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 $547.4M. In the most recent quarter, they have increased their positions in VGSH (+54.7K shares, valued at $3.2M), BSV (+31.5K shares, valued at $2.5M), VOT (+7.3K shares, valued at $2.0M); decreased their positions in SHY (-19.2K shares, valued at $1.6M), VCSH (-15.4K shares, valued at $1.2M), LLY (-215 shares, valued at $231.1K); initiated new positions in PFE (+8.8K shares, valued at $220.3K), RDY (+15.2K shares, valued at $213.6K), WMT (+1.9K shares, valued at $209.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS379.6K shares1.94%2025-12-312026-01-13
VUG VANGUARD INDEX FDS143.4K shares0.39%2025-12-312026-01-13 VGSH VANGUARD SCOTTSDALE FDS949.2K shares6.11%2025-12-312026-01-13 VGK VANGUARD INTL EQUITY INDEX F601.6K shares2.62%2025-12-312026-01-13 BSV VANGUARD INDEX FDS524.3K shares6.39%2025-12-312026-01-13 VWO VANGUARD INTL EQUITY INDEX F671.4K shares3.32%2025-12-312026-01-13 VPL VANGUARD INTL EQUITY INDEX F290.4K shares2.96%2025-12-312026-01-13 VOT VANGUARD INDEX FDS93.5K shares8.40%2025-12-312026-01-13 VOE VANGUARD INDEX FDS145.7K shares2.75%2025-12-312026-01-13 VNQ VANGUARD INDEX FDS267.1K shares8.72%2025-12-312026-01-13 IGSB ISHARES TR344.4K shares6.39%2025-12-312026-01-13 VBR VANGUARD INDEX FDS76.9K shares4.28%2025-12-312026-01-13 VBK VANGUARD INDEX FDS52.4K shares2.92%2025-12-312026-01-13 VSS VANGUARD INTL EQUITY INDEX F68.2K shares5.78%2025-12-312026-01-13 MUB ISHARES TR55.4K shares5.76%2025-12-312026-01-13 SUB ISHARES TR50.4K shares5.20%2025-12-312026-01-13 VCSH VANGUARD SCOTTSDALE FDS46.6K shares-24.78%2025-12-312026-01-13 XOM EXXON MOBIL CORP20.6K shares13.81%2025-12-312026-01-13 VT VANGUARD INTL EQUITY INDEX F16.3K shares0.52%2025-12-312026-01-13 IPAC ISHARES TR28.3K shares-0.84%2025-12-312026-01-13 MSFT MICROSOFT CORP3.4K shares-2.67%2025-12-312026-01-13 IUSG ISHARES TR9.6K shares-5.97%2025-12-312026-01-13 AAPL APPLE INC5.9K shares-3.13%2025-12-312026-01-13 IJJ ISHARES TR10.4K shares2.11%2025-12-312026-01-13 VTEB VANGUARD MUN BD FDS25.6K shares-3.96%2025-12-312026-01-13 IWF ISHARES TR2.5K shares5.88%2025-12-312026-01-13 SHY ISHARES TR13.7K shares-58.22%2025-12-312026-01-13 ALPHABET INC ALPHABET INC3.5K shares-3.96%2025-12-312026-01-13 AMZN AMAZON COM INC4.5K shares-2.16%2025-12-312026-01-13 PG PROCTER AND GAMBLE CO7.2K shares0.00%2025-12-312026-01-13 ESGU ISHARES TR6.8K shares-0.97%2025-12-312026-01-13 ESGV VANGUARD WORLD FD8.4K shares-0.18%2025-12-312026-01-13 IEFA ISHARES TR11.3K shares5.96%2025-12-312026-01-13 ESGD ISHARES TR10.7K shares0.58%2025-12-312026-01-13 VRTX VERTEX PHARMACEUTICALS INC2.1K shares0.14%2025-12-312026-01-13 L LOEWS CORP8.5K shares0.00%2025-12-312026-01-13 ALPHABET INC ALPHABET INC2.8K shares-1.44%2025-12-312026-01-13 IEUR ISHARES TR11.8K shares-5.77%2025-12-312026-01-13 GE AEROSPACE GE AEROSPACE2.7K shares0.00%2025-12-312026-01-13 CL COLGATE PALMOLIVE CO10.0K shares0.00%2025-12-312026-01-13 NVDA NVIDIA CORPORATION3.7K shares-4.99%2025-12-312026-01-13 SUSB ISHARES TR26.9K shares3.01%2025-12-312026-01-13 DIS DISNEY WALT CO5.4K shares0.33%2025-12-312026-01-13 USRT ISHARES TR10.8K shares1.59%2025-12-312026-01-13 META META PLATFORMS INC905 shares1.34%2025-12-312026-01-13 EAGG ISHARES TR12.2K shares0.49%2025-12-312026-01-13 HLNE HAMILTON LANE INC4.1K shares-10.40%2025-12-312026-01-13 V VISA INC1.5K shares3.06%2025-12-312026-01-13 IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.77%2025-12-312026-01-13 NKE NIKE INC8.5K shares-5.16%2025-12-312026-01-13 IUSV ISHARES TR5.3K shares-2.75%2025-12-312026-01-13 GEV GE VERNOVA INC745 shares0.27%2025-12-312026-01-13 SPY SPDR S&P 500 ETF TR705 shares0.00%2025-12-312026-01-13 ESGE ISHARES INC10.8K shares-1.34%2025-12-312026-01-13 ESML ISHARES TR10.3K shares0.67%2025-12-312026-01-13 VIG VANGUARD SPECIALIZED FUNDS2.0K shares-1.21%2025-12-312026-01-13 IJH ISHARES TR5.6K shares15.62%2025-12-312026-01-13 IVV ISHARES TR529 shares71.75%2025-12-312026-01-13 IVW ISHARES TR2.8K shares25.36%2025-12-312026-01-13 HD HOME DEPOT INC890 shares1.60%2025-12-312026-01-13 ORCL ORACLE CORP1.5K shares0.61%2025-12-312026-01-13 LLY ELI LILLY & CO263 shares-44.98%2025-12-312026-01-13 PLTR PALANTIR TECHNOLOGIES INC1.5K shares0.80%2025-12-312026-01-13 IEMG ISHARES INC3.9K shares5.92%2025-12-312026-01-13 QBTS D-WAVE QUANTUM INC10.0K shares-4.32%2025-12-312026-01-13 PM PHILIP MORRIS INTL INC1.6K shares-7.90%2025-12-312026-01-13 TROW PRICE T ROWE GROUP INC2.4K shares0.46%2025-12-312026-01-13 IJR ISHARES TR1.9K shares2.44%2025-12-312026-01-13 VYM VANGUARD WHITEHALL FDS1.6K shares-1.25%2025-12-312026-01-13 PFE PFIZER INC8.8K sharesnew addition2025-12-312026-01-13 RDY DR REDDYS LABS LTD15.2K sharesnew addition2025-12-312026-01-13 WMT WALMART INC1.9K sharesnew addition2025-12-312026-01-13 IYW ISHARES TR1.0K shares-4.60%2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available