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The Analysis of PRESILIUM PRIVATE WEALTH, LLC's Holdings & P&L

Currently, PRESILIUM PRIVATE WEALTH, LLC holds 75 types of securities in its portfolio with a total value $567.2M. In the most recent quarter, they have increased their positions in VUG (+17.4K shares, valued at $7.6M), VGSH (+60.3K shares, valued at $3.5M), VGK (+37.0K shares, valued at $3.0M); decreased their positions in VCSH (-8.9K shares, valued at $704.9K), VPL (-6.9K shares, valued at $677.5K), N/A (-560 shares, valued at $334.6K); initiated new positions in NVS (+4.6K shares, valued at $703.5K), GLD (+475 shares, valued at $204.4K).

1M P&L

+11.5M+1.93%

3M P&L

-362.1M-37.30%

HY P&L

-337.3M-35.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A545.4M

96.8%

2Oil & Gas Integrated3.5M

0.6%

3Household & Personal Products1.7M

0.3%

Top Industries by Stock Count

1N/A44 stocks

63.8%

2Household & Personal Products2 stocks

2.9%

3Drug Manufacturers - General2 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS383.0K shares0.89%2026-03-312026-04-17

VUG VANGUARD INDEX FDS160.9K shares12.17%2026-03-312026-04-17

VGSH VANGUARD SCOTTSDALE FDS1.0M shares6.35%2026-03-312026-04-17

VGK VANGUARD INTL EQUITY INDEX F638.6K shares6.14%2026-03-312026-04-17

BSV VANGUARD INDEX FDS550.1K shares4.90%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F709.2K shares5.63%2026-03-312026-04-17

VPL VANGUARD INTL EQUITY INDEX F283.4K shares-2.39%2026-03-312026-04-17

VOE VANGUARD INDEX FDS146.9K shares0.82%2026-03-312026-04-17

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VOT VANGUARD INDEX FDS104.4K shares11.60%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS278.2K shares4.17%2026-03-312026-04-17

IGSB ISHARES TR363.9K shares5.65%2026-03-312026-04-17

VBR VANGUARD INDEX FDS79.2K shares3.02%2026-03-312026-04-17

VBK VANGUARD INDEX FDS54.8K shares4.57%2026-03-312026-04-17

VSS VANGUARD INTL EQUITY INDEX F70.8K shares3.92%2026-03-312026-04-17

MUB ISHARES TR58.4K shares5.42%2026-03-312026-04-17

SUB ISHARES TR52.9K shares4.96%2026-03-312026-04-17

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XOM EXXON MOBIL CORP20.8K shares1.19%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS37.7K shares-19.08%2026-03-312026-04-17

VT VANGUARD INTL EQUITY INDEX F16.3K shares-0.42%2026-03-312026-04-17

IPAC ISHARES TR28.7K shares1.38%2026-03-312026-04-17

IUSG ISHARES TR10.8K shares12.47%2026-03-312026-04-17

AAPL APPLE INC6.1K shares3.18%2026-03-312026-04-17

IJJ ISHARES TR10.7K shares2.77%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS27.5K shares7.65%2026-03-312026-04-17

Sponsored

MSFT MICROSOFT CORP3.5K shares4.42%2026-03-312026-04-17

IWF ISHARES TR2.5K shares0.00%2026-03-312026-04-17

SHY ISHARES TR12.8K shares-6.95%2026-03-312026-04-17

PG PROCTER AND GAMBLE CO7.2K shares0.54%2026-03-312026-04-17

IEFA ISHARES TR11.5K shares1.34%2026-03-312026-04-17

ALPHABET INC ALPHABET INC3.6K shares1.76%2026-03-312026-04-17

AMZN AMAZON COM INC4.9K shares8.24%2026-03-312026-04-17

ESGD ISHARES TR10.7K shares-0.03%2026-03-312026-04-17

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ESGU ISHARES TR7.0K shares2.69%2026-03-312026-04-17

ESGV VANGUARD WORLD FD8.8K shares4.64%2026-03-312026-04-17

VRTX VERTEX PHARMACEUTICALS INC2.1K shares0.47%2026-03-312026-04-17

L LOEWS CORP8.5K shares0.00%2026-03-312026-04-17

IEUR ISHARES TR12.8K shares8.28%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-28.59%2026-03-312026-04-17

ALPHABET INC ALPHABET INC2.9K shares3.35%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE2.7K shares0.33%2026-03-312026-04-17

Sponsored

NVDA NVIDIA CORPORATION4.2K shares12.15%2026-03-312026-04-17

NVS NOVARTIS AG4.6K sharesnew addition2026-03-312026-04-17

SUSB ISHARES TR26.4K shares-1.86%2026-03-312026-04-17

USRT ISHARES TR11.1K shares2.55%2026-03-312026-04-17

GEV GE VERNOVA INC748 shares0.40%2026-03-312026-04-17

CL COLGATE PALMOLIVE CO7.5K shares-24.94%2026-03-312026-04-17

EAGG ISHARES TR12.3K shares0.54%2026-03-312026-04-17

META META PLATFORMS INC953 shares5.30%2026-03-312026-04-17

Sponsored

IUSV ISHARES TR5.3K shares0.83%2026-03-312026-04-17

DIS DISNEY WALT CO5.5K shares0.29%2026-03-312026-04-17

IVV ISHARES TR734 shares38.75%2026-03-312026-04-17

ESML ISHARES TR10.1K shares-1.95%2026-03-312026-04-17

V VISA INC1.6K shares1.55%2026-03-312026-04-17

ESGE ISHARES INC10.4K shares-3.91%2026-03-312026-04-17

SPY SPDR S&P 500 ETF TR705 shares0.00%2026-03-312026-04-17

NKE NIKE INC8.5K shares-0.18%2026-03-312026-04-17

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.11%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS2.0K shares-2.84%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC3.4K shares-27.43%2026-03-312026-04-17

HLNE HAMILTON LANE INC4.1K shares0.00%2026-03-312026-04-17

IJH ISHARES TR5.7K shares1.82%2026-03-312026-04-17

IEMG ISHARES INC4.5K shares15.28%2026-03-312026-04-17

IVW ISHARES TR2.8K shares0.00%2026-03-312026-04-17

HD HOME DEPOT INC903 shares1.46%2026-03-312026-04-17

Sponsored

IJR ISHARES TR2.3K shares19.97%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC1.6K shares0.64%2026-03-312026-04-17

LLY ELI LILLY & CO282 shares7.22%2026-03-312026-04-17

WMT WALMART INC1.9K shares2.56%2026-03-312026-04-17

THE CIGNA GROUP THE CIGNA GROUP877 shares-0.57%2026-03-312026-04-17

ORCL ORACLE CORP1.5K shares2.17%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS1.5K shares-6.33%2026-03-312026-04-17

TROW PRICE T ROWE GROUP INC2.4K shares-0.45%2026-03-312026-04-17

Sponsored

RDY DR REDDYS LABS LTD15.2K shares0.06%2026-03-312026-04-17

GLD SPDR GOLD TR475 sharesnew addition2026-03-312026-04-17

QBTS D-WAVE QUANTUM INC10.7K shares6.89%2026-03-312026-04-17

VTV

VANGUARD INDEX FDS

0.89%

Shares383.0K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

12.17%

Shares160.9K

Event2026-03-31

Filed2026-04-17

VGSH

VANGUARD SCOTTSDALE FDS

6.35%

Shares1.0M

Event2026-03-31

Filed2026-04-17

VGK

VANGUARD INTL EQUITY INDEX F

6.14%

Shares638.6K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD INDEX FDS

4.90%

Shares550.1K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

5.63%

Shares709.2K

Event2026-03-31

Filed2026-04-17

VPL

VANGUARD INTL EQUITY INDEX F

-2.39%

Shares283.4K

Event2026-03-31

Filed2026-04-17

VOE

VANGUARD INDEX FDS

0.82%

Shares146.9K

Event2026-03-31

Filed2026-04-17

VOT

VANGUARD INDEX FDS

11.60%

Shares104.4K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD INDEX FDS

4.17%

Shares278.2K

Event2026-03-31

Filed2026-04-17

IGSB

ISHARES TR

5.65%

Shares363.9K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

3.02%

Shares79.2K

Event2026-03-31

Filed2026-04-17

VBK

VANGUARD INDEX FDS

4.57%

Shares54.8K

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX F

3.92%

Shares70.8K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES TR

5.42%

Shares58.4K

Event2026-03-31

Filed2026-04-17

SUB

ISHARES TR

4.96%

Shares52.9K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

1.19%

Shares20.8K

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

-19.08%

Shares37.7K

Event2026-03-31

Filed2026-04-17

VANGUARD INTL EQUITY INDEX F

-0.42%

Shares16.3K

Event2026-03-31

Filed2026-04-17

IPAC

ISHARES TR

1.38%

Shares28.7K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

12.47%

Shares10.8K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

3.18%

Shares6.1K

Event2026-03-31

Filed2026-04-17

IJJ

ISHARES TR

2.77%

Shares10.7K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD MUN BD FDS

7.65%

Shares27.5K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

4.42%

Shares3.5K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-17

SHY

ISHARES TR

-6.95%

Shares12.8K

Event2026-03-31

Filed2026-04-17

PROCTER AND GAMBLE CO

0.54%

Shares7.2K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

1.34%

Shares11.5K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

1.76%

Shares3.6K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

8.24%

Shares4.9K

Event2026-03-31

Filed2026-04-17

ESGD

ISHARES TR

-0.03%

Shares10.7K

Event2026-03-31

Filed2026-04-17

ESGU

ISHARES TR

2.69%

Shares7.0K

Event2026-03-31

Filed2026-04-17

ESGV

VANGUARD WORLD FD

4.64%

Shares8.8K

Event2026-03-31

Filed2026-04-17

VRTX

VERTEX PHARMACEUTICALS INC

0.47%

Shares2.1K

Event2026-03-31

Filed2026-04-17

LOEWS CORP

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-17

IEUR

ISHARES TR

8.28%

Shares12.8K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-28.59%

Shares1.4K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

3.35%

Shares2.9K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

0.33%

Shares2.7K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

12.15%

Shares4.2K

Event2026-03-31

Filed2026-04-17

NVS

NOVARTIS AG

New

Shares4.6K

Event2026-03-31

Filed2026-04-17

SUSB

ISHARES TR

-1.86%

Shares26.4K

Event2026-03-31

Filed2026-04-17

USRT

ISHARES TR

2.55%

Shares11.1K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

0.40%

Shares748

Event2026-03-31

Filed2026-04-17

COLGATE PALMOLIVE CO

-24.94%

Shares7.5K

Event2026-03-31

Filed2026-04-17

EAGG

ISHARES TR

0.54%

Shares12.3K

Event2026-03-31

Filed2026-04-17