PRESILIUM PRIVATE WEALTH, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value: $679M
Positions: 111
Quarter ended: September 30, 2026
Filed: October 26, 2026

Reported portfolio value by quarter (16 quarters reported)

$679M $238M

Q4 22 Q4 23 Q4 24 Q4 25 Q3 26

$238M in Q4 2022 → $679M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
VI Vanguard Index Fds	12.7%	Added 2.0%	960,527	$86.6M
VI Vanguard Index Fds	12.7%	Trimmed 0.3%	399,431	$86.3M
VS Vanguard Scottsdale Fds	10.1%	Added 6.0%	1,190,635	$68.5M
VI Vanguard Intl Equity Index F	8.6%	Added 4.7%	671,967	$58.3M
VB Vanguard Bd Index Fds	7.3%	Added 5.4%	648,612	$49.6M
VI Vanguard Intl Equity Index F	6.6%	Added 7.1%	750,459	$44.5M
VI Vanguard Intl Equity Index F	5.0%	Added 6.8%	292,690	$33.9M
VI Vanguard Index Fds	4.6%	Added 2.1%	106,827	$31.2M
VI Vanguard Index Fds	4.5%	Added 1.5%	155,874	$30.5M
VI Vanguard Index Fds	4.0%	Added 4.6%	302,962	$27.2M
IT Ishares Tr	3.1%	Added 2.6%	408,621	$20.9M
VI Vanguard Index Fds	2.8%	Added 3.2%	56,360	$19M
VI Vanguard Index Fds	2.8%	Added 0.4%	81,081	$18.7M
VI Vanguard Intl Equity Index F	1.8%	Added 11%	77,812	$12.1M
IT Ishares Tr	1.0%	Added 12%	68,214	$6.9M
IT Ishares Tr	0.8%	Trimmed 3.0%	54,303	$5.68M
SS State Str SPDR S&P 500 ETF T	0.7%	Added 1.8%	6,304	$4.81M
Exxonmobil Holdings Corp	0.5%	Added 1.0%	21,037	$3.42M
VM Vanguard Mun Bd Fds	0.5%	Added 141%	69,344	$3.28M
VW Vanguard Wellington Fd	0.4%	New	30,009	$2.96M
VS Vanguard Scottsdale Fds	0.4%	Trimmed 8.2%	38,051	$2.94M
Apple Inc	0.4%	Added 12%	7,210	$2.4M
IT Ishares Tr	0.4%	Added 0.4%	28,188	$2.4M
VI Vanguard Intl Equity Index F	0.3%	Trimmed 9.0%	14,517	$2.29M
Microsoft Corp	0.3%	Added 16%	4,172	$2.14M
IT Ishares Tr	0.3%	Trimmed 6.0%	9,984	$1.93M
Merck & Co Inc	0.3%	Added 139%	12,152	$1.77M
IT Ishares Tr	0.2%	Trimmed 1.3%	10,255	$1.41M
Amazon Com Inc	0.2%	Added 15%	5,426	$1.35M
Alphabet Inc	0.2%	Added 11%	3,927	$1.34M
IT Ishares Tr	0.2%	Unchanged	10,080	$1.26M
GA Ge Aerospace	0.2%	Added 20%	3,787	$1.18M
IT Ishares Tr	0.2%	Unchanged	11,771	$1.14M
VI Vanguard Index Fds	0.2%	Added 4.0%	1,620	$1.14M
Vertex Pharmaceuticals Inc	0.2%	Added 0.7%	2,153	$1.13M
Nvidia Corporation	0.2%	Added 9.3%	4,914	$1.12M
VW Vanguard World Fd	0.2%	Trimmed 5.5%	8,253	$1.12M
IT Ishares Tr	0.2%	Trimmed 5.6%	6,684	$1.11M
IT Ishares Tr	0.2%	Trimmed 2.7%	10,563	$1.09M
Procter & Gamble Co	0.2%	Added 1.5%	7,357	$1.07M
Alphabet Inc	0.2%	Added 10%	3,053	$1.05M
VI Vanguard Index Fds	0.1%	New	2,477	$927K
IT Ishares Tr	0.1%	Added 1.6%	12,462	$918K
Ge Vernova Inc	0.1%	Added 9.8%	944	$897K
Loews Corp	0.1%	Added 0.0%	8,487	$886K
Abbvie Inc	0.1%	New	3,243	$848K
FT First Tr Exchange-traded Fd	0.1%	Unchanged	5,100	$830K
Meta Platforms Inc	0.1%	Added 20%	1,142	$828K
Broadcom Inc	0.1%	New	2,231	$784K
FT First Tr Exchange-traded Fd	0.1%	Trimmed 0.0%	7,373	$760K
IT Ishares Tr	0.1%	Added 2.6%	30,277	$740K
VB Vanguard Bd Index Fds	0.1%	New	10,512	$737K
Visa Inc	0.1%	Added 20%	1,964	$706K
IT Ishares Tr	0.1%	Trimmed 1.8%	10,735	$661K
Colgate Palmolive Co	0.1%	Added 0.6%	7,570	$646K
Jpmorgan Chase & Co	0.1%	New	1,946	$644K
IT Ishares Tr	0.1%	Added 13%	833	$638K
IT Ishares Tr	0.1%	Trimmed 2.0%	4,408	$627K
Novartis Ag	0.1%	Trimmed 6.5%	4,303	$614K
DW Disney Walt Co	0.1%	Added 7.4%	5,847	$613K

Showing top 60 of 111 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 26, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Added	+67,581	+$3.89M	10.1%
VI Vanguard Intl Equity Index F	Added	+49,989	+$2.96M	6.6%
VW Vanguard Wellington Fd	New	+30,009	+$2.96M	0.4%
VI Vanguard Intl Equity Index F	Added	+30,289	+$2.63M	8.6%
VB Vanguard Bd Index Fds	Added	+33,466	+$2.56M	7.3%
VI Vanguard Intl Equity Index F	Added	+18,642	+$2.16M	5.0%
VM Vanguard Mun Bd Fds	Added	+40,577	+$1.92M	0.5%
VI Vanguard Index Fds	Added	+19,094	+$1.72M	12.7%
VI Vanguard Index Fds	Added	+13,460	+$1.21M	4.0%
VI Vanguard Intl Equity Index F	Added	+7,546	+$1.17M	1.8%

Showing the 10 largest of 109 changes.

Q2 2026

quarter ended June 30, 2026 · filed July 22, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+780,582	+$67.2M	12.4%
VS Vanguard Scottsdale Fds	Added	+113,594	+$6.61M	10.0%
VI Vanguard Index Fds	Added	+65,090	+$5.07M	7.4%
SS SPDR S&P 500 ETF Tr	Added	+5,486	+$4.1M	0.7%
VI Vanguard Index Fds	Added	+17,695	+$3.86M	13.4%
Exxon Mobil Corp	Exited	−20,820	−$3.53M	—
Exxon Mobil Corp	New	+20,838	+$2.85M	0.4%
IT Ishares Tr	Added	+34,333	+$1.8M	3.2%
VI Vanguard Index Fds	Added	+6,627	+$1.31M	4.7%
VI Vanguard Index Fds	Added	+11,306	+$1.09M	4.3%

Showing the 10 largest of 92 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 17, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+17,450	+$7.62M	12.4%
VS Vanguard Scottsdale Fds	Added	+60,308	+$3.53M	10.4%
VI Vanguard Intl Equity Index F	Added	+36,962	+$3.05M	9.3%
VI Vanguard Index Fds	Added	+10,854	+$2.79M	4.7%
VI Vanguard Intl Equity Index F	Added	+37,800	+$2.04M	6.8%
VI Vanguard Index Fds	Added	+25,712	+$2.02M	7.6%
IT Ishares Tr	Added	+19,475	+$1.02M	3.4%
VI Vanguard Index Fds	Added	+11,141	+$988K	4.4%
VI Vanguard Index Fds	Added	+2,393	+$723K	2.9%
VS Vanguard Scottsdale Fds	Trimmed	−8,892	−$705K	0.5%

Showing the 10 largest of 73 changes.

Q4 2025

quarter ended December 31, 2025 · filed January 13, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Added	+54,683	+$3.21M	10.2%
VI Vanguard Index Fds	Added	+31,510	+$2.48M	7.5%
VI Vanguard Index Fds	Added	+7,253	+$2.02M	4.8%
VI Vanguard Index Fds	Added	+21,418	+$1.9M	4.3%
IT Ishares Tr	Trimmed	−19,151	−$1.59M	0.2%
VI Vanguard Index Fds	Added	+7,220	+$1.38M	13.2%
VI Vanguard Intl Equity Index F	Added	+15,356	+$1.28M	9.2%
VS Vanguard Scottsdale Fds	Trimmed	−15,356	−$1.22M	0.7%
VI Vanguard Intl Equity Index F	Added	+21,571	+$1.16M	6.6%
IT Ishares Tr	Added	+20,689	+$1.09M	3.3%

Showing the 10 largest of 73 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 21, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Added	+76,660	+$4.51M	10.0%
VI Vanguard Index Fds	Added	+39,681	+$3.13M	7.4%
VI Vanguard Intl Equity Index F	Added	+25,223	+$2.01M	8.9%
VI Vanguard Index Fds	Added	+9,967	+$1.86M	13.2%
VI Vanguard Index Fds	Trimmed	−2,972	−$1.43M	13.0%
VI Vanguard Index Fds	Added	+14,829	+$1.36M	4.3%
IT Ishares Tr	Added	+24,534	+$1.3M	3.3%
VI Vanguard Index Fds	Added	+5,813	+$1.01M	4.7%
VI Vanguard Intl Equity Index F	Trimmed	−9,771	−$858K	4.7%
Hamilton Lane Inc	New	+4,529	+$610K	0.1%

Showing the 10 largest of 60 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 25, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+27,431	+$4.85M	13.1%
VS Vanguard Scottsdale Fds	Added	+59,098	+$3.47M	9.8%
VI Vanguard Index Fds	Added	+37,442	+$2.95M	7.3%
IT Ishares Tr	Trimmed	−39,779	−$2.63M	0.2%
VI Vanguard Index Fds	Added	+27,404	+$2.44M	4.2%
IT Ishares Tr	Trimmed	−19,251	−$1.82M	0.1%
I Ishares Inc	Trimmed	−29,426	−$1.77M	—
IT Ishares Tr	Trimmed	−23,304	−$1.6M	0.4%
VI Vanguard Index Fds	Added	+9,619	+$1.58M	4.6%
VI Vanguard Intl Equity Index F	Added	+20,237	+$1.57M	8.9%

Showing the 10 largest of 65 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 10, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+18,122	+$6.72M	12.3%
VI Vanguard Index Fds	Added	+33,313	+$5.75M	13.0%
IT Ishares Tr	Trimmed	−105,709	−$5.54M	3.3%
VI Vanguard Index Fds	Added	+55,226	+$4.32M	7.3%
VI Vanguard Index Fds	Added	+26,834	+$4.31M	4.5%
VI Vanguard Index Fds	Added	+17,074	+$4.18M	4.7%
VI Vanguard Index Fds	Added	+14,052	+$3.54M	2.8%
VI Vanguard Intl Equity Index F	Trimmed	−48,046	−$3.48M	4.6%
VS Vanguard Scottsdale Fds	Added	+57,716	+$3.39M	10.0%
VI Vanguard Intl Equity Index F	Trimmed	−31,739	−$2.23M	8.5%

Showing the 10 largest of 60 changes.

Q4 2024

quarter ended December 31, 2024 · filed January 14, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Intl Equity Index F	Added	+38,081	+$2.42M	8.4%
VS Vanguard Scottsdale Fds	Added	+33,250	+$1.93M	9.4%
VI Vanguard Index Fds	Added	+24,775	+$1.91M	6.4%
VI Vanguard Index Fds	Added	+7,207	+$1.22M	11.7%
IT Ishares Tr	Added	+23,385	+$1.21M	4.6%
VI Vanguard Index Fds	Added	+12,921	+$1.15M	3.8%
VI Vanguard Intl Equity Index F	Added	+13,738	+$976K	5.4%
IT Ishares Tr	Added	+12,160	+$656K	0.9%
VI Vanguard Intl Equity Index F	Added	+13,207	+$582K	6.7%
Exxon Mobil Corp	Trimmed	−5,259	−$566K	0.5%

Showing the 10 largest of 58 changes.

Comments