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PRESILIUM PRIVATE WEALTH, LLC
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $678,988,392
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $86,553,124
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $86,309,104
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $68,532,932
- VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF · 922042874 · shares: $58,326,738
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $49,553,954
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $44,509,711
- VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF · 922042866 · shares: $33,896,414
- VANGUARD INDEX FDS · MRNGSTR MD CP GR · 922908538 · shares: $31,204,303
- VANGUARD INDEX FDS · MRNGSTR MD CP VA · 922908512 · shares: $30,477,972
- VANGUARD INDEX FDS · REAL ESTATE ETF · 922908553 · shares: $27,154,476
Reported holdings
111 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 1,050 shares | $233,352 |
| VICTORY PORTFOLIOS II | SHS FR CA FL ETF | 92647X830 | — | 4,420 shares | $226,260 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,433 shares | $222,388 |
| WALMART INC | COM | 931142103 | — | 2,106 shares | $218,823 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 392 shares | $216,176 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 3,023 shares | $213,454 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 2,433 shares | $206,689 |
| AMGEN INC | COM | 031162100 | — | 482 shares | $203,341 |
| PFIZER INC | COM | 717081103 | — | 7,067 shares | $201,547 |
| DR REDDYS LABS LTD | ADR | 256135203 | — | 15,125 shares | $190,878 |
| HALEON PLC | SPON ADS | 405552100 | — | 12,514 shares | $112,630 |