PRESILIUM PRIVATE WEALTH, LLC

Est. AUM

$567.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$75.1M	382983	13.25%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$70.3M	160851	12.39%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$59.1M	1009460	10.42%	SOLE
4	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$52.6M	638590	9.28%	SOLE
5	VANGUARD INDEX FDS	SHORT TRM BOND	$43.1M	550056	7.60%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$38.3M	709153	6.76%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$27.7M	283440	4.88%	SOLE
8	VANGUARD INDEX FDS	MCAP VL IDXVIP	$27.1M	146890	4.77%	SOLE
9	VANGUARD INDEX FDS	MCAP GR IDXVIP	$26.9M	104402	4.74%	SOLE
10	VANGUARD INDEX FDS	REAL ESTATE ETF	$24.7M	278196	4.35%	SOLE
11	ISHARES TR	ISHS 1-5YR INVS	$19.1M	363881	3.37%	SOLE
12	VANGUARD INDEX FDS	SM CP VAL ETF	$17.2M	79186	3.03%	SOLE
13	VANGUARD INDEX FDS	SML CP GRW ETF	$16.6M	54767	2.92%	SOLE
14	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$10.3M	70841	1.82%	SOLE
15	ISHARES TR	NATIONAL MUN ETF	$6.2M	58409	1.09%	SOLE
16	ISHARES TR	SHRT NAT MUN ETF	$5.6M	52874	0.99%	SOLE
17	EXXON MOBIL CORP	COM	$3.5M	20820	0.62%	SOLE
18	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.0M	37722	0.53%	SOLE
19	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.2M	16255	0.40%	SOLE
20	ISHARES TR	CORE MSCI PAC	$2.2M	28655	0.39%	SOLE
21	ISHARES TR	CORE S&P US GWT	$1.7M	10762	0.29%	SOLE
22	APPLE INC	COM	$1.5M	6094	0.27%	SOLE
23	ISHARES TR	S&P MC 400VL ETF	$1.4M	10703	0.25%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	27541	0.24%	SOLE
25	MICROSOFT CORP	COM	$1.3M	3546	0.23%	SOLE
26	ISHARES TR	RUS 1000 GRW WTF	$1.1M	2520	0.19%	SOLE
27	ISHARES TR	1 3 YR TREAS BD	$1.1M	12791	0.19%	SOLE
28	PROCTER AND GAMBLE CO	COM	$1.0M	7224	0.18%	SOLE
29	ISHARES TR	CORE MSCI EAFE	$1.0M	11489	0.18%	SOLE
30	ALPHABET INC	CAP STK CL C	$1.0M	3580	0.18%	SOLE
31	AMAZON COM INC	COM	$1.0M	4902	0.18%	SOLE
32	ISHARES TR	ESG AW MSCI EAFE	$1.0M	10652	0.18%	SOLE
33	ISHARES TR	ESG AWR MSCI USA	$989K	6996	0.17%	SOLE
34	VANGUARD WORLD FD	ESG US STK ETF	$985K	8774	0.17%	SOLE
35	VERTEX PHARMACEUTICALS INC	COM	$954K	2137	0.17%	SOLE
36	LOEWS CORP	COM	$905K	8483	0.16%	SOLE
37	ISHARES TR	CORE MSCI EURO	$902K	12831	0.16%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$836K	1399	0.15%	SOLE
39	ALPHABET INC	CAP STK CL A	$833K	2898	0.15%	SOLE
40	GE AEROSPACE	COM NEW	$768K	2706	0.14%	SOLE
41	NVIDIA CORPORATION	COM	$726K	4164	0.13%	SOLE
42	NOVARTIS AG	SPONSORED ADR	$703K	4605	0.12%	SOLE
43	ISHARES TR	ESG AWRE 1 5 YR	$662K	26423	0.12%	SOLE
44	ISHARES TR	CRE U S REIT ETF	$656K	11080	0.12%	SOLE
45	GE VERNOVA INC	COM	$653K	748	0.12%	SOLE
46	COLGATE PALMOLIVE CO	COM	$641K	7523	0.11%	SOLE
47	ISHARES TR	ESG AWR US AGRGT	$586K	12315	0.10%	SOLE
48	META PLATFORMS INC	CL A	$545K	953	0.10%	SOLE
49	ISHARES TR	CORE S&P US VLU	$544K	5318	0.10%	SOLE
50	DISNEY WALT CO	COM	$526K	5459	0.09%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.