PRESILIUM PRIVATE WEALTH, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, PRESILIUM PRIVATE WEALTH, LLC opened 14 positions, added to 25, reduced 18, sold out of 0 and left 1 unchanged. The largest increase in value was VTV (+$12,178,411); the largest decrease was IEMG (-$42,618).
Two Form 13F-HR filings compared (SEC CIK 1939831): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
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