PRESILIUM PRIVATE WEALTH, LLC
SEC Form 13F institutional filer · CIK 0001939831
13F-HR · 32 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
69.2%
PRESILIUM PRIVATE WEALTH, LLC — $35.1M AUM allocation strategy
PRESILIUM PRIVATE WEALTH, LLC files SEC Form 13F and reports $35.1M of long US equity value across 32 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 10.3%, followed by Energy 10.1% and Communication Services 8.4%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PRESILIUM PRIVATE WEALTH, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$35.1M
total across 32 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +4.33K sh · +$556K+$NVDA +451 sh · +$33.6K+$AMZN +373 sh · −$24.5K
Biggest trims (shares)
−$VOO −9.45K sh · −$1.12M−$CL −2.5K sh · −$151K−$MRK −1.27K sh · −$83.5K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$PLTR ($268K last qtr)$PFE ($220K last qtr)$IYY ($207K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Oil & Gas10.1%—
- Interactive Media & Services6.9%—
- Technology Hardware, Storage & Peripherals4.4%—
- Financial Exchanges & Data4.0%—
- Systems Software3.7%—
- Personal Care Products2.9%—
- Broadline Retail2.9%—
- Biotechnology2.7%—
- Other holdings62.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $XOM | ExxonMobil Holdings Corporation | 20.8K | $3.53M | +245 | 10.1% |
| $AAPL | Apple Inc | 6.09K | $1.55M | +188 | 4.4% |
| $SPGI | S&P Global Inc | 10.7K | $1.42M | +288 | 4.0% |
| $MSFT | Microsoft Corporation | 3.55K | $1.31M | +150 | 3.7% |
| $PG | Procter & Gamble Company | 7.22K | $1.04M | +39 | 3.0% |
| $GOOGL | Alphabet Inc | 3.58K | $1.03M | +62 | 2.9% |
| $AMZN | Amazon.com Inc | 4.9K | $1.02M | +373 | 2.9% |
…and 25 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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