Presilium Private Wealth, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Brook Hart, reports a total of 111 distinct equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including the iShares Core S&P 500 ETF (ticker: IVV), which comprises 833 shares, and the iShares Core S&P 500 Growth ETF (ticker: IVW), which holds 4,408 shares. The Vanguard Index Funds Morningstar Large Cap Growth ETF (ticker: VMLGX) is also a significant holding, with 960,527 shares.
Among individual common stocks, the filing lists holdings in major technology and healthcare companies. Microsoft Corporation is held in 4,172 shares, while Apple Inc. is held in 7,210 shares. In the healthcare sector, Merck & Co. Inc. is listed with 12,152 shares, and Eli Lilly & Co. is held in 358 shares. Other notable individual stock positions include NVIDIA Corporation (4,914 shares), Johnson & Johnson (1,856 shares), and Procter & Gamble Co. (7,357 shares).
The filing also details positions in various international and sector-specific ETFs. Significant international equity ETFs include the iShares Core MSCI EAFE ETF (11,771 shares) and the iShares Core MSCI Pacific ETF (28,188 shares). The portfolio includes exposure to emerging markets through the iShares Core MSCI Emerging Markets ETF (3,444 shares) and the iShares ESG Aware MSCI Emerging Markets ETF (10,023 shares). Additionally, the firm holds various bond ETFs, such as the iShares 1-5 Year Treasury Bond ETF (302,777 shares) and the Vanguard Short-Term Treasury ETF (1,190,635 shares).
