PRESILIUM PRIVATE WEALTH, LLC
CIK 1939831
13F filing for Q2 2026・No. 3,341
- Holdings
- US$651.42M
- Quarter change
- +US$84.18M
- Entries
- 96
- Net bought (estimate)
- +US$30.8M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 2
- Cut 28
- Added 38
- Corporate actions 0
- Unchanged 7
Largest holdings
96 stocks worth US$651.42M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSVALUE ETF | Added | 400,678 | US$87.32M | 13.40% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 941,433 | US$81.1M | 12.45% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 1,123,054 | US$65.36M | 10.03% |
| VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | Added | 641,678 | US$56.81M | 8.72% |
| VANGUARD INDEX FDSSHORT TRM BOND | Added | 615,146 | US$47.93M | 7.36% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Cut | 700,470 | US$41.81M | 6.42% |
| VANGUARD INDEX FDSMCAP GR IDXVIP | Added | 104,624 | US$32.05M | 4.92% |
| VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF | Cut | 274,048 | US$31.7M | 4.87% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Added | 153,517 | US$30.33M | 4.66% |
| VANGUARD INDEX FDSREAL ESTATE ETF | Added | 289,502 | US$27.92M | 4.29% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.