Investor
PRESILIUM PRIVATE WEALTH, LLC
CIK 0001939831 · filed 2026-04-17 · SEC filing
13F book
$567.2M
Positions
75
2 new · 3 sold
Largest name
13.2%
Vanguard Index Fds
Est. mark
−$5.52M
Price effect on 73 names still held. Flow $25.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 383K | $75.1M | 13.2% | $1.98M | Added$2.64M |
| Vanguard Growth Etf | — | 160.9K | $70.3M | 12.4% | −$7.32M | Added$298.5K |
| Vanguard Scottsdale Fds | — | 1.01M | $59.1M | 10.4% | −$180.3K | Added$3.35M |
| Vanguard Intl Equity Index F | — | 638.6K | $52.6M | 9.3% | −$709.9K | Added$2.34M |
| Vanguard Bd Index Fds | — | 550.1K | $43.1M | 7.6% | −$209.7K | Added$1.81M |
| Vanguard Intl Equity Index F | — | 709.2K | $38.3M | 6.8% | $194.7K | Added$2.24M |
| Vanguard Intl Equity Index F | — | 283.4K | $27.7M | 4.9% | $2.08M | Cut$1.45M |
| Vanguard Index Fds | — | 146.9K | $27.1M | 4.8% | $1.01M | Added$1.23M |
| Vanguard Index Fds | — | 104.4K | $26.9M | 4.7% | −$2.04M | Added$754.9K |
| Vanguard Index Fds | — | 278.2K | $24.7M | 4.3% | $56.1K | Added$1.04M |
| Ishares Tr | — | 363.9K | $19.1M | 3.4% | −$110.2K | Added$913.4K |
| Vanguard Index Fds | — | 79.2K | $17.2M | 3.0% | $419.7K | Added$923.3K |
| Vanguard Index Fds | — | 54.8K | $16.6M | 2.9% | $7.34K | Added$730.6K |
| Vanguard Intl Equity Index F | — | 70.8K | $10.3M | 1.8% | $167.7K | Added$557.2K |
| Ishares Tr | — | 58.4K | $6.2M | 1.1% | −$53.2K | Added$265.7K |
| Ishares Tr | — | 52.9K | $5.63M | 1.0% | −$10.1K | Added$256.2K |
| Exxon Mobil Corp | — | 20.8K | $3.53M | 0.6% | $1.01M | Added$1.06M |
| Vanguard Scottsdale Fds | — | 37.7K | $2.99M | 0.5% | −$17.4K | Cut−$726.3K |
| Vanguard Intl Equity Index F | — | 16.3K | $2.25M | 0.4% | −$44.5K | Cut−$54.1K |
| Ishares Tr | — | 28.7K | $2.19M | 0.4% | $93.3K | Added$123.2K |
| Ishares Tr | — | 10.8K | $1.67M | 0.3% | −$122.8K | Added$62.3K |
| Apple Inc. | AAPL | 6.09K | $1.55M | 0.3% | −$106.6K | Added−$58.9K |
| Ishares Tr | — | 10.7K | $1.42M | 0.3% | $9.48K | Added$47.6K |
| Vanguard Mun Bd Fds | — | 27.5K | $1.37M | 0.2% | −$10.2K | Added$87.4K |
| Microsoft Corp | MSFT | 3.55K | $1.31M | 0.2% | −$385.3K | Added−$329.8K |
| Ishares Tr | — | 2.52K | $1.07M | 0.2% | −$118.2K | Held |
| Ishares Tr | — | 12.8K | $1.06M | 0.2% | −$3.2K | Cut−$82.3K |
| Procter And Gamble Co | PG | 7.22K | $1.04M | 0.2% | $8.12K | Added$13.8K |
| Ishares Tr | — | 11.5K | $1.04M | 0.2% | $12.1K | Added$25.9K |
| Alphabet Inc | — | 3.58K | $1.03M | 0.2% | −$94.8K | Added−$77K |
| Amazon Com Inc | AMZN | 4.9K | $1.02M | 0.2% | −$102.2K | Added−$24.5K |
| Ishares Tr | — | 10.7K | $1.02M | 0.2% | $5.65K | Cut$5.36K |
| Ishares Tr | — | 7K | $989.4K | 0.2% | −$51.5K | Added−$25.6K |
| Vanguard World Fd | — | 8.77K | $985.1K | 0.2% | −$72.9K | Added−$29.2K |
| Vertex Pharmaceuticals Inc | — | 2.14K | $954.3K | 0.2% | −$14.5K | Added−$10K |
| Loews Corp | L | 8.48K | $905.5K | 0.2% | $12.1K | Held |
| Ishares Tr | — | 12.8K | $901.6K | 0.2% | −$8.41K | Added$60.5K |
| Vanguard Index Fds | — | 1.4K | $836K | 0.1% | −$41.4K | Cut−$392.6K |
| Alphabet Inc | — | 2.9K | $833.4K | 0.1% | −$71.3K | Added−$44.2K |
| Ge Aerospace | — | 2.71K | $768K | 0.1% | −$65.4K | Added−$62.9K |
| Nvidia Corp | NVDA | 4.16K | $726.1K | 0.1% | −$45K | Added$33.6K |
| Novartis Ag | — | 4.61K | $703.5K | 0.1% | — | New |
| Ishares Tr | — | 26.4K | $662.3K | 0.1% | −$4.62K | Cut−$17.3K |
| Ishares Tr | — | 11.1K | $655.8K | 0.1% | $24.1K | Added$40.4K |
| GE Vernova Inc. | GEV | 748 | $653.1K | 0.1% | $163.5K | Added$166.2K |
| Colgate Palmolive Co | CL | 7.52K | $641.2K | 0.1% | $46.7K | Cut−$150.8K |
| Ishares Tr | — | 12.3K | $585.6K | 0.1% | −$3.68K | Added−$537 |
| Meta Platforms, Inc. | META | 953 | $545.5K | 0.1% | −$79.2K | Added−$51.7K |
| Ishares Tr | — | 5.32K | $543.8K | 0.1% | −$1.53K | Added$2.97K |
| Disney Walt Co | — | 5.46K | $526.2K | 0.1% | −$94.6K | Added−$93.1K |
| Ishares Tr | — | 734 | $479.7K | 0.1% | −$16.9K | Added$117.1K |
| Ishares Tr | — | 10.1K | $475.5K | 0.1% | $10.5K | Cut$1.27K |
| Visa Inc. | V | 1.57K | $475.4K | 0.1% | −$75.1K | Added−$67.8K |
| Ishares Inc | — | 10.4K | $472.8K | 0.1% | $13.5K | Cut−$5.17K |
| Spdr S&P 500 Etf Tr | — | 705 | $458.5K | 0.1% | −$22.3K | Held |
| NIKE, Inc. | NKE | 8.48K | $448.1K | 0.1% | −$92.4K | Cut−$93.3K |
| International Business Machs | — | 1.83K | $444.1K | 0.1% | −$98.6K | Added−$98.1K |
| Vanguard Specialized Funds | — | 1.99K | $427.3K | 0.1% | −$9.38K | Cut−$22.1K |
| Merck & Co., Inc. | MRK | 3.37K | $405.9K | 0.1% | $50.7K | Cut−$83.5K |
| Hamilton Lane Inc | HLNE | 4.06K | $403.4K | 0.1% | −$141.7K | Held |
| Ishares Tr | — | 5.66K | $382.3K | 0.1% | $8.51K | Added$15.3K |
| Ishares Inc | — | 4.54K | $316.3K | 0.1% | $9.96K | Added$51.9K |
| Ishares Tr | — | 2.79K | $315.4K | 0.1% | −$28.3K | Held |
| Home Depot, Inc. | HD | 903 | $297K | 0.1% | −$13.5K | Added−$9.26K |
| Ishares Tr | — | 2.32K | $288.3K | 0.1% | $7.98K | Added$56K |
| Philip Morris Intl Inc | — | 1.58K | $261.8K | 0.0% | $7.7K | Added$9.36K |
| Eli Lilly & Co | LLY | 282 | $259.4K | 0.0% | −$40.7K | Added−$23.3K |
| Walmart Inc. | WMT | 1.93K | $239.2K | 0.0% | $24.2K | Added$30.1K |
| Cigna Group | CI | 877 | $233.9K | 0.0% | −$7.44K | Cut−$8.81K |
| Oracle Corp | — | 1.51K | $221.7K | 0.0% | −$70.5K | Added−$65.8K |
| Vanguard Whitehall Fds | — | 1.48K | $219.2K | 0.0% | $6.78K | Cut−$7.57K |
| Price T Rowe Group Inc | TROW | 2.41K | $217.4K | 0.0% | −$29.5K | Cut−$30.6K |
| Dr Reddys Labs Ltd | — | 15.2K | $210.9K | 0.0% | −$2.89K | Added−$2.77K |
| Spdr Gold Tr | — | 475 | $204.4K | 0.0% | — | New |
| D-Wave Quantum Inc. | QBTS | 10.7K | $153.8K | 0.0% | −$116.9K | Added−$106.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.