SEC Form 13F · Q2 2026

PRESILIUM PRIVATE WEALTH, LLC

Institutional Holdings Report

13F-HRPA
$651.4M
Portfolio Value
96
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
PRESILIUM PRIVATE WEALTH, LLC
CIK
1939831
Accession No.
0001939831-26-000003
Location
RADNOR, PA
Form Type
13F-HR
Portfolio Value
$651.4M
Holdings Reported
96
Reporting Period
Q2 2026
Filed
July 22, 2026

About this Filing

PRESILIUM PRIVATE WEALTH, LLC is an institutional investment manager based in RADNOR, PA reporting approximately $651.4M in 13(f) securities across 96 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.