PRESILIUM PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, PRESILIUM PRIVATE WEALTH, LLC held in its portfolio 76 assets valued at $547,378,571 (i.e. $547.38M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($72.50M), VANGUARD INDEX FDS ($69.96M), and VANGUARD SCOTTSDALE FDS ($55.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PRESILIUM PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 379593 | 72498500 | VALUE ETF |
| VANGUARD INDEX FDS | 143401 | 69959716 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 949152 | 55743681 | SHORT TERM TREAS |
| VANGUARD INTL EQUITY INDEX F | 601628 | 50302148 | FTSE EUROPE ETF |
| VANGUARD INDEX FDS | 524344 | 41323554 | SHORT TRM BOND |
| VANGUARD INTL EQUITY INDEX F | 671353 | 36091963 | FTSE EMR MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 290372 | 26249637 | FTSE PACIFIC ETF |
| VANGUARD INDEX FDS | 93548 | 26112881 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 145699 | 25842577 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 267055 | 23631690 | REAL ESTATE ETF |
| ISHARES TR | 344406 | 18212179 | ISHS 1-5YR INVS |
| VANGUARD INDEX FDS | 76868 | 16279819 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 52374 | 15822639 | SML CP GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 68169 | 9770682 | FTSE SMCAP ETF |
| ISHARES TR | 55405 | 5934430 | NATIONAL MUN ETF |
| ISHARES TR | 50374 | 5374906 | SHRT NAT MUN ETF |
| VANGUARD SCOTTSDALE FDS | 46614 | 3716523 | SHRT TRM CORP BD |
| EXXON MOBIL CORP | 20575 | 2475969 | COM |
| VANGUARD INTL EQUITY INDEX F | 16323 | 2302466 | TT WRLD ST ETF |
| ISHARES TR | 28264 | 2069233 | CORE MSCI PAC |
| MICROSOFT CORP | 3396 | 1642592 | COM |
| ISHARES TR | 9569 | 1607018 | CORE S&P US GWT |
| APPLE INC | 5906 | 1605554 | COM |
| ISHARES TR | 10415 | 1370570 | S&P MC 400VL ETF |
| VANGUARD MUN BD FDS | 25584 | 1286600 | TAX EXEMPT BD |
| VANGUARD INDEX FDS | 1959 | 1228548 | S&P 500 ETF SHS |
| ISHARES TR | 2520 | 1192716 | RUS 1000 GRW WTF |
| ISHARES TR | 13746 | 1138409 | 1 3 YR TREAS BD |
| ALPHABET INC | 3518 | 1103948 | CAP STK CL C |
| AMAZON COM INC | 4529 | 1045498 | COM |
| PROCTER AND GAMBLE CO | 7185 | 1029708 | COM |
| ISHARES TR | 6813 | 1015001 | ESG AWR MSCI USA |
| VANGUARD WORLD FD | 8385 | 1014250 | ESG US STK ETF |
| ISHARES TR | 11337 | 1014248 | CORE MSCI EAFE |
| ISHARES TR | 10655 | 1013184 | ESG AW MSCI EAFE |
| VERTEX PHARMACEUTICALS INC | 2127 | 964297 | COM |
| LOEWS CORP | 8483 | 893345 | COM |
| ALPHABET INC | 2804 | 877652 | CAP STK CL A |
| ISHARES TR | 11850 | 841104 | CORE MSCI EURO |
| GE AEROSPACE | 2697 | 830836 | COM NEW |
| COLGATE PALMOLIVE CO | 10023 | 792017 | COM |
| NVIDIA CORPORATION | 3713 | 692524 | COM |
| ISHARES TR | 26925 | 679587 | ESG AWRE 1 5 YR |
| DISNEY WALT CO | 5443 | 619257 | COM |
| ISHARES TR | 10804 | 615407 | CRE U S REIT ETF |
| META PLATFORMS INC | 905 | 597207 | CL A |
| ISHARES TR | 12249 | 586115 | ESG AWR US AGRGT |
| HAMILTON LANE INC | 4058 | 545046 | CL A |
| VISA INC | 1549 | 543250 | COM CL A |
| INTERNATIONAL BUSINESS MACHS | 1830 | 542159 | COM |
| NIKE INC | 8498 | 541408 | CL B |
| ISHARES TR | 5274 | 540843 | CORE S&P US VLU |
| MERCK & CO INC | 4649 | 489348 | COM |
| GE VERNOVA INC | 745 | 486910 | COM |
| SPDR S&P 500 ETF TR | 705 | 480754 | TR UNIT |
| ISHARES INC | 10821 | 477964 | ESG AWR MSCI EM |
| ISHARES TR | 10314 | 474238 | ESG AWARE MSCI |
| VANGUARD SPECIALIZED FUNDS | 2045 | 449450 | DIV APP ETF |
| ISHARES TR | 5560 | 366973 | CORE S&P MCP ETF |
| ISHARES TR | 529 | 362550 | CORE S&P500 ETF |
| ISHARES TR | 2788 | 343649 | S&P 500 GRWT ETF |
| HOME DEPOT INC | 890 | 306249 | COM |
| ORACLE CORP | 1475 | 287492 | COM |
| ELI LILLY & CO | 263 | 282641 | COM |
| PALANTIR TECHNOLOGIES INC | 1507 | 267856 | CL A |
| ISHARES INC | 3934 | 264420 | CORE MSCI EMKT |
| D-WAVE QUANTUM INC | 9970 | 260716 | COM |
| PHILIP MORRIS INTL INC | 1574 | 252462 | COM |
| PRICE T ROWE GROUP INC | 2423 | 248067 | COM |
| THE CIGNA GROUP | 882 | 242753 | COM |
| ISHARES TR | 1933 | 232324 | CORE S&P SCP ETF |
| VANGUARD WHITEHALL FDS | 1580 | 226762 | HIGH DIV YLD |
| PFIZER INC | 8848 | 220323 | COM |
| DR REDDYS LABS LTD | 15217 | 213647 | ADR |
| WALMART INC | 1877 | 209081 | COM |
| ISHARES TR | 1036 | 206851 | U.S. TECH ETF |
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