Titelia

Holdings of PRESILIUM PRIVATE WEALTH, LLC

73 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 78.7 % of the equity sleeve

Sector breakdown

  • Funds 0.8 %
  • Technology 0.8 %
  • Energy 0.6 %
  • Communication 0.5 %
  • Health care 0.5 %
  • Consumer staples 0.4 %
  • Consumer discretionary 0.3 %
  • Industrials 0.3 %
  • Financials 0.1 %
  • Unattributed 95.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • IN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US72565.4M $99.96 %
2IN1210.9K $0.04 %

Positions

RankCompanySharesValueWeight
1Vanguard Value ETF 382,98375.1M $
2Vanguard Growth ETF 160,85170.3M $
3Vanguard Scottsdale Funds 1,009,46059.1M $
4Vanguard FTSE Europe ETF 638,59052.6M $
5Vanguard Short-term Bond Etf 550,05643.1M $
6Vanguard International Equity Index Funds 709,15338.3M $
7Vanguard FTSE Pacific ETF 283,44027.7M $
8Vanguard Index Funds 146,89027.1M $
9Vanguard Mid-Cap Growth ETF 104,40226.9M $
10Vanguard Real Estate ETF 278,19624.7M $
11iShares Trust 363,88119.1M $
12Vanguard Index Funds 79,18617.2M $
13Vanguard Index Funds 54,76716.6M $
14Vanguard FTSE All World ex-US 70,84110.3M $
15iShares National Muni Bond ETF 58,4096.2M $
16iShares Short-Term National Muni Bond ETF 52,8745.6M $
17Exxon Mobil Corp 20,8203.5M $
18VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 37,7223M $
19Vanguard Total World Stock ETF 16,2552.2M $
20iShares Core MSCI Pacific ETF 28,6552.2M $
21iShares Core S&P U.S. Growth ETF 10,7621.7M $
22Apple Inc 6,0941.5M $
23iShares S&P Mid-Cap 400 Value ETF 10,7031.4M $
24Vanguard Tax-Exempt Bond Index ETF 27,5411.4M $
25Microsoft Corp 3,5461.3M $
26iShares Russell 1000 Growth ETF 2,5201.1M $
27iShares Trust 12,7911.1M $
28Procter & Gamble Co/The 7,2241M $
29iShares Core MSCI EAFE ETF 11,4891M $
30Alphabet Inc 3,5801M $
31Amazon.com Inc 4,9021M $
32iShares ESG Aware MSCI EAFE ETF 10,6521M $
33iShares ESG Aware MSCI USA ETF 6,996989.4K $
34Vertex Pharmaceuticals Inc 2,137954.3K $
35Loews Corp 8,483905.5K $
36iShares Core MSCI Europe ETF 12,831901.6K $
37Vanguard S&P 500 ETF 1,399836K $
38Alphabet Inc 2,898833.4K $
39General Electric Co 2,706768K $
40NVIDIA Corp 4,164726.1K $
41Novartis AG 4,605703.5K $
42iShares Core U.S. REIT ETF 11,080655.8K $
43GE Vernova Inc 748653.1K $
44Colgate-Palmolive Co 7,523641.2K $
45iShares ESG Aware U.S. Aggregate Bond ETF 12,315585.6K $
46Meta Platforms Inc 953545.5K $
47iShares Trust 5,318543.8K $
48Walt Disney Co/The 5,459526.2K $
49iShares Core S&P 500 ETF 734479.7K $
50iShares ESG Aware MSCI USA Small-Cap ETF 10,113475.5K $
51Visa Inc 1,573475.4K $
52iShares ESG Aware MSCI EM ETF 10,398472.8K $
53State Street SPDR S&P 500 ETF Trust 705458.5K $
54NIKE Inc 8,483448.1K $
55International Business Machines Corp. 1,832444.1K $
56VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,987427.3K $
57Merck & Co Inc 3,374405.9K $
58Hamilton Lane Inc 4,058403.4K $
59iShares Core S&P Mid-Cap ETF 5,661382.3K $
60iShares Core MSCI Emerging Markets ETF 4,535316.3K $
61iShares Trust 2,788315.4K $
62Home Depot Inc/The 903297K $
63iShares Core S&P Small-Cap ETF 2,319288.3K $
64Philip Morris International Inc. 1,584261.8K $
65Eli Lilly & Co 282259.4K $
66Walmart Inc 1,925239.2K $
67Cigna Group/The 877233.9K $
68Oracle Corp 1,507221.7K $
69Vanguard High Dividend Yield E 1,480219.2K $
70T Rowe Price Group Inc 2,412217.4K $
71Dr Reddy's Laboratories Ltd 15,226210.9K $
72SPDR Gold Shares 475204.4K $
73D-Wave Quantum Inc 10,657153.8K $
Cite this page

Titelia. "Holdings of PRESILIUM PRIVATE WEALTH, LLC". https://titelia.com/en/funds/US13F1939831