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Presilium Private Wealth

Latest statistics and disclosures from Presilium Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, VUG, VGK, VGSH, VWO, and represent 47.39% of Presilium Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$5.6M), VWO, BSV, VNQ, VGK, VTV, VPL, VBR, VOE, SUB.
Started 1 new stock position in NVDA.
Reduced shares in these 10 stocks: SHV (-$6.7M), MSFT, VUG, RTX, , SBUX, USRT, JNJ, IUSG, IJJ.
Sold out of its positions in CHPT, SHV, NEE, RTX, SBUX.
Presilium Private Wealth was a net buyer of stock by $8.9M.
Presilium Private Wealth has $377M in assets under management (AUM), dropping by 7.36%.
Central Index Key (CIK): 0001939831

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Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	12.1	$46M	+3%	281k	162.86	View chart
Vanguard Index Fds Growth Etf (VUG)	12.0	$45M	-2%	131k	344.20	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	8.7	$33M	+6%	489k	67.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	8.1	$31M	+22%	528k	58.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.4	$24M	+12%	580k	41.77	View chart
Vanguard Index Fds Short Trm Bond (BSV)	6.0	$23M	+10%	293k	76.67	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	5.6	$21M	+5%	279k	76.03	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.3	$16M		315k	51.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	4.0	$15M		64k	235.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.8	$14M	+4%	92k	155.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.6	$14M	+16%	159k	86.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.9	$11M	+6%	58k	191.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.3	$8.5M		33k	260.72	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.7	$6.2M	+7%	53k	116.84	View chart
Ishares Tr National Mun Etf (MUB)	1.3	$4.9M	+5%	46k	107.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$4.1M		54k	77.31	View chart
Ishares Tr Core Msci Pac (IPAC)	1.1	$4.0M		63k	63.31	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.0	$3.9M	-3%	72k	53.80	View chart
Ishares Tr Core Msci Euro (IEUR)	1.0	$3.7M		64k	57.85	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$3.7M	-2%	71k	51.60	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$3.6M	+17%	35k	104.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$3.4M		42k	81.78	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.9	$3.3M	-2%	37k	90.44	View chart
Exxon Mobil Corporation (XOM)	0.8	$3.0M	+3%	25k	116.24	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$2.3M	-4%	19k	118.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.8M		16k	110.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.6M		6.2k	259.91	View chart
Microsoft Corporation (MSFT)	0.4	$1.5M	-56%	3.5k	420.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.3M		22k	60.30	View chart
Procter & Gamble Company (PG)	0.3	$1.3M		7.8k	162.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.1M	-9%	9.4k	117.21	View chart
Apple (AAPL)	0.3	$1.1M	-8%	6.3k	171.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$935k	+78%	19k	50.60	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$926k		10k	91.25	View chart
Colgate-Palmolive Company (CL)	0.2	$903k		10k	90.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$810k		13k	63.33	View chart
Ishares Tr Rus 1000 Grw Wtf (IWF)	0.2	$802k		2.4k	337.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$795k		11k	74.22	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$778k		7.6k	102.76	View chart
Amazon (AMZN)	0.2	$765k		4.2k	180.40	View chart
Nike CL B (NKE)	0.2	$746k		7.9k	93.98	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$712k	-7%	7.6k	93.19	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$712k	-7%	6.2k	114.96	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$707k	-3%	8.8k	79.91	View chart
Merck & Co (MRK)	0.2	$700k	+16%	5.3k	131.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$665k		1.4k	480.71	View chart
Loews Corporation (L)	0.2	$664k		8.5k	78.29	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$639k		4.9k	130.74	View chart
Walt Disney Company (DIS)	0.2	$618k		5.0k	122.36	View chart
Meta Platforms Cl A (META)	0.2	$583k	+37%	1.2k	485.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$510k	-4%	3.4k	150.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$508k	-5%	3.3k	152.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$500k		4.1k	120.99	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$481k	+21%	20k	24.48	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$430k	+25%	9.1k	47.06	View chart
Visa Cl A (V)	0.1	$413k		1.5k	279.08	View chart
Home Depot (HD)	0.1	$399k	+72%	1.0k	383.60	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$369k		705.00	523.07	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$340k	-4%	8.4k	40.27	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$330k		10k	32.23	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$320k	-11%	2.4k	135.06	View chart
Johnson & Johnson (JNJ)	0.1	$315k	-27%	2.0k	158.21	View chart
T. Rowe Price (TROW)	0.1	$294k		2.4k	121.92	View chart
Oracle Corporation (ORCL)	0.1	$276k		2.2k	125.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$260k		1.4k	182.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$254k		1.0k	249.86	View chart
NVIDIA Corporation (NVDA)	0.1	$202k	NEW	223.00	903.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$201k	+352%	3.3k	60.74	View chart

Past Filings by Presilium Private Wealth

SEC 13F filings are viewable for Presilium Private Wealth going back to 2022

Presilium Private Wealth 2024 Q1 filed May 1, 2024
Presilium Private Wealth 2023 Q4 filed Jan. 10, 2024
Presilium Private Wealth 2023 Q3 filed Oct. 10, 2023
Presilium Private Wealth 2023 Q2 filed July 21, 2023
Presilium Private Wealth 2023 Q1 filed April 20, 2023
Presilium Private Wealth 2022 Q4 filed Feb. 8, 2023

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