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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 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXON MOBIL CORP 20,838.0 $2.8M 0.44% NEW $136.72
2 AZN ASTRAZENECA PLC Healthcare 4,342.0 $823K 0.13% NEW $189.64 -12.5%
3 QQEW FIRST TR EXCHANGE-TRADED FD 5,100.0 $814K 0.12% NEW $159.60 +3.0%
4 XLI SELECT SECTOR SPDR TR 3,622.0 $671K 0.10% NEW $185.23 -2.7%
5 CIBR FIRST TR EXCHANGE-TRADED FD 7,375.0 $663K 0.10% NEW $89.85 +5.6%
6 MU MICRON TECHNOLOGY INC Technology 542.0 $625K 0.10% NEW $1153.91 -16.2%
7 ALAI THE ALGER ETF TRUST 11,990.0 $547K 0.08% NEW $45.64 -2.2%
8 FIW FIRST TR EXCHANGE-TRADED FD 4,449.0 $487K 0.07% NEW $109.52 +1.5%
9 FEGE RBB FUND TRUST 9,408.0 $460K 0.07% NEW $48.92 +8.7%
10 VDC VANGUARD WORLD FD 1,881.0 $424K 0.07% NEW $225.49 +2.8%
11 JBND J P MORGAN EXCHANGE TRADED F 7,588.0 $406K 0.06% NEW $53.50 -1.6%
12 CGDV CAPITAL GROUP DIVIDEND VALUE 7,541.0 $372K 0.06% NEW $49.28 +1.9%
13 GSK GSK PLC Healthcare 6,852.0 $359K 0.06% NEW $52.42 -0.0%
14 VFLO VICTORY PORTFOLIOS II 7,397.0 $338K 0.05% NEW $45.75 +21.2%
15 BERKSHIRE HATHAWAY INC DEL 619.0 $310K 0.05% NEW $500.39
16 JHMM JOHN HANCOCK EXCHANGE TRADED 3,575.0 $268K 0.04% NEW $74.96 +1.3%
17 INCY INCYTE CORP Healthcare 2,193.0 $249K 0.04% NEW $113.38 +12.7%
18 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,137.0 $238K 0.04% NEW $57.62 +16.3%
19 LHX L3HARRIS TECHNOLOGIES INC Industrials 781.0 $227K 0.04% NEW $290.70 -8.2%
20 HGER HARBOR ETF TRUST 7,661.0 $225K 0.04% NEW $29.34 +19.9%
Page 1 of 2  ·  23 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%