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Brook Hart

Presilium Private Wealth, Llc

Assets Managed
$651.415M
Holdings
96
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.84%(2Q avg: 9.24%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Presilium Private Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Presilium Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 651.415M in assets, with a quarterly growth rate of 14.84% and a 2-quarter average growth rate of 9.24%. The portfolio is managed by Brook Hart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 4.63%
13.41%
$87.32M
400,678 shares@ $217.93 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 485.29%
12.45%
$81.095M
941,433 shares@ $86.15 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 11.26%
10.04%
$65.362M
1.123M shares@ $58.2 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Increased 0.49%
8.73%
$56.814M
641,678 shares@ $88.54 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 11.84%
7.36%
$47.926M
615,146 shares@ $77.91 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -1.22%
6.42%
$41.811M
700,470 shares@ $59.69 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 0.22%
4.92%
$32.046M
104,624 shares@ $306.31 avg price
VPL
Vanguard Ftse Pacific Etf
Recent Activity
Decreased -3.31%
4.87%
$31.705M
274,048 shares@ $115.7 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 4.52%
4.66%
$30.335M
153,517 shares@ $197.6 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 4.07%
4.29%
$27.917M
289,502 shares@ $96.44 avg price

1-10 of 96