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Home > Institutional Investor > Presilium Private Wealth, Llc > Profile

Instuitional Investor - Presilium Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Presilium Private Wealth, Llc
Portfolio Value $434,839,349
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 130,283 $53,473,192 12.29%
2.
Vanguard Index Fds
 301,662 $51,071,306 11.74%
3.
Vanguard Scottsdale Funds
 700,995 $40,783,914 9.37%
4.
Vanguard Intl Equity Index Funds
 VWO 572,551 $36,339,824 8.35%
5.
Vanguard Intl Equity Index Funds
 VWO 657,470 $28,954,979 6.65%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)