PRESILIUM PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Radnor, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 567,239
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 75 | 567,239 | 13F-HR | PRESILIUM PRIVATE WEALTH, LLC |
| Q4 2025 | 1/13/2026 | 76 | 547,379 | 13F-HR | PRESILIUM PRIVATE WEALTH, LLC |
| Q3 2025 | 10/21/2025 | 76 | 526,557 | 13F-HR | PRESILIUM PRIVATE WEALTH, LLC |
| Q2 2025 | 7/25/2025 | 74 | 488,756 | 13F-HR | PRESILIUM PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.01 K | 3.7% | 0 | 144.6 K | -144.6 K |
| ETFs | 503.1 K | 88.7% | 162.7 K | 0 | 162.7 K |
| Debt | 43.13 K | 7.6% | 1.806 K | 0 | 1.806 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
567,239
Holdings
75
QoQ value change ($000)
19,860
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.