Q3 2026 13F · SEC CIK 1939831

Presilium Private Wealth, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $679.0M
Reported positions: 111
Top holdings a year, 3 yrs: +12.4%
Assets under management: $671.7M

Presilium Private Wealth, LLC is a wealth manager that reported 111 positions worth $679.0M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Index Fds (VUG, 12.7%), Vanguard Index Fds (VTV, 12.7%), Vanguard Scottsdale Fds (VGSH, 10.1%). A portfolio copying its top holdings returned 12.4% a year over the last 3 years, against 20.4% for the S&P 500.

Presilium Private Wealth, LLC holdings largest 50 of 111 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Presilium Private Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	12.7%	12.4%	960,527	+2.0%	$86.6M
VTVVanguard Index Fds	12.7%	13.4%	399,431	-0.3%	$86.3M
VGSHVanguard Scottsdale Fds	10.1%	10.0%	1,190,635	+6.0%	$68.5M
VGKVanguard Ftse Europe ETF	8.6%	8.7%	671,967	+4.7%	$58.3M
BSVVanguard Bd Index Fds	7.3%	7.4%	648,612	+5.4%	$49.6M
VWOVanguard Intl Equity Index F	6.6%	6.4%	750,459	+7.1%	$44.5M
VPLVanguard Intl Equity Index F	5.0%	4.9%	292,690	+6.8%	$33.9M
VOTVanguard Index Fds	4.6%	4.9%	106,827	+2.1%	$31.2M
VOEVanguard Index Fds	4.5%	4.7%	155,874	+1.5%	$30.5M
VNQVanguard Index Fds	4.0%	4.3%	302,962	+4.6%	$27.2M
IGSBIshares Tr	3.1%	3.2%	408,621	+2.6%	$20.9M
VBKVanguard Index Fds	2.8%	3.1%	56,360	+3.2%	$19.0M
VBRVanguard Index Fds	2.8%	3.0%	81,081	+0.4%	$18.7M
VSSVanguard Intl Equity Index F	1.8%	1.7%	77,812	+10.7%	$12.1M
MUBIshares Tr	1.0%	1.0%	68,214	+11.6%	$6.9M
SUBIshares Tr	0.8%	0.9%	54,303	-3.0%	$5.7M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	6,304	+1.8%	$4.8M
XOMExxonmobil Holdings Corp	0.5%	0.4%	21,037	+1.0%	$3.4M
VTEBVanguard Mun Bd Fds	0.5%	0.2%	69,344	+141.1%	$3.3M
VTESVanguard Wellington Fd	0.4%	—	30,009	—	$3.0M
VCSHVanguard Scottsdale Fds	0.4%	0.5%	38,051	-8.2%	$2.9M
AAPLApple Inc	0.4%	0.3%	7,210	+11.8%	$2.4M
IPACIshares Tr	0.4%	0.4%	28,188	+0.4%	$2.4M
VTVanguard Intl Equity Index F	0.3%	0.4%	14,517	-9.0%	$2.3M
MSFTMicrosoft Corp	0.3%	0.2%	4,172	+16.1%	$2.1M
IUSGIshares Tr	0.3%	0.3%	9,984	-6.0%	$1.9M
MRKMerck & Co Inc	0.3%	—	12,152	—	$1.8M
IJJIshares Tr	0.2%	0.2%	10,255	-1.3%	$1.4M
AMZNAmazon Com Inc	0.2%	0.2%	5,426	+14.9%	$1.4M
GOOGAlphabet Inc	0.2%	0.2%	3,927	+11.2%	$1.3M
IWFIshares Tr	0.2%	0.2%	10,080	+0.0%	$1.3M
GEGe Aerospace	0.2%	0.2%	3,787	+19.8%	$1.2M
IEFAIshares Tr	0.2%	0.2%	11,771	+0.0%	$1.1M
VOOVanguard Index Fds	0.2%	0.2%	1,620	+4.0%	$1.1M
VRTXVertex Pharmaceuticals Inc	0.2%	0.2%	2,153	+0.7%	$1.1M
NVDANvidia Corporation	0.2%	0.1%	4,914	+9.3%	$1.1M
ESGVVanguard World Fd	0.2%	0.2%	8,253	-5.5%	$1.1M
ESGUIshares Tr	0.2%	0.2%	6,684	-5.6%	$1.1M
ESGDiShares ESG Aware MSCI EAFE ETF	0.2%	0.2%	10,563	-2.7%	$1.1M
PGProcter & Gamble Co	0.2%	0.2%	7,357	+1.5%	$1.1M
GOOGLAlphabet Inc	0.2%	0.2%	3,053	+10.4%	$1.1M
VTIVanguard Index Fds	0.1%	—	2,477	—	$927K
IEURIshares Core Msci Europeetf	0.1%	0.1%	12,462	+1.6%	$918K
GEVGe Vernova Inc	0.1%	0.2%	944	+9.8%	$897K
LLoews Corp	0.1%	0.1%	8,487	+0.0%	$886K
ABBVAbbvie Inc	0.1%	—	3,243	—	$848K
QQEWFirst Tr Exchange-Traded Fd	0.1%	0.1%	5,100	+0.0%	$830K
METAMeta Platforms Inc	0.1%	—	1,142	—	$828K
AVGOBroadcom Inc	0.1%	—	2,231	—	$784K
CIBRFirst Tr Exchange-Traded Fd	0.1%	—	7,373	—	$760K

What Presilium Private Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VTEB Vanguard Mun Bd Fds+141.1% shares
GE Ge Aerospace+19.8% shares
MSFT Microsoft Corp+16.1% shares
AMZN Amazon Com Inc+14.9% shares
AAPL Apple Inc+11.8% shares
MUB Ishares Tr+11.6% shares
GOOG Alphabet Inc+11.2% shares
VSS Vanguard Intl Equity Index F+10.7% shares

Reduced

VT Vanguard Intl Equity Index F-9.0% shares
VCSH Vanguard Scottsdale Fds-8.2% shares
IUSG Ishares Tr-6.0% shares
ESGU Ishares Tr-5.6% shares
ESGV Vanguard World Fd-5.5% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.4% /yr; S&P 500 +20.1%
3 years: +12.4% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$679.0M	111
Q2 2026	$651.4M	96
Q1 2026	$567.2M	75
Q4 2025	$547.4M	76
Q3 2025	$526.6M	76
Q2 2025	$488.8M	74
Q1 2025	$446.4M	71
Q4 2024	$434.8M	77
Q3 2024	$434.2M	76
Q2 2024	$395.9M	73
Q1 2024	$377.0M	68
Q4 2023	$351.1M	72

Questions about Presilium Private Wealth, LLC's portfolio

What stocks does Presilium Private Wealth, LLC own?

Presilium Private Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 111 positions worth $679.0M. The largest are Vanguard Index Fds (VUG) at 12.7%, Vanguard Index Fds (VTV) at 12.7%, Vanguard Scottsdale Fds (VGSH) at 10.1%, Vanguard Ftse Europe ETF (VGK) at 8.6% and Vanguard Bd Index Fds (BSV) at 7.3%.

What did Presilium Private Wealth, LLC buy last quarter?

In Q3 2026, Presilium Private Wealth, LLC added Vanguard Mun Bd Fds (VTEB) (+141.1% shares), Ge Aerospace (GE) (+19.8% shares) and Microsoft Corp (MSFT) (+16.1% shares), compared with its Q2 2026 filing.

What did Presilium Private Wealth, LLC sell last quarter?

In Q3 2026, Presilium Private Wealth, LLC cut from its top 50 Ishares Tr (SHY), cut from its top 50 Astrazeneca PLC (AZN), cut from its top 50 Ishares Tr (SUSB), cut from its top 50 Ishares Tr (USRT), cut from its top 50 Novartis AG (NVS), Vanguard Intl Equity Index F (VT) (-9.0% shares), Vanguard Scottsdale Fds (VCSH) (-8.2% shares) and Ishares Tr (IUSG) (-6.0% shares), compared with its Q2 2026 filing.

How has Presilium Private Wealth, LLC's portfolio performed?

A portfolio copying Presilium Private Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.4% against +20.1%.

When is Presilium Private Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Presilium Private Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Presilium Private Wealth, LLC manage?

Presilium Private Wealth, LLC reported $671.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $679.0M.