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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TROW PRICE T ROWE GROUP INC Financial Services 2,426.0 $276K 0.04% +14.0 +0.6% $113.69 -1.9%
82 IEMG ISHARES INC 3,304.0 $274K 0.04% -1K -27.1% $82.83 -1.5%
83 JHMM JOHN HANCOCK EXCHANGE TRADED 3,575.0 $268K 0.04% NEW $74.96 +1.3%
84 QBTS D-WAVE QUANTUM INC Technology 10,607.0 $254K 0.04% $23.99 -15.0%
85 INCY INCYTE CORP Healthcare 2,193.0 $249K 0.04% NEW $113.38 +12.7%
86 CI THE CIGNA GROUP Healthcare 878.0 $242K 0.04% $275.68 +0.7%
87 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,137.0 $238K 0.04% NEW $57.62 +16.3%
88 LHX L3HARRIS TECHNOLOGIES INC Industrials 781.0 $227K 0.04% NEW $290.70 -8.2%
89 VYM VANGUARD WHITEHALL FDS 1,433.0 $226K 0.04% -47.0 -3.2% $158.02 +4.4%
90 HGER HARBOR ETF TRUST 7,661.0 $225K 0.04% NEW $29.34 +19.9%
91 ORCL ORACLE CORP Technology 1,514.0 $222K 0.03% $146.55 -0.1%
92 RDY DR REDDYS LABS LTD Healthcare 15,133.0 $219K 0.03% -93.0 -0.6% $14.49 -15.9%
93 WMT WALMART INC Consumer Defensive 1,919.0 $217K 0.03% $113.24 -8.4%
94 CGMM CAPITAL GROUP EQUITY ETF TR 6,495.0 $214K 0.03% NEW $32.97 +0.4%
95 IYW ISHARES TR 828.0 $209K 0.03% NEW $252.20 -2.0%
96 QUAL ISHARES TR 928.0 $204K 0.03% NEW $219.43 +1.7%
Page 5 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%