Presilium Private Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Presilium Private Wealth, LLC reported 75 stock positions worth $567.2 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, 12.4%) and Vanguard Short-Term Treasury (VGSH, 10.4%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 52 and reduced 16. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +6%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001939831
- Portfolio Value
- $567.2M (Q1 2026)
- SEC Filing
- 0001939831-26-000002 ↗ filed Apr 17, 2026
Holdings Value
Holdings 75 stocks · $567.2M
| VTV Vanguard Mrngstr Val ETF-Aui | 13.25% | 382,983 | $75.1M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 12.39% | 160,851 | $70.3M | Add +12.2% |
| VGSH Vanguard Short-Term Treasury | 10.42% | 1,009,460 | $59.1M | Add +6.3% |
| VGK Vanguard Ftse Europe ETF | 9.28% | 638,590 | $52.6M | Add +6.1% |
| BSV Vanguard Short-Term Bond ETF | 7.60% | 550,056 | $43.1M | Add +4.9% |
| VWO Vanguard Ftse Emerging Marke | 6.76% | 709,153 | $38.3M | Add +5.6% |
| VPL Vanguard Ftse Pacific ETF | 4.88% | 283,440 | $27.7M | Reduce -2.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 4.77% | 146,890 | $27.1M | Add +0.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.74% | 104,402 | $26.9M | Add +11.6% |
| VNQ Vanguard Real Estate ETF | 4.35% | 278,196 | $24.7M | Add +4.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.37% | 363,881 | $19.1M | Add +5.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.03% | 79,186 | $17.2M | Add +3.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.92% | 54,767 | $16.6M | Add +4.6% |
| VSS Vanguard Ftse All Wo X-US SC | 1.82% | 70,841 | $10.3M | Add +3.9% |
| MUB iShares National Muni Bond E | 1.09% | 58,409 | $6.2M | Add +5.4% |
| SUB iShares Short-Term National | 0.99% | 52,874 | $5.6M | Add +5.0% |
| XOM Exxon Mobil Corp. | 0.62% | 20,820 | $3.5M | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.53% | 37,722 | $3.0M | Reduce -19.1% |
| VT Vanguard Tot World STK ETF | 0.40% | 16,255 | $2.2M | Reduce -0.4% |
| IPAC iShares Core MSCI Pacific Et | 0.39% | 28,655 | $2.2M | Add +1.4% |
| IUSG iShares Core S&P U.S. Growth | 0.29% | 10,762 | $1.7M | Add +12.5% |
| AAPL Apple Inc. | 0.27% | 6,094 | $1.5M | Add +3.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.25% | 10,703 | $1.4M | Add +2.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 27,541 | $1.4M | Add +7.7% |
| MSFT Microsoft Corp. | 0.23% | 3,546 | $1.3M | Add +4.4% |
| IWF iShares Russell 1000 Growth | 0.19% | 2,520 | $1.1M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 12,791 | $1.1M | Reduce -7.0% |
| PG The Procter & Gamble Co. | 0.18% | 7,224 | $1.0M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 11,489 | $1.0M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.18% | 3,580 | $1.0M | Add +1.8% |
| AMZN Amazon.com Inc. | 0.18% | 4,902 | $1.0M | Add +8.2% |
| ESGD iShares Trust iShares ESG Aw | 0.18% | 10,652 | $1.0M | Reduce -0.0% |
| ESGU iShares ESG Aware MSCI USA | 0.17% | 6,996 | $989K | Add +2.7% |
| ESGV Vanguard ESG US Stock ETF | 0.17% | 8,774 | $985K | Add +4.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.17% | 2,137 | $954K | Add +0.5% |
| L Loews Corp. | 0.16% | 8,483 | $905K | No change |
| IEUR iShares Core MSCI Europe ETF | 0.16% | 12,831 | $902K | Add +8.3% |
| VOO Vanguard S&P 500 ETF | 0.15% | 1,399 | $836K | Reduce -28.6% |
| GOOGL Alphabet Inc. Class A | 0.15% | 2,898 | $833K | Add +3.4% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 2,706 | $768K | Add +0.3% |
| NVDA Nvidia Corp. | 0.13% | 4,164 | $726K | Add +12.2% |
| NVS Novartis AG-Sponsored ADR | 0.12% | 4,605 | $703K | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 26,423 | $662K | Reduce -1.9% |
| USRT iShares Core US REIT ETF | 0.12% | 11,080 | $656K | Add +2.5% |
| GEV GE Vernova Inc. | 0.12% | 748 | $653K | Add +0.4% |
| CL Colgate-Palmolive Co. | 0.11% | 7,523 | $641K | Reduce -24.9% |
| EAGG iShares ESG Aware US Aggrega | 0.10% | 12,315 | $586K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.10% | 953 | $545K | Add +5.3% |
| IUSV iShares Core S&P U.S. Value | 0.10% | 5,318 | $544K | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 5,459 | $526K | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.08% | 734 | $480K | Add +38.8% |
| ESML iShares ESG Aware MSCI USA S | 0.08% | 10,113 | $476K | Reduce -1.9% |
| V Visa Inc. Class A | 0.08% | 1,573 | $475K | Add +1.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 10,398 | $473K | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 705 | $458K | No change |
| NKE Nike Inc. Class B | 0.08% | 8,483 | $448K | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,832 | $444K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 1,987 | $427K | Reduce -2.8% |
| MRK Merck & Co. Inc. | 0.07% | 3,374 | $406K | Reduce -27.4% |
| HLNE Hamilton Lane Inc. Class A | 0.07% | 4,058 | $403K | No change |
| IJH iShares Core S&P Midcap ETF | 0.07% | 5,661 | $382K | Add +1.8% |
| IEMG iShares Core MSCI Emerging | 0.06% | 4,535 | $316K | Add +15.3% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 2,788 | $315K | No change |
| HD Home Depot Inc. | 0.05% | 903 | $297K | Add +1.5% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 2,319 | $288K | Add +20.0% |
| PM Philip Morris International | 0.05% | 1,584 | $262K | Add +0.6% |
| LLY Eli Lilly & Co. | 0.05% | 282 | $259K | Add +7.2% |
| WMT Walmart Inc. | 0.04% | 1,925 | $239K | Add +2.6% |
| CI The Cigna Group | 0.04% | 877 | $234K | Reduce -0.6% |
| ORCL Oracle Corp. | 0.04% | 1,507 | $222K | Add +2.2% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 1,480 | $219K | Reduce -6.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.04% | 2,412 | $217K | Reduce -0.5% |
| RDY Dr. Reddy's Laboratories-ADR | 0.04% | 15,226 | $211K | Add +0.1% |
| GLD SPDR Gold Shares | 0.04% | 475 | $204K | New |
| QBTS D-Wave Quantum Inc. | 0.03% | 10,657 | $154K | Add +6.9% |
Portfolio Sells Q4 2025 → Q1 2026
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -19.1% | 0.53% | −0.15 |
| VOO Vanguard S&P 500 ETF | Reduce -28.6% | 0.15% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.04 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -24.9% | 0.11% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -0.4% | 0.40% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -7.0% | 0.19% | −0.02 |
| NKE Nike Inc. Class B | Reduce -0.2% | 0.08% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -27.4% | 0.07% | −0.02 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -1.9% | 0.12% | −0.01 |
| TROW T Rowe Price Group Inc. | Reduce -0.5% | 0.04% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.8% | 0.08% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.0% | 0.18% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -3.9% | 0.08% | −0.00 |
| CI The Cigna Group | Reduce -0.6% | 0.04% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.9% | 0.08% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.3% | 0.04% | −0.00 |
| VPL Vanguard Ftse Pacific ETF | Reduce -2.4% | 4.88% | +0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| VGSH Vanguard Short-Term Treasury | Add +6.3% | 10.42% | +0.23 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.62% | +0.17 |
| VWO Vanguard Ftse Emerging Marke | Add +5.6% | 6.76% | +0.16 |
| NVS Novartis AG-Sponsored ADR | New | 0.12% | +0.12 |
| VGK Vanguard Ftse Europe ETF | Add +6.1% | 9.28% | +0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.0% | 3.03% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | Add +4.9% | 7.60% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.8% | 4.77% | +0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +5.7% | 3.37% | +0.04 |
| GLD SPDR Gold Shares | New | 0.04% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +3.9% | 1.82% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +4.2% | 4.35% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.6% | 2.92% | +0.03 |
| GEV GE Vernova Inc. | Add +0.4% | 0.12% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +38.8% | 0.08% | +0.02 |
| SUB iShares Short-Term National | Add +5.0% | 0.99% | +0.01 |
| MUB iShares National Muni Bond E | Add +5.4% | 1.09% | +0.01 |
| IPAC iShares Core MSCI Pacific Et | Add +1.4% | 0.39% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +20.0% | 0.05% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +15.3% | 0.06% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +7.7% | 0.24% | +0.01 |
| IEUR iShares Core MSCI Europe ETF | Add +8.3% | 0.16% | +0.01 |
| WMT Walmart Inc. | Add +2.6% | 0.04% | +0.00 |
| USRT iShares Core US REIT ETF | Add +2.5% | 0.12% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.9% | 13.25% | +0.00 |
| NVDA Nvidia Corp. | Add +12.2% | 0.13% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +12.5% | 0.29% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +1.8% | 0.07% | +0.00 |
| PM Philip Morris International | Add +0.6% | 0.05% | 0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +2.8% | 0.25% | −0.00 |
| RDY Dr. Reddy's Laboratories-ADR | Add +0.1% | 0.04% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.3% | 0.18% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.8% | 0.10% | −0.00 |
| HD Home Depot Inc. | Add +1.5% | 0.05% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +0.5% | 0.10% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.18% | −0.00 |
| LLY Eli Lilly & Co. | Add +7.2% | 0.05% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.5% | 0.17% | −0.01 |
| AMZN Amazon.com Inc. | Add +8.2% | 0.18% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +2.7% | 0.17% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +4.6% | 0.17% | −0.01 |
| META Meta Platforms Inc. Class A | Add +5.3% | 0.10% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.15% | −0.01 |
| ORCL Oracle Corp. | Add +2.2% | 0.04% | −0.01 |
| V Visa Inc. Class A | Add +1.6% | 0.08% | −0.02 |
| GE General Electric | Add +0.3% | 0.14% | −0.02 |
| DIS The Walt Disney Co. | Add +0.3% | 0.09% | −0.02 |
| QBTS D-Wave Quantum Inc. | Add +6.9% | 0.03% | −0.02 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.18% | −0.02 |
| AAPL Apple Inc. | Add +3.2% | 0.27% | −0.02 |
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 |