PRESILIUM PRIVATE WEALTH, LLC: 13F holdings
CIK 19398312026Q2
| Positions | 96 |
|---|
| Reported value | $651.4m |
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| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 96 (+21 vs prior quarter) |
|---|
| Reported value | $651.4m (+14.8%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 400,678 | $87.3m | 13.4% |
| VUG VANGUARD INDEX FDS | 941,433 | $81.1m | 12.4% |
| VGSH VANGUARD SCOTTSDALE FDS | 1,123,054 | $65.4m | 10.0% |
| VGK VANGUARD INTL EQUITY INDEX F | 641,678 | $56.8m | 8.7% |
| BSV VANGUARD INDEX FDS | 615,146 | $47.9m | 7.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 700,470 | $41.8m | 6.4% |
| VOT VANGUARD INDEX FDS | 104,624 | $32.0m | 4.9% |
| VPL VANGUARD INTL EQUITY INDEX F | 274,048 | $31.7m | 4.9% |
| VOE VANGUARD INDEX FDS | 153,517 | $30.3m | 4.7% |
| VNQ VANGUARD INDEX FDS | 289,502 | $27.9m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1939831")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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