StockDriftsStockDriftsTop 50 Presilium Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 13.25% | 383.0K | $75.1M | +0.89%(+3.39K) | $145.18(+42.25%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 12.39% | 160.9K | $70.3M | +12.17%(+17.45K) | $45.21(+86.47%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 10.42% | 1.01M | $59.1M | +6.35%(+60.31K) | $58.25(+0.04%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 9.28% | 638.6K | $52.6M | +6.14%(+36.96K) | $59.43(+46.18%) | 2026-03-31 | |
| BSV | VANGUARD INDEX FDS | 7.6% | 550.1K | $43.1M | +4.90%(+25.71K) | $76.66(+1.75%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.76% | 709.2K | $38.3M | +5.63%(+37.80K) | $40.80(+45.48%) | 2026-03-31 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 4.88% | 283.4K | $27.7M | -2.39%(-6.93K) | $66.15(+64.77%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 4.77% | 146.9K | $27.1M | +0.82%(+1.19K) | $142.81(+35.66%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 4.74% | 104.4K | $26.9M | +11.60%(+10.85K) | $210.31(+37.48%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 4.35% | 278.2K | $24.7M | +4.17%(+11.14K) | $85.38(+12.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.05% | +33.27% |
| Top 20 Holdings Unweighted | +8.78% | +28.73% |
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