13F HOLDINGS REPORT
PRESILIUM PRIVATE WEALTH, LLC
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001939831-25-000003
Total Value
$488.8M
Positions
74
Other Managers
0
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908744 | 362,406 | $64.1M | 13.11% |
| 2 | VANGUARD INDEX FDS | 922908736 | 145,810 | $63.9M | 13.08% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C102 | 817,809 | $48.1M | 9.84% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042874 | 561,049 | $43.5M | 8.90% |
| 5 | VANGUARD INDEX FDS | 921937827 | 453,153 | $35.7M | 7.30% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042858 | 652,895 | $32.3M | 6.61% |
| 7 | VANGUARD INDEX FDS | 922908538 | 84,976 | $24.2M | 4.94% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042866 | 291,796 | $24.0M | 4.91% |
| 9 | VANGUARD INDEX FDS | 922908512 | 135,986 | $22.4M | 4.58% |
| 10 | VANGUARD INDEX FDS | 922908553 | 230,808 | $20.6M | 4.21% |
| 11 | ISHARES TR | 464288646 | 299,183 | $15.8M | 3.23% |
| 12 | VANGUARD INDEX FDS | 922908595 | 51,192 | $14.2M | 2.90% |
| 13 | VANGUARD INDEX FDS | 922908611 | 72,475 | $14.1M | 2.89% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042718 | 66,613 | $9.0M | 1.83% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C409 | 66,297 | $5.3M | 1.08% |
| 16 | ISHARES TR | 464288414 | 49,501 | $5.2M | 1.06% |
| 17 | ISHARES TR | 464288158 | 44,943 | $4.8M | 0.98% |
| 18 | ISHARES TR | 464287457 | 36,704 | $3.0M | 0.62% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042742 | 16,136 | $2.1M | 0.42% |
| 20 | EXXON MOBIL CORP | XOM | 18,913 | $2.0M | 0.42% |
| 21 | ISHARES TR | 46434V696 | 28,112 | $1.9M | 0.40% |
| 22 | MICROSOFT CORP | MSFT | 3,534 | $1.8M | 0.36% |
| 23 | ISHARES TR | 464287671 | 11,543 | $1.7M | 0.36% |
| 24 | ISHARES TR | 464287705 | 9,912 | $1.2M | 0.25% |
| 25 | APPLE INC | AAPL | 5,904 | $1.2M | 0.25% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 7,418 | $1.2M | 0.24% |
| 27 | VANGUARD MUN BD FDS | 922907746 | 22,998 | $1.1M | 0.23% |
| 28 | VANGUARD INDEX FDS | 922908363 | 1,897 | $1.1M | 0.22% |
| 29 | ISHARES TR | 464287614 | 2,380 | $1.0M | 0.21% |
| 30 | AMAZON COM INC | AMZN | 4,450 | $976,395 | 0.20% |
| 31 | VANGUARD WORLD FD | 921910733 | 8,655 | $948,934 | 0.19% |
| 32 | ISHARES TR | 46435G425 | 7,008 | $948,182 | 0.19% |
| 33 | VERTEX PHARMACEUTICALS INC | VRTX | 2,124 | $945,605 | 0.19% |
| 34 | ISHARES TR | 46435G516 | 10,380 | $926,104 | 0.19% |
| 35 | COLGATE PALMOLIVE CO | CL | 10,023 | $911,091 | 0.19% |
| 36 | ISHARES TR | 46432F842 | 10,699 | $893,190 | 0.18% |
| 37 | LOEWS CORP | L | 8,483 | $777,552 | 0.16% |
| 38 | GE AEROSPACE | 369604301 | 2,978 | $766,506 | 0.16% |
| 39 | ISHARES TR | 46434V738 | 11,083 | $733,686 | 0.15% |
| 40 | DISNEY WALT CO | 254687106 | 5,425 | $672,730 | 0.14% |
| 41 | META PLATFORMS INC | META | 893 | $658,919 | 0.13% |
| 42 | NIKE INC | NKE | 8,960 | $636,518 | 0.13% |
| 43 | ISHARES TR | 46435G243 | 24,484 | $616,262 | 0.13% |
| 44 | ALPHABET INC | GOOG | 3,424 | $607,383 | 0.12% |
| 45 | NVIDIA CORPORATION | NVDA | 3,825 | $604,328 | 0.12% |
| 46 | ISHARES TR | 46435U549 | 11,555 | $549,325 | 0.11% |
| 47 | INTERNATIONAL BUSINESS MACHS | INTR | 1,826 | $538,363 | 0.11% |
| 48 | VISA INC | V | 1,503 | $533,640 | 0.11% |
| 49 | ISHARES TR | 464288521 | 9,420 | $532,807 | 0.11% |
| 50 | ALPHABET INC | GOOG | 2,865 | $504,899 | 0.10% |
| 51 | ISHARES TR | 464287663 | 4,796 | $453,889 | 0.09% |
| 52 | ISHARES INC | 46434G863 | 11,432 | $447,791 | 0.09% |
| 53 | ISHARES TR | 46435U663 | 10,545 | $435,825 | 0.09% |
| 54 | SPDR S&P 500 ETF TR | SPY | 705 | $435,584 | 0.09% |
| 55 | ISHARES TR | 464288273 | 5,910 | $429,525 | 0.09% |
| 56 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,085 | $426,737 | 0.09% |
| 57 | GE VERNOVA INC | GEV | 743 | $393,158 | 0.08% |
| 58 | MERCK & CO INC | MRK | 4,834 | $382,655 | 0.08% |
| 59 | ELI LILLY & CO | LLY | 435 | $339,096 | 0.07% |
| 60 | THE CIGNA GROUP | 125523100 | 976 | $322,646 | 0.07% |
| 61 | ORACLE CORP | ORCL-PD | 1,466 | $320,512 | 0.07% |
| 62 | PHILIP MORRIS INTL INC | 718172109 | 1,729 | $314,885 | 0.06% |
| 63 | HOME DEPOT INC | HD | 826 | $302,845 | 0.06% |
| 64 | ISHARES TR | 464287507 | 4,330 | $268,558 | 0.05% |
| 65 | ISHARES TR | 464287309 | 2,224 | $244,862 | 0.05% |
| 66 | PRICE T ROWE GROUP INC | TROW | 2,412 | $232,758 | 0.05% |
| 67 | ISHARES INC | 46434G103 | 3,719 | $223,271 | 0.05% |
| 68 | FISERV INC | FISV | 1,283 | $221,202 | 0.05% |
| 69 | ISHARES TR | 46432F339 | 1,178 | $215,362 | 0.04% |
| 70 | VANGUARD WHITEHALL FDS | 921946406 | 1,600 | $213,296 | 0.04% |
| 71 | PALANTIR TECHNOLOGIES INC | PLTR | 1,495 | $203,788 | 0.04% |
| 72 | ISHARES TR | 464287721 | 1,170 | $202,711 | 0.04% |
| 73 | WALMART INC | WMT | 2,052 | $200,611 | 0.04% |
| 74 | CHARGEPOINT HOLDINGS INC | CHPT | 16,000 | $11,253 | 0.00% |