PRESILIUM PRIVATE WEALTH, LLC

Q3 2026 13F-HR Holdings

Location
Radnor, PA
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$678,988
Net value change ($000)
+27,573 (4.2%)
New positions
22
Sold out positions
6
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VUG 5,458 6.7%
VGSH 3,171 4.9%
VTES 2,959 NEW
VWO 2,699 6.5%
VPL 2,191 6.9%
VTEB 1,829 125.7%
VGK 1,513 2.7%
VSS 1,239 11.4%
MRK 1,113 170.4%
VTI 927 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTV -1,011 -1.2%
VBK -925 -4.6%
VBR -894 -4.6%
VOT -842 -2.6%
AZN -823 -100.0%
VNQ -763 -2.7%
SHY -465 -44.3%
VCSH -337 -10.3%
SUB -282 -4.7%
JHMM -268 -100.0%
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