Pasadena Private Wealth, LLC - Portfolio Stock Holdings
Pasadena Private Wealth, LLC disclosed 280 stock positions in a recent SEC 13F filing. $781,212,272 of stock holdings were filed, with the largest holdings including VTV, VUG, and VEU. This filing represented positions held on June 30, 2026, and was filed on Aug. 10, 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:
June 30, 2026No. of Stocks:
280Est. Stock Holding Value:
$781,212,272Top 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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