PRESILIUM PRIVATE WEALTH, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Radnor, PA
CIK
0001939831
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 76 434,164 VTV, VUG, VGSH, VGK 13F-HR 10/3/2024 000193983124000004
Q2 2024 73 395,942 VUG, VTV, VGSH, VGK 13F-HR 7/15/2024 000193983124000002
Q1 2024 68 376,990 VTV, VUG, VGK, VGSH 13F-HR 5/1/2024 000154686524000004
Q4 2023 72 351,144 VUG, VTV, VGK, VGSH 13F-HR 1/10/2024 000193983124000001
Q3 2023 57 314,306 VTV, VUG, VGK, IGSB 13F-HR 10/10/2023 000193983123000004
Q2 2023 57 291,726 VTV, VUG, VGK, IGSB 13F-HR 7/21/2023 000193983123000002
Q1 2023 52 259,117 VUG, VTV, VGK, IGSB 13F-HR 4/20/2023 000193983123000001
Q4 2022 48 238,261 VTV, VUG, VGK, IGSB 13F-HR 2/7/2023 000108514623000752