PRESILIUM PRIVATE WEALTH, LLC
CIK: 0001939831SEC EDGAR →
Portfolio Value
$547.4B
Holdings
76
As of
Q4 2025
New Positions
76
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 379,593 | $72.5B | 13.24% |
| 2 | VANGUARD INDEX FDS | 143,401 | $70.0B | 12.78% |
| 3 | VANGUARD SCOTTSDALE FDS | 949,152 | $55.7B | 10.18% |
| 4 | VANGUARD INTL EQUITY INDEX F | 601,628 | $50.3B | 9.19% |
| 5 | VANGUARD INDEX FDS | 524,344 | $41.3B | 7.55% |
| 6 | VANGUARD INTL EQUITY INDEX F | 671,353 | $36.1B | 6.59% |
| 7 | VANGUARD INTL EQUITY INDEX F | 290,372 | $26.2B | 4.80% |
| 8 | VANGUARD INDEX FDS | 93,548 | $26.1B | 4.77% |
| 9 | VANGUARD INDEX FDS | 145,699 | $25.8B | 4.72% |
| 10 | VANGUARD INDEX FDS | 267,055 | $23.6B | 4.32% |
Quarterly Changes
New Positions (76)
$72.5B · 380K shares
$70.0B · 143K shares
$55.7B · 949K shares
$50.3B · 602K shares
$41.3B · 524K shares
$36.1B · 671K shares
$26.2B · 290K shares
$26.1B · 94K shares
$25.8B · 146K shares
$23.6B · 267K shares
$18.2B · 344K shares
$16.3B · 77K shares
$15.8B · 52K shares
$9.8B · 68K shares
$5.9B · 55K shares
$5.4B · 50K shares
$3.7B · 47K shares
$2.5B · 21K shares
$2.3B · 16K shares
$2.1B · 28K shares
$1.6B · 3K shares
$1.6B · 10K shares
$1.6B · 6K shares
$1.4B · 10K shares
$1.3B · 26K shares
$1.2B · 2K shares
$1.2B · 3K shares
$1.1B · 14K shares
$1.1B · 4K shares
$1.0B · 5K shares
$1.0B · 7K shares
$1.0B · 7K shares
$1.0B · 8K shares
$1.0B · 11K shares
$1.0B · 11K shares
$964.0M · 2K shares
$893.0M · 8K shares
$877.0M · 3K shares
$841.0M · 12K shares
$830.0M · 3K shares
$792.0M · 10K shares
$692.0M · 4K shares
$679.0M · 27K shares
$619.0M · 5K shares
$615.0M · 11K shares
$597.0M · 905 shares
$586.0M · 12K shares
$545.0M · 4K shares
$543.0M · 2K shares
$542.0M · 2K shares
$541.0M · 8K shares
$540.0M · 5K shares
$489.0M · 5K shares
$486.0M · 745 shares
$480.0M · 705 shares
$477.0M · 11K shares
$474.0M · 10K shares
$449.0M · 2K shares
$366.0M · 6K shares
$362.0M · 529 shares
$343.0M · 3K shares
$306.0M · 890 shares
$287.0M · 1K shares
$282.0M · 263 shares
$267.0M · 2K shares
$264.0M · 4K shares
$260.0M · 10K shares
$252.0M · 2K shares
$248.0M · 2K shares
$242.0M · 882 shares
$232.0M · 2K shares
$226.0M · 2K shares
$220.0M · 9K shares
$213.0M · 15K shares
$209.0M · 2K shares
$206.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $527.5B | 96.4% |
| Technology | 7 | $5.3B | 1.0% |
| Communication Services | 4 | $3.2B | 0.6% |
| Energy | 1 | $2.5B | 0.5% |
| Healthcare | 6 | $2.4B | 0.4% |
| Consumer Defensive | 3 | $2.0B | 0.4% |
| Consumer Cyclical | 3 | $1.9B | 0.3% |
| Unknown | 2 | $1.3B | 0.2% |
| Industrials | 1 | $830.0M | 0.2% |
| Utilities | 1 | $486.0M | 0.1% |