DOSSIER · 13F-HR · Q2 2026
PRESILIUM PRIVATE WEALTH, LLC
$651M in tracked AUM across 96 positions as of Q2 2026.
PP
CIK 0001939831 · last filed Jun 30, 2026
AI Analysis · Q2 2026
1. Portfolio Overview
PRESILIUM PRIVATE WEALTH, LLC has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 627.8% from $75.21M to $547.38M quarter-over-quarter. This massive capital influx suggests significant client acquisition or the onboarding of a large institutional mandate during Q4 2025.
The portfolio composition has shifted dramatically from a potentially concentrated or actively managed strategy to a highly ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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