§ 13F · FUND PROFILE
PRESILIUM PRIVATE WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $527M (13F)Positions · 76Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$908K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 383K | $75M | 13.2% | +1% |
| 2 | VUG | VANGUARD INDEX FDS | 161K | $70M | 12.4% | +12% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 1.01M | $59M | 10.4% | +6% |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | 639K | $53M | 9.3% | +6% |
| 5 | BSV | VANGUARD INDEX FDS | 550K | $43M | 7.6% | +5% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 709K | $38M | 6.8% | +6% |
| 7 | VPL | VANGUARD INTL EQUITY INDEX F | 283K | $28M | 4.9% | −2% |
| 8 | VOE | VANGUARD INDEX FDS | 147K | $27M | 4.8% | +1% |
| 9 | VOT | VANGUARD INDEX FDS | 104K | $27M | 4.7% | +12% |
| 10 | VNQ | VANGUARD INDEX FDS | 278K | $25M | 4.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRESILIUM SIGNAL
AC read
PRESILIUM PRIVATE WEALTH, LLC is a Other fund managing $527 million in assets. The fund runs a portfolio of 76 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed