PP

PRESILIUM PRIVATE WEALTH, LLC

13F
PRESILIUM PRIVATE WEALTH, LLC
Last update 2025-04-10 71 Stocks (0 new)
Value $446.00 Mil Turnover 8 %
Countries:
Top Holdings: VTV(12.96%)VUG(12.33%)VGSH(9.98%)VGK(8.51%)BSV(7.29%)
Summary Stock Picks Current Portfolio
PRESILIUM PRIVATE WEALTH, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV
Vanguard Value ETF
334,975
57,863.5
+11.04%
12.960
+1.29%
0.040
+12.38%
+5.99%
133,164.7
 
VUG
Vanguard Growth ETF
148,405
55,031.4
+13.91%
12.330
+1.51%
0.030
+31.56%
+9.91%
165,246.7
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
758,711
44,528.8
+8.23%
9.980
+0.76%
0.210
+0.75%
+2.77%
22,512.5
 
VGK
Vanguard FTSE Europe ETF
540,812
37,970.4
-5.54%
8.510
-0.46%
0.180
+13.26%
+24.45%
25,468.4
 
BSV
Vanguard Short-Term Bond ETF
415,711
32,541.9
+15.32%
7.290
+0.97%
0.100
+1.22%
+3.42%
38,440.3
 
VWO
Vanguard FTSE Emerging Markets ETF
635,394
28,757.9
-3.36%
6.440
-0.22%
0.030
+17.41%
+15.69%
85,751.2
 
VOT
Vanguard Mid-Cap Growth ETF
86,143
21,074.0
+24.72%
4.720
+0.94%
0.120
+26.33%
+13.61%
16,101.9
 
VPL
Vanguard FTSE Pacific ETF
283,906
20,571.9
-14.47%
4.610
-0.78%
0.260
+13.27%
+15.94%
7,805.9
 
VOE
Vanguard Mid-Cap Value ETF
126,367
20,287.0
+26.96%
4.540
+0.96%
0.100
+12.51%
+4.11%
17,418.9
 
VNQ
Vanguard Real Estate Index Fund ETF
203,404
18,416.2
+8.25%
4.130
+0.31%
0.050
+7.25%
+3.43%
33,539.8
 

PRESILIUM PRIVATE WEALTH, LLC's Historical Top Holdings Breakdowns

PRESILIUM PRIVATE WEALTH, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+1.51%
●
369.1 ($404.54) 427.61
$450.00
11.24%
Add 13.91%
148,405
18,122
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+1.29%
●
167.73 ($174.39) 179.21
$177.43
1.74%
Add 11.04%
334,975
33,313
IGSB
iShares 1-3 Year Credit Bond ETF
2025-03-31
Reduce
Reduce
-1.26%
●
51.52 ($51.99) 52.37
$52.64
1.25%
Reduce -27.61%
277,210
-105,709
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.97%
●
76.94 ($77.63) 78.28
$78.43
1.03%
Add 15.32%
415,711
55,226
VOE
Vanguard Mid-Cap Value ETF
2025-03-31
Add
Add
+0.96%
●
156.61 ($163.49) 168.02
$166.45
1.81%
Add 26.96%
126,367
26,834
VOT
Vanguard Mid-Cap Growth ETF
2025-03-31
Add
Add
+0.94%
●
237.55 ($260.02) 276.98
$287.34
10.51%
Add 24.72%
86,143
17,074
VBK
Vanguard Small Cap Growth ETF
2025-03-31
Add
Add
+0.79%
●
247.97 ($277.1) 296.33
$280.99
1.40%
Add 40.05%
49,138
14,052
VPL
Vanguard FTSE Pacific ETF
2025-03-31
Reduce
Reduce
-0.78%
●
69.87 ($73.28) 75.62
$81.72
11.52%
Reduce -14.47%
283,906
-48,046
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+0.76%
●
58.07 ($58.36) 58.69
$58.58
0.38%
Add 8.23%
758,711
57,716
VGK
Vanguard FTSE Europe ETF
2025-03-31
Reduce
Reduce
-0.46%
●
63.07 ($68.94) 73.5
$77.53
12.46%
Reduce -5.54%
540,812
-31,739

PRESILIUM PRIVATE WEALTH, LLC Total Holding History ($B)

To

PRESILIUM PRIVATE WEALTH, LLC's Asset Allocation

To

PRESILIUM PRIVATE WEALTH, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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PRESILIUM PRIVATE WEALTH, LLC's Hypothetical Growth since 2025-03-31

PRESILIUM PRIVATE WEALTH, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PRESILIUM PRIVATE WEALTH, LLC's Holdings Heat Map

Size field:

PRESILIUM PRIVATE WEALTH, LLC's Holdings Bubble Chart

PRESILIUM PRIVATE WEALTH, LLC News

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