Pasadena Private Wealth, LLC
Q4 2025 13F Holdings
- Locationpasadena, CA
- Num holdings
273
- Value ($000)
$735,458
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $87.68M | 12 % | 179,724 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $85.35M | 12 % | 446,866 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $52.78M | 7 % | 717,517 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $25.15M | 3 % | 118,751 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $24.95M | 3 % | 916,854 | ||
TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 | $24.62M | 3 % | 994,474 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $24.27M | 3 % | 315,161 | ||
APPLE INC | COM | 037833100 | $19.81M | 3 % | 72,852 | ||
FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | $17.46M | 2 % | 477,355 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $17.12M | 2 % | 56,656 |
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