Institutions / Presilium Private Wealth, LLC
Presilium Private Wealth, LLC
CIK 1939831 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$547.38M
Positions
76
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 76 โ
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $72.50M | 13.2% |
| Vanguard Index Fds | $69.96M | 12.8% |
| Vanguard Scottsdale Fds | $55.74M | 10.2% |
| Vanguard Intl Equity Index F | $50.30M | 9.2% |
| Vanguard Index Fds | $41.32M | 7.5% |
| Vanguard Intl Equity Index F | $36.09M | 6.6% |
| Vanguard Intl Equity Index F | $26.25M | 4.8% |
| Vanguard Index Fds | $26.11M | 4.8% |
| Vanguard Index Fds | $25.84M | 4.7% |
| Vanguard Index Fds | $23.63M | 4.3% |
| iShares Tr | $18.21M | 3.3% |
| Vanguard Index Fds | $16.28M | 3.0% |
| Vanguard Index Fds | $15.82M | 2.9% |
| Vanguard Intl Equity Index F | $9.77M | 1.8% |
| iShares Tr | $5.93M | 1.1% |
| iShares MSCI UAE ETF | $5.37M | 1.0% |
| Vanguard Scottsdale Fds | $3.72M | 0.7% |
| Exxon Mobil Corp | $2.48M | 0.5% |
| Vanguard Intl Equity Index F | $2.30M | 0.4% |
| iShares Tr | $2.07M | 0.4% |
| Microsoft Corp | $1.64M | 0.3% |
| iShares Tr | $1.61M | 0.3% |
| Apple Inc. | $1.61M | 0.3% |
| iShares MSCI UAE ETF | $1.37M | 0.3% |
| Vanguard Mun Bd Fds | $1.29M | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.