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Funds / Presilium Private Wealth, LLC
Institutional Fund

Presilium Private Wealth, LLC

Radnor, PACIK 19398315 filings on record

Portfolio Value
$567.24M
Q1 2026
Holdings
75
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+3.6%
from $547.38M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds13.2%
  • Vanguard Index Fds12.4%
  • Vanguard Scottsdale Fds10.4%
  • Vanguard Intl Equity Index F9.3%
  • Vanguard Bd Index Fds7.6%
  • Vanguard Intl Equity Index F6.8%
  • Other40.3%

Portfolio Holdings

75 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds383.0K$75.14M13.2%+3.4KAdded
2Vanguard Index Fds160.9K$70.26M12.4%+17.4KAdded
3Vanguard Scottsdale Fds1.01M$59.09M10.4%+60.3KAdded
4Vanguard Intl Equity Index F638.6K$52.64M9.3%+37.0KAdded
5Vanguard Bd Index Fds550.1K$43.13M7.6%+25.7KAdded
6Vanguard Intl Equity Index F709.2K$38.33M6.8%+37.8KAdded
7Vanguard Intl Equity Index F283.4K$27.70M4.9%6.9KReduced
8Vanguard Index Fds146.9K$27.07M4.8%+1.2KAdded
9Vanguard Index Fds104.4K$26.87M4.7%+10.9KAdded
10Vanguard Index Fds278.2K$24.68M4.4%+11.1KAdded

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