Pasadena Private Wealth, LLC
Q1 2025 13F Holdings
- Locationpasadena, CA
- Num holdings
190
- Value ($000)
$519,041
- Date Filed05/08/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $67.46 M | 13 % | 390,521 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $63.02 M | 12 % | 169,950 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $36.79 M | 7 % | 606,514 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $23.18 M | 5 % | 124,442 | ||
VONE VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | $16.85 M | 3 % | 66,378 | ||
CTA SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | $16.01 M | 3 % | 540,935 | ||
AAPL APPLE INC | COM | 037833100 | $15.46 M | 3 % | 69,601 | ||
FDEM FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | 316092543 | $15.32 M | 3 % | 599,514 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $14.27 M | 3 % | 604,197 | ||
FNDA SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | $14.09 M | 3 % | 514,288 |
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