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 101–150 of 237
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARCC | ARES CAPITAL CORP | 29K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 9K | $500K+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 11K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| SPTM | SPDR SERIES TRUST | 7K | $500K+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 30K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| BCX | BLACKROCK RES & COMMODITIES | 48K | $500K+ | SH |
| STAG | STAG INDL INC | 14K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $500K+ | SH |
| REG | REGENCY CTRS CORP | 7K | $500K+ | SH |
| VCRB | VANGUARD MALVERN FDS | 6K | $100K–$500K | SH |
| MLPX | GLOBAL X FDS | 8K | $100K–$500K | SH |
| SHY | ISHARES TR | 6K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 35K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $100K–$500K | SH |
| IEI | ISHARES TR | 4K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| RLY | SSGA ACTIVE ETF TR | 15K | $100K–$500K | SH |
| AVB | AVALONBAY CMNTYS INC | 3K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 1K | $100K–$500K | SH |
| CTO | CTO RLTY GROWTH INC NEW | 25K | $100K–$500K | SH |
| HTGC | HERCULES CAPITAL INC | 24K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 788 | $100K–$500K | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 19K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 650 | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 11K | $100K–$500K | SH |
| BSRR | SIERRA BANCORP | 13K | $100K–$500K | SH |
| COWG | PACER FDS TR | 12K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| RA | BROOKFIELD REAL ASSETS INCOM | 33K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 5K | $100K–$500K | SH |
| SPYI | NEOS ETF TRUST | 8K | $100K–$500K | SH |
| C | CITIGROUP INC | 4K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | 13K | $100K–$500K | SH |
| HIW | HIGHWOODS PPTYS INC | 15K | $100K–$500K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 8K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 650 | $100K–$500K | SH |
| TEM | TEMPUS AI INC | 6K | $100K–$500K | SH |
| SE | SEA LTD | 3K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |