Pasadena Private Wealth, LLC
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 786,094
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 309 | 786,094 | 13F-HR | Pasadena Private Wealth, LLC |
| 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):
3.976 K
(0.5% of total reported value)
· QoQ Δ:
+1.569 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 224.3 K | 28.7% | 0 | 19.91 K | -19.91 K |
| ETFs | 556.1 K | 71.1% | 87.41 K | 0 | 87.41 K |
| Other | 1.649 K | 0.2% | 0 | 6.231 K | -6.231 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
786,094
Holdings
309
QoQ value change ($000)
62,847
(8.7%)
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.