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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
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION Technology 4,164.0 $726K 0.13% +451.0 +12.2% $174.38 +29.2%
42 NVS NOVARTIS AG Healthcare 4,605.0 $703K 0.12% NEW $152.76 -3.1%
43 SUSB ISHARES TR 26,423.0 $662K 0.12% -502.0 -1.9% $25.06 -0.6%
44 USRT ISHARES TR 11,080.0 $656K 0.12% +276.0 +2.5% $59.19 +8.7%
45 GEV GE VERNOVA INC Utilities 748.0 $653K 0.12% $873.07 +20.2%
46 CL COLGATE PALMOLIVE CO Consumer Defensive 7,523.0 $641K 0.11% -2K -24.9% $85.23 +5.5%
47 EAGG ISHARES TR 12,315.0 $586K 0.10% +66.0 +0.5% $47.55 -1.3%
48 META META PLATFORMS INC Communication Services 953.0 $545K 0.10% +48.0 +5.3% $572.39 +7.3%
49 IUSV ISHARES TR 5,318.0 $544K 0.10% +44.0 +0.8% $102.26 +6.4%
50 DIS DISNEY WALT CO Communication Services 5,459.0 $526K 0.09% $96.39 +6.6%
51 IVV ISHARES TR 734.0 $480K 0.09% +205.0 +38.8% $653.49 +13.6%
52 ESML ISHARES TR 10,113.0 $476K 0.08% -201.0 -1.9% $47.02 +8.3%
53 V VISA INC Financial Services 1,573.0 $475K 0.08% +24.0 +1.6% $302.24 +7.8%
54 ESGE ISHARES INC 10,398.0 $473K 0.08% -423.0 -3.9% $45.47 +14.0%
55 SPY SPDR S&P 500 ETF TR Financial Services 705.0 $458K 0.08% $650.34 +13.6%
56 NKE NIKE INC Consumer Cyclical 8,483.0 $448K 0.08% $52.82 -20.7%
57 IBM INTERNATIONAL BUSINESS MACHS Technology 1,832.0 $444K 0.08% $242.39 -9.5%
58 VIG VANGUARD SPECIALIZED FUNDS 1,987.0 $427K 0.07% -58.0 -2.8% $215.06 +7.2%
59 MRK MERCK & CO INC Healthcare 3,374.0 $406K 0.07% -1K -27.4% $120.29 -7.4%
60 HLNE HAMILTON LANE INC Financial Services 4,058.0 $403K 0.07% $99.40 -14.3%
Page 3 of 4  ·  75 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 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%