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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	20,820	$3.5M	0.62%	SOLD
2	GLD	SPDR GOLD TR	Financial Services	475	$204K	0.04%	SOLD

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%