PRESILIUM PRIVATE WEALTH, LLC
Sector Allocation
- Other87.2%$592.1M
- Technology9.0%$61.3M
- Healthcare1.1%$7.7M
- Industrials0.7%$4.7M
- Financials0.7%$4.6M
- Energy0.5%$3.4M
- Consumer Staples0.3%$2.4M
- Consumer Discretionary0.3%$2.2M
- Communication Services0.1%$613,348
AUM History
13fpro.ai/research/fund/presilium-private-wealth-llc-1939831
Conviction and streaks
Stable · top 10 = 76.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$86.6M
- VANGUARD$86.3M
- VANGUARD$68.5M
- VANGUARD$58.3M
META
$49.6M- VANGUARD$44.5M
- VANGUARD$33.9M
- VANGUARD$31.2M
- VANGUARD$30.5M
- VANGUARD$27.2M
- ISHARES$20.9M
- VANGUARD$19.0M
- VANGUARD$18.7M
- VANGUARD$12.1M
- ISHARES$6.9M
- ISHARES$5.7M
SPY
$4.8MXOM.R34088
$3.4M- VANGUARD$3.3M
- VANGUARD$3.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/presilium-private-wealth-llc-1939831
PRESILIUM PRIVATE WEALTH, LLC 13F holdings — Q3 2026
$679.0M portfolio (+4.2% QoQ) · 111 holdings · Q3 2026 13F · top 10 are 76% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$86.6M
12.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$86.3M
12.7% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$68.5M
10.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
$58.3M
8.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $49.6M
7.3% of stocks
+5%This quarter0.0%Since filed11+ qtrsHeld- 6
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$44.5M
6.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF
$33.9M
5.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - MRNGSTR MD CP GR
$31.2M
4.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - MRNGSTR MD CP VA
$30.5M
4.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - REAL ESTATE ETF
$27.2M
4.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $86.6M | 12.8% | +2% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $86.3M | 12.7% | -0.3% | — | — | — | — | |
| 3 | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $68.5M | 10.1% | +6% | — | — | — | — | |
| 4 | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $58.3M | 8.6% | +5% | — | — | — | — | |
| 5 | $49.6M | 7.3% | +5% | 0.0% | 11+ qtrsAdded 10 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $44.5M | 6.6% | +7% | — | — | — | — | |
| 7 | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $33.9M | 5.0% | +7% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - MRNGSTR MD CP GR | $31.2M | 4.6% | +2% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - MRNGSTR MD CP VA | $30.5M | 4.5% | +2% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - REAL ESTATE ETF | $27.2M | 4.0% | +5% | — | — | — | — |
All holdings — PRESILIUM PRIVATE WEALTH, LLC (Q3 2026)
111 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $20.9M | 3.1% | 409K | +3% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GRetf/fund | — | $19.0M | 2.8% | 56K | +3% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund | — | $18.7M | 2.8% | 81K | +0.4% | — | — | 13F |
| 14 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $12.1M | 1.8% | 78K | +11% | — | — | 13F |
| 15 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $6.9M | 1.0% | 68K | +12% | — | — | 13F |
| 16 | — | ISHARES TR - SHRT NAT MUN ETFetf/fund | — | $5.7M | 0.8% | 54K | -3% | — | — | 13F |
| 17 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.8M | 0.7% | 6,304 | +2% | 11+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $3.4M | 0.5% | 21K | +1.0% | 11+ qtrs | 57.8 | 13F | |
| 19 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $3.3M | 0.5% | 69K | +141% | — | — | 13F |
| 20 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EXetf/fund | — | $3.0M | 0.4% | 30K | New | — | — | 13F |
| 21 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $2.9M | 0.4% | 38K | -8% | — | — | 13F |
| 22 | Apple Inc. | Technology | $2.4M | 0.3% | 7,210 | +12% | 11+ qtrsAdded 3 qtrs in a row | 75.7 | 13F | |
| 23 | — | ISHARES TR - CORE MSCI PACetf/fund | — | $2.4M | 0.3% | 28K | +0.4% | — | — | 13F |
| 24 | DOVER Corpetf/fund | Industrials | $2.3M | 0.3% | 15K | -9% | 11+ qtrsTrimmed 2 qtrs in a row | 59.5 | 13F | |
| 25 | MICROSOFT CORP | Technology | $2.1M | 0.3% | 4,172 | +16% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - CORE S&P US GWT | — | $1.9M | 0.3% | 9,984 | -6% | |||
| 27 | $MRK | Merck & Co., Inc. | Healthcare | $1.8M | 0.3% | 12K | +139% | |||
| 28 | — | ISHARES TR - S&P MC 400VL ETF | — | $1.4M | 0.2% | 10K | -1% | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.2% | 5,426 | +15% | |||
| 30 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.2% | 3,927 | +11% | |||
| 31 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.3M | 0.2% | 10K | — | |||
| 32 | $GE | GENERAL ELECTRIC CO | Industrials | $1.2M | 0.2% | 3,787 | +20% | |||
| 33 | — | ISHARES TR - CORE MSCI EAFE | — | $1.1M | 0.2% | 12K | — | |||
| 34 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.1M | 0.2% | 1,620 | +4% | |||
| 35 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.1M | 0.2% | 2,153 | +0.7% | |||
| 36 | $NVDA | NVIDIA CORP | Technology | $1.1M | 0.2% | 4,914 | +9% | |||
| 37 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $1.1M | 0.2% | 8,253 | -6% | |||
| 38 | — | ISHARES TR - ESG AWR MSCI USA | — | $1.1M | 0.2% | 6,684 | -6% | |||
| 39 | — | ISHARES TR - ESG AW MSCI EAFE | — | $1.1M | 0.2% | 11K | -3% | |||
| 40 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.2% | 7,357 | +1% | |||
| 41 | $GOOGL | Alphabet Inc. | Technology | $1.1M | 0.1% | 3,053 | +10% | |||
| 42 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $927K | 0.1% | 2,477 | New | |||
| 43 | — | ISHARES TR - CORE MSCI EURO | — | $918K | 0.1% | 12K | +2% | |||
| 44 | $GEV | GE Vernova Inc. | Industrials | $897K | 0.1% | 944 | +10% | |||
| 45 | $L | LOEWS CORP | Financials | $886K | 0.1% | 8,487 | +0.0% | |||
| 46 | $ABBV | AbbVie Inc. | Healthcare | $848K | 0.1% | 3,243 | New | |||
| 47 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | — | $830K | 0.1% | 5,100 | — | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $828K | 0.1% | 1,142 | +20% | |||
| 49 | $AVGO | Broadcom Inc. | Technology | $784K | 0.1% | 2,231 | New | |||
| 50 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $760K | 0.1% | 7,373 | -0.0% | |||
| 51 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $740K | 0.1% | 30K | +3% | |||
| 52 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $737K | 0.1% | 11K | New | |||
| 53 | $V | VISA INC. | Financials | $706K | 0.1% | 1,964 | +20% | |||
| 54 | — | ISHARES TR - CRE U S REIT ETF | — | $661K | 0.1% | 11K | -2% | |||
| 55 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $646K | 0.1% | 7,570 | +0.6% | |||
| 56 | $JPM | JPMORGAN CHASE & CO | Financials | $644K | 0.1% | 1,946 | New | |||
| 57 | — | ISHARES TR - CORE S&P500 ETF | — | $638K | 0.1% | 833 | +13% | |||
| 58 | — | ISHARES TR - S&P 500 GRWT ETF | — | $627K | 0.1% | 4,408 | -2% | |||
| 59 | $NVS | NOVARTIS AG | Healthcare | $614K | 0.1% | 4,303 | -7% | |||
| 60 | $DIS | Walt Disney Co | Communication Services | $613K | 0.1% | 5,847 | +7% | |||
| 61 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $605K | 0.1% | 3,622 | — | |||
| 62 | $MU | MICRON TECHNOLOGY INC | Technology | $603K | 0.1% | 566 | +4% | |||
| 63 | — | ISHARES TR - CORE S&P US VLU | — | $599K | 0.1% | 5,431 | -0.4% | |||
| 64 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $595K | 0.1% | 1,194 | +93% | |||
| 65 | — | ISHARES TR - 1 3 YR TREAS BD | — | $585K | 0.1% | 7,199 | -44% | |||
| 66 | — | ISHARES TR - ESG AWR US AGRGT | — | $572K | 0.1% | 13K | -8% | |||
| 67 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $567K | 0.1% | 19K | New | |||
| 68 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $543K | 0.1% | 10K | +0.7% | |||
| 69 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $541K | 0.1% | 8,664 | +109% | |||
| 70 | $GSK | GSK plc | Healthcare | $508K | 0.1% | 11K | +54% | |||
| 71 | — | ISHARES TR - ESG AWARE MSCI | — | $497K | 0.1% | 9,557 | -6% | |||
| 72 | $JNJ | JOHNSON & JOHNSON | Healthcare | $491K | 0.1% | 1,856 | New | |||
| 73 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $462K | 0.1% | 4,449 | — | |||
| 74 | $GLD | SPDR GOLD TRUST | Financials | $448K | 0.1% | 1,177 | New | |||
| 75 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $437K | 0.1% | 1,875 | -3% | |||
| 76 | $LLY | ELI LILLY & Co | Healthcare | $414K | 0.1% | 358 | +23% | |||
| 77 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $410K | 0.1% | 1,881 | — | |||
| 78 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $406K | 0.1% | 1,846 | -4% | |||
| 79 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $396K | 0.1% | 8,455 | New | |||
| 80 | — | ISHARES TR - CORE S&P MCP ETF | — | $376K | 0.1% | 5,231 | -2% | |||
| 81 | $HLNE | Hamilton Lane INC | Financials | $353K | 0.1% | 4,064 | +0.1% | |||
| 82 | $ABT | ABBOTT LABORATORIES | Healthcare | $335K | 0.1% | 3,391 | New | |||
| 83 | $PM | Philip Morris International Inc. | Consumer Staples | $330K | 0.1% | 1,731 | +9% | |||
| 84 | $ORCL | ORACLE CORP | Technology | $322K | 0.1% | 2,345 | +55% | |||
| 85 | — | THE ALGER ETF TRUST - AI ENABLERS ADOP | — | $319K | 0.1% | 6,875 | -43% | |||
| 86 | $NKE | NIKE, Inc. | Consumer Discretionary | $307K | 0.1% | 8,675 | +2% | |||
| 87 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | — | $296K | 0.0% | 14K | New | |||
| 88 | — | ISHARES TR - CORE S&P SCP ETF | — | $287K | 0.0% | 2,109 | -4% | |||
| 89 | $GD | GENERAL DYNAMICS CORP | Industrials | $281K | 0.0% | 847 | New | |||
| 90 | — | ISHARES INC - CORE MSCI EMKT | — | $279K | 0.0% | 3,444 | +4% | |||
| 91 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $273K | 0.0% | 5,444 | -42% | |||
| 92 | $INCY | INCYTE CORP | Healthcare | $266K | 0.0% | 2,193 | — | |||
| 93 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $265K | 0.0% | 581 | New | |||
| 94 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $262K | 0.0% | 921 | +1% | |||
| 95 | $TSLA | Tesla, Inc. | Consumer Discretionary | $259K | 0.0% | 731 | New | |||
| 96 | $TROW | PRICE T ROWE GROUP INC | Financials | $252K | 0.0% | 2,426 | — | |||
| 97 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $246K | 0.0% | 1,039 | +33% | |||
| 98 | $CI | Cigna Group | Healthcare | $240K | 0.0% | 882 | +0.5% | |||
| 99 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $237K | 0.0% | 4,855 | -36% | |||
| 100 | $PLTR | Palantir Technologies Inc. | Technology | $235K | 0.0% | 1,255 | New | |||
| 101 | — | ISHARES TR - MSCI USA QLT FCT | — | $233K | 0.0% | 1,050 | +13% | |||
| 102 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $226K | 0.0% | 4,420 | -40% | |||
| 103 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $222K | 0.0% | 1,433 | — | |||
| 104 | $WMT | Walmart Inc. | Consumer Staples | $219K | 0.0% | 2,106 | +10% | |||
| 105 | $MA | Mastercard Inc | Financials | $216K | 0.0% | 392 | New | |||
| 106 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $213K | 0.0% | 3,023 | New | |||
| 107 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $207K | 0.0% | 2,433 | New | |||
| 108 | $AMGN | AMGEN INC | Healthcare | $203K | 0.0% | 482 | New | |||
| 109 | $PFE | PFIZER INC | Healthcare | $202K | 0.0% | 7,067 | New | |||
| 110 | $RDY | DR REDDYS LABORATORIES LTD | Healthcare | $191K | 0.0% | 15K | -0.1% | |||
| 111 | $HLN | Haleon plc | Consumer Staples | $113K | 0.0% | 13K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 22 new, 54 added to, 26 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
- VANGUARD WELLINGTON FD - SHORT TRM TAX EX$3.0M
first bought this quarter
- VANGUARD INDEX FDS - MRNGSTR TTL STK$927K
first bought this quarter
$ABBVAbbVie Inc.$848K
first bought this quarter
$AVGOBroadcom Inc.$784K
first bought this quarter
- VANGUARD BD INDEX FDS - TOTAL BND MRKT$737K
first bought this quarter
$JPMJPMORGAN CHASE & CO$644K
first bought this quarter
+16 more in the Excel export
Added to (54)
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS+6%
now $68.5M
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF+7%
now $44.5M
- VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF+5%
now $58.3M
now $49.6M · held 11+ qtrs, 10 adds in a row
- VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF+7%
now $33.9M
- VANGUARD MUN BD FDS - TAX EXEMPT BD+141%
now $3.3M
+48 more in the Excel export
Trimmed (26)
- ISHARES TR - 1 3 YR TREAS BD-44%
now $585K
- VANGUARD INDEX FDS - MRNGSTR VAL ETF-0.3%
now $86.3M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD-8%
now $2.9M
- THE ALGER ETF TRUST - AI ENABLERS ADOP-43%
now $319K
$DOVDOVER Corp-9%
now $2.3M · held 11+ qtrs, 2 trims in a row
- RBB FUND TRUST - FIRST EAGLE GBL-42%
now $273K
+20 more in the Excel export
Sold out (7)
$AZNASTRAZENECA PLCwas $823K
held 1 qtr
- J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETFwas $406K
- JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MIwas $268K
$QBTSD-Wave Quantum Inc.was $254K
held 4 qtrs
- HARBOR ETF TRUST - COMM ALL WEA ETFwas $225K
- CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETFwas $214K
+1 more in the Excel export
Holdings by quarter
Every 13F PRESILIUM PRIVATE WEALTH, LLC has filed, 15 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PRESILIUM PRIVATE WEALTH's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
76%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PRESILIUM PRIVATE WEALTH, LLC disclosed 111 positions worth $679.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 22 new positions and exited 7 and a full exit from $AZN. The portfolio is most concentrated in Other (87.2% of disclosed assets). All figures are sourced directly from PRESILIUM PRIVATE WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 1939831.
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AI-Powered Hedge Fund Analysis: PRESILIUM PRIVATE WEALTH, LLC
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