2026 Q1 Portfolio Activity
In 2026 Q1, PRESILIUM PRIVATE WEALTH, LLC maintained a portfolio of 78 distinct positions. The most significant new addition was NOVARTIS AG, now representing 0.12% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 6.4%.
Position History
hover any row below to update
Loading…
Total Positions
78
Quarter
2026 Q1
Top Holding
VTV (13.2%)
Top 10 Concentration
78.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 78
PRESILIUM PRIVATE WEALTH, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTV
VANGUARD INDEX ...
|
ETF | 13.25% | 13.24% |
#1
Prev: #1
|
6.5 |
—
|
3,390 | 0.9% |
P
S
|
382,983 | $75,141,307 |
$141.97
+48.5%
|
2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | ||
|
VUG
VANGUARD INDEX ...
|
Warrant | 12.39% | 12.78% |
#2
Prev: #2
|
7.5 |
—
|
17,450 | 12.2% |
P
S
|
160,851 | $70,258,203 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 10.42% | 10.18% |
#3
Prev: #3
|
7.0 |
—
|
60,308 | 6.4% |
P
S
|
1,009,460 | $59,093,775 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 9.28% | 9.19% |
#4
Prev: #4
|
6.2 |
—
|
36,962 | 6.1% |
P
S
|
638,590 | $52,639,009 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BSV
VANGUARD INDEX ...
|
Bond/Debt | 7.60% | 7.55% |
#5
Prev: #5
|
4.0 |
—
|
25,712 | 4.9% |
P
S
|
550,056 | $43,129,897 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 6.76% | 6.59% |
#6
Prev: #6
|
4.7 |
—
|
37,800 | 5.6% |
P
S
|
709,153 | $38,329,746 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VPL
VANGUARD INTL E...
|
ETF | 4.88% | 4.80% |
#7
Prev: #7
|
2.5 |
—
|
-6,932 | -2.4% |
P
S
|
283,440 | $27,700,600 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 4.77% | 4.72% |
#8
1
Prev: #9
|
2.4 |
—
|
1,191 | 0.8% |
P
S
|
146,890 | $27,068,835 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 4.74% | 4.77% |
#9
1
Prev: #8
|
3.9 |
—
|
10,854 | 11.6% |
P
S
|
104,402 | $26,867,757 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 4.35% | 4.32% |
#10
Prev: #10
|
2.2 |
—
|
11,141 | 4.2% |
P
S
|
278,196 | $24,675,995 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IGSB
ISHARES TR
|
ETF | 3.37% | 3.33% |
#11
Prev: #11
|
3.3 |
—
|
19,475 | 5.7% |
P
S
|
363,881 | $19,125,565 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 3.03% | 2.97% |
#12
Prev: #12
|
1.7 |
—
|
2,318 | 3.0% |
P
S
|
79,186 | $17,203,104 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 2.92% | 2.89% |
#13
Prev: #13
|
1.7 |
—
|
2,393 | 4.6% |
P
S
|
54,767 | $16,553,256 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 1.82% | 1.78% |
#14
Prev: #14
|
1.2 |
—
|
2,672 | 3.9% |
P
S
|
70,841 | $10,327,929 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MUB
ISHARES TR
|
ETF | 1.09% | 1.08% |
#15
Prev: #15
|
2.4 |
—
|
3,004 | 5.4% |
P
S
|
58,409 | $6,200,129 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SUB
ISHARES TR
|
ETF | 0.99% | 0.98% |
#16
Prev: #16
|
0.9 |
—
|
2,500 | 5.0% |
P
S
|
52,874 | $5,631,081 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.62% | 0.45% |
#17
1
Prev: #18
|
0.7 |
—
|
245 | 1.2% |
P
S
|
20,820 | $3,532,284 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.53% | 0.68% |
#18
1
Prev: #17
|
0.7 |
—
|
-8,892 | -19.1% |
P
S
|
37,722 | $2,990,212 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.40% | 0.42% |
#19
Prev: #19
|
0.7 |
—
|
-68 | -0.4% |
P
S
|
16,255 | $2,248,336 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IPAC
ISHARES TR
|
ETF | 0.39% | 0.38% |
#20
Prev: #20
|
0.7 |
—
|
391 | 1.4% |
P
S
|
28,655 | $2,192,421 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IUSG
ISHARES TR
|
Warrant | 0.29% | 0.29% |
#21
1
Prev: #22
|
2.1 |
—
|
1,193 | 12.5% |
P
S
|
10,762 | $1,669,294 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 0.27% | 0.29% |
#22
1
Prev: #23
|
0.6 |
—
|
188 | 3.2% |
P
S
|
6,094 | $1,546,687 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IJJ
ISHARES TR
|
ETF | 0.25% | 0.25% |
#23
1
Prev: #24
|
0.6 |
—
|
288 | 2.8% |
P
S
|
10,703 | $1,418,208 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.24% | 0.24% |
#24
1
Prev: #25
|
2.1 |
—
|
1,957 | 7.6% |
P
S
|
27,541 | $1,374,001 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.23% | 0.30% |
#25
4
Prev: #21
|
0.6 |
—
|
150 | 4.4% |
P
S
|
3,546 | $1,312,802 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWF
ISHARES TR
|
Warrant | 0.19% | 0.22% |
#26
1
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
2,520 | $1,074,528 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SHY
ISHARES TR
|
ETF | 0.19% | 0.21% |
#27
1
Prev: #28
|
0.6 |
—
|
-955 | -6.9% |
P
S
|
12,791 | $1,056,118 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.18% | 0.19% |
#28
3
Prev: #31
|
0.6 |
—
|
39 | 0.5% |
P
S
|
7,224 | $1,043,461 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IEFA
ISHARES TR
|
ETF | 0.18% | 0.19% |
#29
5
Prev: #34
|
0.6 |
—
|
152 | 1.3% |
P
S
|
11,489 | $1,040,129 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.18% | 0.20% |
#30
1
Prev: #29
|
0.6 |
—
|
62 | 1.8% |
P
S
|
3,580 | $1,026,959 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.18% | 0.19% |
#31
1
Prev: #30
|
2.1 |
—
|
373 | 8.2% |
P
S
|
4,902 | $1,020,964 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ESGD
ISHARES TR
|
ETF | 0.18% | 0.19% |
#32
3
Prev: #35
|
0.6 |
—
|
-3 | -0.0% |
P
S
|
10,652 | $1,018,544 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ESGU
ISHARES TR
|
ETF | 0.17% | 0.19% |
#33
1
Prev: #32
|
0.6 |
—
|
183 | 2.7% |
P
S
|
6,996 | $989,374 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.17% | 0.19% |
#34
1
Prev: #33
|
0.6 |
—
|
389 | 4.6% |
P
S
|
8,774 | $985,057 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 0.17% | 0.18% |
#35
1
Prev: #36
|
0.6 |
—
|
10 | 0.5% |
P
S
|
2,137 | $954,256 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
L
LOEWS CORP
|
Financial Services | 0.16% | 0.16% |
#36
1
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
8,483 | $905,475 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IEUR
ISHARES TR
|
ETF | 0.16% | 0.15% |
#37
2
Prev: #39
|
2.1 |
—
|
981 | 8.3% |
P
S
|
12,831 | $901,626 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.15% | 0.22% |
#38
12
Prev: #26
|
0.1 |
—
|
-560 | -28.6% |
P
S
|
1,399 | $835,972 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.15% | 0.16% |
#39
1
Prev: #38
|
0.6 |
—
|
94 | 3.4% |
P
S
|
2,898 | $833,409 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.14% | 0.15% |
#40
Prev: #40
|
0.6 |
—
|
9 | 0.3% |
P
S
|
2,706 | $767,954 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.13% | 0.13% |
#41
1
Prev: #42
|
2.1 |
—
|
451 | 12.1% |
P
S
|
4,164 | $726,138 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.12% | — |
#42
Prev: #—
|
3.5 |
—
|
4,605 | — |
NEW
|
4,605 | $703,457 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SUSB
ISHARES TR
|
ETF | 0.12% | 0.12% |
#43
Prev: #43
|
0.5 |
—
|
-502 | -1.9% |
P
S
|
26,423 | $662,292 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
USRT
ISHARES TR
|
ETF | 0.12% | 0.11% |
#44
1
Prev: #45
|
0.5 |
—
|
276 | 2.6% |
P
S
|
11,080 | $655,837 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.12% | 0.09% |
#45
9
Prev: #54
|
0.5 |
—
|
3 | 0.4% |
P
S
|
748 | $653,060 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.11% | 0.14% |
#46
5
Prev: #41
|
0.0 |
—
|
-2,500 | -24.9% |
P
S
|
7,523 | $641,185 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EAGG
ISHARES TR
|
ETF | 0.10% | 0.11% |
#47
Prev: #47
|
0.5 |
—
|
66 | 0.5% |
P
S
|
12,315 | $585,578 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.10% | 0.11% |
#48
2
Prev: #46
|
2.0 |
—
|
48 | 5.3% |
P
S
|
953 | $545,483 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IUSV
ISHARES TR
|
ETF | 0.10% | 0.10% |
#49
3
Prev: #52
|
0.5 |
—
|
44 | 0.8% |
P
S
|
5,318 | $543,813 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.09% | 0.11% |
#50
6
Prev: #44
|
0.5 |
—
|
16 | 0.3% |
P
S
|
5,459 | $526,185 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 78 holdings