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Pasadena Private Wealth

Latest statistics and disclosures from Pasadena Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VTV, VEU, VBR, FNDX, and represent 38.69% of Pasadena Private Wealth's stock portfolio.
Added to shares of these 10 stocks: GRNY (+$25M), BPRE (+$15M), FNDX (+$10M), GRNJ (+$6.4M), GOOG, BTC, STRK, VTV, SPG, EPD.
Started 48 new stock positions in XPEV, CPT, PATH, WPC, BEP, KQQQ, SE, MU, BPRE, CTO.
Reduced shares in these 10 stocks: CLIP (-$21M), XHLF (-$20M), GSY (-$19M), PAAA, PSLV, TSLA, CTA, MINT, USFR, SCHO.
Sold out of its positions in ANGX, XHLF, CEFZ, CLIP, BTCC, GSY, DVY, VNOM, OHI, LONZ. PLD, PSA, BTCI, SBRA, VO, Viper Energy, ETN.
Pasadena Private Wealth was a net buyer of stock by $22M.
Pasadena Private Wealth has $713M in assets under management (AUM), dropping by 3.20%.
Central Index Key (CIK): 0001760578

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Portfolio Holdings for Pasadena Private Wealth

Pasadena Private Wealth holds 237 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	12.3	$88M		180k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	12.0	$85M	+3%	447k	190.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	7.4	$53M	+2%	718k	73.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.5	$25M		119k	211.79	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.5	$25M	+70%	917k	27.21	View chart
Tidal Trust I Fundstrat Granny (GRNY)	3.5	$25M	NEW	995k	24.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.4	$24M		315k	77.02	View chart
Apple (AAPL)	2.8	$20M		73k	271.86	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	2.4	$18M	+5%	477k	36.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.4	$17M	+3%	57k	302.11	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.3	$16M	+3%	609k	26.68	View chart
Bluerock Pvt Real Estate (BPRE)	2.1	$15M	NEW	996k	15.00	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.0	$14M	+4%	355k	39.60	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	1.7	$12M	+40%	311k	38.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$10M	-3%	15k	681.94	View chart
Sprott Asset Management Physical Silver (PSLV)	1.3	$9.5M	-26%	403k	23.65	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.3	$9.3M	-12%	92k	100.34	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.3	$9.1M		85k	106.70	View chart
Flexshares Tr Mornstar Upstr (GUNR)	1.3	$9.0M	+16%	197k	45.85	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	1.3	$9.0M	+18%	304k	29.58	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.2	$8.6M	-2%	261k	33.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$8.3M		13k	614.32	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	1.1	$8.2M		119k	68.36	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	1.1	$7.8M	-18%	286k	27.26	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.0	$7.3M	+3%	233k	31.51	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$7.3M	+136%	23k	313.80	View chart
Tidal Trust Iii Fundstrat Granny (GRNJ)	0.9	$6.4M	NEW	252k	25.55	View chart
Amazon (AMZN)	0.8	$6.0M	+25%	26k	230.82	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.7	$5.3M	-2%	216k	24.37	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.7	$4.9M	+12%	64k	76.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$4.5M	+7%	7.2k	627.15	View chart
Unity Software (U)	0.6	$4.3M	-4%	96k	44.17	View chart
Tesla Motors Call Option (TSLA)	0.6	$4.2M	-37%	16k	268.65	View chart
Enterprise Products Partners (EPD)	0.5	$3.8M	+138%	119k	32.06	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$3.5M	-2%	46k	75.77	View chart
Microsoft Corporation (MSFT)	0.5	$3.4M		7.0k	483.60	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.5	$3.4M	+26%	121k	28.06	View chart
Eli Lilly & Co. (LLY)	0.4	$2.9M		2.7k	1074.48	View chart
Strategy Series A Perp Pf (STRK)	0.4	$2.9M	NEW	37k	78.76	View chart
Bank of America Corporation (BAC)	0.4	$2.9M		53k	55.00	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	0.4	$2.8M	+37%	16k	173.33	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$2.8M	-4%	27k	101.98	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$2.7M		29k	96.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.5M	+5%	7.4k	335.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$2.3M		38k	60.17	View chart
Simon Property (SPG)	0.3	$2.2M	NEW	12k	185.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.2M		15k	148.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.2M	-2%	79k	27.43	View chart
Ishares Msci Japan Etf (EWJ)	0.3	$2.1M	-2%	26k	80.74	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.7M	-32%	33k	50.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.7M	+22%	2.4k	684.90	View chart
National Retail Properties (NNN)	0.2	$1.7M	NEW	42k	39.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.6M		3.1k	502.68	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.5M		4.7k	322.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.4M		53k	26.23	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$1.4M	-7%	31k	44.50	View chart
Agree Realty Corporation (ADC)	0.2	$1.3M	NEW	19k	72.03	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.3M	+31%	26k	50.58	View chart
Costco Wholesale Corporation (COST)	0.2	$1.3M	+4%	1.5k	862.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.3M		11k	120.18	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.2	$1.2M	+31%	32k	38.35	View chart
OSI Systems (OSIS)	0.2	$1.2M		4.8k	255.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.2M	-6%	21k	57.24	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.2	$1.2M	+24%	23k	53.37	View chart
Etfis Ser Tr I Infracp Reit Pfd (PFFR)	0.2	$1.2M	-6%	66k	18.02	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.2M		17k	69.42	View chart
Fidelity Greenwood Street Tr Yield Enhanced E (FYEE)	0.2	$1.2M	NEW	41k	28.68	View chart
Advanced Micro Devices Call Option (AMD)	0.2	$1.2M	+22%	19k	61.95	View chart
Nexpoint Residential Tr (NXRT)	0.2	$1.1M		37k	30.10	View chart
MercadoLibre (MELI)	0.2	$1.1M	NEW	549.00	2014.26	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.2	$1.1M	-77%	21k	51.26	View chart
Amgen (AMGN)	0.2	$1.1M		3.3k	327.35	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.2	$1.1M	-25%	26k	41.32	View chart
Meta Platforms Cl A (META)	0.1	$1.0M	-12%	1.5k	660.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$974k	+12%	17k	58.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$964k		4.4k	219.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$959k	-2%	4.8k	198.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$937k		4.9k	191.56	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$867k	+16%	7.0k	124.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$863k	+100%	6.0k	143.97	View chart
Wp Carey (WPC)	0.1	$829k	NEW	13k	64.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$810k	+6%	11k	75.44	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$809k	+5%	18k	45.45	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$786k	+6%	39k	20.39	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$774k		23k	33.45	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$773k	-6%	36k	21.55	View chart
Procter & Gamble Company (PG)	0.1	$765k	-6%	5.3k	143.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$746k		1.2k	603.28	View chart
Johnson & Johnson (JNJ)	0.1	$746k		3.6k	206.97	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$725k	-47%	30k	24.37	View chart
Broadcom (AVGO)	0.1	$713k		2.1k	346.10	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$711k	NEW	50k	14.18	View chart
Cisco Systems (CSCO)	0.1	$697k		9.1k	77.03	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$669k	-3%	1.4k	480.57	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$669k		3.8k	177.37	View chart
Amplify Etf Tr Nat Res Dividend (NDIV)	0.1	$667k	NEW	25k	26.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$663k	-2%	25k	26.91	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$648k	NEW	36k	17.79	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$629k		30k	21.00	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$620k	+6%	6.9k	90.00	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$610k	+61%	13k	46.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$600k	+95%	2.0k	303.89	View chart
Tidal Trust I Gotham Enhncd (GSPY)	0.1	$595k	+2%	16k	36.83	View chart
Jacobs Engineering Group (J)	0.1	$589k		4.4k	132.46	View chart
Ares Capital Corporation (ARCC)	0.1	$582k	+13%	29k	20.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$578k		9.3k	62.47	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$574k		11k	52.80	View chart
Visa Com Cl A (V)	0.1	$564k		1.6k	350.71	View chart
Micron Technology (MU)	0.1	$550k	NEW	1.9k	285.26	View chart
Wal-Mart Stores (WMT)	0.1	$545k		4.9k	111.42	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$538k		6.5k	82.50	View chart
Merck & Co (MRK)	0.1	$536k	+105%	5.1k	105.26	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$532k		30k	17.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$531k	+13%	11k	50.59	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$531k	+9%	48k	10.98	View chart
Stag Industrial (STAG)	0.1	$528k	-30%	14k	36.76	View chart
Abbvie (ABBV)	0.1	$507k	+69%	2.2k	228.51	View chart
PNC Financial Services (PNC)	0.1	$505k	-4%	2.4k	208.69	View chart
Regency Centers Corporation (REG)	0.1	$502k	NEW	7.3k	69.03	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$496k	+7%	6.4k	77.90	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$493k		8.1k	60.53	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$491k	+40%	5.9k	82.82	View chart
Golub Capital BDC (GBDC)	0.1	$481k	-6%	35k	13.57	View chart
Netflix (NFLX)	0.1	$479k	+889%	5.1k	93.75	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$469k	+55%	3.9k	119.35	View chart
Palantir Technologies Cl A (PLTR)	0.1	$466k	-15%	2.6k	177.73	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.1	$464k	+3%	15k	31.45	View chart
AvalonBay Communities (AVB)	0.1	$462k	-43%	2.5k	181.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$458k		2.2k	210.34	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$456k		1.0k	444.59	View chart
Cto Realty Growth (CTO)	0.1	$454k	NEW	25k	18.41	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$452k	+33%	24k	18.82	View chart
Mastercard Incorporated Cl A (MA)	0.1	$450k		788.00	570.88	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$448k	-4%	19k	23.62	View chart
Applovin Corp Com Cl A (APP)	0.1	$438k	NEW	650.00	673.82	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$438k	NEW	11k	41.70	View chart
Sierra Ban (BSRR)	0.1	$438k		13k	32.68	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$434k	+3%	12k	35.21	View chart
Brookfield Real Assets Incom Shs Ben Int (RA)	0.1	$434k	-2%	34k	12.96	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$433k	+15%	2.8k	154.80	View chart
Boston Scientific Corporation (BSX)	0.1	$430k		4.5k	95.35	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$430k	+8%	8.2k	52.53	View chart
Citigroup Com New (C)	0.1	$425k	+7%	3.6k	116.70	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$412k	-57%	4.3k	96.16	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$398k		1.8k	224.65	View chart
Mid-America Apartment (MAA)	0.1	$394k	+44%	2.8k	138.88	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$394k		1.9k	204.85	View chart
FedEx Corporation (FDX)	0.1	$389k	-25%	1.3k	288.86	View chart
Essential Properties Realty reit (EPRT)	0.1	$379k	NEW	13k	29.66	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$379k	NEW	808.00	468.76	View chart
Highwoods Properties (HIW)	0.1	$376k	-26%	15k	25.82	View chart
C H Robinson Worldwide Com New (CHRW)	0.1	$374k		2.3k	160.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$369k		1.5k	246.16	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$369k	-57%	8.0k	46.04	View chart
Intuitive Surgical Com New (ISRG)	0.1	$368k		650.00	566.36	View chart
Tempus Ai Cl A (TEM)	0.1	$363k	NEW	6.2k	59.05	View chart
Sea Sponsord Ads (SE)	0.1	$357k	NEW	2.8k	127.57	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$357k		7.7k	46.59	View chart
Cameco Corporation (CCJ)	0.0	$353k	+32%	3.9k	91.49	View chart
S&p Global (SPGI)	0.0	$341k		653.00	522.59	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.0	$341k	NEW	3.1k	110.07	View chart
Xpeng Ads Call Option (XPEV)	0.0	$325k	NEW	30k	10.71	View chart
Digital Realty Trust (DLR)	0.0	$322k	-41%	2.1k	154.72	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.0	$318k	-19%	8.0k	39.51	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$317k	NEW	22k	14.70	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$315k	-13%	18k	17.67	View chart
Te Connectivity Ord Shs (TEL)	0.0	$310k		1.4k	227.44	View chart
Intel Corporation (INTC)	0.0	$303k		8.2k	36.90	View chart
Caretrust Reit (CTRE)	0.0	$301k	NEW	8.3k	36.16	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$294k	-4%	11k	26.33	View chart
Abbott Laboratories (ABT)	0.0	$292k		2.3k	125.29	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$290k	-9%	6.1k	47.56	View chart
Oklo Com Cl A (OKLO)	0.0	$279k	+2%	3.9k	71.76	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$278k	+42%	13k	21.72	View chart
Mdb Cap Hldgs Cl A (MDBH)	0.0	$277k		85k	3.25	View chart
Blackrock (BLK)	0.0	$268k		250.00	1070.34	View chart
Kurv Etf Tr Technology Titan (KQQQ)	0.0	$264k	NEW	9.4k	28.07	View chart
Thermo Fisher Scientific (TMO)	0.0	$249k		429.00	579.45	View chart
Waste Management (WM)	0.0	$246k	-2%	1.1k	219.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$245k		2.6k	96.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$244k	-20%	946.00	257.89	View chart
Epr Pptys Conv Pfd 9% Sr E (EPR.PE)	0.0	$242k	-2%	8.1k	29.92	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$230k	NEW	5.8k	39.50	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$229k	-34%	3.4k	66.43	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$228k	+42%	18k	12.43	View chart
Americold Rlty Tr (COLD)	0.0	$228k	-13%	18k	12.86	View chart
Sun Communities (SUI)	0.0	$223k	-53%	1.8k	123.92	View chart
Union Pacific Corporation (UNP)	0.0	$220k	-5%	950.00	231.32	View chart
Vanguard World Health Car Etf (VHT)	0.0	$216k	NEW	751.00	287.73	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.0	$212k	NEW	5.5k	38.34	View chart
National Storage Affiliates Com Shs Ben In (NSA)	0.0	$212k	-64%	7.5k	28.21	View chart
Home Depot (HD)	0.0	$212k	-13%	615.00	344.10	View chart
Moody's Corporation (MCO)	0.0	$212k	NEW	414.00	510.85	View chart
Cardinal Health (CAH)	0.0	$206k	NEW	1.0k	205.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$202k	NEW	1.2k	167.94	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$201k	-11%	2.0k	99.51	View chart
Uipath Cl A (PATH)	0.0	$192k	NEW	12k	16.39	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$191k	-16%	13k	15.30	View chart
Medical Properties Trust (MPT)	0.0	$186k	+196%	37k	5.00	View chart
Realty Income Call Option (O)	0.0	$181k	+407%	62k	2.90	View chart
Cornerstone Strategic Value (CLM)	0.0	$171k	+44%	21k	8.36	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$163k	-10%	14k	11.42	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$149k	NEW	10k	14.87	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$147k	+68%	10k	14.17	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$143k		20k	7.16	View chart
Nuveen Global High Income SHS (JGH)	0.0	$139k	-12%	11k	12.61	View chart
Zscaler Incorporated Call Option (ZS)	0.0	$132k	NEW	3.6k	36.69	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$124k	NEW	10k	12.44	View chart
American Tower Reit Call Option (AMT)	0.0	$114k	+346%	6.9k	16.50	View chart
Pimco CA Municipal Income Fund (PCQ)	0.0	$109k	NEW	13k	8.73	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$106k	NEW	10k	10.60	View chart
NVIDIA Corporation Put Option (NVDA)	0.0	$103k	+37%	34k	3.03	View chart
Nuveen (NMCO)	0.0	$102k	NEW	10k	10.23	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.0	$100k	NEW	10k	10.04	View chart
Qualcomm Call Option (QCOM)	0.0	$100k	+30%	2.1k	46.67	View chart
Oneok Call Option (OKE)	0.0	$94k	NEW	6.4k	14.70	View chart
Carlyle Credit Income Fund Shs Ben Int (CCIF)	0.0	$89k		19k	4.69	View chart
Alexandria Real Estate Equities Call Option (ARE)	0.0	$85k	+100%	17k	5.13	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$84k	-15%	13k	6.47	View chart
UnitedHealth Call Option (UNH)	0.0	$80k	+7%	1.2k	69.20	View chart
Boeing Company Call Option (BA)	0.0	$80k		2.5k	31.90	View chart
Virtus Global Divid Income F (ZTR)	0.0	$78k	-14%	12k	6.30	View chart
Rexford Industrial Realty Inc reit Call Option (REXR)	0.0	$72k	NEW	22k	3.29	View chart
International Business Machines Put Option (IBM)	0.0	$60k	+10%	3.3k	18.30	View chart
Uber Technologies Call Option (UBER)	0.0	$58k		3.2k	18.00	View chart
New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP)	0.0	$35k		10k	3.51	View chart
Harvard Bioscience (HBIO)	0.0	$30k	-81%	45k	0.67	View chart
At&t Put Option (T)	0.0	$23k	+13%	16k	1.37	View chart
Walt Disney Company Put Option (DIS)	0.0	$16k	-23%	3.5k	4.70	View chart
Blue Owl Capital Com Cl A Call Option (OWL)	0.0	$16k	NEW	4.8k	3.26	View chart
Ford Motor Company Call Option (F)	0.0	$15k	-48%	6.5k	2.26	View chart
Brookfield Renewable Partner Partnership Unit Call Option (BEP)	0.0	$8.6k	NEW	1.5k	5.74	View chart
Energy Transfer Com Ut Ltd Ptn Call Option (ET)	0.0	$6.6k	NEW	3.0k	2.22	View chart
Pfizer Call Option (PFE)	0.0	$4.4k	NEW	10k	0.44	View chart
Iron Mountain Put Option (IRM)	0.0	$1.2k	NEW	25k	0.05	View chart
Vici Pptys Put Option (VICI)	0.0	$177.187500	+447%	71k	0.00	View chart
Snap Cl A Call Option (SNAP)	0.0	$120.000000	-31%	12k	0.01	View chart

Past Filings by Pasadena Private Wealth

SEC 13F filings are viewable for Pasadena Private Wealth going back to 2018

Pasadena Private Wealth 2025 Q4 filed Feb. 10, 2026
Pasadena Private Wealth 2025 Q3 filed Oct. 24, 2025
Pasadena Private Wealth 2025 Q2 filed Aug. 1, 2025
Pasadena Private Wealth 2025 Q1 filed May 8, 2025
Pasadena Private Wealth 2024 Q4 filed Feb. 3, 2025
Pasadena Private Wealth 2024 Q3 filed Nov. 8, 2024
Pasadena Private Wealth 2024 Q2 filed July 19, 2024
Pasadena Private Wealth 2024 Q1 filed April 16, 2024
Pasadena Private Wealth 2023 Q4 filed Jan. 10, 2024
Pasadena Private Wealth 2023 Q3 filed Oct. 11, 2023
Pasadena Private Wealth 2023 Q2 filed July 12, 2023
Pasadena Private Wealth 2023 Q1 filed April 20, 2023
Pasadena Private Wealth 2022 Q4 filed Feb. 2, 2023
Pasadena Private Wealth 2022 Q3 filed Nov. 18, 2022
Pasadena Private Wealth 2022 Q2 filed Aug. 8, 2022
Pasadena Private Wealth 2022 Q1 filed April 21, 2022

View all past filings

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