Presilium Private Wealth, LLC holds a focused book of 96 stocks worth $651.4M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Corp and trimmed Vanguard Ftse Emerging Marke. Their largest long position is Vanguard Value ETF at 13% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1939831/holdings"
Use Arkolith to show PRESILIUM PRIVATE WEALTH, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.4 points over this window.
Growth of $10,000 cloning Presilium Private Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $87.3M | 400.7K | 13.4% | ▲+4.6% Added · +18K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $81.1M | 941.4K | 12.4% | ▲+485% Added · +781K sh | |
| 3 | Vanguard Scottsdale FDS SHORT TERM TREAS | $65.4M | 1.12M | 10.0% | ▲+11% Added · +114K sh | |
| 4 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $56.8M | 641.7K | 8.7% | ▲+0.5% Added · +3K sh | |
| 5 | Vanguard Index FDS SHORT TRM BOND | $47.9M | 615.1K | 7.4% | ▲+12% Added · +65K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $41.8M | 700.5K | 6.4% | ▼−1.2% Reduced · −9K sh | |
| 7 | Vanguard Index FDS MCAP GR IDXVIP | $32.0M | 104.6K | 4.9% | ▲+0.2% Added · +222 sh | |
| 8 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $31.7M | 274.0K | 4.9% | ▼−3.3% Reduced · −9K sh | |
| 9 | Vanguard Index FDS MCAP VL IDXVIP | $30.3M | 153.5K | 4.7% | ▲+4.5% Added · +7K sh | |
| 10 | Vanguard Index FDS REAL ESTATE ETF | $27.9M | 289.5K | 4.3% | ▲+4.1% Added · +11K sh | |
| 11 | Ishares TR ISHS 1-5YR INVS | $20.9M | 398.2K | 3.2% | ▲+9.4% Added · +34K sh | |
| 12 | Vanguard Index FDS SML CP GRW ETF | $20.0M | 54.6K | 3.1% | ▼−0.3% Reduced · −173 sh | |
| 13 | Vanguard Index FDS SM CP VAL ETF | $19.6M | 80.8K | 3.0% | ▲+2.0% Added · +2K sh | |
| 14 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $10.8M | 70.3K | 1.7% | ▼−0.8% Reduced · −575 sh | |
| 15 | Ishares TR NATIONAL MUN ETF | $6.6M | 61.1K | 1.0% | ▲+4.6% Added · +3K sh | |
| 16 | Ishares TR SHRT NAT MUN ETF | $6.0M | 56.0K | 0.9% | ▲+5.9% Added · +3K sh | |
| 17 | SPDR S&P 500 ETF TR TR UNIT | $4.6M | 6.2K | 0.7% | ▲+778% Added · +5K sh | |
| 18 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $3.3M | 41.5K | 0.5% | ▲+9.9% Added · +4K sh | |
| 19 | Exxon Mobil Corp COM | $2.8M | 20.8K | 0.4% | ▲New New position | |
| 20 | Vanguard Intl Equity Index F TT WRLD ST ETF | $2.5M | 15.9K | 0.4% | ▼−1.9% Reduced · −310 sh | |
| 21 | Ishares TR CORE MSCI PAC | $2.3M | 28.1K | 0.4% | ▼−2.0% Reduced · −566 sh | |
| 22 | Ishares TR CORE S&P US GWT | $2.0M | 10.6K | 0.3% | ▼−1.3% Reduced · −141 sh | |
| 23 | Apple Inc COM | $1.9M | 6.4K | 0.3% | ▲+5.8% Added · +353 sh | |
| 24 | Ishares TR S&P MC 400VL ETF | $1.5M | 10.4K | 0.2% | ▼−2.9% Reduced · −309 sh | |
| 25 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.5M | 28.8K | 0.2% | ▲+4.5% Added · +1K sh | |
| 26 | Microsoft Corp COM | $1.3M | 3.6K | 0.2% | ▲+1.4% Added · +48 sh | |
| 27 | Ishares TR RUS 1000 GRW WTF | $1.3M | 10.1K | 0.2% | ▲+300% Added · +8K sh | |
| 28 | Alphabet Inc CAP STK CL C | $1.2M | 3.5K | 0.2% | ▼−1.3% Reduced · −47 sh | |
| 29 | Ge Aerospace COM NEW | $1.2M | 3.2K | 0.2% | ▲+17% Added · +454 sh | |
| 30 | Ishares TR ESG AWR MSCI USA | $1.2M | 7.1K | 0.2% | ▲+1.2% Added · +87 sh | |
| 31 | Vanguard World FD ESG US STK ETF | $1.2M | 8.7K | 0.2% | ▼−0.5% Reduced · −40 sh | |
| 32 | Ishares TR CORE MSCI EAFE | $1.1M | 11.8K | 0.2% | ▲+2.5% Added · +282 sh | |
| 33 | Amazon Com Inc COM | $1.1M | 4.7K | 0.2% | ▼−3.7% Reduced · −180 sh | |
| 34 | Ishares TR ESG AW MSCI EAFE | $1.1M | 10.9K | 0.2% | ▲+2.0% Added · +209 sh | |
| 35 | Vanguard Index FDS S&P 500 ETF SHS | $1.1M | 1.6K | 0.2% | ▲+11% Added · +158 sh | |
| 36 | Procter And Gamble Co COM | $1.1M | 7.3K | 0.2% | ▲+0.4% Added · +27 sh | |
| 37 | Vertex Pharmaceuticals Inc COM | $1.1M | 2.1K | 0.2% | —Held | |
| 38 | Ishares TR 1 3 YR TREAS BD | $1.0M | 12.8K | 0.2% | ▼−0.1% Reduced · −7 sh | |
| 39 | Ge Vernova Inc COM | $1.0M | 860 | 0.2% | ▲+15% Added · +112 sh | |
| 40 | Alphabet Inc CAP STK CL A | $988K | 2.8K | 0.2% | ▼−4.6% Reduced · −133 sh | |
| 41 | Loews Corp COM | $960K | 8.5K | 0.1% | —Held | |
| 42 | Ishares TR CORE MSCI EURO | $922K | 12.3K | 0.1% | ▼−4.5% Reduced · −571 sh | |
| 43 | Nvidia Corporation COM | $900K | 4.5K | 0.1% | ▲+8.0% Added · +332 sh | |
| 44 | AstraZeneca PLC ORD | $823K | 4.3K | 0.1% | ▲New New position | |
| 45 | First TR Exchange-Traded FD NASDAQ-100 SEL | $814K | 5.1K | 0.1% | ▲New New position | |
| 46 | Ishares TR ESG AWRE 1 5 YR | $737K | 29.5K | 0.1% | ▲+12% Added · +3K sh | |
| 47 | Ishares TR CRE U S REIT ETF | $726K | 10.9K | 0.1% | ▼−1.4% Reduced · −152 sh | |
| 48 | Novartis AG SPONSORED ADR | $721K | 4.6K | 0.1% | ▼~0% Reduced · −2 sh | |
| 49 | Colgate Palmolive Co COM | $690K | 7.5K | 0.1% | —Held | |
| 50 | Select Sector SPDR TR ST STR INDL ETF | $671K | 3.6K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 96 | $651.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 75 | $567.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 76 | $547.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 76 | $526.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 74 | $488.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 71 | $446.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 77 | $434.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 76 | $434.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.