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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.1 Billion 13.11% of portfolio
362,406
Q2 2025 Added 8.19%
$0
$63.9 Billion 13.08% of portfolio
145,810
Q2 2025 Reduced 1.75%
$0
$48.1 Billion 9.84% of portfolio
817,809
Q2 2025 Added 7.79%
$0
$43.5 Billion 8.9% of portfolio
561,049
Q2 2025 Added 3.74%
$0
$35.7 Billion 7.3% of portfolio
453,153
Q2 2025 Added 9.01%
$0
$32.3 Billion 6.61% of portfolio
652,895
Q2 2025 Added 2.75%
$0
$24.2 Billion 4.94% of portfolio
84,976
Q2 2025 Reduced 1.35%
$0
$24 Billion 4.91% of portfolio
291,796
Q2 2025 Added 2.78%
$0
$22.4 Billion 4.58% of portfolio
135,986
Q2 2025 Added 7.61%
$0
$20.6 Billion 4.21% of portfolio
230,808
Q2 2025 Added 13.47%
$0
$15.8 Billion 3.23% of portfolio
299,183
Q2 2025 Added 7.93%
$0
$14.2 Billion 2.9% of portfolio
51,192
Q2 2025 Added 4.18%
$0
$14.1 Billion 2.89% of portfolio
72,475
Q2 2025 Added 6.67%
$0
$8.95 Billion 1.83% of portfolio
66,613
Q2 2025 Added 1.71%
$0
$5.27 Billion 1.08% of portfolio
66,297
Q2 2025 Added 11.17%
$0
$5.17 Billion 1.06% of portfolio
49,501
Q2 2025 Added 3.05%
$0
$3.04 Billion 0.62% of portfolio
36,704
Q2 2025 Reduced 5.77%
$0
$2.07 Billion 0.42% of portfolio
16,136
Q2 2025 Added 1.23%
$442B
$2.04 Billion 0.42% of portfolio
18,913
Q2 2025 Reduced 0.6%
$0
$1.93 Billion 0.4% of portfolio
28,112
Q2 2025 Reduced 45.32%
$3.95T
$1.76 Billion 0.36% of portfolio
3,534
Q2 2025 Added 3.21%
$0
$1.74 Billion 0.36% of portfolio
11,543
Q2 2025 Added 13.3%
$0
$1.22 Billion 0.25% of portfolio
9,912
Q2 2025 Reduced 33.86%
$3.69T
$1.21 Billion 0.25% of portfolio
5,904
Q2 2025 Reduced 1.88%
$368B
$1.18 Billion 0.24% of portfolio
7,418
Q2 2025 Reduced 0.54%
$0
$1.13 Billion 0.23% of portfolio
22,998
Q2 2025 Added 8.55%
$0
$1.08 Billion 0.22% of portfolio
1,897
Q2 2025 Added 4.06%
$0
$1.01 Billion 0.21% of portfolio
2,380
Q2 2023 New
$2.26T
$976 Million 0.2% of portfolio
4,450
Q2 2025 Added 0.68%
$0
$926 Million 0.19% of portfolio
10,380
Q2 2025 Reduced 0.37%
$70.9B
$911 Million 0.19% of portfolio
10,023
Q2 2023 Reduced 1.01%
$99.5B
$946 Million 0.19% of portfolio
2,124
Q4 2024 Reduced 0.28%
$0
$949 Million 0.19% of portfolio
8,655
Q2 2025 Reduced 0.65%
$0
$948 Million 0.19% of portfolio
7,008
Q2 2025 Reduced 0.79%
$0
$893 Million 0.18% of portfolio
10,699
Q2 2025 Added 0.38%
$22.5B
$778 Million 0.16% of portfolio
8,483
Q4 2022 New
$306B
$767 Million 0.16% of portfolio
2,978
Q2 2025 New
$0
$734 Million 0.15% of portfolio
11,083
Q2 2025 Reduced 78.21%
$207B
$673 Million 0.14% of portfolio
5,425
Q2 2025 Added 9.05%
$1.78T
$659 Million 0.13% of portfolio
893
Q2 2025 Reduced 1.0%
$0
$616 Million 0.13% of portfolio
24,484
Q2 2025 Added 3.44%
$94.4B
$637 Million 0.13% of portfolio
8,960
Q2 2025 Added 2.99%
$456B
$604 Million 0.12% of portfolio
3,825
Q2 2025 Added 14.97%
$1.24T
$607 Million 0.12% of portfolio
3,424
Q2 2025 Reduced 0.06%
$210B
$538 Million 0.11% of portfolio
1,826
Q2 2025 Reduced 2.51%
$551B
$534 Million 0.11% of portfolio
1,503
Q4 2024 Added 2.24%
$0
$549 Million 0.11% of portfolio
11,555
Q2 2025 Added 4.63%
$0
$533 Million 0.11% of portfolio
9,420
Q2 2025 Reduced 72.92%
$1.21T
$505 Million 0.1% of portfolio
2,865
Q2 2025 Added 3.58%

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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