Pasadena Private Wealth, LLC
Pasadena Private Wealth, LLC reported 309 positions worth $786.1M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: VTV (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $89.9M | 11.44% | 412,598 | — | — | |
| ▸ 2 | VUG | SH | $89.2M | 11.35% | 1,035,344 | — | — | |
| ▸ 3 | VEU | SH | $54.0M | 6.86% | 644,290 | — | — | |
| ▸ 4 | XHLF | SH | $30.8M | 3.92% | 612,547 | — | — | |
| ▸ 5 | FNDX | SH | $27.0M | 3.44% | 868,323 | — | — | |
| ▸ 6 | BPRE | SH | $25.1M | 3.20% | 1,930,752 | — | — | |
| ▸ 7 | VBR | SH | $25.0M | 3.18% | 102,774 | — | — | |
| ▸ 8 | FENI | SH | $23.4M | 2.98% | 583,475 | — | — | |
| ▸ 9 | AVEM | SH | $21.4M | 2.73% | 222,072 | — | — | |
| ▸ 10 | AAPL | SH | $20.4M | 2.59% | 70,394 | — | — |
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Frequently Asked Questions
What stocks does Pasadena Private Wealth, LLC hold as of Q2 2026?
Pasadena Private Wealth, LLC reported 309 positions worth $786.1M in its Q2 2026 13F filing. Largest positions: VTV (11.4%), VUG (11.3%), VEU (6.9%), XHLF (3.9%) and FNDX (3.4%).
What did Pasadena Private Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pasadena Private Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.