13F HOLDINGS REPORT
PRESILIUM PRIVATE WEALTH, LLC
Quarter ended Q1 2025 · Filed April 10, 2025 · Accession 0001939831-25-000002
Total Value
$446.4M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908744 | 334,975 | $57.9M | 12.96% |
| 2 | VANGUARD INDEX FDS | 922908736 | 148,405 | $55.0M | 12.33% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C102 | 758,711 | $44.5M | 9.98% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042874 | 540,812 | $38.0M | 8.51% |
| 5 | VANGUARD INDEX FDS | 921937827 | 415,711 | $32.5M | 7.29% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042858 | 635,394 | $28.8M | 6.44% |
| 7 | VANGUARD INDEX FDS | 922908538 | 86,143 | $21.1M | 4.72% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042866 | 283,906 | $20.6M | 4.61% |
| 9 | VANGUARD INDEX FDS | 922908512 | 126,367 | $20.3M | 4.54% |
| 10 | VANGUARD INDEX FDS | 922908553 | 203,404 | $18.4M | 4.13% |
| 11 | ISHARES TR | 464288646 | 277,210 | $14.5M | 3.25% |
| 12 | VANGUARD INDEX FDS | 922908611 | 67,942 | $12.7M | 2.84% |
| 13 | VANGUARD INDEX FDS | 922908595 | 49,138 | $12.4M | 2.77% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042718 | 65,494 | $7.6M | 1.70% |
| 15 | ISHARES TR | 464288414 | 48,036 | $5.1M | 1.13% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C409 | 59,635 | $4.7M | 1.05% |
| 17 | ISHARES TR | 464288158 | 40,446 | $4.3M | 0.96% |
| 18 | ISHARES TR | 464287457 | 38,952 | $3.2M | 0.72% |
| 19 | ISHARES TR | 46434V696 | 51,416 | $3.2M | 0.72% |
| 20 | ISHARES TR | 46434V738 | 50,862 | $3.1M | 0.69% |
| 21 | EXXON MOBIL CORP | XOM | 19,027 | $2.3M | 0.51% |
| 22 | ISHARES TR | 464287663 | 24,047 | $2.2M | 0.50% |
| 23 | ISHARES TR | 464288521 | 34,792 | $2.0M | 0.45% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042742 | 15,940 | $1.8M | 0.41% |
| 25 | ISHARES TR | 464287705 | 14,987 | $1.8M | 0.40% |
| 26 | ISHARES INC | 46434G103 | 33,145 | $1.8M | 0.40% |
| 27 | APPLE INC | AAPL | 6,017 | $1.3M | 0.30% |
| 28 | ISHARES TR | 464287671 | 10,188 | $1.3M | 0.29% |
| 29 | MICROSOFT CORP | MSFT | 3,424 | $1.3M | 0.29% |
| 30 | PROCTER AND GAMBLE CO | 742718109 | 7,458 | $1.3M | 0.28% |
| 31 | VANGUARD MUN BD FDS | 922907746 | 21,186 | $1.1M | 0.24% |
| 32 | VERTEX PHARMACEUTICALS INC | VRTX | 2,124 | $1.0M | 0.23% |
| 33 | COLGATE PALMOLIVE CO | CL | 10,023 | $939,155 | 0.21% |
| 34 | VANGUARD INDEX FDS | 922908363 | 1,823 | $936,944 | 0.21% |
| 35 | ISHARES TR | 46435G425 | 7,064 | $861,172 | 0.19% |
| 36 | ISHARES TR | 464287614 | 2,380 | $859,394 | 0.19% |
| 37 | VANGUARD WORLD FD | 921910733 | 8,712 | $853,340 | 0.19% |
| 38 | ISHARES TR | 46435G516 | 10,419 | $851,128 | 0.19% |
| 39 | AMAZON COM INC | AMZN | 4,420 | $841,044 | 0.19% |
| 40 | ISHARES TR | 46432F842 | 10,658 | $806,312 | 0.18% |
| 41 | LOEWS CORP | L | 8,483 | $779,673 | 0.17% |
| 42 | ISHARES TR | 464287606 | 8,275 | $689,142 | 0.15% |
| 43 | ISHARES TR | 464288273 | 10,367 | $658,603 | 0.15% |
| 44 | ISHARES TR | 46435G243 | 23,670 | $591,513 | 0.13% |
| 45 | NIKE INC | NKE | 8,700 | $552,276 | 0.12% |
| 46 | ALPHABET INC | GOOG | 3,426 | $535,244 | 0.12% |
| 47 | VISA INC | V | 1,503 | $526,741 | 0.12% |
| 48 | ISHARES TR | 46435U549 | 11,044 | $524,369 | 0.12% |
| 49 | META PLATFORMS INC | META | 902 | $519,724 | 0.12% |
| 50 | ISHARES TR | 464287879 | 5,089 | $496,050 | 0.11% |
| 51 | DISNEY WALT CO | 254687106 | 4,975 | $491,013 | 0.11% |
| 52 | INTERNATIONAL BUSINESS MACHS | INTR | 1,873 | $465,820 | 0.10% |
| 53 | ALPHABET INC | GOOG | 2,766 | $427,734 | 0.10% |
| 54 | ISHARES TR | 464287887 | 3,402 | $423,586 | 0.09% |
| 55 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,105 | $408,349 | 0.09% |
| 56 | ISHARES TR | 46435U663 | 10,537 | $404,726 | 0.09% |
| 57 | ISHARES INC | 46434G863 | 11,576 | $404,581 | 0.09% |
| 58 | SPDR S&P 500 ETF TR | SPY | 705 | $394,370 | 0.09% |
| 59 | NVIDIA CORPORATION | NVDA | 3,327 | $360,582 | 0.08% |
| 60 | THE CIGNA GROUP | 125523100 | 1,043 | $343,147 | 0.08% |
| 61 | HOME DEPOT INC | HD | 912 | $334,239 | 0.07% |
| 62 | MERCK & CO INC | MRK | 3,520 | $315,945 | 0.07% |
| 63 | FISERV INC | FISV | 1,283 | $283,325 | 0.06% |
| 64 | PHILIP MORRIS INTL INC | 718172109 | 1,729 | $274,428 | 0.06% |
| 65 | ISHARES TR | 464287507 | 4,268 | $249,049 | 0.06% |
| 66 | ORACLE CORP | ORCL-PD | 1,695 | $236,978 | 0.05% |
| 67 | PRICE T ROWE GROUP INC | TROW | 2,412 | $221,590 | 0.05% |
| 68 | ISHARES TR | 464287309 | 2,344 | $217,594 | 0.05% |
| 69 | VANGUARD WHITEHALL FDS | 921946406 | 1,600 | $206,336 | 0.05% |
| 70 | ISHARES TR | 46432F339 | 1,178 | $201,308 | 0.05% |
| 71 | CHARGEPOINT HOLDINGS INC | CHPT | 16,000 | $9,680 | 0.00% |