3.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.13% | 24,484 | $616K | Add +3.4% |
| GOOG Alphabet Inc. Class C | 0.12% | 3,424 | $607K | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.12% | 3,825 | $604K | Add +15.0% |
| EAGG iShares ESG Aware US Aggrega | 0.11% | 11,555 | $549K | Add +4.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,826 | $538K | Reduce -2.5% |
| V Visa Inc. Class A | 0.11% | 1,503 | $534K | No change |
| USRT iShares Core US REIT ETF | 0.11% | 9,420 | $533K | Reduce -72.9% |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,865 | $505K | Add +3.6% |
| IUSV iShares Core S&P U.S. Value | 0.09% | 4,796 | $454K | Reduce -80.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 11,432 | $448K | Reduce -1.2% |
| ESML iShares ESG Aware MSCI USA S | 0.09% | 10,545 | $436K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 705 | $436K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.09% | 5,910 | $430K | Reduce -43.0% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 2,085 | $427K | Reduce -0.9% |
| GEV GE Vernova Inc. | 0.08% | 743 | $393K | New |
| MRK Merck & Co. Inc. | 0.08% | 4,834 | $383K | Add +37.3% |
| LLY Eli Lilly & Co. | 0.07% | 435 | $339K | New |
| CI The Cigna Group | 0.07% | 976 | $323K | Reduce -6.4% |
| ORCL Oracle Corp. | 0.07% | 1,466 | $321K | Reduce -13.5% |
| PM Philip Morris International | 0.06% | 1,729 | $315K | No change |
| HD Home Depot Inc. | 0.06% | 826 | $303K | Reduce -9.4% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 4,330 | $269K | Add +1.4% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 2,224 | $245K | Reduce -5.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.05% | 2,412 | $233K | No change |
| IEMG iShares Core MSCI Emerging | 0.05% | 3,719 | $223K | Reduce -88.8% |
| FISV Fiserv Inc. | 0.05% | 1,283 | $221K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.04% | 1,178 | $215K | No change |
| VYM Vanguard High DVD Yield ETF | 0.04% | 1,600 | $213K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 1,495 | $204K | New |
| IYW iShares Ustechnology ETF | 0.04% | 1,170 | $203K | New |
| WMT Walmart Inc. | 0.04% | 2,052 | $201K | New |
| CHPT Chargepoint Holdings Inc. | 0.00% | 16,000 | $11K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| IEUR iShares Core MSCI Europe ETF | Reduce -78.2% | 0.15% | −0.54 |
| IUSV iShares Core S&P U.S. Value | Reduce -80.1% | 0.09% | −0.40 |
| IEMG iShares Core MSCI Emerging | Reduce -88.8% | 0.05% | −0.36 |
| USRT iShares Core US REIT ETF | Reduce -72.9% | 0.11% | −0.34 |
| IPAC iShares Core MSCI Pacific Et | Reduce -45.3% | 0.40% | −0.32 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.15 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -33.9% | 0.25% | −0.15 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.11 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.8% | 0.62% | −0.10 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.42% | −0.09 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -43.0% | 0.09% | −0.06 |
| AAPL Apple Inc. | Reduce -1.9% | 0.25% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.24% | −0.04 |
| HD Home Depot Inc. | Reduce -9.4% | 0.06% | −0.01 |
| CI The Cigna Group | Reduce -6.4% | 0.07% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 0.09% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.4% | 0.19% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -1.2% | 0.09% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.8% | 0.19% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.1% | 0.05% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.7% | 0.19% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.12% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -2.5% | 0.11% | +0.01 |
| ORCL Oracle Corp. | Reduce -13.5% | 0.07% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 0.13% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.4% | 4.94% | +0.22 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.8% | 13.08% | +0.75 |
Portfolio Buys Q1 2025 → Q2 2025
| VGK Vanguard Ftse Europe ETF | Add +3.7% | 8.90% | +0.39 |
| VPL Vanguard Ftse Pacific ETF | Add +2.8% | 4.91% | +0.30 |
| VWO Vanguard Ftse Emerging Marke | Add +2.8% | 6.61% | +0.16 |
| GE General Electric | New | 0.16% | +0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.2% | 13.11% | +0.14 |
| VSS Vanguard Ftse All Wo X-US SC | Add +1.7% | 1.83% | +0.14 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.2% | 2.90% | +0.13 |
| GEV GE Vernova Inc. | New | 0.08% | +0.08 |
| VNQ Vanguard Real Estate ETF | Add +13.5% | 4.21% | +0.08 |
| MSFT Microsoft Corp. | Add +3.2% | 0.36% | +0.07 |
| LLY Eli Lilly & Co. | New | 0.07% | +0.07 |
| IUSG iShares Core S&P U.S. Growth | Add +13.3% | 0.36% | +0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +6.7% | 2.89% | +0.06 |
| NVDA Nvidia Corp. | Add +15.0% | 0.12% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| IYW iShares Ustechnology ETF | New | 0.04% | +0.04 |
| WMT Walmart Inc. | New | 0.04% | +0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +7.6% | 4.58% | +0.03 |
| DIS The Walt Disney Co. | Add +9.1% | 0.14% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.2% | 1.08% | +0.02 |
| SUB iShares Short-Term National | Add +11.1% | 0.98% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.20% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +4.1% | 0.22% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +1.2% | 0.42% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.10% | +0.01 |
| MRK Merck & Co. Inc. | Add +37.3% | 0.08% | +0.01 |
| NKE Nike Inc. Class B | Add +3.0% | 0.13% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +9.0% | 7.30% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.4% | 0.18% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +1.4% | 0.05% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +0.1% | 0.09% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +8.6% | 0.23% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +4.6% | 0.11% | −0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +3.4% | 0.13% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +7.9% | 3.23% | −0.02 |
| MUB iShares National Muni Bond E | Add +3.0% | 1.06% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Add +7.8% | 9.84% | −0.14 |
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 |