PRESILIUM PRIVATE WEALTH, LLC — 13F holdings

PRESILIUM PRIVATE WEALTH, LLC reported 96 holdings worth $651M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

  1. VTV VANGUARD INDEX FDS — $87.3M (13.4%)
  2. VUG VANGUARD INDEX FDS — $81.1M (12.4%)
  3. VGSH VANGUARD SCOTTSDALE FDS — $65.4M (10.0%)
  4. VGK VANGUARD INTL EQUITY INDEX F — $56.8M (8.7%)
  5. BSV VANGUARD BD INDEX FDS — $47.9M (7.4%)
  6. VWO VANGUARD INTL EQUITY INDEX F — $41.8M (6.4%)
  7. VOT VANGUARD INDEX FDS — $32.0M (4.9%)
  8. VPL VANGUARD INTL EQUITY INDEX F — $31.7M (4.9%)
  9. VOE VANGUARD INDEX FDS — $30.3M (4.7%)
  10. VNQ VANGUARD INDEX FDS — $27.9M (4.3%)