Fund Update: PRESILIUM PRIVATE WEALTH, LLC Just Disclosed New Holdings

PRESILIUM PRIVATE WEALTH, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2026-01-13 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 221 shares of $IVV (~$156,194). This was a increase of ~71.75% from their previous position.
• An increase of 564 shares of $IVW (~$75,168). This was a increase of ~25.36% from their previous position.
• A decrease of 19,151 shares of $SHY (~$1,590,691). This was a increase of ~-58.22% from their previous position.
• A decrease of 215 shares of $LLY (~$82,073). This was a increase of ~-44.98% from their previous position.
• An increase of 751 shares of $IJH (~$53,125). This was a increase of ~15.62% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for PRESILIUM PRIVATE WEALTH, LLC for more details.