Pasadena Private Wealth, LLC
Q3 2025 13F Holdings
- Locationpasadena, CA
- Num holdings
219
- Value ($000)
$694,882
- Date Filed10/23/2025
- Form type13F-HR
- CIK0001760578
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $85.43 M | 12 % | 178,116 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $80.82 M | 12 % | 433,375 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $49.80 M | 7 % | 697,835 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $24.66 M | 4 % | 118,139 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $23.49 M | 3 % | 312,781 | ||
CLIP GLOBAL X FDS | 1-3 MONTH T-BILL | 37960A438 | $21.11 M | 3 % | 210,218 | ||
XHLF BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 09789C788 | $20.40 M | 3 % | 404,535 | ||
GSY INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 | $19.00 M | 3 % | 378,269 | ||
AAPL APPLE INC | COM | 037833100 | $18.26 M | 3 % | 71,718 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $16.32 M | 2 % | 54,837 |
Rows Per Page
10
- 10
- 50
- 100