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Portfolio (Quarterly) Guide ↗

PRESILIUM PRIVATE WEALTH, LLC

· CIK 0001939831
13F Portfolio $567.2B AUM 75 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 46 Added 12 Reduced 3 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJR ISHARES TR 2,319.0 $288K 0.05% +386.0 +20.0% $124.32 +7.7%
42 PM PHILIP MORRIS INTL INC Consumer Defensive 1,584.0 $262K 0.05% +10.0 +0.6% $165.29 +16.1%
43 LLY ELI LILLY & CO Healthcare 282.0 $259K 0.05% +19.0 +7.2% $919.77 +9.5%
44 WMT WALMART INC Consumer Defensive 1,925.0 $239K 0.04% +48.0 +2.6% $124.26 +6.6%
45 ORCL ORACLE CORP Technology 1,507.0 $222K 0.04% +32.0 +2.2% $147.11 +33.0%
46 QBTS D-WAVE QUANTUM INC Technology 10,657.0 $154K 0.03% +687.0 +6.9% $14.43 +53.4%
Page 3 of 3  ·  46 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
Technology 20.3%
Energy 16.3%
Communication Services 13.5%
Healthcare 12.8%
Financial Services 12.3%
Consumer Defensive 10.1%
Consumer Cyclical 8.1%
Industrials 3.5%
Utilities 3.0%