Presilium Private Wealth, LLC holds a focused book of 96 reported positions worth $651.4M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Vanguard Ftse Emerging Marke. Their largest long position is Vanguard Value ETF at 13% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Presilium Private Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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 each quarter's actual reporting lag, ~22 days for the latest filing, with 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
+7 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Presilium Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Swiss Re Ltd | 23 / 80 | $1.0B |
| Evelyn Partners Group Ltd | 34 / 80 | $43.8B |
| Hoffman, Alan N Investment Management | 8 / 80 | $153.3M |
| Draper Asset Management, LLC | 8 / 80 | $164.9M |
| Galilei Investment Office LLP | 13 / 80 | $176.5M |
| Stanich Group LLC | 21 / 80 | $127.3M |
| Vestwell Advisors, LLC | 9 / 80 | $328.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Presilium Private Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show PRESILIUM PRIVATE WEALTH, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 96 | $651.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 17d | 75 | $567.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 13d | 76 | $547.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 76 | $526.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 74 | $488.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 71 | $446.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 77 | $434.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 3d | 76 | $434.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.