PRESILIUM PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Radnor, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 547,379
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 165.6 K | 30.3% | 4.182 K | 0 | 4.182 K |
| ETFs | 340.4 K | 62.2% | 14.21 K | 0 | 14.21 K |
| Debt | 41.32 K | 7.5% | 2.434 K | 0 | 2.434 K |
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Fund Snapshot
Q4 2025
Latest filed
1/13/2026
Total value ($000)
547,379
Holdings
76
QoQ value change ($000)
20,822
(4.0%)
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.