PRESILIUM PRIVATE WEALTH, LLC
•CIK: 1939831•Filing: Q4 2025
**PRESILIUM PRIVATE WEALTH, LLC** manages $547M across a diversified portfolio of 76 positions. The strategy exhibits a significant tilt toward U.S. equity exposure, highlighted by top holdings in VTV ($72.5M) and VUG ($70.0M). Notable allocations also include substantial weightings in fixed income and international markets, with VGSH ($55.7M) and VGK ($50.3M) anchoring the core. The portfolio maintains broad geographic diversification, evidenced by allocations to VWO ($36.1M) and emerging markets.
Total AUM
$547.4M
QoQ Performance
+4.0%
Positions
40
Top 10 Concentration
78.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
VUG
VGSH
VGK
BSV
VWO
VTV13.2%
VUG12.8%
VGSH10.2%
VGK9.2%
BSV7.5%
VWO6.6%
VPL4.8%
VOT4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.9%
Technology1.3%
Energy0.5%
Consumer0.4%
ETF0.4%
Healthcare0.2%
Industrial0.2%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑42 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023