Pasadena Private Wealth, LLC
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 723,247
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 277 | 723,247 | 13F-HR | Pasadena Private Wealth, LLC |
| Q4 2025 | 2/10/2026 | 273 | 735,458 | 13F-HR | Pasadena Private Wealth, LLC |
| Q3 2025 | 10/24/2025 | 219 | 694,882 | 13F-HR | Pasadena Private Wealth, LLC |
| Q2 2025 | 8/1/2025 | 202 | 584,930 | 13F-HR | Pasadena Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.407 K
(0.3% of total reported value)
· QoQ Δ:
-1.211 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 244.2 K | 33.9% | 0 | 240.4 K | -240.4 K |
| ETFs | 468.7 K | 65.0% | 222.6 K | 0 | 222.6 K |
| Other | 7.88 K | 1.1% | 6.798 K | 0 | 6.798 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
723,247
Holdings
277
QoQ value change ($000)
-12,211
(-1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.