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Latest PRESILIUM PRIVATE WEALTH, LLC Stock Portfolio

PRESILIUM PRIVATE WEALTH, LLC Performance:
2026 Q1: -1.06%YTD: -1.06%2025: 12.3%
Performance for 2026 Q1 is -1.06%, and YTD is -1.06%, and 2025 is 12.3%.

About PRESILIUM PRIVATE WEALTH, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, PRESILIUM PRIVATE WEALTH, LLC reported an equity portfolio of $567.2 Millions as of 31 Mar, 2026.

The top stock holdings of PRESILIUM PRIVATE WEALTH, LLC are VB, VB, BNDW. The fund has invested 13.2% of it's portfolio in VANGUARD INDEX FDS and 12.4% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), PFIZER INC (PFE) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), MERCK & CO INC (MRK) and COLGATE PALMOLIVE CO (CL). PRESILIUM PRIVATE WEALTH, LLC opened new stock positions in NOVARTIS AG (NVS) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES INC (EMGF) and VANGUARD INDEX FDS (VB).

PRESILIUM PRIVATE WEALTH, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PRESILIUM PRIVATE WEALTH, LLC made a return of -1.06% in the last quarter. In trailing 12 months, it's portfolio return was 11.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
novartis ag703,457
spdr gold tr204,388
New stocks bought by PRESILIUM PRIVATE WEALTH, LLC

Additions

Ticker% Inc.
ishares tr38.75
ishares tr 19.97
ishares inc15.28
ishares tr12.47
vanguard index fds12.17
nvidia corporation12.15
vanguard index fds11.6
ishares tr8.28
Additions to existing portfolio by PRESILIUM PRIVATE WEALTH, LLC

Reductions

Ticker% Reduced
vanguard index fds-28.59
merck & co inc-27.43
colgate palmolive co-24.94
vanguard scottsdale fds-19.08
ishares tr-6.95
vanguard whitehall fds-6.33
ishares inc-3.91
vanguard specialized funds-2.84
PRESILIUM PRIVATE WEALTH, LLC reduced stake in above stock

Sold off

Ticker$ Sold
pfizer inc-220,323
palantir technologies inc-267,856
ishares tr-206,851
PRESILIUM PRIVATE WEALTH, LLC got rid off the above stocks

Sector Distribution

PRESILIUM PRIVATE WEALTH, LLC has about 96.6% of it's holdings in Others sector.

Sector%
Others96.6

Market Cap. Distribution

PRESILIUM PRIVATE WEALTH, LLC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.6
MEGA-CAP2.6

Stocks belong to which Index?

About 3.3% of the stocks held by PRESILIUM PRIVATE WEALTH, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.6
S&P 5003.3
Top 5 Winners (%)%
XOM
exxon mobil corp
40.6 %
ge vernova inc
33.5 %
MRK
merck & co inc
12.3 %
WMT
walmart inc
11.4 %
VEU
vanguard intl equity index f
8.0 %
Top 5 Winners ($)$
VEU
vanguard intl equity index f
2.1 M
VB
vanguard index fds
2.0 M
XOM
exxon mobil corp
1.0 M
VB
vanguard index fds
1.0 M
VB
vanguard index fds
0.4 M
Top 5 Losers (%)%
QBTS
d-wave quantum inc
-44.0 %
HLNE
hamilton lane inc
-26.0 %
ORCL
oracle corp
-24.3 %
MSFT
microsoft corp
-23.1 %
IBM
international business machs
-18.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-7.8 M
VB
vanguard index fds
-2.2 M
VEU
vanguard intl equity index f
-0.7 M
MSFT
microsoft corp
-0.4 M
BIV
vanguard index fds
-0.2 M

PRESILIUM PRIVATE WEALTH, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PRESILIUM PRIVATE WEALTH, LLC

PRESILIUM PRIVATE WEALTH, LLC has 75 stocks in it's portfolio. About 78.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEU was the most profitable stock for PRESILIUM PRIVATE WEALTH, LLC last quarter.

Last Reported on: 17 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions