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Presilium Private Wealth, LLC

13F filer · CIK 0001939831
Reported Jul 22, 2026
Net buyer this quarter
13F portfolio value$651MU.S. long equity reported on 13F
Positions437 new · 1 closed
Net flow last quarter+$9.57MBuys minus sells
Top 10 positions weight19.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 22, 202643 positions
BSVNBank7 Corp.$47.9M7.36%6.46%+11.8%Q4 2022
VOTVan Kampen Municipal Opportunity Trust II$32M4.92%Not reported+0.2%Q4 2022
VPLInvesco Pennsylvania Value Municipal Income Trust$31.7M4.87%Not reported-3.3%Q4 2022
SPYSPDR S&P 500 ETF Trust$4.62M0.71%Not reported+778.2%Q2 2023
XOMExxonMobil Holdings Corp$2.85M0.44%0.00%+0.1%Q4 2022
AAPLApple Inc.$1.87M0.29%0.00%+5.8%Q4 2022
MSFTMicrosoft Corp$1.34M0.21%0.00%+1.4%Q4 2022
GOOGAlphabet Inc.$1.25M0.19%Not reported-1.3%Q4 2022
GEGeneral Electric Co$1.18M0.18%0.00%+16.8%Q2 2025
AMZNAmazon Com Inc$1.13M0.17%0.00%-3.7%Q4 2022
PGPROCTER & GAMBLE Co$1.06M0.16%0.00%+0.4%Q4 2022
VRTXVertex Pharmaceuticals Inc / Ma$1.06M0.16%0.00%Not reportedQ2 2024
GEVGE Vernova Inc.$1.01M0.16%0.00%+15.0%Q2 2025
GOOGLAlphabet Inc.$988K0.15%0.00%-4.6%Q4 2022
LLoews Corp$960K0.15%0.00%Not reportedQ4 2022
NVDANvidia Corp$900K0.14%0.00%+8.0%Q1 2024
AZNAstrazeneca PLC$823K0.13%Not reportedNewQ2 2026
USRTEnigma-Bulwark, Ltd.$726K0.11%Not reported-1.4%Q4 2023
NVSNovartis AG$721K0.11%0.00%0.0%Q1 2026
CLColgate Palmolive Co$690K0.11%0.00%Not reportedQ4 2022
MRKMerck & Co., Inc.$653K0.10%0.00%+50.7%Q4 2022
MUMicron Technology Inc$625K0.10%0.00%NewQ2 2026
VVisa Inc.$562K0.09%0.00%+4.1%Q4 2022
IBMInternational Business Machines Corp$542K0.08%0.00%+5.2%Q2 2024
METAMeta Platforms, Inc.$535K0.08%Not reported-0.4%Q1 2023
DISWalt Disney Co$524K0.08%0.00%-0.3%Q4 2022
GSKGSK plc$359K0.06%0.00%NewQ2 2026
NKENIKE, Inc.$348K0.05%0.00%Not reportedQ4 2022
LLYELI LILLY & Co$348K0.05%0.00%+2.8%Q2 2025
HDHome Depot, Inc.$321K0.05%0.00%+0.7%Q4 2023
HLNEHamilton Lane INC$320K0.05%Not reportedNot reportedQ3 2025
BRK.BBerkshire Hathaway Inc$310K0.05%Not reportedNewQ2 2026
PMPhilip Morris International Inc.$287K0.04%0.00%+0.3%Q4 2022
TROWPrice T Rowe Group Inc$276K0.04%0.00%+0.6%Q4 2022
QBTSD-Wave Quantum Inc.$254K0.04%0.00%-0.5%Q3 2025
INCYIncyte Corp$249K0.04%0.00%NewQ2 2026
CICigna Group$242K0.04%0.00%+0.1%Q3 2024
BMYBristol Myers Squibb Co$238K0.04%0.00%NewQ2 2026
LHXL3harris Technologies, Inc.$227K0.03%0.00%NewQ2 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$226K0.03%Not reported-3.2%Q4 2023
ORCLOracle Corp$222K0.03%0.00%+0.5%Q2 2023
RDYDR Reddys Laboratories Ltd$219K0.03%0.00%-0.6%Q4 2025
WMTWalmart Inc.$217K0.03%0.00%-0.3%Q2 2025
Q1 2026Reported Apr 17, 202637 positions
BSVNBank7 Corp.$43.1M7.60%5.78%+4.9%Q4 2022
VPLInvesco Pennsylvania Value Municipal Income Trust$27.7M4.88%Not reported-2.4%Q4 2022
VOTVan Kampen Municipal Opportunity Trust II$26.9M4.74%Not reported+11.6%Q4 2022
XOMExxonMobil Holdings Corp$3.53M0.62%0.00%+1.2%Q4 2022
AAPLApple Inc.$1.55M0.27%0.00%+3.2%Q4 2022
MSFTMicrosoft Corp$1.31M0.23%0.00%+4.4%Q4 2022
PGPROCTER & GAMBLE Co$1.04M0.18%0.00%+0.5%Q4 2022
GOOGAlphabet Inc.$1.03M0.18%Not reported+1.8%Q4 2022
AMZNAmazon Com Inc$1.02M0.18%0.00%+8.2%Q4 2022
VRTXVertex Pharmaceuticals Inc / Ma$954K0.17%0.00%+0.5%Q2 2024
LLoews Corp$905K0.16%0.00%Not reportedQ4 2022
GOOGLAlphabet Inc.$833K0.15%0.00%+3.4%Q4 2022
GEGeneral Electric Co$768K0.14%0.00%+0.3%Q2 2025
NVDANvidia Corp$726K0.13%0.00%+12.2%Q1 2024
NVSNovartis AG$703K0.12%0.00%NewQ1 2026
USRTEnigma-Bulwark, Ltd.$656K0.12%Not reported+2.6%Q4 2023
GEVGE Vernova Inc.$653K0.12%0.00%+0.4%Q2 2025
CLColgate Palmolive Co$641K0.11%0.00%-24.9%Q4 2022
METAMeta Platforms, Inc.$545K0.10%Not reported+5.3%Q1 2023
DISWalt Disney Co$526K0.09%0.00%+0.3%Q4 2022
VVisa Inc.$475K0.08%0.00%+1.6%Q4 2022
SPYSPDR S&P 500 ETF Trust$458K0.08%Not reportedNot reportedQ2 2023
NKENIKE, Inc.$448K0.08%0.00%-0.2%Q4 2022
IBMInternational Business Machines Corp$444K0.08%0.00%+0.1%Q2 2024
MRKMerck & Co., Inc.$406K0.07%0.00%-27.4%Q4 2022
HLNEHamilton Lane INC$403K0.07%Not reportedNot reportedQ3 2025
HDHome Depot, Inc.$297K0.05%0.00%+1.5%Q4 2023
PMPhilip Morris International Inc.$262K0.05%0.00%+0.6%Q4 2022
LLYELI LILLY & Co$259K0.05%0.00%+7.2%Q2 2025
WMTWalmart Inc.$239K0.04%0.00%+2.6%Q2 2025
CICigna Group$234K0.04%0.00%-0.6%Q3 2024
ORCLOracle Corp$222K0.04%0.00%+2.2%Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$219K0.04%Not reported-6.3%Q4 2023
TROWPrice T Rowe Group Inc$217K0.04%0.00%-0.5%Q4 2022
RDYDR Reddys Laboratories Ltd$211K0.04%0.00%+0.1%Q4 2025
GLDSPDR Gold Trust$204K0.04%0.00%NewQ1 2026
QBTSD-Wave Quantum Inc.$154K0.03%0.00%+6.9%Q3 2025
Q4 2025Reported Jan 13, 202637 positions
BSVNBank7 Corp.$41.3M7.55%5.54%+6.4%Q4 2022
VPLInvesco Pennsylvania Value Municipal Income Trust$26.2M4.80%Not reported+3.0%Q4 2022
VOTVan Kampen Municipal Opportunity Trust II$26.1M4.77%Not reported+8.4%Q4 2022
XOMExxonMobil Holdings Corp$2.48M0.45%0.00%+13.8%Q4 2022
MSFTMicrosoft Corp$1.64M0.30%0.00%-2.7%Q4 2022
AAPLApple Inc.$1.61M0.29%0.00%-3.1%Q4 2022
GOOGAlphabet Inc.$1.1M0.20%Not reported-4.0%Q4 2022
AMZNAmazon Com Inc$1.05M0.19%0.00%-2.2%Q4 2022
PGPROCTER & GAMBLE Co$1.03M0.19%0.00%Not reportedQ4 2022
VRTXVertex Pharmaceuticals Inc / Ma$964K0.18%0.00%+0.1%Q2 2024
LLoews Corp$893K0.16%0.00%Not reportedQ4 2022
GOOGLAlphabet Inc.$878K0.16%0.00%-1.4%Q4 2022
GEGeneral Electric Co$831K0.15%0.00%Not reportedQ2 2025
CLColgate Palmolive Co$792K0.14%0.00%Not reportedQ4 2022
NVDANvidia Corp$693K0.13%0.00%-5.0%Q1 2024
DISWalt Disney Co$619K0.11%0.00%+0.3%Q4 2022
USRTEnigma-Bulwark, Ltd.$615K0.11%Not reported+1.6%Q4 2023
METAMeta Platforms, Inc.$597K0.11%Not reported+1.3%Q1 2023
HLNEHamilton Lane INC$545K0.10%Not reported-10.4%Q3 2025
VVisa Inc.$543K0.10%0.00%+3.1%Q4 2022
IBMInternational Business Machines Corp$542K0.10%0.00%+0.8%Q2 2024
NKENIKE, Inc.$541K0.10%0.00%-5.2%Q4 2022
MRKMerck & Co., Inc.$489K0.09%0.00%Not reportedQ4 2022
GEVGE Vernova Inc.$487K0.09%0.00%+0.3%Q2 2025
SPYSPDR S&P 500 ETF Trust$481K0.09%Not reportedNot reportedQ2 2023
HDHome Depot, Inc.$306K0.06%0.00%+1.6%Q4 2023
ORCLOracle Corp$287K0.05%0.00%+0.6%Q2 2023
LLYELI LILLY & Co$283K0.05%0.00%-45.0%Q2 2025
PLTRPalantir Technologies Inc.$268K0.05%0.00%+0.8%Q2 2025
QBTSD-Wave Quantum Inc.$261K0.05%0.00%-4.3%Q3 2025
PMPhilip Morris International Inc.$252K0.05%0.00%-7.9%Q4 2022
TROWPrice T Rowe Group Inc$248K0.05%0.00%+0.5%Q4 2022
CICigna Group$243K0.04%0.00%-9.6%Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$227K0.04%Not reported-1.3%Q4 2023
PFEPfizer Inc$220K0.04%0.00%NewQ4 2025
RDYDR Reddys Laboratories Ltd$214K0.04%0.00%NewQ4 2025
WMTWalmart Inc.$209K0.04%0.00%Not reportedQ2 2025
Q3 2025Reported Oct 21, 202535 positions
BSVNBank7 Corp.$38.9M7.39%5.21%+8.8%Q4 2022
VOTVan Kampen Municipal Opportunity Trust II$25.4M4.81%Not reported+1.6%Q4 2022
VPLInvesco Pennsylvania Value Municipal Income Trust$24.8M4.70%Not reported-3.4%Q4 2022
XOMExxonMobil Holdings Corp$2.04M0.39%0.00%-4.4%Q4 2022
MSFTMicrosoft Corp$1.81M0.34%0.00%-1.3%Q4 2022
AAPLApple Inc.$1.55M0.29%0.00%+3.3%Q4 2022
PGPROCTER & GAMBLE Co$1.1M0.21%0.00%-3.1%Q4 2022
AMZNAmazon Com Inc$1.02M0.19%0.00%+4.0%Q4 2022
GOOGAlphabet Inc.$892K0.17%Not reported+7.0%Q4 2022
LLoews Corp$852K0.16%0.00%Not reportedQ4 2022
VRTXVertex Pharmaceuticals Inc / Ma$832K0.16%0.00%Not reportedQ2 2024
GEGeneral Electric Co$811K0.15%0.00%-9.4%Q2 2025
CLColgate Palmolive Co$801K0.15%0.00%Not reportedQ4 2022
NVDANvidia Corp$729K0.14%0.00%+2.2%Q1 2024
GOOGLAlphabet Inc.$692K0.13%0.00%-0.7%Q4 2022
METAMeta Platforms, Inc.$656K0.12%Not reportedNot reportedQ1 2023
NKENIKE, Inc.$625K0.12%0.00%Not reportedQ4 2022
USRTEnigma-Bulwark, Ltd.$624K0.12%Not reported+12.9%Q4 2023
DISWalt Disney Co$621K0.12%0.00%Not reportedQ4 2022
HLNEHamilton Lane INC$610K0.12%Not reportedNewQ3 2025
VVisa Inc.$513K0.10%0.00%Not reportedQ4 2022
IBMInternational Business Machines Corp$512K0.10%0.00%-0.6%Q2 2024
SPYSPDR S&P 500 ETF Trust$470K0.09%Not reportedNot reportedQ2 2023
GEVGE Vernova Inc.$457K0.09%0.00%Not reportedQ2 2025
SCZNXG NextGen Infrastructure Income Fund$453K0.09%Not reportedNot reportedQ4 2023
ORCLOracle Corp$412K0.08%0.00%Not reportedQ2 2023
MRKMerck & Co., Inc.$390K0.07%0.00%-3.8%Q4 2022
LLYELI LILLY & Co$365K0.07%0.00%+9.9%Q2 2025
HDHome Depot, Inc.$355K0.07%0.00%+6.1%Q4 2023
CICigna Group$281K0.05%0.00%Not reportedQ3 2024
PMPhilip Morris International Inc.$277K0.05%0.00%-1.2%Q4 2022
PLTRPalantir Technologies Inc.$273K0.05%0.00%Not reportedQ2 2025
QBTSD-Wave Quantum Inc.$257K0.05%0.00%NewQ3 2025
TROWPrice T Rowe Group Inc$248K0.05%0.00%Not reportedQ4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$226K0.04%Not reportedNot reportedQ4 2023
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