Presilium Private Wealth, LLC Portfolio Holdings

Presilium Private Wealth, LLC

$547 Billion
Q4 2025

Presilium Private Wealth, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $547 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $72.5B, Vanguard Growth ETF with a value of $70B, Vanguard with a value of $55.7B, Vanguard Ftse Europe ETF Ftse with a value of $50.3B, and Vanguard Bd Index Fd Inc Short with a value of $41.3B.

Examining the 13F form we can see an increase of $20.8B in the current position value, from $527B to 547B.

Presilium Private Wealth, LLC is based out at Radnor, PA

Below you can find more details about Presilium Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $547 Billion

ETFs: $526 Billion

Technology: $5.3 Billion

Communication Services: $3.2 Billion

Energy: $2.48 Billion

Healthcare: $2.41 Billion

Consumer Defensive: $2.28 Billion

Financial Services: $2.23 Billion

Consumer Cyclical: $1.89 Billion

Other: $831 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTV Vanguard Value ETF ETFs	$0	$72.5 Billion 13.24% of portfolio	379,593	Q4 2025 Added 1.94%
VUG Vanguard Growth ETF ETFs	$0	$70 Billion 12.78% of portfolio	143,401	Q4 2025 Added 0.39%
VGSH Vanguard ETFs	$0	$55.7 Billion 10.18% of portfolio	949,152	Q4 2025 Added 6.11%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$50.3 Billion 9.19% of portfolio	601,628	Q4 2025 Added 2.62%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$41.3 Billion 7.55% of portfolio	524,344	Q4 2025 Added 6.39%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$36.1 Billion 6.59% of portfolio	671,353	Q4 2025 Added 3.32%
VPL Vanguard Ftse Pacific ETF Ftse ETFs	$0	$26.2 Billion 4.8% of portfolio	290,372	Q4 2025 Added 2.96%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$26.1 Billion 4.77% of portfolio	93,548	Q4 2025 Added 8.4%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$25.8 Billion 4.72% of portfolio	145,699	Q4 2025 Added 2.75%

VNQ Vanguard Specialized Funds Van ETFs	$0	$23.6 Billion 4.32% of portfolio	267,055	Q4 2025 Added 8.72%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$18.2 Billion 3.33% of portfolio	344,406	Q4 2025 Added 6.39%
VBR Vanguard Small Cap Value ETF ETFs	$0	$16.3 Billion 2.97% of portfolio	76,868	Q4 2025 Added 4.28%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$15.8 Billion 2.89% of portfolio	52,374	Q4 2025 Added 2.92%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$9.77 Billion 1.78% of portfolio	68,169	Q4 2025 Added 5.78%
MUB Ishares National Muni Bond ETF ETFs	$0	$5.93 Billion 1.08% of portfolio	55,405	Q4 2025 Added 5.76%
SUB Ishares Short Term National Mu ETFs	$0	$5.37 Billion 0.98% of portfolio	50,374	Q4 2025 Added 5.2%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$3.72 Billion 0.68% of portfolio	46,614	Q4 2025 Reduced 24.78%
XOM Exxon Mobil Corp Energy	$490B	$2.48 Billion 0.45% of portfolio	20,575	Q4 2025 Added 13.81%

VT Vanguard Total World Stk Index ETFs	$0	$2.3 Billion 0.42% of portfolio	16,323	Q4 2025 Added 0.52%
IPAC Ishares Tr Ishares Core Msci P ETFs	$0	$2.07 Billion 0.38% of portfolio	28,264	Q4 2025 Reduced 0.84%
MSFT Microsoft Corp Technology	$3.78T	$1.64 Billion 0.3% of portfolio	3,396	Q4 2025 Reduced 2.67%
AAPL Apple Inc. Technology	$4.3T	$1.61 Billion 0.29% of portfolio	5,906	Q4 2025 Reduced 3.13%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$1.61 Billion 0.29% of portfolio	9,569	Q4 2025 Reduced 5.97%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$1.37 Billion 0.25% of portfolio	10,415	Q4 2025 Added 2.11%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$1.29 Billion 0.24% of portfolio	25,584	Q4 2025 Reduced 3.96%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.23 Billion 0.22% of portfolio	1,959	Q4 2025 Added 10.24%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.19 Billion 0.22% of portfolio	2,520	Q4 2025 Added 5.88%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$1.14 Billion 0.21% of portfolio	13,746	Q4 2025 Reduced 58.22%
GOOG Alphabet Inc. Communication Services	$1.74T	$1.1 Billion 0.2% of portfolio	3,518	Q4 2025 Reduced 3.96%
PG Procter & Gamble CO Consumer Defensive	$346B	$1.03 Billion 0.19% of portfolio	7,185	Q3 2025 Reduced 3.14%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$1.05 Billion 0.19% of portfolio	4,529	Q4 2025 Reduced 2.16%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$1.02 Billion 0.19% of portfolio	6,813	Q4 2025 Reduced 0.97%
IEFA Ishares Tr ETFs	$0	$1.01 Billion 0.19% of portfolio	11,337	Q4 2025 Added 5.96%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$1.01 Billion 0.19% of portfolio	10,655	Q4 2025 Added 0.58%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$1.01 Billion 0.19% of portfolio	8,385	Q4 2025 Reduced 0.18%
VRTX Vertex Pharmaceuticals Inc Healthcare	$111B	$964 Million 0.18% of portfolio	2,127	Q4 2025 Added 0.14%
GOOGL Alphabet Inc. Communication Services	$1.65T	$878 Million 0.16% of portfolio	2,804	Q4 2025 Reduced 1.44%
L Loews Corp Financial Services	$24.9B	$893 Million 0.16% of portfolio	8,483	Q4 2022 New
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$841 Million 0.15% of portfolio	11,850	Q4 2025 Reduced 5.77%
GE General Electric CO Industrials	$328B	$831 Million 0.15% of portfolio	2,697	Q3 2025 Reduced 9.44%
CL Colgate Palmolive CO Consumer Defensive	$65.7B	$792 Million 0.14% of portfolio	10,023	Q2 2023 Reduced 1.01%
NVDA Nvidia Corp Technology	$465B	$693 Million 0.13% of portfolio	3,713	Q4 2025 Reduced 4.99%
SUSB Ishares Tr Ishares Esg Aware 1 ETFs	$0	$680 Million 0.12% of portfolio	26,925	Q4 2025 Added 3.01%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$615 Million 0.11% of portfolio	10,804	Q4 2025 Added 1.59%
META Meta Platforms, Inc. Communication Services	$1.37T	$597 Million 0.11% of portfolio	905	Q4 2025 Added 1.34%
EAGG Ishares Esg Aware U.S. Aggrega ETFs	$0	$586 Million 0.11% of portfolio	12,249	Q4 2025 Added 0.49%
DIS Walt Disney CO Communication Services	$193B	$619 Million 0.11% of portfolio	5,443	Q4 2025 Added 0.33%
IBM International Business Machines Corp Technology	$266B	$542 Million 0.1% of portfolio	1,830	Q4 2025 Added 0.77%
NKE Nike, Inc. Consumer Cyclical	$79.2B	$541 Million 0.1% of portfolio	8,498	Q4 2025 Reduced 5.16%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$541 Million 0.1% of portfolio	5,274	Q4 2025 Reduced 2.75%

Summary

Portfolio
No. of Stocks 76
Current Value $547 Billion
Prior Value $527 Billion
Filing
Period Q4 2025
Filing Date January 13, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 3 stocks
Additional Purchases 42 stocks
Sold out of 0 stocks
Reduced holdings in 25 stocks

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Presilium Private Wealth, LLC Portfolio Holdings