Presilium Private Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Presilium Private Wealth, LLC reported 76 stock positions worth $547.4 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, 12.8%) and Vanguard Short-Term Treasury (VGSH, 10.2%). Compared with Q3 2025, it opened 3 new positions, sold out of 3, added to 42 and reduced 25. The biggest buy was Vanguard Ftse Europe ETF (VGK, shares +3%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001939831
- Portfolio Value
- $547.4M (Q4 2025)
- SEC Filing
- 0001939831-26-000001 ↗ filed Jan 13, 2026
Holdings Value
Holdings 76 stocks · $547.4M
| VTV Vanguard Mrngstr Val ETF-Aui | 13.24% | 379,593 | $72.5M | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.78% | 143,401 | $70.0M | Add +0.4% |
| VGSH Vanguard Short-Term Treasury | 10.18% | 949,152 | $55.7M | Add +6.1% |
| VGK Vanguard Ftse Europe ETF | 9.19% | 601,628 | $50.3M | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 7.55% | 524,344 | $41.3M | Add +6.4% |
| VWO Vanguard Ftse Emerging Marke | 6.59% | 671,353 | $36.1M | Add +3.3% |
| VPL Vanguard Ftse Pacific ETF | 4.80% | 290,372 | $26.2M | Add +3.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.77% | 93,548 | $26.1M | Add +8.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 4.72% | 145,699 | $25.8M | Add +2.8% |
| VNQ Vanguard Real Estate ETF | 4.32% | 267,055 | $23.6M | Add +8.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.33% | 344,406 | $18.2M | Add +6.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.97% | 76,868 | $16.3M | Add +4.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.89% | 52,374 | $15.8M | Add +2.9% |
| VSS Vanguard Ftse All Wo X-US SC | 1.78% | 68,169 | $9.8M | Add +5.8% |
| MUB iShares National Muni Bond E | 1.08% | 55,405 | $5.9M | Add +5.8% |
| SUB iShares Short-Term National | 0.98% | 50,374 | $5.4M | Add +5.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.68% | 46,614 | $3.7M | Reduce -24.8% |
| XOM Exxon Mobil Corp. | 0.45% | 20,575 | $2.5M | Add +13.8% |
| VT Vanguard Tot World STK ETF | 0.42% | 16,323 | $2.3M | Add +0.5% |
| IPAC iShares Core MSCI Pacific Et | 0.38% | 28,264 | $2.1M | Reduce -0.8% |
| MSFT Microsoft Corp. | 0.30% | 3,396 | $1.6M | Reduce -2.7% |
| IUSG iShares Core S&P U.S. Growth | 0.29% | 9,569 | $1.6M | Reduce -6.0% |
| AAPL Apple Inc. | 0.29% | 5,906 | $1.6M | Reduce -3.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.25% | 10,415 | $1.4M | Add +2.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 25,584 | $1.3M | Reduce -4.0% |
| VOO Vanguard S&P 500 ETF | 0.22% | 1,959 | $1.2M | Add +10.2% |
| IWF iShares Russell 1000 Growth | 0.22% | 2,520 | $1.2M | Add +5.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.21% | 13,746 | $1.1M | Reduce -58.2% |
| GOOG Alphabet Inc. Class C | 0.20% | 3,518 | $1.1M | Reduce -4.0% |
| AMZN Amazon.com Inc. | 0.19% | 4,529 | $1.0M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.19% | 7,185 | $1.0M | No change |
| ESGU iShares ESG Aware MSCI USA | 0.19% | 6,813 | $1.0M | Reduce -1.0% |
| ESGV Vanguard ESG US Stock ETF | 0.19% | 8,385 | $1.0M | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 11,337 | $1.0M | Add +6.0% |
| ESGD iShares Trust iShares ESG Aw | 0.19% | 10,655 | $1.0M | Add +0.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.18% | 2,127 | $964K | Add +0.1% |
| L Loews Corp. | 0.16% | 8,483 | $893K | No change |
| GOOGL Alphabet Inc. Class A | 0.16% | 2,804 | $878K | Reduce -1.4% |
| IEUR iShares Core MSCI Europe ETF | 0.15% | 11,850 | $841K | Reduce -5.8% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 2,697 | $831K | No change |
| CL Colgate-Palmolive Co. | 0.14% | 10,023 | $792K | No change |
| NVDA Nvidia Corp. | 0.13% | 3,713 | $693K | Reduce -5.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 26,925 | $680K | Add +3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 5,443 | $619K | Add +0.3% |
| USRT iShares Core US REIT ETF | 0.11% | 10,804 | $615K | Add +1.6% |
| META Meta Platforms Inc. Class A | 0.11% | 905 | $597K | Add +1.3% |
| EAGG iShares ESG Aware US Aggrega | 0.11% | 12,249 | $586K | Add +0.5% |
| HLNE Hamilton Lane Inc. Class A | 0.10% | 4,058 | $545K | Reduce -10.4% |
| V Visa Inc. Class A | 0.10% | 1,549 | $543K | Add +3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,830 | $542K | Add +0.8% |
| NKE Nike Inc. Class B | 0.10% | 8,498 | $541K | Reduce -5.2% |
| IUSV iShares Core S&P U.S. Value | 0.10% | 5,274 | $541K | Reduce -2.8% |
| MRK Merck & Co. Inc. | 0.09% | 4,649 | $489K | No change |
| GEV GE Vernova Inc. | 0.09% | 745 | $487K | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 705 | $481K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 10,821 | $478K | Reduce -1.3% |
| ESML iShares ESG Aware MSCI USA S | 0.09% | 10,314 | $474K | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 2,045 | $449K | Reduce -1.2% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 5,560 | $367K | Add +15.6% |
| IVV iShares Core S&P 500 ETF | 0.07% | 529 | $363K | Add +71.8% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 2,788 | $344K | Add +25.4% |
| HD Home Depot Inc. | 0.06% | 890 | $306K | Add +1.6% |
| ORCL Oracle Corp. | 0.05% | 1,475 | $287K | Add +0.6% |
| LLY Eli Lilly & Co. | 0.05% | 263 | $283K | Reduce -45.0% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 1,507 | $268K | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 0.05% | 3,934 | $264K | Add +5.9% |
| QBTS D-Wave Quantum Inc. | 0.05% | 9,970 | $261K | Reduce -4.3% |
| PM Philip Morris International | 0.05% | 1,574 | $252K | Reduce -7.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.05% | 2,423 | $248K | Add +0.5% |
| CI The Cigna Group | 0.04% | 882 | $243K | Reduce -9.6% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 1,933 | $232K | Add +2.4% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 1,580 | $227K | Reduce -1.3% |
| PFE Pfizer Inc. | 0.04% | 8,848 | $220K | New |
| RDY Dr. Reddy's Laboratories-ADR | 0.04% | 15,217 | $214K | New |
| WMT Walmart Inc. | 0.04% | 1,877 | $209K | New |
| IYW iShares Ustechnology ETF | 0.04% | 1,036 | $207K | Reduce -4.6% |
Portfolio Sells Q3 2025 → Q4 2025
| SHY iShares 1-3 Year Treasury Bo | Reduce -58.2% | 0.21% | −0.31 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -24.8% | 0.68% | −0.26 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.09 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.7% | 0.30% | −0.04 |
| IUSG iShares Core S&P U.S. Growth | Reduce -6.0% | 0.29% | −0.02 |
| NKE Nike Inc. Class B | Reduce -5.2% | 0.10% | −0.02 |
| IPAC iShares Core MSCI Pacific Et | Reduce -0.8% | 0.38% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.0% | 0.23% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -45.0% | 0.05% | −0.02 |
| HLNE Hamilton Lane Inc. Class A | Reduce -10.4% | 0.10% | −0.02 |
| NVDA Nvidia Corp. | Reduce -5.0% | 0.13% | −0.01 |
| CI The Cigna Group | Reduce -9.6% | 0.04% | −0.01 |
| IEUR iShares Core MSCI Europe ETF | Reduce -5.8% | 0.15% | −0.01 |
| PM Philip Morris International | Reduce -7.9% | 0.05% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.0% | 0.19% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Reduce -2.8% | 0.10% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.2% | 0.19% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -1.3% | 0.09% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 0.08% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -4.6% | 0.04% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 0.19% | −0.00 |
| AAPL Apple Inc. | Reduce -3.1% | 0.29% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 0.04% | −0.00 |
| QBTS D-Wave Quantum Inc. | Reduce -4.3% | 0.05% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 0.16% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -4.0% | 0.20% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| VGK Vanguard Ftse Europe ETF | Add +2.6% | 9.19% | +0.30 |
| VGSH Vanguard Short-Term Treasury | Add +6.1% | 10.18% | +0.19 |
| BSV Vanguard Short-Term Bond ETF | Add +6.4% | 7.55% | +0.16 |
| VPL Vanguard Ftse Pacific ETF | Add +3.0% | 4.80% | +0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +6.4% | 3.33% | +0.07 |
| XOM Exxon Mobil Corp. | Add +13.8% | 0.45% | +0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.9% | 13.24% | +0.06 |
| VNQ Vanguard Real Estate ETF | Add +8.7% | 4.32% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.3% | 2.97% | +0.05 |
| PFE Pfizer Inc. | New | 0.04% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +5.8% | 1.78% | +0.04 |
| RDY Dr. Reddy's Laboratories-ADR | New | 0.04% | +0.04 |
| WMT Walmart Inc. | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +71.8% | 0.07% | +0.03 |
| MUB iShares National Muni Bond E | Add +5.8% | 1.08% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +2.8% | 4.72% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.1% | 0.18% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +10.2% | 0.22% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.9% | 2.89% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +25.4% | 0.06% | +0.01 |
| SUB iShares Short-Term National | Add +5.2% | 0.98% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.0% | 0.19% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +15.6% | 0.07% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +5.9% | 0.22% | +0.01 |
| GEV GE Vernova Inc. | Add +0.3% | 0.09% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +5.9% | 0.05% | +0.00 |
| V Visa Inc. Class A | Add +3.1% | 0.10% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.8% | 0.10% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +2.4% | 0.04% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +2.1% | 0.25% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +0.7% | 0.09% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +3.0% | 0.12% | −0.00 |
| TROW T Rowe Price Group Inc. | Add +0.5% | 0.05% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +0.6% | 0.19% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +0.8% | 0.05% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +0.5% | 0.11% | −0.00 |
| VT Vanguard Tot World STK ETF | Add +0.5% | 0.42% | −0.00 |
| DIS The Walt Disney Co. | Add +0.3% | 0.11% | −0.00 |
| USRT iShares Core US REIT ETF | Add +1.6% | 0.11% | −0.01 |
| HD Home Depot Inc. | Add +1.6% | 0.06% | −0.01 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.11% | −0.02 |
| ORCL Oracle Corp. | Add +0.6% | 0.05% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +8.4% | 4.77% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +3.3% | 6.59% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 12.78% | −0.23 |
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 |