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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 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IPAC ISHARES TR 28,089.0 $2.3M 0.35% -566.0 -2.0% $81.93 +3.9%
22 IUSG ISHARES TR 10,621.0 $2.0M 0.31% -141.0 -1.3% $188.09 +0.9%
23 AAPL APPLE INC Technology 6,447.0 $1.9M 0.29% +353.0 +5.8% $289.38 +6.9%
24 IJJ ISHARES TR 10,394.0 $1.5M 0.24% -309.0 -2.9% $147.74 +0.9%
25 VTEB VANGUARD MUN BD FDS 28,767.0 $1.5M 0.22% +1K +4.5% $50.58 -2.1%
26 MSFT MICROSOFT CORP Technology 3,594.0 $1.3M 0.21% +48.0 +1.4% $373.00 +29.6%
27 IWF ISHARES TR 10,080.0 $1.3M 0.19% +8K +300.0% $124.17 -1.4%
28 GOOG ALPHABET INC 3,533.0 $1.2M 0.19% -47.0 -1.3% $353.33
29 GE GE AEROSPACE Industrials 3,160.0 $1.2M 0.18% +454.0 +16.8% $373.76 -6.8%
30 ESGU ISHARES TR 7,083.0 $1.2M 0.18% +87.0 +1.2% $163.67 +2.5%
31 ESGV VANGUARD WORLD FD 8,734.0 $1.2M 0.18% $132.24 +2.7%
32 IEFA ISHARES TR 11,771.0 $1.1M 0.17% +282.0 +2.5% $96.58 +4.4%
33 AMZN AMAZON COM INC Consumer Cyclical 4,722.0 $1.1M 0.17% -180.0 -3.7% $238.35 +8.5%
34 ESGD ISHARES TR 10,861.0 $1.1M 0.17% +209.0 +2.0% $102.81 +4.4%
35 VOO VANGUARD INDEX FDS 1,557.0 $1.1M 0.16% +158.0 +11.3% $686.81 +2.5%
36 PG PROCTER AND GAMBLE CO Consumer Defensive 7,251.0 $1.1M 0.16% $146.64 -1.3%
37 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,137.0 $1.1M 0.16% $496.73 +10.3%
38 SHY ISHARES TR 12,784.0 $1.0M 0.16% $82.11 -0.1%
39 GEV GE VERNOVA INC Utilities 860.0 $1.0M 0.15% +112.0 +15.0% $1175.07 -18.6%
40 GOOGL ALPHABET INC Communication Services 2,765.0 $988K 0.15% -133.0 -4.6% $357.40 -3.5%
Page 2 of 5  ·  96 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%