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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESGE ISHARES INC 9,958.0 $545K 0.08% -440.0 -4.2% $54.69 -1.4%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 1,927.0 $542K 0.08% +95.0 +5.2% $281.21 -16.2%
63 META META PLATFORMS INC Communication Services 949.0 $535K 0.08% $563.54 -2.4%
64 DIS DISNEY WALT CO Communication Services 5,443.0 $524K 0.08% $96.26 +11.9%
65 FIW FIRST TR EXCHANGE-TRADED FD 4,449.0 $487K 0.07% NEW $109.52 +1.5%
66 FEGE RBB FUND TRUST 9,408.0 $460K 0.07% NEW $48.92 +8.7%
67 VIG VANGUARD SPECIALIZED FUNDS 1,925.0 $455K 0.07% -62.0 -3.1% $236.61 +3.1%
68 VDC VANGUARD WORLD FD 1,881.0 $424K 0.07% NEW $225.49 +2.8%
69 IJH ISHARES TR 5,333.0 $411K 0.06% -328.0 -5.8% $77.11 -0.4%
70 JBND J P MORGAN EXCHANGE TRADED F 7,588.0 $406K 0.06% NEW $53.50 -1.6%
71 CGDV CAPITAL GROUP DIVIDEND VALUE 7,541.0 $372K 0.06% NEW $49.28 +1.9%
72 GSK GSK PLC Healthcare 6,852.0 $359K 0.06% NEW $52.42 -0.0%
73 NKE NIKE INC Consumer Cyclical 8,483.0 $348K 0.05% $41.05 -0.7%
74 LLY ELI LILLY & CO Healthcare 290.0 $348K 0.05% +8.0 +2.8% $1199.43 +4.6%
75 VFLO VICTORY PORTFOLIOS II 7,397.0 $338K 0.05% NEW $45.75 +21.2%
76 IJR ISHARES TR 2,197.0 $326K 0.05% -122.0 -5.3% $148.32 -0.7%
77 HD HOME DEPOT INC Consumer Cyclical 909.0 $321K 0.05% +6.0 +0.7% $352.68 -4.8%
78 HLNE HAMILTON LANE INC Financial Services 4,058.0 $320K 0.05% $78.83 +33.6%
79 BERKSHIRE HATHAWAY INC DEL 619.0 $310K 0.05% NEW $500.39
80 PM PHILIP MORRIS INTL INC Consumer Defensive 1,589.0 $287K 0.04% $180.85 +4.1%
Page 4 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%