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Portfolio (Quarterly) Guide ↗

PRESILIUM PRIVATE WEALTH, LLC

· CIK 0001939831
13F Portfolio $547M AUM 76 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 76 New
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 3,396.0 $1.6M 0.30% NEW $483.68 -13.1%
22 IUSG ISHARES TR 9,569.0 $1.6M 0.29% NEW $167.94 +10.2%
23 AAPL APPLE INC Technology 5,906.0 $1.6M 0.29% NEW $271.85 +8.8%
24 IJJ ISHARES TR 10,415.0 $1.4M 0.25% NEW $131.60 +5.5%
25 VTEB VANGUARD MUN BD FDS 25,584.0 $1.3M 0.23% NEW $50.29 -0.9%
26 VOO VANGUARD INDEX FDS 1,959.0 $1.2M 0.22% NEW $627.13 +8.0%
27 IWF ISHARES TR 2,520.0 $1.2M 0.22% NEW $473.30 -73.8%
28 SHY ISHARES TR 13,746.0 $1.1M 0.21% NEW $82.82 -0.9%
29 GOOG ALPHABET INC Communication Services 3,518.0 $1.1M 0.20% NEW $313.80 +26.9%
30 AMZN AMAZON COM INC Consumer Cyclical 4,529.0 $1.0M 0.19% NEW $230.85 +14.6%
31 PG PROCTER AND GAMBLE CO Consumer Defensive 7,185.0 $1.0M 0.19% NEW $143.31 -1.1%
32 ESGU ISHARES TR 6,813.0 $1.0M 0.18% NEW $148.98 +7.7%
33 ESGV VANGUARD WORLD FD 8,385.0 $1.0M 0.18% NEW $120.96 +7.0%
34 IEFA ISHARES TR 11,337.0 $1.0M 0.18% NEW $89.46 +7.0%
35 ESGD ISHARES TR 10,655.0 $1.0M 0.18% NEW $95.09 +6.3%
36 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,127.0 $964K 0.18% NEW $453.36 -4.2%
37 L LOEWS CORP Financial Services 8,483.0 $893K 0.16% NEW $105.31 +2.3%
38 GOOGL ALPHABET INC Communication Services 2,804.0 $878K 0.16% NEW $313.00 +28.3%
39 IEUR ISHARES TR 11,850.0 $841K 0.15% NEW $70.98 +4.4%
40 GE GE AEROSPACE Industrials 2,697.0 $831K 0.15% NEW $308.06 -7.5%
Page 2 of 4  ·  76 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 24.5%
Communication Services 14.8%
Financial Services 12.6%
Energy 11.5%
Healthcare 11.2%
Consumer Defensive 10.6%
Consumer Cyclical 8.8%
Industrials 3.8%
Utilities 2.3%