Presilium Private Wealth, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Presilium Private Wealth, LLC reported 76 stock positions worth $526.6 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 13.2% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 13.0%) and Vanguard Short-Term Treasury (VGSH, 10.0%). Compared with Q2 2025, it opened 5 new positions, sold out of 3, added to 28 and reduced 24. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +9%) and the biggest sale Vanguard Ftse Pacific ETF (VPL, shares −3%).

Most Recent 13F
Q2 2026
Location
RADNOR, PA
CIK
0001939831
Portfolio Value
$526.6M (Q3 2025)
SEC Filing
0001939831-25-000005 ↗ filed Oct 21, 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 Q4 2024 Q1 2025: $446.4M Q1 2025 Q2 2025: $488.8M Q2 2025 Q3 2025: $526.6M $526.6M Q3 2025 Q4 2025: $547.4M Q4 2025 Q1 2026: $567.2M Q1 2026 Q2 2026: $651.4M Q2 2026

Holdings 76 stocks · $526.6M
VTV Vanguard Mrngstr Val ETF-Aui 13.19% 372,373 $69.4M Add +2.8%
VUG Vanguard Mrngstar GR ETF-Sui 13.01% 142,838 $68.5M Reduce -2.0%
VGSH Vanguard Short-Term Treasury 10.00% 894,469 $52.6M Add +9.4%
VGK Vanguard Ftse Europe ETF 8.88% 586,272 $46.8M Add +4.5%
BSV Vanguard Short-Term Bond ETF 7.39% 492,834 $38.9M Add +8.8%
VWO Vanguard Ftse Emerging Marke 6.69% 649,782 $35.2M Reduce -0.5%
VOT Vngrd Mrngstr MC GRW ETF-Usd 4.81% 86,295 $25.4M Add +1.6%
VPL Vanguard Ftse Pacific ETF 4.70% 282,025 $24.8M Reduce -3.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 4.70% 141,799 $24.8M Add +4.3%
VNQ Vanguard Real Estate ETF 4.26% 245,637 $22.5M Add +6.4%
IGSB iShares 1-5Y Inv Grade Corp. 3.26% 323,717 $17.2M Add +8.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.92% 73,710 $15.4M Add +1.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 2.88% 50,886 $15.1M Reduce -0.6%
VSS Vanguard Ftse All Wo X-US SC 1.74% 64,445 $9.2M Reduce -3.3%
MUB iShares National Muni Bond E 1.06% 52,388 $5.6M Add +5.8%
SUB iShares Short-Term National 0.97% 47,886 $5.1M Add +6.5%
VCSH Vanguard S/T Corp. Bond ETF 0.94% 61,970 $5.0M Reduce -6.5%
SHY iShares 1-3 Year Treasury Bo 0.52% 32,897 $2.7M Reduce -10.4%
VT Vanguard Tot World STK ETF 0.42% 16,238 $2.2M Add +0.6%
IPAC iShares Core MSCI Pacific Et 0.40% 28,502 $2.1M Add +1.4%
XOM Exxon Mobil Corp. 0.39% 18,078 $2.0M Reduce -4.4%
MSFT Microsoft Corp. 0.34% 3,489 $1.8M Reduce -1.3%
IUSG iShares Core S&P U.S. Growth 0.32% 10,176 $1.7M Reduce -11.8%
AAPL Apple Inc. 0.29% 6,097 $1.6M Add +3.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.25% 26,638 $1.3M Add +15.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.25% 10,200 $1.3M Add +2.9%
IWF iShares Russell 1000 Growth 0.21% 2,380 $1.1M No change
PG The Procter & Gamble Co. 0.21% 7,185 $1.1M Reduce -3.1%
VOO Vanguard S&P 500 ETF 0.21% 1,777 $1.1M Reduce -6.3%
AMZN Amazon.com Inc. 0.19% 4,629 $1.0M Add +4.0%
ESGU iShares ESG Aware MSCI USA 0.19% 6,880 $1.0M Reduce -1.8%
ESGV Vanguard ESG US Stock ETF 0.19% 8,400 $995K Reduce -3.0%
ESGD iShares Trust iShares ESG Aw 0.19% 10,594 $985K Add +2.1%
IEFA iShares Core MSCI Eafe ETF 0.18% 10,699 $934K No change
GOOG Alphabet Inc. Class C 0.17% 3,663 $892K Add +7.0%
IEUR iShares Core MSCI Europe ETF 0.16% 12,576 $857K Add +13.5%
L Loews Corp. 0.16% 8,483 $852K No change
VRTX Vertex Pharmaceuticals Inc. 0.16% 2,124 $832K No change
GE General Electric filed as GE AEROSPACE 0.15% 2,697 $811K Reduce -9.4%
CL Colgate-Palmolive Co. 0.15% 10,023 $801K No change
NVDA Nvidia Corp. 0.14% 3,908 $729K Add +2.2%
GOOGL Alphabet Inc. Class A 0.13% 2,845 $692K Reduce -0.7%
SUSB iShares ESG Aware 1-5 Year U 0.13% 26,137 $662K Add +6.8%
META Meta Platforms Inc. Class A 0.12% 893 $656K No change
NKE Nike Inc. Class B 0.12% 8,960 $625K No change
USRT iShares Core US REIT ETF 0.12% 10,635 $624K Add +12.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 5,425 $621K No change
HLNE Hamilton Lane Inc. Class A 0.12% 4,529 $610K New
EAGG iShares ESG Aware US Aggrega 0.11% 12,189 $585K Add +5.5%
IUSV iShares Core S&P U.S. Value 0.10% 5,423 $542K Add +13.1%
V Visa Inc. Class A 0.10% 1,503 $513K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 1,816 $512K Reduce -0.6%
ESGE iShares Inc. iShares ESG Awar 0.09% 10,968 $476K Reduce -4.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 705 $470K No change
ESML iShares ESG Aware MSCI USA S 0.09% 10,245 $462K Reduce -2.8%
GEV GE Vernova Inc. 0.09% 743 $457K No change
SCZ iShares MSCI Eafe Small-Cap 0.09% 5,910 $453K No change
VIG Vanguard Dividend Apprec ETF 0.08% 2,070 $447K Reduce -0.7%
ORCL Oracle Corp. 0.08% 1,466 $412K No change
MRK Merck & Co. Inc. 0.07% 4,649 $390K Reduce -3.8%
LLY Eli Lilly & Co. 0.07% 478 $365K Add +9.9%
HD Home Depot Inc. 0.07% 876 $355K Add +6.0%
IJH iShares Core S&P Midcap ETF 0.06% 4,809 $314K Add +11.1%
CI The Cigna Group 0.05% 976 $281K No change
PM Philip Morris International 0.05% 1,709 $277K Reduce -1.2%
PLTR Palantir Technologies Inc. Class A 0.05% 1,495 $273K No change
IVW iShares S&P 500 Growth ETF 0.05% 2,224 $268K No change
QBTS D-Wave Quantum Inc. 0.05% 10,420 $257K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 2,412 $248K No change
IEMG iShares Core MSCI Emerging 0.05% 3,714 $245K Reduce -0.1%
QQQM Invesco Nasdaq 100 ETF 0.04% 931 $230K New
QUAL iShares MSCI USA Quality Fac 0.04% 1,178 $229K No change
VYM Vanguard High DVD Yield ETF 0.04% 1,600 $226K No change
IJR iShares Core S&P Small-Cap E 0.04% 1,887 $224K New
IYW iShares Ustechnology ETF 0.04% 1,086 $213K Reduce -7.2%
IVV iShares Core S&P 500 ETF 0.04% 308 $206K New

Portfolio Sells Q2 2025 → Q3 2025
VPL Vanguard Ftse Pacific ETF Reduce -3.4% 4.70% −0.20
VCSH Vanguard S/T Corp. Bond ETF Reduce -6.5% 0.94% −0.14
SHY iShares 1-3 Year Treasury Bo Reduce -10.4% 0.52% −0.10
VSS Vanguard Ftse All Wo X-US SC Reduce -3.3% 1.74% −0.09
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.0% 13.01% −0.07
FISV Fiserv Inc. Sold out 0.00% −0.05
WMT Walmart Inc. Sold out 0.00% −0.04
IUSG iShares Core S&P U.S. Growth Reduce -11.8% 0.32% −0.04
PG The Procter & Gamble Co. Reduce -3.1% 0.21% −0.03
XOM Exxon Mobil Corp. Reduce -4.4% 0.39% −0.03
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.6% 2.88% −0.02
MSFT Microsoft Corp. Reduce -1.3% 0.34% −0.02
VOO Vanguard S&P 500 ETF Reduce -6.3% 0.21% −0.01
IBM Intl Business Machines Corp. Reduce -0.6% 0.10% −0.01
PM Philip Morris International Reduce -1.2% 0.05% −0.01
ESGV Vanguard ESG US Stock ETF Reduce -3.0% 0.19% −0.01
MRK Merck & Co. Inc. Reduce -3.8% 0.07% −0.00
ESGU iShares ESG Aware MSCI USA Reduce -1.8% 0.19% −0.00
GE General Electric Reduce -9.4% 0.15% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -0.7% 0.08% −0.00
CHPT Chargepoint Holdings Inc. Sold out 0.00% −0.00
ESML iShares ESG Aware MSCI USA S Reduce -2.8% 0.09% −0.00
ESGE iShares Inc. iShares ESG Awar Reduce -4.1% 0.09% −0.00
IYW iShares Ustechnology ETF Reduce -7.2% 0.04% −0.00
IEMG iShares Core MSCI Emerging Reduce -0.1% 0.05% +0.00
GOOGL Alphabet Inc. Class A Reduce -0.7% 0.13% +0.03
VWO Vanguard Ftse Emerging Marke Reduce -0.5% 6.69% +0.08

Portfolio Buys Q2 2025 → Q3 2025
VGSH Vanguard Short-Term Treasury Add +9.4% 10.00% +0.16
VOE Vngrd Mrngstr MD-Cap Val ETF Add +4.3% 4.70% +0.13
HLNE Hamilton Lane Inc. Class A New 0.12% +0.12
BSV Vanguard Short-Term Bond ETF Add +8.8% 7.39% +0.09
VTV Vanguard Mrngstr Val ETF-Aui Add +2.8% 13.19% +0.08
VNQ Vanguard Real Estate ETF Add +6.4% 4.26% +0.06
QBTS D-Wave Quantum Inc. New 0.05% +0.05
AAPL Apple Inc. Add +3.3% 0.29% +0.05
GOOG Alphabet Inc. Class C Add +7.0% 0.17% +0.05
QQQM Invesco Nasdaq 100 ETF New 0.04% +0.04
IJR iShares Core S&P Small-Cap E New 0.04% +0.04
IVV iShares Core S&P 500 ETF New 0.04% +0.04
IGSB iShares 1-5Y Inv Grade Corp. Add +8.2% 3.26% +0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.7% 2.92% +0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +15.8% 0.25% +0.02
NVDA Nvidia Corp. Add +2.2% 0.14% +0.01
IEUR iShares Core MSCI Europe ETF Add +13.5% 0.16% +0.01
IUSV iShares Core S&P U.S. Value Add +13.1% 0.10% +0.01
USRT iShares Core US REIT ETF Add +12.9% 0.12% +0.01
HD Home Depot Inc. Add +6.0% 0.07% +0.01
IJH iShares Core S&P Midcap ETF Add +11.1% 0.06% +0.00
IPAC iShares Core MSCI Pacific Et Add +1.4% 0.40% +0.00
MUB iShares National Muni Bond E Add +5.8% 1.06% +0.00
IJJ iShares S&P Mid-Cap 400 Valu Add +2.9% 0.25% +0.00
VT Vanguard Tot World STK ETF Add +0.6% 0.42% +0.00
LLY Eli Lilly & Co. Add +9.9% 0.07% −0.00
SUSB iShares ESG Aware 1-5 Year U Add +6.8% 0.13% −0.00
EAGG iShares ESG Aware US Aggrega Add +5.5% 0.11% −0.00
ESGD iShares Trust iShares ESG Aw Add +2.1% 0.19% −0.00
AMZN Amazon.com Inc. Add +4.0% 0.19% −0.01
SUB iShares Short-Term National Add +6.5% 0.97% −0.01
VGK Vanguard Ftse Europe ETF Add +4.5% 8.88% −0.01
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +1.6% 4.81% −0.13

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