Presilium Private Wealth, LLC reported 49 positions worth $34.54M for the quarter ended Sep 30, 2026, up 34.4% on the prior quarter. It opened 14 new positions, added to 30, trimmed 3 and exited 2. Its largest holding is ExxonMobil Holdings Corp at 9.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRK Merck & Co., Inc. | +7,068 | +139.0% | $1.03M | 5.11% |
| ABBV AbbVie Inc. | +3,243 | – | $848.25K | 2.46% |
| AVGO Broadcom Inc. | +2,231 | – | $783.50K | 2.27% |
| JPM Jpmorgan Chase & Co | +1,946 | – | $643.88K | 1.86% |
| JNJ Johnson & Johnson | +1,856 | – | $491.41K | 1.42% |
| GLD Spdr Gold Trust | +1,177 | – | $448.25K | 1.3% |
| ABT Abbott Laboratories | +3,391 | – | $335.13K | 0.97% |
| MSFT Microsoft Corp | +578 | +16.1% | $296.45K | 6.19% |
| BRK-B Berkshire Hathaway Inc | +575 | +92.9% | $286.32K | 1.72% |
| BMY Bristol Myers Squibb Co | +4,527 | +109.4% | $282.49K | 1.57% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AZN Astrazeneca Plc | -4,342 | -100.0% | $823.41K | Exited |
| QBTS D-Wave Quantum Inc. | -10.6K | -100.0% | $254.46K | Exited |
| NVS Novartis Ag | -300 | -6.5% | $42.77K | 1.78% |
| IBM International Business Machines Corp | -81 | -4.2% | $17.81K | 1.18% |
| RDY Dr Reddys Laboratories Ltd | -8 | -0.1% | $100.96 | 0.553% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ABBV AbbVie Inc. | +3,243 | $848.25K | 2.46% |
| AVGO Broadcom Inc. | +2,231 | $783.50K | 2.27% |
| JPM Jpmorgan Chase & Co | +1,946 | $643.88K | 1.86% |
| JNJ Johnson & Johnson | +1,856 | $491.41K | 1.42% |
| GLD Spdr Gold Trust | +1,177 | $448.25K | 1.3% |
| ABT Abbott Laboratories | +3,391 | $335.13K | 0.97% |
| GD General Dynamics Corp | +847 | $281.06K | 0.814% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +581 | $265.20K | 0.768% |
| TSLA Tesla, Inc. | +731 | $259.29K | 0.751% |
| PLTR Palantir Technologies Inc. | +1,255 | $234.84K | 0.68% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XOM ExxonMobil Holdings Corp | Energy | 21.0K | $3.42M | 9.91% | +199 | +1.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 7,210 | $2.40M | 6.95% | +763 | +11.8% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 4,172 | $2.14M | 6.19% | +578 | +16.1% | Added | 0% |
| 4 | MRK Merck & Co., Inc. | Healthcare | 12.2K | $1.77M | 5.11% | +7,068 | +139.0% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 5,426 | $1.35M | 3.91% | +704 | +14.9% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 3,927 | $1.34M | 3.87% | +394 | +11.2% | Added | 0% |
| 7 | GE General Electric Co | Industrials | 3,787 | $1.18M | 3.42% | +627 | +19.8% | Added | 0% |
| 8 | VRTX Vertex Pharmaceuticals Inc / Ma | Healthcare | 2,153 | $1.13M | 3.26% | +16 | +0.7% | Added | 0% |
| 9 | NVDA Nvidia Corp | Technology | 4,914 | $1.12M | 3.25% | +418 | +9.3% | Added | 0% |
| 10 | PG PROCTER & GAMBLE Co | Consumer Staples | 7,357 | $1.07M | 3.09% | +106 | +1.5% | Added | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 3,053 | $1.05M | 3.04% | +288 | +10.4% | Added | 0% |
| 12 | GEV GE Vernova Inc. | Industrials | 944 | $897.41K | 2.6% | +84 | +9.8% | Added | 0% |
| 13 | L Loews Corp | Financial Services | 8,487 | $886.30K | 2.57% | +4 | +0.0% | Added | 0% |
| 14 | ABBV AbbVie Inc. | Healthcare | 3,243 | $848.25K | 2.46% | +3,243 | – | New | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 1,142 | $828.46K | 2.4% | +193 | +20.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Presilium Private Wealth.
As of its Q3 2026 13F filing, Presilium Private Wealth, LLC’s five largest positions were ExxonMobil Holdings Corp (XOM) at 9.9%, Apple Inc. (AAPL) at 7.0%, Microsoft Corp (MSFT) at 6.2%, Merck & Co., Inc. (MRK) at 5.1%, Amazon Com Inc (AMZN) at 3.9% of the reported portfolio.
Presilium Private Wealth, LLC reported a 13F portfolio worth $34.54M across 49 positions for Q3 2026. That is up 34.4% from the previous quarter.
Its largest purchases by value were Merck & Co., Inc. ($1.03M), AbbVie Inc. ($848.25K), Broadcom Inc. ($783.50K). It opened 14 new positions.
Its largest sales by value were Astrazeneca Plc ($823.41K), D-Wave Quantum Inc. ($254.46K), Novartis Ag ($42.77K). It exited 2 positions entirely.
From the Form 13F-HR reports Presilium Private Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.