PRESILIUM PRIVATE WEALTH, LLC

CIK

1939831

Location

RADNOR, PA

Portfolio Value

Micro $17,114,516

Diversification

Diversified

Filing Date

Global Rank

#7,836 / 8,603 ▲ 58 · as of Mar 2026

Top Industry

Household & Personal Products 10.2%

3Y Alpha vs SPY

-9.2%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.3%

SPY

+76.5%

Annualised alpha

-8.4%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.0%

−0.1 pts

Top 5

34.3%

−0.6 pts

Top 10

57.3%

−0.3 pts

HHI

457

Diversified−7

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.7%	$4,404,951	6
Healthcare	16.2%	$2,767,720	6
Consumer Defensive	12.8%	$2,185,756	4
Financial Services	11.7%	$2,001,680	4
Communication Services	11.1%	$1,904,725	3
Consumer Cyclical	10.3%	$1,765,998	3
Industrials	8.3%	$1,420,810	2
Unclassified	3.9%	$662,876	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
QBTS	D-Wave Quantum Inc.	+687	10,657	$153,780
NVDA	Nvidia Corp	+451	4,164	$726,201
AMZN	Amazon Com Inc	+373	4,902	$1,020,939
AAPL	Apple Inc.	+188	6,094	$1,546,596
MSFT	Microsoft Corp	+150	3,546	$1,312,622
GOOGL	Alphabet Inc.	+94	2,898	$833,348
META	Meta Platforms, Inc.	+48	953	$545,239
WMT	Walmart Inc.	+48	1,925	$239,239
PG	PROCTER & GAMBLE Co	+39	7,224	$1,043,434
ORCL	Oracle Corp	+32	1,507	$221,694
V	Visa Inc.	+24	1,573	$475,423
LLY	ELI LILLY & Co	+19	282	$259,375
DIS	Walt Disney Co	+16	5,459	$526,138
HD	Home Depot, Inc.	+13	903	$296,987
PM	Philip Morris International Inc.	+10	1,584	$261,898
VRTX	Vertex Pharmaceuticals Inc / Ma	+10	2,137	$954,255
RDY	Dr Reddys Laboratories Ltd	+9	15,226	$210,880
GE	General Electric Co	+9	2,706	$767,881
GEV	GE Vernova Inc.	+3	748	$652,929
IBM	International Business Machines Corp	+2	1,832	$444,058
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
CL	Colgate Palmolive Co	−2,500	7,523	$641,185
MRK	Merck & Co., Inc.	−1,275	3,374	$405,858
NKE	NIKE, Inc.	−15	8,483	$448,072
TROW	Price T Rowe Group Inc	−11	2,412	$217,417
CI	Cigna Group	−5	877	$233,939
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
NVS	Novartis AG	4,605	$703,413
GLD	Spdr Gold Trust	475	$204,387
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,507	$267,869
PFE	Pfizer Inc	8,848	$220,315
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $17,114,516 total · as of Mar 31, 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
AAPL	Apple Inc. Technology	Added	6,094	+188	$1,546,596	−3.7%	9.04%
MSFT	Microsoft Corp Technology	Added	3,546	+150	$1,312,622	−20.1%	7.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,224	+39	$1,043,434	+1.3%	6.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,902	+373	$1,020,939	−2.3%	5.97%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	2,137	+10	$954,255	−1.0%	5.58%
L	Loews Corp Financial Services	Held	8,483	0	$905,475	+1.4%	5.29%
GOOGL	Alphabet Inc. Communication Services	Added	2,898	+94	$833,348	−5.0%	4.87%
GE	General Electric Co Industrials	Added	2,706	+9	$767,881	−7.6%	4.49%
NVDA	Nvidia Corp Technology	Added	4,164	+451	$726,201	+4.9%	4.24%
NVS	Novartis AG Healthcare	NEW	4,605	NEW	$703,413	NEW	4.11%
GEV	GE Vernova Inc. Industrials	Added	748	+3	$652,929	+34.1%	3.82%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	7,523	-2,500	$641,185	−19.0%	3.75%
META	Meta Platforms, Inc. Communication Services	Added	953	+48	$545,239	−8.7%	3.19%
DIS	Walt Disney Co Communication Services	Added	5,459	+16	$526,138	−15.0%	3.07%
V	Visa Inc. Financial Services	Added	1,573	+24	$475,423	−12.5%	2.78%
SPY	Spdr S&P 500 ETF Trust	Held	705	0	$458,489	−4.6%	2.68%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	8,483	-15	$448,072	−17.2%	2.62%
IBM	International Business Machines Corp Technology	Added	1,832	+2	$444,058	−18.1%	2.59%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,374	-1,275	$405,858	−17.1%	2.37%
HLNE	Hamilton Lane INC Financial Services	Held	4,058	0	$403,365	−26.0%	2.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	903	+13	$296,987	−3.0%	1.74%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,584	+10	$261,898	+3.7%	1.53%
LLY	ELI LILLY & Co Healthcare	Added	282	+19	$259,375	−8.2%	1.52%
WMT	Walmart Inc. Consumer Defensive	Added	1,925	+48	$239,239	+14.4%	1.40%
CI	Cigna Group Healthcare	Reduced	877	-5	$233,939	−3.6%	1.37%
ORCL	Oracle Corp Technology	Added	1,507	+32	$221,694	−22.9%	1.30%
TROW	Price T Rowe Group Inc Financial Services	Reduced	2,412	-11	$217,417	−12.4%	1.27%
RDY	Dr Reddys Laboratories Ltd Healthcare	Added	15,226	+9	$210,880	−1.3%	1.23%
GLD	Spdr Gold Trust	NEW	475	NEW	$204,387	NEW	1.19%
QBTS	D-Wave Quantum Inc. Technology	Added	10,657	+687	$153,780	−41.0%	0.90%