Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PRESILIUM PRIVATE WEALTH, LLC (CIK 1939831) reported $567.2M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($75.1M, 13.25%), VUG ($70.3M, 12.39%), VGSH ($59.1M, 10.42%), VGK ($52.6M, 9.28%), BSV ($43.1M, 7.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $75.1M | 13.25% | 382,983 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $70.3M | 12.39% | 160,851 | Added |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $59.1M | 10.42% | 1.0M | Added |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | $52.6M | 9.28% | 638,590 | Added |
| 5 | BSV | VANGUARD INDEX FDS | $43.1M | 7.60% | 550,056 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $38.3M | 6.76% | 709,153 | Added |
| 7 | VPL | VANGUARD INTL EQUITY INDEX F | $27.7M | 4.88% | 283,440 | Trimmed |
| 8 | VOE | VANGUARD INDEX FDS | $27.1M | 4.77% | 146,890 | Added |
| 9 | VOT | VANGUARD INDEX FDS | $26.9M | 4.74% | 104,402 | Added |
| 10 | VNQ | VANGUARD INDEX FDS | $24.7M | 4.35% | 278,196 | Added |
| 11 | IGSB | ISHARES TR | $19.1M | 3.37% | 363,881 | Added |
| 12 | VBR | VANGUARD INDEX FDS | $17.2M | 3.03% | 79,186 | Added |
| 13 | VBK | VANGUARD INDEX FDS | $16.6M | 2.92% | 54,767 | Added |
| 14 | VSS | VANGUARD INTL EQUITY INDEX F | $10.3M | 1.82% | 70,841 | Added |
| 15 | MUB | ISHARES TR | $6.2M | 1.09% | 58,409 | Added |
| 16 | SUB | ISHARES TR | $5.6M | 0.99% | 52,874 | Added |
| 17 | XOM | EXXON MOBIL CORP | $3.5M | 0.62% | 20,820 | Added |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $3.0M | 0.53% | 37,722 | Trimmed |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $2.2M | 0.40% | 16,255 | Trimmed |
| 20 | IPAC | ISHARES TR | $2.2M | 0.39% | 28,655 | Added |
| 21 | IUSG | ISHARES TR | $1.7M | 0.29% | 10,762 | Added |
| 22 | AAPL | APPLE INC | $1.5M | 0.27% | 6,094 | Added |
| 23 | IJJ | ISHARES TR | $1.4M | 0.25% | 10,703 | Added |
| 24 | VTEB | VANGUARD MUN BD FDS | $1.4M | 0.24% | 27,541 | Added |
| 25 | MSFT | MICROSOFT CORP | $1.3M | 0.23% | 3,546 | Added |
Source: SEC Form 13F filings · as of 2026-03-31