PRESILIUM PRIVATE WEALTH, LLC
CIK: 0001939831SEC EDGAR →
Portfolio Value
$547.4M
Holdings
76
As of
Q4 2025
New Positions
76
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 379,593 | $72.5M | 13.24% |
| 2 | VANGUARD INDEX FDS | 143,401 | $70.0M | 12.78% |
| 3 | VANGUARD SCOTTSDALE FDS | 949,152 | $55.7M | 10.18% |
| 4 | VANGUARD INTL EQUITY INDEX F | 601,628 | $50.3M | 9.19% |
| 5 | VANGUARD INDEX FDS | 524,344 | $41.3M | 7.55% |
| 6 | VANGUARD INTL EQUITY INDEX F | 671,353 | $36.1M | 6.59% |
| 7 | VANGUARD INTL EQUITY INDEX F | 290,372 | $26.2M | 4.80% |
| 8 | VANGUARD INDEX FDS | 93,548 | $26.1M | 4.77% |
| 9 | VANGUARD INDEX FDS | 145,699 | $25.8M | 4.72% |
| 10 | VANGUARD INDEX FDS | 267,055 | $23.6M | 4.32% |
Quarterly Changes
New Positions (76)
$72.5M · 380K shares
$70.0M · 143K shares
$55.7M · 949K shares
$50.3M · 602K shares
$41.3M · 524K shares
$36.1M · 671K shares
$26.2M · 290K shares
$26.1M · 94K shares
$25.8M · 146K shares
$23.6M · 267K shares
$18.2M · 344K shares
$16.3M · 77K shares
$15.8M · 52K shares
$9.8M · 68K shares
$5.9M · 55K shares
$5.4M · 50K shares
$3.7M · 47K shares
$2.5M · 21K shares
$2.3M · 16K shares
$2.1M · 28K shares
$1.6M · 3K shares
$1.6M · 10K shares
$1.6M · 6K shares
$1.4M · 10K shares
$1.3M · 26K shares
$1.2M · 2K shares
$1.2M · 3K shares
$1.1M · 14K shares
$1.1M · 4K shares
$1.0M · 5K shares
$1.0M · 7K shares
$1.0M · 7K shares
$1.0M · 8K shares
$1.0M · 11K shares
$1.0M · 11K shares
$964K · 2K shares
$893K · 8K shares
$877K · 3K shares
$841K · 12K shares
$830K · 3K shares
$792K · 10K shares
$692K · 4K shares
$679K · 27K shares
$619K · 5K shares
$615K · 11K shares
$597K · 905 shares
$586K · 12K shares
$545K · 4K shares
$543K · 2K shares
$542K · 2K shares
$541K · 8K shares
$540K · 5K shares
$489K · 5K shares
$486K · 745 shares
$480K · 705 shares
$477K · 11K shares
$474K · 10K shares
$449K · 2K shares
$366K · 6K shares
$362K · 529 shares
$343K · 3K shares
$306K · 890 shares
$287K · 1K shares
$282K · 263 shares
$267K · 2K shares
$264K · 4K shares
$260K · 10K shares
$252K · 2K shares
$248K · 2K shares
$242K · 882 shares
$232K · 2K shares
$226K · 2K shares
$220K · 9K shares
$213K · 15K shares
$209K · 2K shares
$206K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $527.5M | 96.4% |
| Technology | 7 | $5.3M | 1.0% |
| Communication Services | 4 | $3.2M | 0.6% |
| Energy | 1 | $2.5M | 0.5% |
| Healthcare | 6 | $2.4M | 0.4% |
| Consumer Defensive | 3 | $2.0M | 0.4% |
| Consumer Cyclical | 3 | $1.9M | 0.3% |
| Unknown | 2 | $1.3M | 0.2% |
| Industrials | 1 | $830K | 0.2% |
| Utilities | 1 | $486K | 0.1% |