PRESILIUM PRIVATE WEALTH, LLC 13F Holdings
CIK 0001939831 · RADNOR, PA
As of Sep 30, 2025, PRESILIUM PRIVATE WEALTH, LLC reported 76 positions worth $526.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND | VTV | — | 372,373 | $69.4M | 13.19% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 142,838 | $68.5M | 13.01% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 894,469 | $52.6M | 10.00% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 586,272 | $46.8M | 8.88% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 492,834 | $38.9M | 7.39% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 649,782 | $35.2M | 6.69% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 86,295 | $25.4M | 4.81% |
| VANGUARD PACIFIC STOCK INDEX FUND | VPL | — | 282,025 | $24.8M | 4.70% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 141,799 | $24.8M | 4.70% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 245,637 | $22.5M | 4.26% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 323,717 |