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Latest PRESILIUM PRIVATE WEALTH, LLC Stock Portfolio

PRESILIUM PRIVATE WEALTH, LLC Performance:
2025 Q4: 0.97%YTD: 12.3%2024: 8.04%
Performance for 2025 Q4 is 0.97%, and YTD is 12.3%, and 2024 is 8.04%.

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

In it's latest 13F Holdings report, PRESILIUM PRIVATE WEALTH, LLC reported an equity portfolio of $547.4 Millions as of 31 Dec, 2025.

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 12.8% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ISHARES TR (AAXJ), INVESCO EXCH TRADED FD TR II (BAB) and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ELI LILLY & CO (LLY) and VANGUARD SCOTTSDALE FDS (BNDW). PRESILIUM PRIVATE WEALTH, LLC opened new stock positions in PFIZER INC (PFE), DR REDDYS LABS LTD (RDY) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), EXXON MOBIL CORP (XOM) 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 0.97% in the last quarter. In trailing 12 months, it's portfolio return was 12.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pfizer inc220,323
dr reddys labs ltd213,647
walmart inc209,081
New stocks bought by PRESILIUM PRIVATE WEALTH, LLC

Additions

Ticker% Inc.
ishares tr71.75
ishares tr25.36
ishares tr15.62
exxon mobil corp13.81
vanguard index fds10.24
vanguard index fds8.72
vanguard index fds8.4
ishares tr6.39
Additions to existing portfolio by PRESILIUM PRIVATE WEALTH, LLC

Reductions

Ticker% Reduced
ishares tr-58.22
eli lilly & co-44.98
vanguard scottsdale fds-24.78
hamilton lane inc-10.4
the cigna group-9.63
philip morris intl inc-7.9
ishares tr-5.97
ishares tr-5.77
PRESILIUM PRIVATE WEALTH, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-453,401
ishares tr-229,121
invesco exch traded fd tr ii-229,960
PRESILIUM PRIVATE WEALTH, LLC got rid off the above stocks

Sector Distribution

PRESILIUM PRIVATE WEALTH, LLC has about 96.3% of it's holdings in Others sector.

Sector%
Others96.3

Market Cap. Distribution

PRESILIUM PRIVATE WEALTH, LLC has about 3.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.3
MEGA-CAP2.4
LARGE-CAP1.2

Stocks belong to which Index?

About 3.5% of the stocks held by PRESILIUM PRIVATE WEALTH, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.4
S&P 5003.5
Top 5 Winners (%)%
LLY
eli lilly & co
31.7 %
GOOG
alphabet inc
28.6 %
GOOG
alphabet inc
28.3 %
MRK
merck & co inc
25.4 %
VRTX
vertex pharmaceuticals inc
15.8 %
Top 5 Winners ($)$
VEU
vanguard intl equity index f
2.3 M
VB
vanguard index fds
1.7 M
VB
vanguard index fds
1.2 M
VEU
vanguard intl equity index f
0.7 M
VB
vanguard index fds
0.4 M
Top 5 Losers (%)%
ORCL
oracle corp
-30.6 %
HD
home depot inc
-15.0 %
META
meta platforms inc
-10.1 %
NKE
nike inc
-8.4 %
PG
procter and gamble co
-6.7 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.3 M
VB
vanguard index fds
-0.8 M
VEU
vanguard intl equity index f
-0.3 M
ORCL
oracle corp
-0.1 M
MSFT
microsoft corp
-0.1 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 76 stocks in it's portfolio. About 78.1% 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: 13 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions