Institutional Manager · CIK 0001939831
PRESILIUM PRIVATE WEALTH, LLC
RADNOR, PA · File #028-22843
Latest AUM
$547.4M
Positions
76
Top-10 Concentration
79.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202576 pos · $547.4M
- 13F HOLDINGS REPORTQ/E Sep 202576 pos · $526.6M
- 13F HOLDINGS REPORTQ/E Jun 202574 pos · $488.8M
- 13F HOLDINGS REPORTQ/E Mar 202571 pos · $446.4M
- 13F HOLDINGS REPORTQ/E Dec 202477 pos · $434.8M
- 13F HOLDINGS REPORTQ/E Sep 202476 pos · $434.2M
- 13F HOLDINGS REPORTQ/E Jun 202473 pos · $395.9M
- 13F HOLDINGS REPORTQ/E Mar 202468 pos · $377.0M
- 13F HOLDINGS REPORTQ/E Dec 202357 pos · $314.3M
- 13F HOLDINGS REPORTQ/E Sep 202357 pos · $291.7M
- 13F HOLDINGS REPORTQ/E Jun 202352 pos · $259.1M
- 13F HOLDINGS REPORTQ/E Mar 202348 pos · $238.3M
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% |