PRESILIUM PRIVATE WEALTH, LLC

Portfolio Overview

PRESILIUM PRIVATE WEALTH, LLC disclosed 75 positions worth $567.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $NVS and a full exit from $PLTR. The portfolio is most concentrated in Other (88.2% of disclosed assets). All figures are sourced directly from PRESILIUM PRIVATE WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 1939831.

• VANGUARD INDEX FDS

  —

  Quality

  $75.1M382,983 sh

• VANGUARD INDEX FDS

  —

  Quality

  $70.3M160,851 sh

• VANGUARD SCOTTSDALE FDS

  —

  Quality

  $59.1M1,009,460 sh

• VANGUARD INTL EQUITY INDEX F

  —

  Quality

  $52.6M638,590 sh
• 

  Meta Platforms, Inc.

  $META

  80.9

  Quality

  $43.1M550,056 sh

• VANGUARD INTL EQUITY INDEX F

  —

  Quality

  $38.3M709,153 sh

• VANGUARD INTL EQUITY INDEX F

  —

  Quality

  $27.7M283,440 sh

• VANGUARD INDEX FDS

  —

  Quality

  $27.1M146,890 sh

• VANGUARD INDEX FDS

  —

  Quality

  $26.9M104,402 sh

• VANGUARD INDEX FDS

  —

  Quality

  $24.7M278,196 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS	—	$75.1M	382,983
VANGUARD INDEX FDS	—	$70.3M	160,851
VANGUARD SCOTTSDALE FDS	—	$59.1M	1,009,460
VANGUARD INTL EQUITY INDEX F	—	$52.6M	638,590
Meta Platforms, Inc.$META	80.9	$43.1M	550,056
VANGUARD INTL EQUITY INDEX F	—	$38.3M	709,153
VANGUARD INTL EQUITY INDEX F	—	$27.7M	283,440
VANGUARD INDEX FDS	—	$27.1M	146,890
VANGUARD INDEX FDS	—	$26.9M	104,402
VANGUARD INDEX FDS	—	$24.7M	278,196

Showing top 10 of 75 holdings.

Full Holdings — PRESILIUM PRIVATE WEALTH, LLC (Q1 2026)

All 75 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS	$75.1M	13.3%	+1%	—
2	—	VANGUARD INDEX FDS	$70.3M	12.4%	+12%	—
3	—	VANGUARD SCOTTSDALE FDS	$59.1M	10.4%	+6%	—
4	—	VANGUARD INTL EQUITY INDEX F	$52.6M	9.3%	+6%	—
5	$META	Meta Platforms, Inc.	$43.1M	7.6%	+5%	80.9
6	—	VANGUARD INTL EQUITY INDEX F	$38.3M	6.8%	+6%	—
7	—	VANGUARD INTL EQUITY INDEX F	$27.7M	4.9%	-2%	—
8	—	VANGUARD INDEX FDS	$27.1M	4.8%	+1%	—
9	—	VANGUARD INDEX FDS	$26.9M	4.7%	+12%	—
10	—	VANGUARD INDEX FDS	$24.7M	4.3%	+4%	—
11	—	ISHARES TR	$19.1M	3.4%	+6%	—
12	—	VANGUARD INDEX FDS	$17.2M	3.0%	+3%	—
13	—	VANGUARD INDEX FDS	$16.6M	2.9%	+5%	—
14	—	VANGUARD INTL EQUITY INDEX F	$10.3M	1.8%	+4%	—
15	—	ISHARES TR	$6.2M	1.1%	+5%	—
16	—	ISHARES TR	$5.6M	1.0%	+5%	—
17	$XOM	EXXON MOBIL CORP	$3.5M	0.6%	+1%	61.8
18	—	VANGUARD SCOTTSDALE FDS	$3.0M	0.5%	-19%	—
19	$DOV	DOVER Corp	$2.2M	0.4%	-0%	63.1
20	—	ISHARES TR	$2.2M	0.4%	+1%	—
21	—	ISHARES TR	$1.7M	0.3%	+12%	—
22	$AAPL	Apple Inc.	$1.5M	0.3%	+3%	76.1
23	—	ISHARES TR	$1.4M	0.3%	+3%	—
24	—	VANGUARD MUN BD FDS	$1.4M	0.2%	+8%	—
25	$MSFT	MICROSOFT CORP	$1.3M	0.2%	+4%	83.7
26	—	ISHARES TR	$1.1M	0.2%	+0%	—
27	—	ISHARES TR	$1.1M	0.2%	-7%	—
28	$PG	PROCTER & GAMBLE Co	$1.0M	0.2%	+1%	72.9
29	—	ISHARES TR	$1.0M	0.2%	+1%	—
30	$GOOGL	Alphabet Inc.	$1.0M	0.2%	+2%	80.2
31	$AMZN	AMAZON COM INC	$1.0M	0.2%	+8%	74.6
32	—	ISHARES TR	$1.0M	0.2%	-0%	—
33	—	ISHARES TR	$989,374	0.2%	+3%	—
34	—	VANGUARD WORLD FD	$985,057	0.2%	+5%	—
35	$VRTX	VERTEX PHARMACEUTICALS INC / MA	$954,256	0.2%	+0%	76.6
36	$L	LOEWS CORP	$905,475	0.2%	+0%	75.2
37	—	ISHARES TR	$901,626	0.2%	+8%	—
38	—	VANGUARD INDEX FDS	$835,972	0.1%	-29%	—
39	$GOOG	Alphabet Inc.	$833,409	0.1%	+3%	80.2
40	$GE	GENERAL ELECTRIC CO	$767,954	0.1%	+0%	74.8
41	$NVDA	NVIDIA CORP	$726,138	0.1%	+12%	90.2
42	$NVS	NOVARTIS AG	$703,457	0.1%	NEW	—
43	—	ISHARES TR	$662,292	0.1%	-2%	—
44	—	ISHARES TR	$655,837	0.1%	+3%	—
45	$GEV	GE Vernova Inc.	$653,060	0.1%	+0%	70.1
46	$CL	COLGATE PALMOLIVE CO	$641,185	0.1%	-25%	72.4
47	—	ISHARES TR	$585,578	0.1%	+1%	—
48	$META	Meta Platforms, Inc.	$545,483	0.1%	+5%	80.9
49	—	ISHARES TR	$543,813	0.1%	+1%	—
50	$DIS	Walt Disney Co	$526,185	0.1%	+0%	68.9
51	—	ISHARES TR	$479,663	0.1%	+39%	—
52	—	ISHARES TR	$475,513	0.1%	-2%	—
53	$V	VISA INC.	$475,424	0.1%	+2%	83.5
54	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	$472,797	0.1%	-4%	—
55	$SPY	SPDR S&P 500 ETF TRUST	$458,490	0.1%	+0%	—
56	$NKE	NIKE, Inc.	$448,074	0.1%	-0%	53.4
57	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$444,066	0.1%	+0%	66.7
58	—	VANGUARD SPECIALIZED FUNDS	$427,324	0.1%	-3%	—
59	$MRK	Merck & Co., Inc.	$405,853	0.1%	-27%	70.9
60	$HLNE	Hamilton Lane INC	$403,377	0.1%	+0%	75.4
61	—	ISHARES TR	$382,300	0.1%	+2%	—
62	—	ISHARES INC	$316,292	0.1%	+15%	—
63	—	ISHARES TR	$315,351	0.1%	+0%	—
64	$HD	HOME DEPOT, INC.	$296,988	0.1%	+1%	69.2
65	—	ISHARES TR	$288,292	0.1%	+20%	—
66	$PM	Philip Morris International Inc.	$261,818	0.1%	+1%	80.5
67	$LLY	ELI LILLY & Co	$259,375	0.1%	+7%	89.3
68	$WMT	Walmart Inc.	$239,200	0.0%	+3%	63.2
69	$CI	Cigna Group	$233,940	0.0%	-1%	66.8
70	$ORCL	ORACLE CORP	$221,695	0.0%	+2%	67.2
71	—	VANGUARD WHITEHALL FDS	$219,188	0.0%	-6%	—
72	$TROW	PRICE T ROWE GROUP INC	$217,418	0.0%	-0%	75.8
73	$RDY	DR REDDYS LABORATORIES LTD	$210,880	0.0%	+0%	—
74	$GLD	SPDR GOLD TRUST	$204,388	0.0%	NEW	—
75	$QBTS	D-Wave Quantum Inc.	$153,779	0.0%	+7%	24.7