account_balance
Investment manager · 13F filer · SEC CIK 1939831
Presilium Private Wealth, LLC
Reported value$679Mas of Sep 30, 2026
Positions111 22 new, 7 sold out
Top 10 weight76.1%VUG alone is 13%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
12.7%Added +2%
VTVVanguard Index FDS
12.7%
VGSHVanguard Scottsdale FDS
10.1%Added +6%
VGKVanguard Intl Equity Index F
8.6%Added +5%
BSVVanguard Bd Index FDS
7.3%Added +5%
VWOVanguard Intl Equity Index F
6.6%Added +7%
VPLVanguard Intl Equity Index F
5.0%Added +7%
VOTVanguard Index FDS
4.6%Added +2%
VOEVanguard Index FDS
4.5%
VNQVanguard Index FDS
4.0%+5%
IGSBiShares Tr
3.1%Added +3%
VBKVanguard Index FDS
2.8%+3%
VUGVanguard Index FDS
12.7%Added +2%
VTVVanguard Index FDS
12.7%
VGSHVanguard Scottsdale FDS
10.1%
VGKVanguard Intl Equity Index F
8.6%
BSVVanguard Bd Index FDS
7.3%+5%
VWOVanguard Intl Equity Index F
6.6%
VPLVanguard Intl Equity Index F
5.0%
VOTVanguard Index FDS
4.6%
VOE4.5%
VNQ4.0%
IGSB3.1%
VBK2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 12.7% Added +2%
VTV Vanguard Index FDS 12.7% Held
VGSH Vanguard Scottsdale FDS 10.1% Added +6%
VGK Vanguard Intl Equity Index F 8.6% Added +5%
BSV Vanguard Bd Index FDS 7.3% Added +5%
VWO Vanguard Intl Equity Index F 6.6% Added +7%
VPL Vanguard Intl Equity Index F 5.0% Added +7%
VOT Vanguard Index FDS 4.6% Added +2%
VOE Vanguard Index FDS 4.5% Held
VNQ Vanguard Index FDS 4.0% Added +5%
IGSB iShares Tr 3.1% Added +3%
VBK Vanguard Index FDS 2.8% Added +3%
What changed
Biggest moves since Jun 30, 2026
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