PRESILIUM PRIVATE WEALTH, LLC

CIK

1939831

Location

RADNOR, PA

Portfolio Value

Micro $26,232,067

Diversification

Diversified

Filing Date

Global Rank

#7,590 / 8,517 ▲ 493

Top Industry

Drug Manufacturers - General 14.5%

3Y Alpha vs SPY

-2.6%

Period ended 48 days ago

Filed Jul 22, 2026 · 26d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+65.2%

SPY

+77.9%

Annualised alpha

-3.0%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

17.6%

+1.6 pts

Top 5

38.6%

−3.4 pts

Top 10

58.0%

−3.8 pts

HHI

585

Diversified−5

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	21.9%	$5,749,593	7
Healthcare	18.7%	$4,914,828	10
Unclassified	17.6%	$4,623,253	1
Financial Services	9.3%	$2,427,442	5
Industrials	9.2%	$2,418,315	3
Consumer Defensive	8.6%	$2,257,804	4
Communication Services	7.8%	$2,046,578	3
Consumer Cyclical	6.8%	$1,794,254	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+5,486	6,191	$4,623,253
MRK	Merck & Co., Inc.	+1,710	5,084	$653,294
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
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

8 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−3,713	2,765	$988,128
AMZN	Amazon Com Inc	−180	4,722	$1,125,441
RDY	Dr Reddys Laboratories Ltd	−93	15,133	$219,277
QBTS	D-Wave Quantum Inc.	−50	10,607	$254,461
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

7 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	4,342	$823,330
MU	Micron Technology Inc	542	$625,625
GSK	GSK plc	6,852	$359,181
BRK-B	Berkshire Hathaway Inc	619	$309,741
INCY	Incyte Corp	2,193	$248,598
BMY	Bristol Myers Squibb Co	4,137	$238,373
LHX	L3harris Technologies, Inc. /De/	781	$226,950
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	20,820	$3,532,321
VIG	Vanguard Dividend Appreciation ETF	1,987	$427,324
GLD	Spdr Gold Trust	475	$204,387
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 tracked positions · $26,232,067 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	6,191	+5,486	$4,623,253	+908.4%	17.62%
AAPL	Apple Inc. Technology	Added	6,447	+353	$1,865,503	+20.6%	7.11%
MSFT	Microsoft Corp Technology	Added	3,594	+48	$1,340,633	+2.1%	5.11%
GE	General Electric Co Industrials	Added	3,160	+454	$1,180,986	+53.8%	4.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,722	-180	$1,125,441	+10.2%	4.29%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,251	+27	$1,063,286	+1.9%	4.05%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	2,137	0	$1,061,512	+11.2%	4.05%
GEV	GE Vernova Inc. Industrials	Added	860	+112	$1,010,379	+54.7%	3.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,765	-3,713	$988,128	−46.9%	3.77%
L	Loews Corp Financial Services	Held	8,483	0	$960,360	+6.1%	3.66%
NVDA	Nvidia Corp Technology	Added	4,496	+332	$899,604	+23.9%	3.43%
AZN	Astrazeneca PLC Healthcare	NEW	4,342	NEW	$823,330	NEW	3.14%
NVS	Novartis AG Healthcare	Reduced	4,603	-2	$721,382	+2.6%	2.75%
CL	Colgate Palmolive Co Consumer Defensive	Held	7,523	0	$689,708	+7.6%	2.63%
MRK	Merck & Co., Inc. Healthcare	Added	5,084	+1,710	$653,294	+61.0%	2.49%
MU	Micron Technology Inc Technology	NEW	542	NEW	$625,625	NEW	2.38%
V	Visa Inc. Financial Services	Added	1,637	+64	$561,638	+18.1%	2.14%
IBM	International Business Machines Corp Technology	Added	1,927	+95	$541,891	+22.0%	2.07%
META	Meta Platforms, Inc. Communication Services	Reduced	949	-4	$534,562	−2.0%	2.04%
DIS	Walt Disney Co Communication Services	Reduced	5,443	-16	$523,888	−0.4%	2.00%
GSK	GSK plc Healthcare	NEW	6,852	NEW	$359,181	NEW	1.37%
NKE	NIKE, Inc. Consumer Cyclical	Held	8,483	0	$348,227	−22.3%	1.33%
LLY	ELI LILLY & Co Healthcare	Added	290	+8	$347,834	+34.1%	1.33%
HD	Home Depot, Inc. Consumer Cyclical	Added	909	+6	$320,586	+7.9%	1.22%
HLNE	Hamilton Lane INC Financial Services	Held	4,058	0	$319,892	−20.7%	1.22%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	619	NEW	$309,741	NEW	1.18%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,589	+5	$287,465	+9.8%	1.10%
TROW	Price T Rowe Group Inc Financial Services	Added	2,426	+14	$275,811	+26.9%	1.05%
QBTS	D-Wave Quantum Inc. Technology	Reduced	10,607	-50	$254,461	+65.5%	0.97%
INCY	Incyte Corp Healthcare	NEW	2,193	NEW	$248,598	NEW	0.95%
CI	Cigna Group Healthcare	Added	878	+1	$242,047	+3.5%	0.92%
BMY	Bristol Myers Squibb Co Healthcare	NEW	4,137	NEW	$238,373	NEW	0.91%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	781	NEW	$226,950	NEW	0.87%
ORCL	Oracle Corp Technology	Added	1,514	+7	$221,876	+0.1%	0.85%
RDY	Dr Reddys Laboratories Ltd Healthcare	Reduced	15,133	-93	$219,277	+4.0%	0.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,919	-6	$217,345	−9.2%	0.83%

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.