PRESILIUM PRIVATE WEALTH, LLC

RADNOR, PA · CIK 1939831 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyVillanova, PA

$651.4m reported value +14.8% vs Q1 2026

96positions

77.1%in top 10

23 new 38 added 28 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS VALUE ETF VTV	VTV	400,678	$87.3m13.40%	13.40%	Added +17.7k	+17,695 4.6%
2	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	941,433	$81.1m12.45%	12.45%	Reduced -23.7k	-23,673 -2.5%
3	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	1,123,054	$65.4m10.03%	10.03%	Added +113.6k	+113,594 11.2%
4	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	641,678	$56.8m8.72%	8.72%	Added +3.1k	+3,088 0.5%
5	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	615,146	$47.9m7.36%	7.36%	Added +65.1k	+65,090 11.8%
6	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	700,470	$41.8m6.42%	6.42%	Reduced -8.7k	-8,683 -1.2%
7	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	104,624	$32.0m4.92%	4.92%	Added +222	+222 0.2%
8	VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF VPL	VPL	274,048	$31.7m4.87%	4.87%	Reduced -9.4k	-9,392 -3.3%
9	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	153,517	$30.3m4.66%	4.66%	Added +6.6k	+6,627 4.5%
10	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	289,502	$27.9m4.29%	4.29%	Added +11.3k	+11,306 4.1%
11	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	398,214	$20.9m3.20%	3.20%	Added +34.3k	+34,333 9.4%
12	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	54,594	$20.0m3.06%	3.06%	Reduced -173	-173 -0.3%
13	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	80,770	$19.6m3.01%	3.01%	Added +1.6k	+1,584 2.0%
14	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	70,266	$10.8m1.66%	1.66%	Reduced -575	-575 -0.8%
15	ISHARES TR NATIONAL MUN ETF MUB	MUB	61,109	$6.6m1.01%	1.01%	Added +2.7k	+2,700 4.6%
16	ISHARES TR SHRT NAT MUN ETF SUB	SUB	55,973	$6.0m0.91%	0.91%	Added +3.1k	+3,099 5.9%
17	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,191	$4.6m0.71%	0.71%	Added +5.5k	+5,486 778.2%
18	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	41,456	$3.3m0.50%	0.50%	Added +3.7k	+3,734 9.9%
19	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	20,838	$2.8m0.44%	0.44%	New
20	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	15,945	$2.5m0.38%	0.38%	Reduced -310	-310 -1.9%
21	ISHARES TR CORE MSCI PAC IPAC	IPAC	28,089	$2.3m0.35%	0.35%	Reduced -566	-566 -2.0%
22	ISHARES TR CORE S&P US GWT IUSG	IUSG	10,621	$2.0m0.31%	0.31%	Reduced -141	-141 -1.3%
23	APPLE INC COM AAPL	AAPL	6,447	$1.9m0.29%	0.29%	Added +353	+353 5.8%
24	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	10,394	$1.5m0.24%	0.24%	Reduced -309	-309 -2.9%
25	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	28,767	$1.5m0.22%	0.22%	Added +1.2k	+1,226 4.5%
26	MICROSOFT CORP COM MSFT	MSFT	3,594	$1.3m0.21%	0.21%	Added +48	+48 1.4%
27	ISHARES TR RUS 1000 GRW ETF IWF	IWF	10,080	$1.3m0.19%	0.19%	Unchanged
28	ALPHABET INC CAP STK CL C GOOG	GOOG	3,533	$1.2m0.19%	0.19%	Reduced -47	-47 -1.3%
29	GE AEROSPACE COM NEW GE	GE	3,160	$1.2m0.18%	0.18%	Added +454	+454 16.8%
30	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	7,083	$1.2m0.18%	0.18%	Added +87	+87 1.2%
31	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	8,734	$1.2m0.18%	0.18%	Reduced -40	-40 -0.5%
32	ISHARES TR CORE MSCI EAFE IEFA	IEFA	11,771	$1.1m0.17%	0.17%	Added +282	+282 2.5%
33	AMAZON COM INC COM AMZN	AMZN	4,722	$1.1m0.17%	0.17%	Reduced -180	-180 -3.7%
34	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	10,861	$1.1m0.17%	0.17%	Added +209	+209 2.0%
35	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,557	$1.1m0.16%	0.16%	Added +158	+158 11.3%
36	PROCTER AND GAMBLE CO COM PG	PG	7,251	$1.1m0.16%	0.16%	Added +27	+27 0.4%
37	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	2,137	$1.1m0.16%	0.16%	Unchanged
38	ISHARES TR 1 3 YR TREAS BD SHY	SHY	12,784	$1.0m0.16%	0.16%	Reduced -7	-7 -0.1%
39	GE VERNOVA INC COM GEV	GEV	860	$1.0m0.16%	0.16%	Added +112	+112 15.0%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,765	$988.2k0.15%	0.15%	Reduced -133	-133 -4.6%
41	LOEWS CORP COM L	L	8,483	$960.4k0.15%	0.15%	Unchanged
42	ISHARES TR CORE MSCI EURO IEUR	IEUR	12,260	$921.6k0.14%	0.14%	Reduced -571	-571 -4.5%
43	NVIDIA CORPORATION COM NVDA	NVDA	4,496	$899.5k0.14%	0.14%	Added +332	+332 8.0%
44	ASTRAZENECA PLC ORD AZN	AZN	4,342	$823.4k0.13%	0.13%	New
45	FIRST TR NAS100 EQ WEIGHTED SHS QQEW	QQEW	5,100	$814.0k0.12%	0.12%	New
46	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	29,500	$737.2k0.11%	0.11%	Added +3.1k	+3,077 11.7%
47	ISHARES TR CRE U S REIT ETF USRT	USRT	10,928	$726.2k0.11%	0.11%	Reduced -152	-152 -1.4%
48	NOVARTIS AG SPONSORED ADR NVS	NVS	4,603	$721.4k0.11%	0.11%	Reduced -2	-2 -0.0%
49	COLGATE PALMOLIVE CO COM CL	CL	7,523	$689.7k0.11%	0.11%	Unchanged
50	SELECT SECTOR SPDR TR INDL XLI	XLI	3,622	$670.9k0.10%	0.10%	New
51	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	7,375	$662.6k0.10%	0.10%	New
52	MERCK & CO INC COM MRK	MRK	5,084	$653.3k0.10%	0.10%	Added +1.7k	+1,710 50.7%
53	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	13,682	$648.7k0.10%	0.10%	Added +1.4k	+1,367 11.1%
54	MICRON TECHNOLOGY INC COM MU	MU	542	$625.4k0.10%	0.10%	New
55	ISHARES TR S&P 500 GRWT ETF IVW	IVW	4,496	$618.3k0.09%	0.09%	Added +1.7k	+1,708 61.3%
56	ISHARES TR CORE S&P US VLU IUSV	IUSV	5,453	$600.7k0.09%	0.09%	Added +135	+135 2.5%
57	ISHARES TR ESG AWARE MSCI ESML	ESML	10,145	$567.4k0.09%	0.09%	Added +32	+32 0.3%
58	VISA INC COM CL A V	V	1,637	$561.6k0.09%	0.09%	Added +64	+64 4.1%
59	ISHARES TR CORE S&P500 ETF IVV	IVV	734	$549.9k0.08%	0.08%	Unchanged
60	THE ALGER ETF TRUST AI ENABLERS ADOP ALAI	ALAI	11,990	$547.2k0.08%	0.08%	New
61	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	9,958	$544.6k0.08%	0.08%	Reduced -440	-440 -4.2%
62	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,927	$541.9k0.08%	0.08%	Added +95	+95 5.2%
63	META PLATFORMS INC CL A META	META	949	$534.8k0.08%	0.08%	Reduced -4	-4 -0.4%
64	DISNEY WALT CO COM DIS	DIS	5,443	$523.9k0.08%	0.08%	Reduced -16	-16 -0.3%
65	FIRST TR EXCHANGE-TRADED FD WTR ETF FIW	FIW	4,449	$487.3k0.07%	0.07%	New
66	RBB FUND TRUST FIRST EAGLE GBL FEGE	FEGE	9,408	$460.2k0.07%	0.07%	New
67	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,925	$455.5k0.07%	0.07%	Reduced -62	-62 -3.1%
68	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	1,881	$424.1k0.07%	0.07%	New
69	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,333	$411.2k0.06%	0.06%	Reduced -328	-328 -5.8%
70	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	7,588	$406.0k0.06%	0.06%	New
71	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	7,541	$371.6k0.06%	0.06%	New
72	GSK PLC SPONSORED ADR GSK	GSK	6,852	$359.2k0.06%	0.06%	New
73	NIKE INC CL B NKE	NKE	8,483	$348.2k0.05%	0.05%	Unchanged
74	ELI LILLY & CO COM LLY	LLY	290	$347.8k0.05%	0.05%	Added +8	+8 2.8%
75	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	7,397	$338.4k0.05%	0.05%	New
76	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,197	$325.9k0.05%	0.05%	Reduced -122	-122 -5.3%
77	HOME DEPOT INC COM HD	HD	909	$320.6k0.05%	0.05%	Added +6	+6 0.7%
78	HAMILTON LANE INC CL A HLNE	HLNE	4,058	$319.9k0.05%	0.05%	Unchanged
79	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	619	$309.7k0.05%	0.05%	New
80	PHILIP MORRIS INTL INC COM PM	PM	1,589	$287.4k0.04%	0.04%	Added +5	+5 0.3%
81	PRICE T ROWE GROUP INC COM TROW	TROW	2,426	$275.8k0.04%	0.04%	Added +14	+14 0.6%
82	ISHARES INC CORE MSCI EMKT IEMG	IEMG	3,304	$273.7k0.04%	0.04%	Reduced -1.2k	-1,231 -27.1%
83	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	3,575	$268.0k0.04%	0.04%	New
84	D-WAVE QUANTUM INC COM QBTS	QBTS	10,607	$254.5k0.04%	0.04%	Reduced -50	-50 -0.5%
85	INCYTE CORP COM INCY	INCY	2,193	$248.6k0.04%	0.04%	New
86	THE CIGNA GROUP COM CI	CI	878	$242.0k0.04%	0.04%	Added +1	+1 0.1%
87	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	4,137	$238.4k0.04%	0.04%	New
88	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	781	$227.0k0.03%	0.03%	New
89	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,433	$226.4k0.03%	0.03%	Reduced -47	-47 -3.2%
90	HARBOR ETF TRUST HARBOR COMMODITY HGER	HGER	7,661	$224.8k0.03%	0.03%	New
91	ORACLE CORP COM ORCL	ORCL	1,514	$221.9k0.03%	0.03%	Added +7	+7 0.5%
92	DR REDDYS LABS LTD ADR RDY	RDY	15,133	$219.3k0.03%	0.03%	Reduced -93	-93 -0.6%
93	WALMART INC COM WMT	WMT	1,919	$217.3k0.03%	0.03%	Reduced -6	-6 -0.3%
94	CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM	CGMM	6,495	$214.1k0.03%	0.03%	New
95	ISHARES TR U.S. TECH ETF IYW	IYW	828	$208.8k0.03%	0.03%	New
96	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	928	$203.6k0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	20,820	$3.5m20.8k shares
SPDR GOLD TR GLD	GLD	475	$204.4k475 shares