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Disclosery

13F-HR filed by PRESILIUM PRIVATE WEALTH, LLC

PRESILIUM PRIVATE WEALTH, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-25, with 74 holding rows worth $488,755,804.

Accession
0001939831-25-000003
Filer
CIK 1939831
Filed
2025-07-25
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 74 entries on the cover page, a total value of $488,755,804 stated on the cover page (in dollars after the unit check, H1), rows summing to $488,755,804 with VALUE read as dollars as filed, 13F file number 028-22843. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Value ETF922908744SHS362,406$64,051,671dollars as filed
Vanguard Growth922908736COM145,810$63,922,979dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS817,809$48,070,826dollars as filed
Vanguard FTSE Europe ETF922042874SHS561,049$43,481,294dollars as filed
Vanguard Short-Term Bond ETF921937827SHS453,153$35,663,164dollars as filed
VWO922042858SHS652,895$32,292,186dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS84,976$24,166,293dollars as filed
Vanguard FTSE Pacific ETF922042866SHS291,796$23,979,832dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS135,986$22,364,267dollars as filed
Vanguard Real Estate922908553SHS230,808$20,555,787dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF299,183$15,784,901dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS51,192$14,177,114dollars as filed
Vanguard Small-Cap Value ETF922908611SHS72,475$14,133,418dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS66,613$8,952,169dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM66,297$5,270,600dollars as filed
ISHARES TR464288414NATIONAL MUN ETF49,501$5,171,864dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF44,943$4,779,239dollars as filed
ISHARES TR464287457COM36,704$3,041,259dollars as filed
Vanguard Total World Stock ETF922042742SHS16,136$2,073,747dollars as filed
EXXON MOBIL CORP30231G102COM18,913$2,038,786dollars as filed
ISHARES TR46434V696CORE MSCI PAC28,112$1,931,319dollars as filed
Microsoft Corp594918104COM3,534$1,758,009dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF11,543$1,736,067dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS9,912$1,224,982dollars as filed
Apple Inc037833100COM5,904$1,211,254dollars as filed
Procter & Gamble Co742718109COM7,418$1,181,912dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF22,998$1,127,573dollars as filed
Vanguard S&P 500 ETF922908363COM1,897$1,077,553dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,380$1,010,500dollars as filed
Amazon.com, Inc023135106COM4,450$976,395dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS8,655$948,934dollars as filed
ISHARES TR46435G425COM7,008$948,182dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM2,124$945,605dollars as filed
ISHARES TR46435G516COM10,380$926,104dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock10,023$911,091dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS10,699$893,190dollars as filed
LOEWS CORP COM540424108Stock8,483$777,552dollars as filed
General Electric Company369604301COM2,978$766,506dollars as filed
ISHARES TR46434V738CORE MSCI EURO11,083$733,686dollars as filed
Walt Disney Co254687106COM5,425$672,730dollars as filed
META PLATFORMS INC CL A30303M102COM893$658,919dollars as filed
NIKE,Inc. Class B654106103COM8,960$636,518dollars as filed
ISHARES TR46435G243COM24,484$616,262dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,424$607,383dollars as filed
NVIDIA Corp67066G104COM3,825$604,328dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS11,555$549,325dollars as filed
International Business Machines Corporation459200101COM1,826$538,363dollars as filed
Visa Inc92826C839COM1,503$533,640dollars as filed
ISHARES TR464288521CRE U S REIT ETF9,420$532,807dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,865$504,899dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS4,796$453,889dollars as filed
ISHARES INC46434G863COM11,432$447,791dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS10,545$435,825dollars as filed
SPY78462F103SHS705$435,584dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF5,910$429,525dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,085$426,737dollars as filed
GE Vernova Inc.36828A101COM743$393,158dollars as filed
Merck & Co.,Inc.58933Y105COM4,834$382,655dollars as filed
Eli Lilly and Company532457108COM435$339,096dollars as filed
Cigna Corporation125523100COM976$322,646dollars as filed
Oracle Corporation68389X105COM1,466$320,512dollars as filed
Philip Morris International Inc.718172109COM1,729$314,885dollars as filed
Home Depot, Inc437076102COM826$302,845dollars as filed
IJH464287507COM4,330$268,558dollars as filed
iShares S&P 500 Growth ETF464287309SHS2,224$244,862dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock2,412$232,758dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS3,719$223,271dollars as filed
FISERV INC337738108COM1,283$221,202dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF1,178$215,362dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,600$213,296dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,495$203,788dollars as filed
iShares U.S. Technology ETF464287721SHS1,170$202,711dollars as filed
Walmart Inc.931142103COM2,052$200,611dollars as filed
CHARGEPOINT HLDGS INC15961R105COM CL A16,000$11,253dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001939831-25-000003this filing2025-07-25acceptance time not in the bulk data set