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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 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 L LOEWS CORP Financial Services 8,483.0 $960K 0.15% $113.21 -3.0%
42 IEUR ISHARES TR 12,260.0 $922K 0.14% -571.0 -4.5% $75.17 +4.3%
43 NVDA NVIDIA CORPORATION Technology 4,496.0 $900K 0.14% +332.0 +8.0% $200.07 +7.3%
44 AZN ASTRAZENECA PLC Healthcare 4,342.0 $823K 0.13% NEW $189.64 -12.5%
45 QQEW FIRST TR EXCHANGE-TRADED FD 5,100.0 $814K 0.12% NEW $159.60 +3.0%
46 SUSB ISHARES TR 29,500.0 $737K 0.11% +3K +11.7% $24.99 -0.6%
47 USRT ISHARES TR 10,928.0 $726K 0.11% -152.0 -1.4% $66.45 +1.0%
48 NVS NOVARTIS AG Healthcare 4,603.0 $721K 0.11% $156.73 +1.4%
49 CL COLGATE PALMOLIVE CO Consumer Defensive 7,523.0 $690K 0.11% $91.68 -0.7%
50 XLI SELECT SECTOR SPDR TR 3,622.0 $671K 0.10% NEW $185.23 -2.7%
51 CIBR FIRST TR EXCHANGE-TRADED FD 7,375.0 $663K 0.10% NEW $89.85 +5.6%
52 MRK MERCK & CO INC Healthcare 5,084.0 $653K 0.10% +2K +50.7% $128.50 +18.7%
53 EAGG ISHARES TR 13,682.0 $649K 0.10% +1K +11.1% $47.41 -1.6%
54 MU MICRON TECHNOLOGY INC Technology 542.0 $625K 0.10% NEW $1153.91 -16.2%
55 IVW ISHARES TR 4,496.0 $618K 0.10% +2K +61.3% $137.53 +0.9%
56 IUSV ISHARES TR 5,453.0 $601K 0.09% +135.0 +2.5% $110.16 +4.3%
57 ESML ISHARES TR 10,145.0 $567K 0.09% $55.93 -0.2%
58 V VISA INC Financial Services 1,637.0 $562K 0.09% +64.0 +4.1% $343.09 +8.1%
59 IVV ISHARES TR 734.0 $550K 0.08% $749.21 +2.7%
60 ALAI THE ALGER ETF TRUST 11,990.0 $547K 0.08% NEW $45.64 -2.2%
Page 3 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%