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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES TR 5,661.0 $382K 0.07% +101.0 +1.8% $67.53 +6.9%
62 IEMG ISHARES INC 4,535.0 $316K 0.06% +601.0 +15.3% $69.74 +14.0%
63 IVW ISHARES TR 2,788.0 $315K 0.06% $113.11 +20.9%
64 HD HOME DEPOT INC Consumer Cyclical 903.0 $297K 0.05% +13.0 +1.5% $328.89 -7.5%
65 IJR ISHARES TR 2,319.0 $288K 0.05% +386.0 +20.0% $124.32 +7.7%
66 PM PHILIP MORRIS INTL INC Consumer Defensive 1,584.0 $262K 0.05% +10.0 +0.6% $165.29 +16.1%
67 LLY ELI LILLY & CO Healthcare 282.0 $259K 0.05% +19.0 +7.2% $919.77 +9.5%
68 WMT WALMART INC Consumer Defensive 1,925.0 $239K 0.04% +48.0 +2.6% $124.26 +6.6%
69 CI THE CIGNA GROUP Healthcare 877.0 $234K 0.04% -5.0 -0.6% $266.75 +6.9%
70 ORCL ORACLE CORP Technology 1,507.0 $222K 0.04% +32.0 +2.2% $147.11 +33.0%
71 VYM VANGUARD WHITEHALL FDS 1,480.0 $219K 0.04% -100.0 -6.3% $148.10 +5.2%
72 TROW PRICE T ROWE GROUP INC Financial Services 2,412.0 $217K 0.04% $90.14 +13.6%
73 RDY DR REDDYS LABS LTD Healthcare 15,226.0 $211K 0.04% $13.85 -2.6%
74 GLD SPDR GOLD TR Financial Services 475.0 $204K 0.04% NEW $430.29 -0.7%
75 QBTS D-WAVE QUANTUM INC Technology 10,657.0 $154K 0.03% +687.0 +6.9% $14.43 +53.4%
Page 4 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%