Presilium Private Wealth, LLC Portfolio Holdings

Presilium Private Wealth, LLC

  • $489 Billion
  • Q2 2025

Presilium Private Wealth, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $489 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $64.1B, Vanguard Growth ETF with a value of $63.9B, Vanguard with a value of $48.1B, Vanguard Ftse Europe ETF Ftse with a value of $43.5B, and Vanguard Bd Index Fd Inc Short with a value of $35.7B.

Examining the 13F form we can see an increase of $42.4B in the current position value, from $446B to 489B.

Presilium Private Wealth, LLC is based out at Radnor, PA

Below you can find more details about Presilium Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $489 Billion
ETFs: $470 Billion
Technology: $4.86 Billion
Consumer Defensive: $2.61 Billion
Communication Services: $2.44 Billion
Energy: $2.04 Billion
Healthcare: $1.99 Billion
Consumer Cyclical: $1.93 Billion
Financial Services: $1.54 Billion
Other: $767 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$207M
$11.3 Million 0.0% of portfolio
16,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $489 Billion
  • Prior Value $446 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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