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☆PRESILIUM PRIVATE WEALTH, LLC

CIK 0001939831 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.859
AUM ($M)
651
Positions
96
Turnover
0.03
Top-10 wt
77%
Herfindahl
0.073
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 98 positions · portfolio value $651M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTV funds › VANGUARD INDEX FDS ADD — 13.4% +0.2% 87.3 400,678 +17,695 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 12.4% +0.1% 81.1 941,433 +780,582 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 10.0% -0.4% 65.4 1,123,054 +113,594 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F ADD — 8.7% -0.6% 56.8 641,678 +3,088 5 —
☆BSV funds › VANGUARD INDEX FDS ADD — 7.4% -0.2% 47.9 615,146 +65,090 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 6.4% -0.3% 41.8 700,470 -8,683 5 —
☆VOT funds › VANGUARD INDEX FDS ADD — 4.9% +0.2% 32.0 104,624 +222 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F TRIM — 4.9% -0.0% 31.7 274,048 -9,392 5 —
☆VOE funds › VANGUARD INDEX FDS ADD — 4.7% -0.1% 30.3 153,517 +6,627 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 4.3% -0.1% 27.9 289,502 +11,306 5 —
☆IGSB funds › ISHARES TR ADD — 3.2% -0.2% 20.9 398,214 +34,333 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 3.1% +0.1% 20.0 54,594 -173 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 3.0% -0.0% 19.6 80,770 +1,584 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.7% -0.2% 10.8 70,266 -575 5 —
☆MUB funds › ISHARES TR ADD — 1.0% -0.1% 6.6 61,109 +2,700 5 —
☆SUB funds › ISHARES TR ADD — 0.9% -0.1% 6.0 55,973 +3,099 5 —
☆SPY funds › SPDR S&P 500 ETF TR ADD — 0.7% +0.6% 4.6 6,191 +5,486 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.5% -0.0% 3.3 41,456 +3,734 5 —
☆XOM funds › EXXON MOBIL CORP NEW — 0.4% +0.4% 2.8 20,838 +20,838 1 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.4% -0.0% 2.5 15,945 -310 5 —
☆IPAC funds › ISHARES TR TRIM — 0.4% -0.0% 2.3 28,089 -566 5 —
☆IUSG funds › ISHARES TR TRIM — 0.3% +0.0% 2.0 10,621 -141 5 —
☆AAPL funds › APPLE INC ADD — 0.3% +0.0% 1.9 6,447 +353 5 —
☆IJJ funds › ISHARES TR TRIM — 0.2% -0.0% 1.5 10,394 -309 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.2% -0.0% 1.5 28,767 +1,226 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.2% -0.0% 1.3 3,594 +48 5 —
☆IWF funds › ISHARES TR ADD — 0.2% +0.0% 1.3 10,080 +7,560 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.2% +0.0% 1.2 3,533 -47 5 —
☆GE funds › GE AEROSPACE ADD — 0.2% +0.0% 1.2 3,160 +454 5 —
☆ESGU funds › ISHARES TR ADD — 0.2% +0.0% 1.2 7,083 +87 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 0.2% +0.0% 1.2 8,734 -40 5 —
☆IEFA funds › ISHARES TR ADD — 0.2% -0.0% 1.1 11,771 +282 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.2% -0.0% 1.1 4,722 -180 5 —
☆ESGD funds › ISHARES TR ADD — 0.2% -0.0% 1.1 10,861 +209 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 1.1 1,557 +158 5 —
☆PG funds › PROCTER AND GAMBLE CO ADD — 0.2% -0.0% 1.1 7,251 +27 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC HOLD — 0.2% -0.0% 1.1 2,137 +0 5 —
☆SHY funds › ISHARES TR TRIM — 0.2% -0.0% 1.0 12,784 -7 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.2% +0.0% 1.0 860 +112 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.2% +0.0% 1.0 2,765 -133 5 —
☆L funds › LOEWS CORP HOLD — 0.1% -0.0% 1.0 8,483 +0 5 —
☆IEUR funds › ISHARES TR TRIM — 0.1% -0.0% 0.9 12,260 -571 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.1% +0.0% 0.9 4,496 +332 5 —
☆AZN funds › ASTRAZENECA PLC NEW — 0.1% +0.1% 0.8 4,342 +4,342 1 —
☆QQEW funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.8 5,100 +5,100 1 —
☆SUSB funds › ISHARES TR ADD — 0.1% -0.0% 0.7 29,500 +3,077 5 —
☆USRT funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 10,928 -152 5 —
☆NVS funds › NOVARTIS AG TRIM — 0.1% -0.0% 0.7 4,603 -2 2 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.1% -0.0% 0.7 7,523 +0 5 —
☆XLI funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.7 3,622 +3,622 1 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.7 7,375 +7,375 1 —
☆MRK funds › MERCK & CO INC ADD — 0.1% +0.0% 0.7 5,084 +1,710 5 —
☆EAGG funds › ISHARES TR ADD — 0.1% -0.0% 0.6 13,682 +1,367 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.6 542 +542 1 —
☆IVW funds › ISHARES TR ADD — 0.1% +0.0% 0.6 4,496 +1,708 5 —
☆IUSV funds › ISHARES TR ADD — 0.1% -0.0% 0.6 5,453 +135 5 —
☆ESML funds › ISHARES TR ADD — 0.1% +0.0% 0.6 10,145 +32 5 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.6 1,637 +64 5 —
☆IVV funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 734 +0 4 —
☆ALAI funds › THE ALGER ETF TRUST NEW — 0.1% +0.1% 0.5 11,990 +11,990 1 —
☆ESGE funds › ISHARES INC TRIM — 0.1% +0.0% 0.5 9,958 -440 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.5 1,927 +95 5 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.0% 0.5 949 -4 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 0.5 5,443 -16 5 —
☆FIW funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.5 4,449 +4,449 1 —
☆FEGE funds › RBB FUND TRUST NEW — 0.1% +0.1% 0.5 9,408 +9,408 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 0.5 1,925 -62 5 —
☆VDC funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 0.4 1,881 +1,881 1 —
☆IJH funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 5,333 -328 5 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.4 7,588 +7,588 1 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE NEW — 0.1% +0.1% 0.4 7,541 +7,541 1 —
☆GSK funds › GSK PLC NEW — 0.1% +0.1% 0.4 6,852 +6,852 1 —
☆NKE funds › NIKE INC HOLD — 0.1% -0.0% 0.3 8,483 +0 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.1% +0.0% 0.3 290 +8 5 —
☆VFLO funds › VICTORY PORTFOLIOS II NEW — 0.1% +0.1% 0.3 7,397 +7,397 1 —
☆IJR funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 2,197 -122 4 —
☆HD funds › HOME DEPOT INC ADD — 0.0% -0.0% 0.3 909 +6 5 —
☆HLNE funds › HAMILTON LANE INC HOLD — 0.0% -0.0% 0.3 4,058 +0 4 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW — 0.0% +0.0% 0.3 619 +619 1 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% -0.0% 0.3 1,589 +5 5 —
☆TROW funds › PRICE T ROWE GROUP INC ADD — 0.0% +0.0% 0.3 2,426 +14 5 —
☆IEMG funds › ISHARES INC TRIM — 0.0% -0.0% 0.3 3,304 -1,231 5 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED NEW — 0.0% +0.0% 0.3 3,575 +3,575 1 —
☆QBTS funds › D-WAVE QUANTUM INC TRIM — 0.0% +0.0% 0.3 10,607 -50 4 —
☆INCY funds › INCYTE CORP NEW — 0.0% +0.0% 0.2 2,193 +2,193 1 —
☆CI funds › THE CIGNA GROUP ADD — 0.0% -0.0% 0.2 878 +1 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO NEW — 0.0% +0.0% 0.2 4,137 +4,137 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC NEW — 0.0% +0.0% 0.2 781 +781 1 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.0% -0.0% 0.2 1,433 -47 5 —
☆HGER funds › HARBOR ETF TRUST NEW — 0.0% +0.0% 0.2 7,661 +7,661 1 —
☆ORCL funds › ORACLE CORP ADD — 0.0% -0.0% 0.2 1,514 +7 5 —
☆RDY funds › DR REDDYS LABS LTD TRIM — 0.0% -0.0% 0.2 15,133 -93 3 —
☆WMT funds › WALMART INC TRIM — 0.0% -0.0% 0.2 1,919 -6 3 —
☆CGMM funds › CAPITAL GROUP EQUITY ETF TR NEW — 0.0% +0.0% 0.2 6,495 +6,495 1 —
☆IYW funds › ISHARES TR NEW — 0.0% +0.0% 0.2 828 +828 1 —
☆QUAL funds › ISHARES TR NEW — 0.0% +0.0% 0.2 928 +928 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.6% 0.0 0 -20,820 0 —
☆GLD funds › SPDR GOLD TR EXIT — 0.0% -0.0% 0.0 0 -475 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 651 96 0.03 77% 0.073 0.857 — in
2026Q1 567 75 0.01 78% 0.075 0.875 — in
2025Q4 547 76 0.01 78% 0.075 0.848 — in
2025Q3 527 76 0.01 78% 0.074 0.848 — in
2025Q2 489 74 0.03 77% 0.074 0.841 — entered
2025Q1 446 71 0.00 76% 0.070 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status