StockDriftsStockDriftsTop 50 Presilium Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 13.4% | 400.7K | $87.3M | +4.62%(+17.70K) | $147.85(+53.88%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 12.45% | 941.4K | $81.1M | -2.45%(-23.67K) | $45.21(+97.24%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 10.03% | 1.12M | $65.4M | +11.25%(+113.59K) | $58.26(-0.18%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 8.72% | 641.7K | $56.8M | +0.48%(+3.09K) | $59.55(+54.83%) | 2026-06-30 | |
| BSV | VANGUARD INDEX FDS | 7.36% | 615.1K | $47.9M | +11.83%(+65.09K) | $76.81(+1.06%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.42% | 700.5K | $41.8M | -1.22%(-8.68K) | $40.80(+47.99%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 4.92% | 104.6K | $32.0M | +0.21%(+222) | $210.45(+49.37%) | 2026-06-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 4.87% | 274.0K | $31.7M | -3.31%(-9.39K) | $66.15(+73.44%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 4.66% | 153.5K | $30.3M | +4.51%(+6.63K) | $144.83(+45.01%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 4.29% | 289.5K | $27.9M | +4.06%(+11.31K) | $85.64(+14.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.51% | +38.64% | — | — | +50.18% |
| Top 20 Holdings Unweighted | +10.59% | +35.24% | — | — | +46.05% |
Presilium Private Wealth LLC reports $651.42M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are VTV (13.4%), VUG (12.4%) and VGSH (10.0%). The top 20 holdings account for 91.91% of reported assets. Its disclosed equity book has returned +38.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Presilium Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1939831). View Presilium Private Wealth LLC’s 13F filings on SEC