Skip to content
Disclosery

13F-HR filed by PRESILIUM PRIVATE WEALTH, LLC

PRESILIUM PRIVATE WEALTH, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-17, with 75 holding rows worth $567,238,772.

Accession
0001939831-26-000002
Filer
CIK 1939831
Filed
2026-04-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 75 entries on the cover page, a total value of $567,238,772 stated on the cover page (in dollars after the unit check, H1), rows summing to $567,238,772 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 ETF922908744SHS382,983$75,141,307dollars as filed
Vanguard Growth922908736COM160,851$70,258,203dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS1,009,460$59,093,775dollars as filed
Vanguard FTSE Europe ETF922042874SHS638,590$52,639,009dollars as filed
Vanguard Short-Term Bond ETF921937827SHS550,056$43,129,897dollars as filed
VWO922042858SHS709,153$38,329,746dollars as filed
Vanguard FTSE Pacific ETF922042866SHS283,440$27,700,600dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS146,890$27,068,835dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS104,402$26,867,757dollars as filed
Vanguard Real Estate922908553SHS278,196$24,675,995dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF363,881$19,125,565dollars as filed
Vanguard Small-Cap Value ETF922908611SHS79,186$17,203,104dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS54,767$16,553,256dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS70,841$10,327,929dollars as filed
ISHARES TR464288414NATIONAL MUN ETF58,409$6,200,129dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF52,874$5,631,081dollars as filed
EXXON MOBIL CORP30231G102COM20,820$3,532,284dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM37,722$2,990,212dollars as filed
Vanguard Total World Stock ETF922042742SHS16,255$2,248,336dollars as filed
ISHARES TR46434V696CORE MSCI PAC28,655$2,192,421dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF10,762$1,669,294dollars as filed
Apple Inc037833100COM6,094$1,546,687dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS10,703$1,418,208dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF27,541$1,374,001dollars as filed
Microsoft Corp594918104COM3,546$1,312,802dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,520$1,074,528dollars as filed
ISHARES TR464287457COM12,791$1,056,118dollars as filed
Procter & Gamble Co742718109COM7,224$1,043,461dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS11,489$1,040,129dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,580$1,026,959dollars as filed
Amazon.com, Inc023135106COM4,902$1,020,964dollars as filed
ISHARES TR46435G516COM10,652$1,018,544dollars as filed
ISHARES TR46435G425COM6,996$989,374dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS8,774$985,057dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM2,137$954,256dollars as filed
LOEWS CORP COM540424108Stock8,483$905,475dollars as filed
ISHARES TR46434V738CORE MSCI EURO12,831$901,626dollars as filed
Vanguard S&P 500 ETF922908363COM1,399$835,972dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,898$833,409dollars as filed
General Electric Company369604301COM2,706$767,954dollars as filed
NVIDIA Corp67066G104COM4,164$726,138dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR4,605$703,457dollars as filed
ISHARES TR46435G243COM26,423$662,292dollars as filed
ISHARES TR464288521CRE U S REIT ETF11,080$655,837dollars as filed
GE Vernova Inc.36828A101COM748$653,060dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock7,523$641,185dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS12,315$585,578dollars as filed
META PLATFORMS INC CL A30303M102COM953$545,483dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS5,318$543,813dollars as filed
Walt Disney Co254687106COM5,459$526,185dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS734$479,663dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS10,113$475,513dollars as filed
Visa Inc92826C839COM1,573$475,424dollars as filed
ISHARES INC46434G863COM10,398$472,797dollars as filed
SPY78462F103SHS705$458,490dollars as filed
NIKE,Inc. Class B654106103COM8,483$448,074dollars as filed
International Business Machines Corporation459200101COM1,832$444,066dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,987$427,324dollars as filed
Merck & Co.,Inc.58933Y105COM3,374$405,853dollars as filed
HAMILTON LANE INC407497106CL A4,058$403,377dollars as filed
IJH464287507COM5,661$382,300dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS4,535$316,292dollars as filed
iShares S&P 500 Growth ETF464287309SHS2,788$315,351dollars as filed
Home Depot, Inc437076102COM903$296,988dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,319$288,292dollars as filed
Philip Morris International Inc.718172109COM1,584$261,818dollars as filed
Eli Lilly and Company532457108COM282$259,375dollars as filed
Walmart Inc.931142103COM1,925$239,200dollars as filed
Cigna Corporation125523100COM877$233,940dollars as filed
Oracle Corporation68389X105COM1,507$221,695dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,480$219,188dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock2,412$217,418dollars as filed
DR REDDYS LABS LTD ADR256135203ADR15,226$210,880dollars as filed
SPDR GOLD TR78463V107GOLD SHS475$204,388dollars as filed
D-WAVE QUANTUM INC26740W109COM10,657$153,779dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001939831-26-000002this filing2026-04-17acceptance time not in the bulk data set