Pasadena Private Wealth, LLC
Q2 2025 13F Holdings
- Locationpasadena, CA
- Num holdings
202
- Value ($000)
$584,930
- Date Filed08/01/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $79.65M | 14 % | 181,691 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $74.71M | 13 % | 422,697 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $42.19M | 7 % | 627,591 | ||
CLIP GLOBAL X FDS | 1-3 MONTH T-BILL | 37960A438 | $37.97M | 7 % | 378,114 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $22.86M | 4 % | 117,238 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $19.31M | 3 % | 281,744 | ||
CTA SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | $17.18M | 3 % | 642,421 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $16.42M | 3 % | 669,199 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $15.02M | 3 % | 54,245 | ||
AAPL APPLE INC | COM | 037833100 | $14.33M | 2 % | 69,828 |
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