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Portfolio (Quarterly) Guide ↗

PRESILIUM PRIVATE WEALTH, LLC

· CIK 0001939831
13F Portfolio $651M AUM 96 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 33 Added 19 Reduced 2 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 1,557.0 $1.1M 0.16% +158.0 +11.3% $686.81 +2.5%
22 GEV GE VERNOVA INC Utilities 860.0 $1.0M 0.15% +112.0 +15.0% $1175.07 -18.6%
23 NVDA NVIDIA CORPORATION Technology 4,496.0 $900K 0.14% +332.0 +8.0% $200.07 +7.3%
24 SUSB ISHARES TR 29,500.0 $737K 0.11% +3K +11.7% $24.99 -0.6%
25 MRK MERCK & CO INC Healthcare 5,084.0 $653K 0.10% +2K +50.7% $128.50 +18.7%
26 EAGG ISHARES TR 13,682.0 $649K 0.10% +1K +11.1% $47.41 -1.6%
27 IVW ISHARES TR 4,496.0 $618K 0.10% +2K +61.3% $137.53 +0.9%
28 IUSV ISHARES TR 5,453.0 $601K 0.09% +135.0 +2.5% $110.16 +4.3%
29 V VISA INC Financial Services 1,637.0 $562K 0.09% +64.0 +4.1% $343.09 +8.1%
30 IBM INTERNATIONAL BUSINESS MACHS Technology 1,927.0 $542K 0.08% +95.0 +5.2% $281.21 -16.2%
31 LLY ELI LILLY & CO Healthcare 290.0 $348K 0.05% +8.0 +2.8% $1199.43 +4.6%
32 HD HOME DEPOT INC Consumer Cyclical 909.0 $321K 0.05% +6.0 +0.7% $352.68 -4.8%
33 TROW PRICE T ROWE GROUP INC Financial Services 2,426.0 $276K 0.04% +14.0 +0.6% $113.69 -1.9%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.0%
Technology 22.2%
Healthcare 19.0%
Consumer Defensive 8.7%
Communication Services 7.9%
Consumer Cyclical 6.9%
Industrials 5.4%
Utilities 3.9%