PRESILIUM PRIVATE WEALTH, LLC

Filed: 1/13/2026ACC: 0001939831-26-000001

📋 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 $547.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$547.38M

Total AUM (reported)

5.16M

Total Shares

Allocation by class

VALUE ETF$72.50M13.2%

GROWTH ETF$69.96M12.8%

SHORT TERM TREAS$55.74M10.2%

FTSE EUROPE ETF$50.30M9.2%

SHORT TRM BOND$41.32M7.5%

FTSE EMR MKT ETF$36.09M6.6%

FTSE PACIFIC ETF$26.25M4.8%

Portfolio Concentration

Top 3$198.20M36.2%

4–10$229.55M41.9%

11–25$89.47M16.3%

Rest$30.15M5.5%

Top 3 weight

36.2%

Top 10 weight

78.1%

Voting Authority Distribution

Total shares with voting rights: 5.16M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.16M

% 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

SOLE

VALUE ETF

Shares379.59K

TypeSH

Market value$72.50M

13.24%

Sole

0.00

Shared

0.00

None

379.59K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares143.40K

TypeSH

Market value$69.96M

12.78%

Sole

0.00

Shared

0.00

None

143.40K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares949.15K

TypeSH

Market value$55.74M

10.18%

Sole

0.00

Shared

0.00

None

949.15K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares601.63K

TypeSH

Market value$50.30M

9.19%

Sole

0.00

Shared

0.00

None

601.63K

VANGUARD INDEX FDS

SOLE

SHORT TRM BOND

Shares524.34K

TypeSH

Market value$41.32M

7.55%

Sole

0.00

Shared

0.00

None

524.34K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares671.35K

TypeSH

Market value$36.09M

6.59%

Sole

0.00

Shared

0.00

None

671.35K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares290.37K

TypeSH

Market value$26.25M

4.80%

Sole

0.00

Shared

0.00

None

290.37K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares93.55K

TypeSH

Market value$26.11M

4.77%

Sole

0.00

Shared

0.00

None

93.55K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares145.70K

TypeSH

Market value$25.84M

4.72%

Sole

0.00

Shared

0.00

None

145.70K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares267.06K

TypeSH

Market value$23.63M

4.32%

Sole

0.00

Shared

0.00

None

267.06K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares344.41K

TypeSH

Market value$18.21M

3.33%

Sole

0.00

Shared

0.00

None

344.41K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares76.87K

TypeSH

Market value$16.28M

2.97%

Sole

0.00

Shared

0.00

None

76.87K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares52.37K

TypeSH

Market value$15.82M

2.89%

Sole

0.00

Shared

0.00

None

52.37K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares68.17K

TypeSH

Market value$9.77M

1.78%

Sole

0.00

Shared

0.00

None

68.17K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares55.41K

TypeSH

Market value$5.93M

1.08%

Sole

0.00

Shared

0.00

None

55.41K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares50.37K

TypeSH

Market value$5.37M

0.98%

Sole

0.00

Shared

0.00

None

50.37K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares46.61K

TypeSH

Market value$3.72M

0.68%

Sole

0.00

Shared

0.00

None

46.61K

EXXON MOBIL CORP

SOLE

COM

Shares20.57K

TypeSH

Market value$2.48M

0.45%

Sole

0.00

Shared

0.00

None

20.57K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares16.32K

TypeSH

Market value$2.30M

0.42%

Sole

0.00

Shared

0.00

None

16.32K

ISHARES TR

SOLE

CORE MSCI PAC

Shares28.26K

TypeSH

Market value$2.07M

0.38%

Sole

0.00

Shared

0.00

None

28.26K

MICROSOFT CORP

SOLE

COM

Shares3.40K

TypeSH

Market value$1.64M

0.30%

Sole

0.00

Shared

0.00

None

3.40K

ISHARES TR

SOLE

CORE S&P US GWT

Shares9.57K

TypeSH

Market value$1.61M

0.29%

Sole

0.00

Shared

0.00

None

9.57K

APPLE INC

SOLE

COM

Shares5.91K

TypeSH

Market value$1.61M

0.29%

Sole

0.00

Shared

0.00

None

5.91K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares10.41K

TypeSH

Market value$1.37M

0.25%

Sole

0.00

Shared

0.00

None

10.41K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares25.58K

TypeSH

Market value$1.29M

0.24%

Sole

0.00

Shared

0.00

None

25.58K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	VALUE ETF	379.59K	SH	$72.50M 13.24%	379.59K
VANGUARD INDEX FDSSOLE	GROWTH ETF	143.40K	SH	$69.96M 12.78%	143.40K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	949.15K	SH	$55.74M 10.18%	949.15K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	601.63K	SH	$50.30M 9.19%	601.63K
VANGUARD INDEX FDSSOLE	SHORT TRM BOND	524.34K	SH	$41.32M 7.55%	524.34K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	671.35K	SH	$36.09M 6.59%	671.35K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	290.37K	SH	$26.25M 4.80%	290.37K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	93.55K	SH	$26.11M 4.77%	93.55K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	145.70K	SH	$25.84M 4.72%	145.70K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	267.06K	SH	$23.63M 4.32%	267.06K
ISHARES TRSOLE	ISHS 1-5YR INVS	344.41K	SH	$18.21M 3.33%	344.41K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	76.87K	SH	$16.28M 2.97%	76.87K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	52.37K	SH	$15.82M 2.89%	52.37K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	68.17K	SH	$9.77M 1.78%	68.17K
ISHARES TRSOLE	NATIONAL MUN ETF	55.41K	SH	$5.93M 1.08%	55.41K
ISHARES TRSOLE	SHRT NAT MUN ETF	50.37K	SH	$5.37M 0.98%	50.37K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	46.61K	SH	$3.72M 0.68%	46.61K
EXXON MOBIL CORPSOLE	COM	20.57K	SH	$2.48M 0.45%	20.57K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	16.32K	SH	$2.30M 0.42%	16.32K
ISHARES TRSOLE	CORE MSCI PAC	28.26K	SH	$2.07M 0.38%	28.26K
MICROSOFT CORPSOLE	COM	3.40K	SH	$1.64M 0.30%	3.40K
ISHARES TRSOLE	CORE S&P US GWT	9.57K	SH	$1.61M 0.29%	9.57K
APPLE INCSOLE	COM	5.91K	SH	$1.61M 0.29%	5.91K
ISHARES TRSOLE	S&P MC 400VL ETF	10.41K	SH	$1.37M 0.25%	10.41K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	25.58K	SH	$1.29M 0.24%	25.58K

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