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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 $446,368,066
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 334,975 $57,863,510 12.96%
2.
Vanguard Index Fds - GROWTH ETF
 148,405 $55,031,395 12.33%
3.
Vanguard Scottsdale Funds
 758,711 $44,528,775 9.98%
4.
Vanguard Intl Equity Index Funds
 VWO 540,812 $37,970,425 8.51%
5.
Vanguard Bond Index Funds
 BND 415,711 $32,541,874 7.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)