# EDGAR Filing Document

**Accession Number:** 0001939831
**File Stem:** 0001939831-25-000003
**Filing Date:** 2025-7
**Character Count:** 11055
**Document Hash:** 2252ea6052deb49056fc8715772614be
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001939831-25-000003.hdr.sgml**: 20250725

**ACCESSION NUMBER**: 0001939831-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250725

**DATE AS OF CHANGE**: 20250725

**EFFECTIVENESS DATE**: 20250725

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PRESILIUM PRIVATE WEALTH, LLC
- **CENTRAL INDEX KEY:** 0001939831

**ORGANIZATION NAME:**
- **EIN:** 874563318
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22843
- **FILM NUMBER:** 251151256

**BUSINESS ADDRESS:**
- **STREET 1:** 150 NORTH RADNOR CHESTER ROAD
- **STREET 2:** SUITE F110
- **CITY:** RADNOR
- **STATE:** PA
- **ZIP:** 19087
- **BUSINESS PHONE:** (215) 982-4140

**MAIL ADDRESS:**
- **STREET 1:** 150 NORTH RADNOR CHESTER ROAD
- **STREET 2:** SUITE F110
- **CITY:** RADNOR
- **STATE:** PA
- **ZIP:** 19087

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PRESILIUM PRIVATE WEALTH LLC<br>**Address:** 150 NORTH RADNOR CHESTER ROAD<br>SUITE F110<br>RADNOR, PA 19087

**Form 13F File Number:** 028-22843

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brook Hart<br>**Title:** Chief Compliance Officer<br>**Phone:** (215) 982-4142

**Signature, Place, and Date of Signing:**

Brook Hart  Radnor, PA  07-25-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 74

**Form 13F Information Table Value Total:** $488755804

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 607383 | 3424 | SH |  | SOLE |  | 0 | 0 | 3424 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 504899 | 2865 | SH |  | SOLE |  | 0 | 0 | 2865 |
| AMAZON COM INC | COM | 023135106 |  | 976395 | 4450 | SH |  | SOLE |  | 0 | 0 | 4450 |
| APPLE INC | COM | 037833100 |  | 1211254 | 5904 | SH |  | SOLE |  | 0 | 0 | 5904 |
| CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 |  | 11253 | 16000 | SH |  | SOLE |  | 0 | 0 | 16000 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 911091 | 10023 | SH |  | SOLE |  | 0 | 0 | 10023 |
| DISNEY WALT CO | COM | 254687106 |  | 672730 | 5425 | SH |  | SOLE |  | 0 | 0 | 5425 |
| ELI LILLY  CO | COM | 532457108 |  | 339096 | 435 | SH |  | SOLE |  | 0 | 0 | 435 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2038786 | 18913 | SH |  | SOLE |  | 0 | 0 | 18913 |
| FISERV INC | COM | 337738108 |  | 221202 | 1283 | SH |  | SOLE |  | 0 | 0 | 1283 |
| GE AEROSPACE | COM NEW | 369604301 |  | 766506 | 2978 | SH |  | SOLE |  | 0 | 0 | 2978 |
| GE VERNOVA INC | COM | 36828A101 |  | 393158 | 743 | SH |  | SOLE |  | 0 | 0 | 743 |
| HOME DEPOT INC | COM | 437076102 |  | 302845 | 826 | SH |  | SOLE |  | 0 | 0 | 826 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 538363 | 1826 | SH |  | SOLE |  | 0 | 0 | 1826 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 223271 | 3719 | SH |  | SOLE |  | 0 | 0 | 3719 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 447791 | 11432 | SH |  | SOLE |  | 0 | 0 | 11432 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 3041259 | 36704 | SH |  | SOLE |  | 0 | 0 | 36704 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 893190 | 10699 | SH |  | SOLE |  | 0 | 0 | 10699 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 733686 | 11083 | SH |  | SOLE |  | 0 | 0 | 11083 |
| ISHARES TR | CORE MSCI PAC | 46434V696 |  | 1931319 | 28112 | SH |  | SOLE |  | 0 | 0 | 28112 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 268558 | 4330 | SH |  | SOLE |  | 0 | 0 | 4330 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 1736067 | 11543 | SH |  | SOLE |  | 0 | 0 | 11543 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 453889 | 4796 | SH |  | SOLE |  | 0 | 0 | 4796 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 532807 | 9420 | SH |  | SOLE |  | 0 | 0 | 9420 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 429525 | 5910 | SH |  | SOLE |  | 0 | 0 | 5910 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 926104 | 10380 | SH |  | SOLE |  | 0 | 0 | 10380 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 435825 | 10545 | SH |  | SOLE |  | 0 | 0 | 10545 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 948182 | 7008 | SH |  | SOLE |  | 0 | 0 | 7008 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 549325 | 11555 | SH |  | SOLE |  | 0 | 0 | 11555 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 616262 | 24484 | SH |  | SOLE |  | 0 | 0 | 24484 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 15784901 | 299183 | SH |  | SOLE |  | 0 | 0 | 299183 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 215362 | 1178 | SH |  | SOLE |  | 0 | 0 | 1178 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 5171864 | 49501 | SH |  | SOLE |  | 0 | 0 | 49501 |
| ISHARES TR | RUS 1000 GRW WTF | 464287614 |  | 1010500 | 2380 | SH |  | SOLE |  | 0 | 0 | 2380 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 244862 | 2224 | SH |  | SOLE |  | 0 | 0 | 2224 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 1224982 | 9912 | SH |  | SOLE |  | 0 | 0 | 9912 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 4779239 | 44943 | SH |  | SOLE |  | 0 | 0 | 44943 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 202711 | 1170 | SH |  | SOLE |  | 0 | 0 | 1170 |
| LOEWS CORP | COM | 540424108 |  | 777552 | 8483 | SH |  | SOLE |  | 0 | 0 | 8483 |
| MERCK  CO INC | COM | 58933Y105 |  | 382655 | 4834 | SH |  | SOLE |  | 0 | 0 | 4834 |
| META PLATFORMS INC | CL A | 30303M102 |  | 658919 | 893 | SH |  | SOLE |  | 0 | 0 | 893 |
| MICROSOFT CORP | COM | 594918104 |  | 1758009 | 3534 | SH |  | SOLE |  | 0 | 0 | 3534 |
| NIKE INC | CL B | 654106103 |  | 636518 | 8960 | SH |  | SOLE |  | 0 | 0 | 8960 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 604328 | 3825 | SH |  | SOLE |  | 0 | 0 | 3825 |
| ORACLE CORP | COM | 68389X105 |  | 320512 | 1466 | SH |  | SOLE |  | 0 | 0 | 1466 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 203788 | 1495 | SH |  | SOLE |  | 0 | 0 | 1495 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 314885 | 1729 | SH |  | SOLE |  | 0 | 0 | 1729 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 232758 | 2412 | SH |  | SOLE |  | 0 | 0 | 2412 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1181912 | 7418 | SH |  | SOLE |  | 0 | 0 | 7418 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 435584 | 705 | SH |  | SOLE |  | 0 | 0 | 705 |
| THE CIGNA GROUP | COM | 125523100 |  | 322646 | 976 | SH |  | SOLE |  | 0 | 0 | 976 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 63922979 | 145810 | SH |  | SOLE |  | 0 | 0 | 145810 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 24166293 | 84976 | SH |  | SOLE |  | 0 | 0 | 84976 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 22364267 | 135986 | SH |  | SOLE |  | 0 | 0 | 135986 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 20555787 | 230808 | SH |  | SOLE |  | 0 | 0 | 230808 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1077553 | 1897 | SH |  | SOLE |  | 0 | 0 | 1897 |
| VANGUARD INDEX FDS | SHORT TRM BOND | 921937827 |  | 35663164 | 453153 | SH |  | SOLE |  | 0 | 0 | 453153 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 14133418 | 72475 | SH |  | SOLE |  | 0 | 0 | 72475 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 14177114 | 51192 | SH |  | SOLE |  | 0 | 0 | 51192 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 64051671 | 362406 | SH |  | SOLE |  | 0 | 0 | 362406 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 32292186 | 652895 | SH |  | SOLE |  | 0 | 0 | 652895 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 43481294 | 561049 | SH |  | SOLE |  | 0 | 0 | 561049 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 23979832 | 291796 | SH |  | SOLE |  | 0 | 0 | 291796 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 8952169 | 66613 | SH |  | SOLE |  | 0 | 0 | 66613 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 2073747 | 16136 | SH |  | SOLE |  | 0 | 0 | 16136 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1127573 | 22998 | SH |  | SOLE |  | 0 | 0 | 22998 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 48070826 | 817809 | SH |  | SOLE |  | 0 | 0 | 817809 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 5270600 | 66297 | SH |  | SOLE |  | 0 | 0 | 66297 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 426737 | 2085 | SH |  | SOLE |  | 0 | 0 | 2085 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 213296 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 948934 | 8655 | SH |  | SOLE |  | 0 | 0 | 8655 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 945605 | 2124 | SH |  | SOLE |  | 0 | 0 | 2124 |
| VISA INC | COM CL A | 92826C839 |  | 533640 | 1503 | SH |  | SOLE |  | 0 | 0 | 1503 |
| WALMART INC | COM | 931142103 |  | 200611 | 2052 | SH |  | SOLE |  | 0 | 0 | 2052 |

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