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Pasadena Private Wealth, LLC

Q1 2026 13F Holdings

  • Location
    pasadena, CA
  • Num holdings

    277

  • Value ($000)

    $723,247

  • Date Filed
    04/22/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$80.58M
11 %

410,702

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$78.6M
11 %

179,953

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$48M
7 %

639,169

B
BTAL

AGF INVTS TR

US MARKET NETRL
00110G408
$31.92M
4 %

2,286,833

---

BLUEROCK PVT REAL ESTATE FD

COM
09631P102
$31.28M
4 %

1,883,232

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$24.31M
3 %

873,054

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$22.07M
3 %

101,570

F
FENI

FIDELITY COVINGTON TRUST

ENHANCED INTL
31609A404
$20.8M
3 %

559,219

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$18.4M
3 %

228,371

A
AAPL

APPLE INC

COM
037833100
$17.81M
3 %

70,167

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