Pasadena Private Wealth, LLC

Q3 2025 13F Holdings

  • Location
    pasadena, CA
  • Num holdings

    219

  • Value ($000)

    $694,882

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001760578
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$85.43M
12 %

178,116

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$80.82M
12 %

433,375

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$49.80M
7 %

697,835

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$24.66M
4 %

118,139

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$23.49M
3 %

312,781

C
CLIP

GLOBAL X FDS

1-3 MONTH T-BILL
37960A438
$21.11M
3 %

210,218

X
XHLF

BONDBLOXX ETF TRUST

BLOOMBERG SIX MN
09789C788
$20.40M
3 %

404,535

G
GSY

INVESCO ACTIVELY MANAGED EXC

ULTRA SHRT DUR
46090A887
$19.00M
3 %

378,269

A
AAPL

APPLE INC

COM
037833100
$18.26M
3 %

71,718

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$16.32M
2 %

54,837

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