PRESILIUM PRIVATE WEALTH, LLC

CIK

1939831

Location

RADNOR, PA

Portfolio Value

Small $651,414,332

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,273 / 8,794 ▲ 191 · as of Jun 2026

Top Industry

Drug Manufacturers - General 12.2%

Period ended 3 months ago

Filed Jul 22, 2026 · 2mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

41.7%

+3.6 pts

Top 5

89.6%

−5.1 pts

Top 10

95.7%

−1.1 pts

HHI

2,472

Moderately concentrated−83

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.1%	$625,708,233	22
Technology	0.9%	$5,749,593	7
Healthcare	0.8%	$4,914,828	10
Communication Services	0.5%	$3,294,892	3
Energy	0.4%	$2,848,971	1
Financial Services	0.4%	$2,427,442	5
Industrials	0.4%	$2,418,315	3
Consumer Defensive	0.3%	$2,257,804	4
Consumer Cyclical	0.3%	$1,794,254	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+806,695	1,737,173	$271,456,774
BNDW	Vanguard Total World Bond ETF	+117,328	1,164,510	$68,638,009
BIV	Vanguard Intermediate-Term Bond ETF	+65,090	615,146	$47,926,024
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+51,650	725,897	$52,083,685
VIG	Vanguard Dividend Appreciation ETF	+11,244	291,427	$28,372,170
SPY	Spdr S&P 500 ETF Trust	+5,486	6,191	$4,623,253
EDV	Vanguard World Funds Extended Duration ETF	+1,841	10,615	$1,579,130
MRK	Merck & Co., Inc.	+1,710	5,084	$653,294
VCRM	Vanguard Core Tax-Exempt Bond ETF	+1,226	28,767	$1,455,034
GE	General Electric Co	+454	3,160	$1,180,986
AAPL	Apple Inc.	+353	6,447	$1,865,503
NVDA	Nvidia Corp	+332	4,496	$899,604
GEV	GE Vernova Inc.	+112	860	$1,010,379
IBM	International Business Machines Corp	+95	1,927	$541,891
V	Visa Inc.	+64	1,637	$561,638
MSFT	Microsoft Corp	+48	3,594	$1,340,633
PG	PROCTER & GAMBLE Co	+27	7,251	$1,063,286
XOM	ExxonMobil Holdings Corp	+18	20,838	$2,848,971
TROW	Price T Rowe Group Inc	+14	2,426	$275,811
LLY	ELI LILLY & Co	+8	290	$347,834
ORCL	Oracle Corp	+7	1,514	$221,876
HD	Home Depot, Inc.	+6	909	$320,586
PM	Philip Morris International Inc.	+5	1,589	$287,465
CI	Cigna Group	+1	878	$242,047
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	−15,872	1,702,407	$143,673,745
AMZN	Amazon Com Inc	−180	4,722	$1,125,441
GOOGL	Alphabet Inc.	−180	6,298	$2,236,442
RDY	Dr Reddys Laboratories Ltd	−93	15,133	$219,277
QBTS	D-Wave Quantum Inc.	−50	10,607	$254,461
VIGI	Vanguard International Dividend Appreciation ETF	−47	1,433	$226,456
DIS	Walt Disney Co	−16	5,443	$523,888
WMT	Walmart Inc.	−6	1,919	$217,345
META	Meta Platforms, Inc.	−4	949	$534,562
NVS	Novartis AG	−2	4,603	$721,382
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	9,549	$1,301,214
AZN	Astrazeneca PLC	4,342	$823,330
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	3,622	$670,903
—		7,375	$662,643
MU	Micron Technology Inc	542	$625,625
ALAI	Alger AI Enablers & Adopters ETF	11,990	$547,223
ACVT	Advent Convertible Bond ETF	9,408	$460,239
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	7,588	$405,958
CGDV	Capital Group Dividend Value ETF	7,541	$371,620
GSK	GSK plc	6,852	$359,181
ABI	VictoryShares Pioneer Asset-Based Income ETF	7,397	$338,412
BRK-B	Berkshire Hathaway Inc	619	$309,741
JDVI	John Hancock Disciplined Value International Select ETF	3,575	$267,982
INCY	Incyte Corp	2,193	$248,598
BMY	Bristol Myers Squibb Co	4,137	$238,373
LHX	L3harris Technologies, Inc. /De/	781	$226,950
ACOM	Harbor Active Commodity ETF	7,661	$224,773
CGGG	Capital Group U.S. Large Growth ETF	6,495	$214,140
BKF	iShares MSCI BIC ETF	828	$208,846
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GLD	Spdr Gold Trust	475	$204,387
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $651,414,332 total · filing declares 96 positions · $651,415,446 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	1,737,173	+806,695	$271,456,774	+54.8%	41.67%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	1,702,407	-15,872	$143,673,745	+9.5%	22.06%
BNDW	Vanguard Total World Bond ETF	Added	1,164,510	+117,328	$68,638,009	+10.6%	10.54%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	725,897	+51,650	$52,083,685	—	8.00%
BIV	Vanguard Intermediate-Term Bond ETF	Added	615,146	+65,090	$47,926,024	+11.1%	7.36%
VIG	Vanguard Dividend Appreciation ETF	Added	291,427	+11,244	$28,372,170	+13.0%	4.36%
SPY	Spdr S&P 500 ETF Trust	Added	6,191	+5,486	$4,623,253	+908.4%	0.71%
XOM	ExxonMobil Holdings Corp Energy	Added	20,838	+18	$2,848,971	−19.3%	0.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,298	-180	$2,236,442	+20.2%	0.34%
AAPL	Apple Inc. Technology	Added	6,447	+353	$1,865,503	+20.6%	0.29%
EDV	Vanguard World Funds Extended Duration ETF	Added	10,615	+1,841	$1,579,130	+60.3%	0.24%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	28,767	+1,226	$1,455,034	+5.9%	0.22%
MSFT	Microsoft Corp Technology	Added	3,594	+48	$1,340,633	+2.1%	0.21%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	NEW	9,549	NEW	$1,301,214	NEW	0.20%
GE	General Electric Co Industrials	Added	3,160	+454	$1,180,986	+53.8%	0.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,722	-180	$1,125,441	+10.2%	0.17%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,251	+27	$1,063,286	+1.9%	0.16%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	2,137	0	$1,061,512	+11.2%	0.16%
GEV	GE Vernova Inc. Industrials	Added	860	+112	$1,010,379	+54.7%	0.16%
L	Loews Corp Financial Services	Held	8,483	0	$960,360	+6.1%	0.15%
NVDA	Nvidia Corp Technology	Added	4,496	+332	$899,604	+23.9%	0.14%
AZN	Astrazeneca PLC Healthcare	NEW	4,342	NEW	$823,330	NEW	0.13%
NVS	Novartis AG Healthcare	Reduced	4,603	-2	$721,382	+2.6%	0.11%
CL	Colgate Palmolive Co Consumer Defensive	Held	7,523	0	$689,708	+7.6%	0.11%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	NEW	3,622	NEW	$670,903	NEW	0.10%
		NEW	7,375	NEW	$662,643	NEW	0.10%
MRK	Merck & Co., Inc. Healthcare	Added	5,084	+1,710	$653,294	+61.0%	0.10%
MU	Micron Technology Inc Technology	NEW	542	NEW	$625,625	NEW	0.10%
V	Visa Inc. Financial Services	Added	1,637	+64	$561,638	+18.1%	0.09%
ALAI	Alger AI Enablers & Adopters ETF	NEW	11,990	NEW	$547,223	NEW	0.08%
IBM	International Business Machines Corp Technology	Added	1,927	+95	$541,891	+22.0%	0.08%
META	Meta Platforms, Inc. Communication Services	Reduced	949	-4	$534,562	−2.0%	0.08%
DIS	Walt Disney Co Communication Services	Reduced	5,443	-16	$523,888	−0.4%	0.08%
ACVT	Advent Convertible Bond ETF	NEW	9,408	NEW	$460,239	NEW	0.07%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	NEW	7,588	NEW	$405,958	NEW	0.06%
CGDV	Capital Group Dividend Value ETF	NEW	7,541	NEW	$371,620	NEW	0.06%
GSK	GSK plc Healthcare	NEW	6,852	NEW	$359,181	NEW	0.06%
NKE	NIKE, Inc. Consumer Cyclical	Held	8,483	0	$348,227	−22.3%	0.05%
LLY	ELI LILLY & Co Healthcare	Added	290	+8	$347,834	+34.1%	0.05%
ABI	VictoryShares Pioneer Asset-Based Income ETF	NEW	7,397	NEW	$338,412	NEW	0.05%
HD	Home Depot, Inc. Consumer Cyclical	Added	909	+6	$320,586	+7.9%	0.05%
HLNE	Hamilton Lane INC Financial Services	Held	4,058	0	$319,892	−20.7%	0.05%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	619	NEW	$309,741	NEW	0.05%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,589	+5	$287,465	+9.8%	0.04%
TROW	Price T Rowe Group Inc Financial Services	Added	2,426	+14	$275,811	+26.9%	0.04%
JDVI	John Hancock Disciplined Value International Select ETF	NEW	3,575	NEW	$267,982	NEW	0.04%
QBTS	D-Wave Quantum Inc. Technology	Reduced	10,607	-50	$254,461	+65.5%	0.04%
INCY	Incyte Corp Healthcare	NEW	2,193	NEW	$248,598	NEW	0.04%
CI	Cigna Group Healthcare	Added	878	+1	$242,047	+3.5%	0.04%
BMY	Bristol Myers Squibb Co Healthcare	NEW	4,137	NEW	$238,373	NEW	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.