CIK 1760578
Pasadena Private Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
237
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 237
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 180K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 447K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 718K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 119K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 917K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 994K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 315K | $1M+ | SH |
| AAPL | APPLE INC | 73K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 477K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 57K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 609K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 996K | $1M+ | SH |
| FLXR | TCW ETF TRUST | 355K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 310K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 15K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 403K | $1M+ | SH |
| MINT | PIMCO ETF TR | 92K | $1M+ | SH |
| SUB | ISHARES TR | 85K | $1M+ | SH |
| GUNR | FLEXSHARES TR | 197K | $1M+ | SH |
| COM | DIREXION SHS ETF TR | 304K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 260K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 13K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 119K | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 286K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 233K | $1M+ | SH |
| GOOG | ALPHABET INC | 21K | $1M+ | SH |
| GRNJ | TIDAL TRUST III | 252K | $1M+ | SH |
| AMZN | AMAZON COM INC | 24K | $1M+ | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 216K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 64K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| U | UNITY SOFTWARE INC | 96K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 119K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 46K | $1M+ | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 121K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| STRK | STRATEGY INC | 37K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 53K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 27K | $1M+ | SH |
| IWR | ISHARES TR | 29K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| COWZ | PACER FDS TR | 38K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 12K | $1M+ | SH |
| ITOT | ISHARES TR | 15K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 79K | $1M+ | SH |
| EWJ | ISHARES INC | 26K | $1M+ | SH |
| USFR | WISDOMTREE TR | 33K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| NNN | NNN REIT INC | 42K | $1M+ | SH |