Institutional Manager · CIK 0001939831

PRESILIUM PRIVATE WEALTH, LLC

RADNOR, PA · File #028-22843

Latest AUM

$547.4M

Positions

Top-10 Concentration

79.4%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VANGUARD SCOTTSDALE FDS	92206C102	+54,683	+$3.2M	-$107,331
ADD	VANGUARD INDEX FDS	921937827	+31,510	+$2.5M	-$49,279
ADD	VANGUARD INDEX FDS	922908538	+7,253	+$2.0M	-$1.3M
ADD	VANGUARD INDEX FDS	922908553	+21,418	+$1.9M	-$719,716
REDUCE	ISHARES TR	464287457	-19,151	-$1.6M	-$4,654
ADD	VANGUARD INDEX FDS	922908744	+7,220	+$1.4M	+$1.7M
ADD	VANGUARD INTL EQUITY INDEX F	922042874	+15,356	+$1.3M	+$2.2M
REDUCE	VANGUARD SCOTTSDALE FDS	92206C409	-15,356	-$1.2M	-$12,398
ADD	VANGUARD INTL EQUITY INDEX F	922042858	+21,571	+$1.2M	-$272,894
ADD	ISHARES TR	464288646	+20,689	+$1.1M	-$48,555

Sector Allocation

0.8%$4.5M

0.5%$2.8M

0.5%$2.5M

0.3%$2.0M

Consumer Discretionary

0.3%$1.9M

Consumer Staples

0.2%$1.0M

Communication Services

0.1%$597,207

Industrials

0.1%$486,910

Filing History

Jan 13, 202613F HOLDINGS REPORTQ/E Dec 202576 pos · $547.4M
Oct 21, 202513F HOLDINGS REPORTQ/E Sep 202576 pos · $526.6M
Jul 25, 202513F HOLDINGS REPORTQ/E Jun 202574 pos · $488.8M
Apr 10, 202513F HOLDINGS REPORTQ/E Mar 202571 pos · $446.4M
Jan 14, 202513F HOLDINGS REPORTQ/E Dec 202477 pos · $434.8M
Oct 3, 202413F HOLDINGS REPORTQ/E Sep 202476 pos · $434.2M
Jul 15, 202413F HOLDINGS REPORTQ/E Jun 202473 pos · $395.9M
May 1, 202413F HOLDINGS REPORTQ/E Mar 202468 pos · $377.0M
Oct 10, 202313F HOLDINGS REPORTQ/E Dec 202357 pos · $314.3M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD INDEX FDS	922908744	379,593	$72.5M	13.46%
2	VANGUARD INDEX FDS	922908736	143,401	$70.0M	12.99%
3	VANGUARD SCOTTSDALE FDS	92206C102	949,152	$55.7M	10.35%
4	VANGUARD INTL EQUITY INDEX F	922042874	601,628	$50.3M	9.34%
5	VANGUARD INDEX FDS	921937827	524,344	$41.3M	7.67%
6	VANGUARD INTL EQUITY INDEX F	922042858	671,353	$36.1M	6.70%
7	VANGUARD INTL EQUITY INDEX F	922042866	290,372	$26.2M	4.87%
8	VANGUARD INDEX FDS	922908538	93,548	$26.1M	4.85%
9	VANGUARD INDEX FDS	922908512	145,699	$25.8M	4.80%
10	VANGUARD INDEX FDS	922908553	267,055	$23.6M	4.39%
11	ISHARES TR	464288646	344,406	$18.2M	3.38%
12	VANGUARD INDEX FDS	922908611	76,868	$16.3M	3.02%
13	VANGUARD INDEX FDS	922908595	52,374	$15.8M	2.94%
14	VANGUARD INTL EQUITY INDEX F	922042718	68,169	$9.8M	1.81%
15	ISHARES TR	464288414	55,405	$5.9M	1.10%
16	ISHARES TR	464288158	50,374	$5.4M	1.00%
17	VANGUARD SCOTTSDALE FDS	92206C409	46,614	$3.7M	0.69%
18	EXXON MOBIL CORP	XOM	20,575	$2.5M	0.46%
19	VANGUARD INTL EQUITY INDEX F	922042742	16,323	$2.3M	0.43%
20	ISHARES TR	46434V696	28,264	$2.1M	0.38%