Institutions / Pasadena Private Wealth, LLC
Pasadena Private Wealth, LLC
CIK 1760578 · Institution · as of Dec 31, 2025
Portfolio value
$731.84M
Positions
230
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 230 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $87.68M | 12.0% |
| Vanguard Index Fds | $85.35M | 11.7% |
| Vanguard Intl Equity Index F | $52.78M | 7.2% |
| Vanguard Index Fds | $25.15M | 3.4% |
| Schwab Strategic Tr | $24.95M | 3.4% |
| Tidal Trust I | $24.62M | 3.4% |
| American Centy ETF Tr | $24.27M | 3.3% |
| Apple Inc. | $19.81M | 2.7% |
| Fidelity Covington Trust | $17.46M | 2.4% |
| Vanguard Index Fds | $17.12M | 2.3% |
| PIMCO ETF Tr | $16.26M | 2.2% |
| Bluerock Private Real Estate FundBPRE | $14.94M | 2.0% |
| Tcw ETF Trust | $14.04M | 1.9% |
| Grayscale Bitcoin Mini Tr Et | $12.02M | 1.6% |
| SPDR S&P 500 ETF Tr | $10.28M | 1.4% |
| Sprott Asset Management LP | $9.53M | 1.3% |
| PIMCO ETF Tr | $9.25M | 1.3% |
| iShares MSCI UAE ETF | $9.08M | 1.2% |
| Flexshares Tr | $9.03M | 1.2% |
| Direxion Shs ETF Tr | $9.00M | 1.2% |
| Sprott Asset Management LP | $8.60M | 1.2% |
| Invesco Qqq Tr | $8.26M | 1.1% |
| Grayscale Bitcoin Trust ETF | $8.15M | 1.1% |
| Simplify Exchange Traded Fun | $7.80M | 1.1% |
| Schwab Strategic Tr | $7.34M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.