PRESILIUM PRIVATE WEALTH, LLC

Q1 2026 13F-HR Holdings

Location
Radnor, PA
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$567,239
Net value change ($000)
+19,860 (3.6%)
New positions
2
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGSH 3,350 6.0%
VTV 2,642 3.6%
VGK 2,337 4.6%
VWO 2,238 6.2%
VPL 1,451 5.5%
VOE 1,226 4.7%
XOM 1,056 42.6%
VNQ 1,044 4.4%
VBR 923 5.7%
IGSB 914 5.0%
Top Reduces (Value $000, Stocks/ETFs)
VCSH -727 -19.6%
VOO -393 -32.0%
MSFT -330 -20.1%
PLTR -268 -100.0%
PFE -220 -100.0%
IYW -207 -100.0%
CL -151 -19.1%
HLNE -142 -26.1%
IWF -118 -9.9%
QBTS -107 -41.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type