Filed: 10/21/2025ACC: 0001939831-25-000005
📋 What this filing means
PRESILIUM PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $526.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$526.56M
Total AUM (reported)
4.97M
Total Shares
Allocation by class
VALUE ETF$69.44M13.2%
GROWTH ETF$68.51M13.0%
SHORT TERM TREAS$52.64M10.0%
FTSE EUROPE ETF$46.78M8.9%
SHORT TRM BOND$38.89M7.4%
FTSE EMR MKT ETF$35.21M6.7%
MCAP GR IDXVIP$25.35M4.8%
Portfolio Concentration
Top 3$190.59M36.2%
4–10$218.22M41.4%
11–25$87.99M16.7%
Rest$29.76M5.7%
Top 3 weight
36.2%
Top 10 weight
77.6%
Voting Authority Distribution
Total shares with voting rights: 4.97M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings76
Rows:
VANGUARD INDEX FDS
SOLEShares372.37K
TypeSH
Market value$69.44M
13.19%
Sole
0.00
Shared
0.00
None
372.37K
VANGUARD INDEX FDS
SOLEShares142.84K
TypeSH
Market value$68.51M
13.01%
Sole
0.00
Shared
0.00
None
142.84K
VANGUARD SCOTTSDALE FDS
SOLEShares894.47K
TypeSH
Market value$52.64M
10.00%
Sole
0.00
Shared
0.00
None
894.47K
VANGUARD INTL EQUITY INDEX F
SOLEShares586.27K
TypeSH
Market value$46.78M
8.88%
Sole
0.00
Shared
0.00
None
586.27K
VANGUARD INDEX FDS
SOLEShares492.83K
TypeSH
Market value$38.89M
7.39%
Sole
0.00
Shared
0.00
None
492.83K
VANGUARD INTL EQUITY INDEX F
SOLEShares649.78K
TypeSH
Market value$35.21M
6.69%
Sole
0.00
Shared
0.00
None
649.78K
VANGUARD INDEX FDS
SOLEShares86.30K
TypeSH
Market value$25.35M
4.81%
Sole
0.00
Shared
0.00
None
86.30K
VANGUARD INTL EQUITY INDEX F
SOLEShares282.02K
TypeSH
Market value$24.77M
4.70%
Sole
0.00
Shared
0.00
None
282.02K
VANGUARD INDEX FDS
SOLEShares141.80K
TypeSH
Market value$24.76M
4.70%
Sole
0.00
Shared
0.00
None
141.80K
VANGUARD INDEX FDS
SOLEShares245.64K
TypeSH
Market value$22.46M
4.26%
Sole
0.00
Shared
0.00
None
245.64K
ISHARES TR
SOLEShares323.72K
TypeSH
Market value$17.17M
3.26%
Sole
0.00
Shared
0.00
None
323.72K
VANGUARD INDEX FDS
SOLEShares73.71K
TypeSH
Market value$15.38M
2.92%
Sole
0.00
Shared
0.00
None
73.71K
VANGUARD INDEX FDS
SOLEShares50.89K
TypeSH
Market value$15.14M
2.88%
Sole
0.00
Shared
0.00
None
50.89K
VANGUARD INTL EQUITY INDEX F
SOLEShares64.44K
TypeSH
Market value$9.19M
1.74%
Sole
0.00
Shared
0.00
None
64.44K
ISHARES TR
SOLEShares52.39K
TypeSH
Market value$5.58M
1.06%
Sole
0.00
Shared
0.00
None
52.39K
ISHARES TR
SOLEShares47.89K
TypeSH
Market value$5.11M
0.97%
Sole
0.00
Shared
0.00
None
47.89K
VANGUARD SCOTTSDALE FDS
SOLEShares61.97K
TypeSH
Market value$4.95M
0.94%
Sole
0.00
Shared
0.00
None
61.97K
ISHARES TR
SOLEShares32.90K
TypeSH
Market value$2.73M
0.52%
Sole
0.00
Shared
0.00
None
32.90K
VANGUARD INTL EQUITY INDEX F
SOLEShares16.24K
TypeSH
Market value$2.24M
0.42%
Sole
0.00
Shared
0.00
None
16.24K
ISHARES TR
SOLEShares28.50K
TypeSH
Market value$2.09M
0.40%
Sole
0.00
Shared
0.00
None
28.50K
EXXON MOBIL CORP
SOLEShares18.08K
TypeSH
Market value$2.04M
0.39%
Sole
0.00
Shared
0.00
None
18.08K
MICROSOFT CORP
SOLEShares3.49K
TypeSH
Market value$1.81M
0.34%
Sole
0.00
Shared
0.00
None
3.49K
ISHARES TR
SOLEShares10.18K
TypeSH
Market value$1.67M
0.32%
Sole
0.00
Shared
0.00
None
10.18K
APPLE INC
SOLEShares6.10K
TypeSH
Market value$1.55M
0.29%
Sole
0.00
Shared
0.00
None
6.10K
VANGUARD MUN BD FDS
SOLEShares26.64K
TypeSH
Market value$1.33M
0.25%
Sole
0.00
Shared
0.00
None
26.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 372.37K | SH | $69.44M 13.19% | 0.00 | 0.00 | 372.37K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 142.84K | SH | $68.51M 13.01% | 0.00 | 0.00 | 142.84K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 894.47K | SH | $52.64M 10.00% | 0.00 | 0.00 | 894.47K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 586.27K | SH | $46.78M 8.88% | 0.00 | 0.00 | 586.27K |
VANGUARD INDEX FDSSOLE | SHORT TRM BOND | 492.83K | SH | $38.89M 7.39% | 0.00 | 0.00 | 492.83K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 649.78K | SH | $35.21M 6.69% | 0.00 | 0.00 | 649.78K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 86.30K | SH | $25.35M 4.81% | 0.00 | 0.00 | 86.30K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 282.02K | SH | $24.77M 4.70% | 0.00 | 0.00 | 282.02K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 141.80K | SH | $24.76M 4.70% | 0.00 | 0.00 | 141.80K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 245.64K | SH | $22.46M 4.26% | 0.00 | 0.00 | 245.64K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 323.72K | SH | $17.17M 3.26% | 0.00 | 0.00 | 323.72K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 73.71K | SH | $15.38M 2.92% | 0.00 | 0.00 | 73.71K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 50.89K | SH | $15.14M 2.88% | 0.00 | 0.00 | 50.89K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 64.44K | SH | $9.19M 1.74% | 0.00 | 0.00 | 64.44K |
ISHARES TRSOLE | NATIONAL MUN ETF | 52.39K | SH | $5.58M 1.06% | 0.00 | 0.00 | 52.39K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 47.89K | SH | $5.11M 0.97% | 0.00 | 0.00 | 47.89K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 61.97K | SH | $4.95M 0.94% | 0.00 | 0.00 | 61.97K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 32.90K | SH | $2.73M 0.52% | 0.00 | 0.00 | 32.90K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 16.24K | SH | $2.24M 0.42% | 0.00 | 0.00 | 16.24K |
ISHARES TRSOLE | CORE MSCI PAC | 28.50K | SH | $2.09M 0.40% | 0.00 | 0.00 | 28.50K |
EXXON MOBIL CORPSOLE | COM | 18.08K | SH | $2.04M 0.39% | 0.00 | 0.00 | 18.08K |
MICROSOFT CORPSOLE | COM | 3.49K | SH | $1.81M 0.34% | 0.00 | 0.00 | 3.49K |
ISHARES TRSOLE | CORE S&P US GWT | 10.18K | SH | $1.67M 0.32% | 0.00 | 0.00 | 10.18K |
APPLE INCSOLE | COM | 6.10K | SH | $1.55M 0.29% | 0.00 | 0.00 | 6.10K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 26.64K | SH | $1.33M 0.25% | 0.00 | 0.00 | 26.64K |
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