PRESILIUM PRIVATE WEALTH, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 3, 2024
Value $
$434M
Signature - Title
Brook Hart - Chief Compliance Officer
Location
Radnor, PA
Summary
This page shows a list of all the recent 13F filings made by PRESILIUM PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PRESILIUM PRIVATE WEALTH, LLC reported 76 stock holdings with total value $434M as of Q3 2024. Top holdings included VTV, VUG, VGSH, VGK, and VWO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 76 $434M +$16.2M -$2.13M +$14.1M VTV, VUG, VGSH, VGK, VWO 13F-HR 10/3/2024, 12:17 PM
Q2 2024 73 $396M +$21.6M -$3.99M +$17.6M VUG, VTV, VGSH, VGK, VWO 13F-HR 7/15/2024, 10:25 AM
Q1 2024 68 $377M +$21.3M -$12.4M +$8.91M VTV, VUG, VGK, VGSH, VWO 13F-HR 5/1/2024, 12:01 PM
Q4 2023 72 $351M +$42.9M -$32.3M +$10.5M VUG, VTV, VGK, VGSH, VWO 13F-HR 1/10/2024, 08:51 AM
Q3 2023 57 $314M +$41.1M -$7.52M +$33.6M VTV, VUG, VGK, IGSB, VWO 13F-HR 10/10/2023, 11:27 AM
Q2 2023 57 $292M +$25.5M -$1.63M +$23.8M VTV, VUG, VGK, IGSB, VWO 13F-HR 7/21/2023, 03:51 PM
Q1 2023 52 $259M +$21.5M -$12.5M +$8.94M VUG, VTV, VGK, IGSB, VWO 13F-HR 4/20/2023, 05:30 PM
Q4 2022 48 $238M $0 $0 VTV, VUG, VGK, IGSB, VWO 13F-HR 2/7/2023, 08:35 PM