PRESILIUM PRIVATE WEALTH, LLC

Q2 2026 13F-HR Holdings

Location
Radnor, PA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$651,415
Net value change ($000)
+84,176 (14.8%)
New positions
22
Sold out positions
2
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTV 12,179 16.2%
VUG 10,837 15.4%
VGSH 6,268 10.6%
VOT 5,178 19.3%
VGK 4,175 7.9%
SPY 4,165 909.4%
VPL 4,004 14.5%
VWO 3,481 9.1%
VBK 3,412 20.6%
VOE 3,266 12.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,532 -100.0%
GLD -204 -100.0%
NKE -100 -22.3%
HLNE -83 -20.6%
IEMG -42 -13.3%
WMT -22 -9.2%
META -10 -1.8%
SHY -6 -0.6%
DIS -2 -0.4%
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