Notify me when PRESILIUM PRIVATE WEALTH, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 76 | $547,378,571 | +$20,089,259 | -$4,596,406 | +$15,492,853 | VTV, VUG, VGSH, VGK, BSV | 13F-HR | 13 Jan 2026, 09:23 |
| Q3 2025 | 76 | $526,556,589 | +$18,817,877 | -$4,612,405 | +$14,205,472 | VTV, VUG, VGSH, VGK, BSV | 13F-HR | 21 Oct 2025, 10:41 |
| Q2 2025 | 74 | $488,755,804 | +$25,150,761 | -$13,680,301 | +$11,470,460 | VTV, VUG, VGSH, VGK, BSV | 13F-HR | 25 Jul 2025, 14:38 |
| Q1 2025 | 71 | $446,368,066 | +$37,159,437 | -$25,207,174 | +$11,952,263 | VTV, VUG, VGSH, VGK, BSV | 13F-HR | 10 Apr 2025, 11:18 |
| Q4 2024 | 77 | $434,839,349 | +$14,336,512 | -$1,503,891 | +$12,832,621 | VUG, VTV, VGSH, VGK, VWO | 13F-HR | 14 Jan 2025, 11:50 |
| Q3 2024 | 76 | $434,164,669 | +$16,227,512 | -$2,130,848 | +$14,096,664 | VTV, VUG, VGSH, VGK, VWO | 13F-HR | 03 Oct 2024, 12:17 |
| Q2 2024 | 73 | $395,942,246 | +$21,599,850 | -$3,994,002 | +$17,605,848 | VUG, VTV, VGSH, VGK, VWO | 13F-HR | 15 Jul 2024, 10:25 |
| Q1 2024 | 68 | $376,990,380 | +$21,275,060 | -$12,365,946 | +$8,909,114 | VTV, VUG, VGK, VGSH, VWO | 13F-HR | 01 May 2024, 12:01 |
| Q4 2023 | 72 | $351,144,021 | +$42,857,939 | -$32,335,238 | +$10,522,701 | VUG, VTV, VGK, VGSH, VWO | 13F-HR | 10 Jan 2024, 08:51 |
| Q3 2023 | 57 | $314,306,301 | +$41,121,680 | -$7,517,443 | +$33,604,237 | VTV, VUG, VGK, IGSB, VWO | 13F-HR | 10 Oct 2023, 11:27 |
| Q2 2023 | 57 | $291,726,286 | +$25,452,522 | -$1,627,593 | +$23,824,929 | VTV, VUG, VGK, IGSB, VWO | 13F-HR | 21 Jul 2023, 15:51 |
| Q1 2023 | 52 | $259,117,904 | +$21,464,257 | -$12,522,653 | +$8,941,604 | VUG, VTV, VGK, IGSB, VWO | 13F-HR | 20 Apr 2023, 17:30 |
| Q4 2022 | 48 | $238,261,471 | $0 | $0 | $0 | VTV, VUG, VGK, IGSB, VWO | 13F-HR | 07 Feb 2023, 20:35 |