Pasadena Private Wealth, LLC - Portfolio overview

Pasadena Private Wealth, LLC has 267 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 10.20%
2. VUG - VANGUARD INDEX FDS, 9.95%
3. VEU - VANGUARD INTL EQUITY INDEX F, 6.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.