§ 13F · FUND PROFILE
PRESILIUM PRIVATE WEALTH, LLC.
AUM · $651M (13F)Positions · 96Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 401K | $87M | 13.4% | +5% |
| 2 | VUG | VANGUARD INDEX FDS | 941K | $81M | 12.4% | +485% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 1.12M | $65M | 10.0% | +11% |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | 642K | $57M | 8.7% | ±0% |
| 5 | BSV | VANGUARD INDEX FDS | 615K | $48M | 7.4% | +12% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 700K | $42M | 6.4% | −1% |
| 7 | VOT | VANGUARD INDEX FDS | 105K | $32M | 4.9% | ±0% |
| 8 | VPL | VANGUARD INTL EQUITY INDEX F | 274K | $32M | 4.9% | −3% |
| 9 | VOE | VANGUARD INDEX FDS | 154K | $30M | 4.7% | +5% |
| 10 | VNQ | VANGUARD INDEX FDS | 290K | $28M | 4.3% | +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 $651 million in assets. The fund runs a portfolio of 96 positions.
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