Pasadena Private Wealth, LLC: 13F holdings
CIK 17605782026Q2
| Positions | 274 |
|---|---|
| Reported value | $786.1m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTV VANGUARD INDEX FDS | 412,598 | $89.9m | 11.4% |
| VUG VANGUARD INDEX FDS | 1,035,344 | $89.2m | 11.3% |
| VEU VANGUARD INTL EQUITY INDEX F | 644,290 | $54.0m | 6.9% |
| BONDBLOXX ETF TRUST | 612,547 | $30.8m | 3.9% |
| FNDX SCHWAB STRATEGIC TR | 868,323 | $27.0m | 3.4% |
| BLUEROCK PVT REAL ESTATE FD | 1,930,752 | $25.1m | 3.2% |
| VBR VANGUARD INDEX FDS | 102,774 | $25.0m | 3.2% |
| FIDELITY COVINGTON TRUST | 583,475 | $23.4m | 3.0% |
| AVEM AMERICAN CENTY ETF TR | 222,072 | $21.4m | 2.7% |
| AAPL APPLE INC | 70,394 | $20.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1760578")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.