The Analysis of PRESILIUM PRIVATE WEALTH, LLC's Holdings


Currently, PRESILIUM PRIVATE WEALTH, LLC holds 76 types of securities in its portfolio with a total value $526.6M. In the most recent quarter, they have increased their positions in VGSH (+76.7K shares, valued at $4.5M), BSV (+39.7K shares, valued at $3.1M), VGK (+25.2K shares, valued at $2.0M); decreased their positions in VUG (-3.0K shares, valued at $1.4M), VPL (-9.8K shares, valued at $858.3K), VCSH (-4.3K shares, valued at $345.9K); initiated new positions in HLNE (+4.5K shares, valued at $610.5K), QBTS (+10.4K shares, valued at $257.5K), QQQM (+931 shares, valued at $230.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS372.4K shares2.75%2025-09-302025-10-21history
VUG VANGUARD INDEX FDS142.8K shares-2.04%2025-09-302025-10-21history
VGSH VANGUARD SCOTTSDALE FDS894.5K shares9.37%2025-09-302025-10-21history
VGK VANGUARD INTL EQUITY INDEX F586.3K shares4.50%2025-09-302025-10-21history
BSV VANGUARD INDEX FDS492.8K shares8.76%2025-09-302025-10-21history
VWO VANGUARD INTL EQUITY INDEX F649.8K shares-0.48%2025-09-302025-10-21history
VOT VANGUARD INDEX FDS86.3K shares1.55%2025-09-302025-10-21history
VPL VANGUARD INTL EQUITY INDEX F282.0K shares-3.35%2025-09-302025-10-21history
Sponsored
VOE VANGUARD INDEX FDS141.8K shares4.27%2025-09-302025-10-21history
VNQ VANGUARD INDEX FDS245.6K shares6.42%2025-09-302025-10-21history
IGSB ISHARES TR323.7K shares8.20%2025-09-302025-10-21history
VBR VANGUARD INDEX FDS73.7K shares1.70%2025-09-302025-10-21history
VBK VANGUARD INDEX FDS50.9K shares-0.60%2025-09-302025-10-21history
VSS VANGUARD INTL EQUITY INDEX F64.4K shares-3.25%2025-09-302025-10-21history
MUB ISHARES TR52.4K shares5.83%2025-09-302025-10-21history
SUB ISHARES TR47.9K shares6.55%2025-09-302025-10-21history
Sponsored
VCSH VANGUARD SCOTTSDALE FDS62.0K shares-6.53%2025-09-302025-10-21history
SHY ISHARES TR32.9K shares-10.37%2025-09-302025-10-21history
VT VANGUARD INTL EQUITY INDEX F16.2K shares0.63%2025-09-302025-10-21history
IPAC ISHARES TR28.5K shares1.39%2025-09-302025-10-21history
XOM EXXON MOBIL CORP18.1K shares-4.41%2025-09-302025-10-21history
MSFT MICROSOFT CORP3.5K shares-1.27%2025-09-302025-10-21history
IUSG ISHARES TR10.2K shares-11.84%2025-09-302025-10-21history
AAPL APPLE INC6.1K shares3.27%2025-09-302025-10-21history
Sponsored
VTEB VANGUARD MUN BD FDS26.6K shares15.83%2025-09-302025-10-21history
IJJ ISHARES TR10.2K shares2.91%2025-09-302025-10-21history
IWF ISHARES TR2.4K shares0.00%2025-09-302025-10-21history
PG PROCTER AND GAMBLE CO7.2K shares-3.14%2025-09-302025-10-21history
VOO VANGUARD INDEX FDS1.8K shares-6.33%2025-09-302025-10-21history
AMZN AMAZON COM INC4.6K shares4.02%2025-09-302025-10-21history
ESGU ISHARES TR6.9K shares-1.83%2025-09-302025-10-21history
ESGV VANGUARD WORLD FD8.4K shares-2.95%2025-09-302025-10-21history
Sponsored
ESGD ISHARES TR10.6K shares2.06%2025-09-302025-10-21history
IEFA ISHARES TR10.7K shares0.00%2025-09-302025-10-21history
GOOG ALPHABET INC3.7K shares6.98%2025-09-302025-10-21history
IEUR ISHARES TR12.6K shares13.47%2025-09-302025-10-21history
L LOEWS CORP8.5K shares0.00%2025-09-302025-10-21history
VRTX VERTEX PHARMACEUTICALS INC2.1K shares0.00%2025-09-302025-10-21history
GE GE AEROSPACE2.7K shares-9.44%2025-09-302025-10-21history
CL COLGATE PALMOLIVE CO10.0K shares0.00%2025-09-302025-10-21history
Sponsored
NVDA NVIDIA CORPORATION3.9K shares2.17%2025-09-302025-10-21history
GOOGL ALPHABET INC2.8K shares-0.70%2025-09-302025-10-21history
SUSB ISHARES TR26.1K shares6.75%2025-09-302025-10-21history
META META PLATFORMS INC893 shares0.00%2025-09-302025-10-21history
NKE NIKE INC9.0K shares0.00%2025-09-302025-10-21history
USRT ISHARES TR10.6K shares12.90%2025-09-302025-10-21history
DIS DISNEY WALT CO5.4K shares0.00%2025-09-302025-10-21history
HLNE HAMILTON LANE INC4.5K sharesnew addition2025-09-302025-10-21history
Sponsored
EAGG ISHARES TR12.2K shares5.49%2025-09-302025-10-21history
IUSV ISHARES TR5.4K shares13.07%2025-09-302025-10-21history
V VISA INC1.5K shares0.00%2025-09-302025-10-21history
IBM INTERNATIONAL BUSINESS MACHS1.8K shares-0.55%2025-09-302025-10-21history
ESGE ISHARES INC11.0K shares-4.06%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR705 shares0.00%2025-09-302025-10-21history
ESML ISHARES TR10.2K shares-2.84%2025-09-302025-10-21history
GEV GE VERNOVA INC743 shares0.00%2025-09-302025-10-21history
Sponsored
SCZ ISHARES TR5.9K shares0.00%2025-09-302025-10-21history
VIG VANGUARD SPECIALIZED FUNDS2.1K shares-0.72%2025-09-302025-10-21history
ORCL ORACLE CORP1.5K shares0.00%2025-09-302025-10-21history
MRK MERCK & CO INC4.6K shares-3.83%2025-09-302025-10-21history
LLY ELI LILLY & CO478 shares9.89%2025-09-302025-10-21history
HD HOME DEPOT INC876 shares6.05%2025-09-302025-10-21history
IJH ISHARES TR4.8K shares11.06%2025-09-302025-10-21history
CI THE CIGNA GROUP976 shares0.00%2025-09-302025-10-21history
Sponsored
PM PHILIP MORRIS INTL INC1.7K shares-1.16%2025-09-302025-10-21history
PLTR PALANTIR TECHNOLOGIES INC1.5K shares0.00%2025-09-302025-10-21history
IVW ISHARES TR2.2K shares0.00%2025-09-302025-10-21history
QBTS D-WAVE QUANTUM INC10.4K sharesnew addition2025-09-302025-10-21history
TROW PRICE T ROWE GROUP INC2.4K shares0.00%2025-09-302025-10-21history
IEMG ISHARES INC3.7K shares-0.13%2025-09-302025-10-21history
QQQM INVESCO EXCH TRADED FD TR II931 sharesnew addition2025-09-302025-10-21history
QUAL ISHARES TR1.2K shares0.00%2025-09-302025-10-21history
Sponsored
VYM VANGUARD WHITEHALL FDS1.6K shares0.00%2025-09-302025-10-21history
IJR ISHARES TR1.9K sharesnew addition2025-09-302025-10-21history
IYW ISHARES TR1.1K shares-7.18%2025-09-302025-10-21history
IVV ISHARES TR308 sharesnew addition2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available