Pasadena Private Wealth, LLC - Portfolio Stock Holdings
Pasadena Private Wealth, LLC disclosed 258 stock positions in a recent SEC 13F filing. $652,763,471 of stock holdings were filed, with the largest holdings including VTV, VEU, and BTAL. This filing represented positions held on March 31, 2026, and was filed on April 22, 2026.We estimate the fund has a total AUM of $1,620,620,686 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
258Est. Stock Holding Value:
$652,763,471Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pasadena Private Wealth, LLC
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Portfolio Options Holdings - Pasadena Private Wealth, LLC
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