Presilium Private Wealth, LLC
- SEC CIK
- 0001939831
- Latest filing
- Jul 22, 2026
The latest 13F from Presilium Private Wealth, LLC covers Q2 2026 (filed Jul 22, 2026): 96 long positions worth $651.4M. The top 10 holdings make up 77.1% of the portfolio, and the largest is Vanguard Morningstar Value ETF at 13.4%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 23
- Est. +$12.0M
- Added
- 38
- Est. +$26.9M
- Reduced
- 28
- Est. −$4.33M
- Sold out
- 2
- Est. −$3.74M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Value ETF92290874413.4%$87.3M
- Vanguard Morningstar Growth ETF92290873612.4%$81.1M
- Vanguard Scottsdale FDS92206C10210.0%$65.4M
- Vanguard Intl Equity Index F9220428748.7%$56.8M
- Vanguard Short-Term Bond ETF9219378277.4%$47.9M
Share of portfolio
Top 5 holdings and the other 91 positions, by share of portfolio value
- Vanguard Morningstar Value ETF13.4%
- Vanguard Morningstar Growth ETF12.4%
- Vanguard Scottsdale FDS10.0%
- Vanguard Intl Equity Index F8.7%
- Vanguard Short-Term Bond ETF7.4%
- Other 91 positions48.0%
Biggest buys
New and added positions, by estimated amount bought
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $651.4M
- +$84.2M (+14.8%) vs. prior quarter
- Positions
- 96
- +21 vs. prior quarter
- Top 10 concentration
- 77.1%
- Top 10 as share of value
- Turnover
- 1.3%
- Q2 2026, one quarter
- Average holding period
- 14.4 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.
13F filings by quarter
15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $651.4M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 22, 2026 | 96 | $651.4M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Scottsdale FDS | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 17, 2026 | 75 | $567.2M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Scottsdale FDS | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 13, 2026 | 76 | $547.4M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Scottsdale FDS | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 21, 2025 | 76 | $526.6M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Scottsdale FDS | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 25, 2025 | 74 | $488.8M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Scottsdale FDS | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 10, 2025 | 71 | $446.4M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Scottsdale FDS | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 14, 2025 | 77 | $434.8M | Vanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard Scottsdale FDS | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 3, 2024 | 76 | $434.2M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Scottsdale FDS | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 15, 2024 | 73 | $395.9M | Vanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard Scottsdale FDS | vs. Q1 2024 | SEC |
| Q1 2024 | May 1, 2024 | 68 | $377.0M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Intl Equity Index F | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 10, 2024 | 72 | $351.1M | Vanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard Intl Equity Index F | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 10, 2023 | 57 | $314.3M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Intl Equity Index F | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 21, 2023 | 57 | $291.7M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Intl Equity Index F | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 20, 2023 | 52 | $259.1M | Vanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard Intl Equity Index F | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 8, 2023 | 48 | $238.3M | Vanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Intl Equity Index F | – | SEC |