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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,507	$268K	0.05%	SOLD
2	PFE	PFIZER INC	Healthcare	8,848	$220K	0.04%	SOLD
3	IYW	ISHARES TR	—	1,036	$207K	0.04%	SOLD

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%