PRESILIUM PRIVATE WEALTH, LLC

Filed: 4/17/2026ACC: 0001939831-26-000002

📋 What this filing means

PRESILIUM PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $567.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$567.24M

Total AUM (reported)

5.38M

Total Shares

Allocation by class

VALUE ETF$75.14M13.2%

GROWTH ETF$70.26M12.4%

SHORT TERM TREAS$59.09M10.4%

FTSE EUROPE ETF$52.64M9.3%

SHORT TRM BOND$43.13M7.6%

FTSE EMR MKT ETF$38.33M6.8%

FTSE PACIFIC ETF$27.70M4.9%

Portfolio Concentration

Top 3$204.49M36.1%

4–10$240.41M42.4%

11–25$93.33M16.5%

Rest$29.01M5.1%

Top 3 weight

36.1%

Top 10 weight

78.4%

Voting Authority Distribution

Total shares with voting rights: 5.38M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.38M

% of voting shares100.0%

Investment Discretion (by position count)

Sole75

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings75

Rows:

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares382.98K

TypeSH

Market value$75.14M

13.25%

Sole

0.00

Shared

0.00

None

382.98K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares160.85K

TypeSH

Market value$70.26M

12.39%

Sole

0.00

Shared

0.00

None

160.85K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares1.01M

TypeSH

Market value$59.09M

10.42%

Sole

0.00

Shared

0.00

None

1.01M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares638.59K

TypeSH

Market value$52.64M

9.28%

Sole

0.00

Shared

0.00

None

638.59K

VANGUARD INDEX FDS

SOLE

SHORT TRM BOND

Shares550.06K

TypeSH

Market value$43.13M

7.60%

Sole

0.00

Shared

0.00

None

550.06K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares709.15K

TypeSH

Market value$38.33M

6.76%

Sole

0.00

Shared

0.00

None

709.15K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares283.44K

TypeSH

Market value$27.70M

4.88%

Sole

0.00

Shared

0.00

None

283.44K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares146.89K

TypeSH

Market value$27.07M

4.77%

Sole

0.00

Shared

0.00

None

146.89K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares104.40K

TypeSH

Market value$26.87M

4.74%

Sole

0.00

Shared

0.00

None

104.40K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares278.20K

TypeSH

Market value$24.68M

4.35%

Sole

0.00

Shared

0.00

None

278.20K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares363.88K

TypeSH

Market value$19.13M

3.37%

Sole

0.00

Shared

0.00

None

363.88K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares79.19K

TypeSH

Market value$17.20M

3.03%

Sole

0.00

Shared

0.00

None

79.19K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares54.77K

TypeSH

Market value$16.55M

2.92%

Sole

0.00

Shared

0.00

None

54.77K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares70.84K

TypeSH

Market value$10.33M

1.82%

Sole

0.00

Shared

0.00

None

70.84K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares58.41K

TypeSH

Market value$6.20M

1.09%

Sole

0.00

Shared

0.00

None

58.41K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares52.87K

TypeSH

Market value$5.63M

0.99%

Sole

0.00

Shared

0.00

None

52.87K

EXXON MOBIL CORP

SOLE

COM

Shares20.82K

TypeSH

Market value$3.53M

0.62%

Sole

0.00

Shared

0.00

None

20.82K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares37.72K

TypeSH

Market value$2.99M

0.53%

Sole

0.00

Shared

0.00

None

37.72K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares16.25K

TypeSH

Market value$2.25M

0.40%

Sole

0.00

Shared

0.00

None

16.25K

ISHARES TR

SOLE

CORE MSCI PAC

Shares28.66K

TypeSH

Market value$2.19M

0.39%

Sole

0.00

Shared

0.00

None

28.66K

ISHARES TR

SOLE

CORE S&P US GWT

Shares10.76K

TypeSH

Market value$1.67M

0.29%

Sole

0.00

Shared

0.00

None

10.76K

APPLE INC

SOLE

COM

Shares6.09K

TypeSH

Market value$1.55M

0.27%

Sole

0.00

Shared

0.00

None

6.09K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares10.70K

TypeSH

Market value$1.42M

0.25%

Sole

0.00

Shared

0.00

None

10.70K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares27.54K

TypeSH

Market value$1.37M

0.24%

Sole

0.00

Shared

0.00

None

27.54K

MICROSOFT CORP

SOLE

COM

Shares3.55K

TypeSH

Market value$1.31M

0.23%

Sole

0.00

Shared

0.00

None

3.55K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	VALUE ETF	382.98K	SH	$75.14M 13.25%	382.98K
VANGUARD INDEX FDSSOLE	GROWTH ETF	160.85K	SH	$70.26M 12.39%	160.85K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	1.01M	SH	$59.09M 10.42%	1.01M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	638.59K	SH	$52.64M 9.28%	638.59K
VANGUARD INDEX FDSSOLE	SHORT TRM BOND	550.06K	SH	$43.13M 7.60%	550.06K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	709.15K	SH	$38.33M 6.76%	709.15K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	283.44K	SH	$27.70M 4.88%	283.44K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	146.89K	SH	$27.07M 4.77%	146.89K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	104.40K	SH	$26.87M 4.74%	104.40K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	278.20K	SH	$24.68M 4.35%	278.20K
ISHARES TRSOLE	ISHS 1-5YR INVS	363.88K	SH	$19.13M 3.37%	363.88K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	79.19K	SH	$17.20M 3.03%	79.19K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	54.77K	SH	$16.55M 2.92%	54.77K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	70.84K	SH	$10.33M 1.82%	70.84K
ISHARES TRSOLE	NATIONAL MUN ETF	58.41K	SH	$6.20M 1.09%	58.41K
ISHARES TRSOLE	SHRT NAT MUN ETF	52.87K	SH	$5.63M 0.99%	52.87K
EXXON MOBIL CORPSOLE	COM	20.82K	SH	$3.53M 0.62%	20.82K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	37.72K	SH	$2.99M 0.53%	37.72K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	16.25K	SH	$2.25M 0.40%	16.25K
ISHARES TRSOLE	CORE MSCI PAC	28.66K	SH	$2.19M 0.39%	28.66K
ISHARES TRSOLE	CORE S&P US GWT	10.76K	SH	$1.67M 0.29%	10.76K
APPLE INCSOLE	COM	6.09K	SH	$1.55M 0.27%	6.09K
ISHARES TRSOLE	S&P MC 400VL ETF	10.70K	SH	$1.42M 0.25%	10.70K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	27.54K	SH	$1.37M 0.24%	27.54K
MICROSOFT CORPSOLE	COM	3.55K	SH	$1.31M 0.23%	3.55K

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