Presilium Private Wealth, LLC
97 holdingsFiling period: 2026-06-30Current AUM: $652.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Index Fds | 400.7K | $87.3M | $90.0M | 13.79% | +17.7K | 2026-06-30 |
| 2 | VUG | Vanguard Index Fds | 941.4K | $81.1M | $83.5M | 12.80% | +780.6K | 2026-06-30 |
| 3 | VGSH | Vanguard Scottsdale Fds | 1.12M | $65.4M | $64.7M | 9.92% | +113.6K | 2026-06-30 |
| 4 | VGK | Vanguard Intl Equity Index F | 641.7K | $56.8M | $55.9M | 8.58% | +3.1K | 2026-06-30 |
| 5 | BSV | Vanguard Index Fds | 615.1K | $47.9M | $47.1M | 7.22% | +65.1K | 2026-06-30 |
| 6 | VWO | Vanguard Intl Equity Index F | 700.5K | $41.8M | $40.8M | 6.25% | -8,683 | 2026-06-30 |
| 7 | VOT | Vanguard Index Fds | 104.6K | $32.0M | $30.5M | 4.67% | +222 | 2026-06-30 |
| 8 | VPL | Vanguard Intl Equity Index F | 274.0K | $31.7M | $30.2M | 4.63% | -9,392 | 2026-06-30 |
| 9 | VOE | Vanguard Index Fds | 153.5K | $30.3M | $31.8M | 4.87% | +6.6K | 2026-06-30 |
| 10 | VNQ | Vanguard Index Fds | 289.5K | $27.9M | $26.7M | 4.10% | +11.3K | 2026-06-30 |
| 11 | IGSB | iShares TR | 398.2K | $20.9M | $20.4M | 3.13% | +34.3K | 2026-06-30 |
| 12 | VBK | Vanguard Index Fds | 54.6K | $20.0M | $18.2M | 2.78% | -173 | 2026-06-30 |
| 13 | VBR | Vanguard Index Fds | 80.8K | $19.6M | $19.3M | 2.96% | +1.6K | 2026-06-30 |
| 14 | VSS | Vanguard Intl Equity Index F | 70.3K | $10.8M | $10.7M | 1.64% | -575 | 2026-06-30 |
| 15 | MUB | iShares TR | 61.1K | $6.6M | $6.3M | 0.96% | +2.7K | 2026-06-30 |
| 16 | SUB | iShares TR | 56.0K | $6.0M | $5.9M | 0.90% | +3.1K | 2026-06-30 |
| 17 | SPY | Spdr S&P 500 ETF TR | 6.2K | $4.6M | $4.8M | 0.73% | +5.5K | 2026-06-30 |
| 18 | VCSH | Vanguard Scottsdale Fds | 41.5K | $3.3M | $3.2M | 0.49% | +3.7K | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corp | 20.8K | $2.8M | $3.7M | 0.57% | -- | 2026-06-30 |
| 20 | XOM | Exxon Mobil Corp | 20.8K | $2.8M | $3.7M | 0.57% | -- | 2026-06-30 |
| 21 | VT | Vanguard Intl Equity Index F | 15.9K | $2.5M | $2.5M | 0.39% | -310 | 2026-06-30 |
| 22 | IPAC | iShares TR | 28.1K | $2.3M | $2.4M | 0.36% | -566 | 2026-06-30 |
| 23 | IUSG | iShares TR | 10.6K | $2.0M | $2.0M | 0.31% | -141 | 2026-06-30 |
| 24 | AAPL | Apple Inc | 6.4K | $1.9M | $2.2M | 0.34% | +353 | 2026-06-30 |
| 25 | IJJ | iShares TR | 10.4K | $1.5M | $1.5M | 0.23% | -309 | 2026-06-30 |
← Scroll →
Page 1 of 4