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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 VTV, VUG, VEU, BTAL, BPRE, and represent 38.17% of Pasadena Private Wealth's stock portfolio.
Added to shares of these 10 stocks: BTAL (+$32M), BPRE (+$15M), VTEC (+$14M), VPLS (+$10M), CTA (+$7.2M), GDLC (+$7.1M), FREL (+$5.9M), FENI, TLTW, GUNR.
Started 31 new stock positions in BITW, VPLS, RTX, DVY, EGY, VGSH, TLTW, SILA, ATYR, AMLP.
Reduced shares in these 10 stocks: GRNY (-$25M), MINT (-$9.0M), SUB (-$8.8M), VTV (-$7.1M), AVEM (-$7.0M), PSLV (-$6.5M), GRNJ (-$6.4M), VEU (-$5.9M), PYLD (-$5.0M), VBR.
Sold out of its positions in MUC, CPT, DIS, FYEE, HBIO, GRNJ, PEY, SHY, IUSG, MCO. NOK, Nuveen Equity Premium Income Fund, SMR, QCOM, DIA, SUI, GRNY, UNP, VIG, VHT, ZTR, BEP, TEL.
Pasadena Private Wealth was a net buyer of stock by $6.3M.
Pasadena Private Wealth has $708M in assets under management (AUM), dropping by -0.66%.
Central Index Key (CIK): 0001760578

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Portfolio Holdings for Pasadena Private Wealth

Pasadena Private Wealth holds 245 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	11.4	$81M	-8%	411k	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	11.1	$79M		180k	436.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	6.8	$48M	-10%	639k	75.10	View chart
Agf Invts Tr Us Market Netrl (BTAL)	4.5	$32M	NEW	2.3M	13.96	View chart
Bluerock Pvt Real Estate (BPRE)	4.4	$31M	+89%	1.9M	16.61	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.4	$24M	-4%	873k	27.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.1	$22M	-14%	102k	217.25	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	2.9	$21M	+17%	559k	37.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$18M	-27%	228k	80.58	View chart
Apple (AAPL)	2.5	$18M	-3%	70k	253.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.3	$16M	-4%	54k	302.25	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	2.2	$16M	+83%	524k	30.22	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	1.9	$14M	NEW	139k	99.08	View chart
Flexshares Tr Mornstar Upstr (GUNR)	1.8	$13M	+18%	233k	55.16	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.8	$12M	-10%	316k	39.27	View chart
Direxion Shares Etf Trust Auspce Cmd Stg (COM)	1.7	$12M	+17%	357k	33.57	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.5	$11M	-31%	418k	26.20	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	1.5	$10M	NEW	134k	77.59	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$9.9M		15k	650.35	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	1.1	$7.9M	+864%	253k	31.19	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.0	$6.9M	-9%	211k	32.43	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	1.0	$6.8M	-26%	228k	29.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$6.4M	-3%	22k	286.86	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.9	$6.2M		118k	52.76	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.8	$5.9M	NEW	221k	26.91	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.8	$5.9M	-36%	165k	35.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$4.6M	+5%	7.6k	597.51	View chart
Amazon (AMZN)	0.6	$4.4M	-18%	21k	208.28	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$4.4M	+18%	54k	80.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$4.2M	-45%	7.3k	577.17	View chart
Enterprise Products Partners (EPD)	0.6	$4.1M	-9%	108k	37.84	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.5	$3.5M	-5%	205k	17.07	View chart
Sprott Asset Management Physical Silver (PSLV)	0.5	$3.3M	-65%	137k	24.39	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$2.9M	+73%	58k	50.34	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$2.9M	-4%	26k	110.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$2.8M		29k	97.23	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$2.7M	+108%	53k	50.37	View chart
Tesla Motors Call Option (TSLA)	0.4	$2.6M	-9%	14k	186.34	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$2.6M	-31%	45k	59.03	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.4	$2.6M	+9%	132k	19.86	View chart
Microsoft Corporation (MSFT)	0.4	$2.6M		7.0k	370.16	View chart
Bank of America Corporation (BAC)	0.4	$2.6M		53k	48.75	View chart
Strategy Series A Perp Pf (STRK)	0.4	$2.5M	-3%	36k	70.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.5M	+3%	82k	30.68	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	0.3	$2.5M	-12%	14k	173.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.4M		7.5k	320.83	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$2.3M	-2%	37k	62.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.3M	+10%	16k	142.43	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.3	$2.3M	NEW	101k	22.62	View chart
Simon Property (SPG)	0.3	$2.3M		12k	186.54	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$2.2M	+59%	50k	44.85	View chart
Iron Mountain (IRM)	0.3	$2.2M	-12%	22k	102.14	View chart
Ishares Msci Japan Etf (EWJ)	0.3	$2.2M	-2%	26k	84.44	View chart
National Retail Properties (NNN)	0.3	$2.0M	+15%	48k	42.03	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.2	$1.7M	+30%	42k	40.47	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.2	$1.6M	NEW	32k	50.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$1.6M	+206%	32k	50.61	View chart
Unity Software (U)	0.2	$1.6M	-23%	73k	21.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	+2%	3.2k	479.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.5M	-4%	2.3k	653.17	View chart
Costco Wholesale Corporation (COST)	0.2	$1.5M		1.5k	996.45	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.4M	+2%	4.9k	294.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.4M	+52%	26k	55.52	View chart
Agree Realty Corporation (ADC)	0.2	$1.4M		19k	75.38	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.3M		53k	25.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.3M		11k	124.31	View chart
OSI Systems (OSIS)	0.2	$1.3M		4.8k	265.51	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$1.3M	NEW	26k	49.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.3M	NEW	22k	58.54	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.2M	+3%	18k	70.18	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$1.2M	+234%	27k	45.62	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.2	$1.2M	-6%	21k	57.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.2M		21k	56.68	View chart
Amgen (AMGN)	0.2	$1.2M		3.3k	351.89	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$1.1M	+15%	8.1k	133.19	View chart
Etfis Ser Tr I Infracp Reit Pfd (PFFR)	0.1	$1.0M	-10%	59k	17.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.0M	+8%	5.2k	191.81	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$993k	-8%	19k	51.18	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$968k	+16%	27k	35.94	View chart
Amplify Etf Tr Energy & Natural (NDIV)	0.1	$963k	+8%	27k	35.88	View chart
MercadoLibre (MELI)	0.1	$949k		549.00	1729.02	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$949k	NEW	18k	52.54	View chart
American Tower Reit (AMT)	0.1	$942k	-20%	5.5k	172.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$939k		4.9k	191.92	View chart
Meta Platforms Cl A (META)	0.1	$900k	+2%	1.6k	572.05	View chart
Johnson & Johnson (JNJ)	0.1	$898k		3.7k	244.46	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$893k	+37%	18k	49.69	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$884k	NEW	20k	44.61	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$879k	+6%	19k	46.23	View chart
Wp Carey (WPC)	0.1	$878k		13k	67.96	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$872k	+14%	1.4k	616.76	View chart
Eli Lilly & Co. (LLY)	0.1	$866k	-65%	942.00	919.77	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$847k	NEW	33k	25.48	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$833k		37k	22.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$800k	-3%	10k	77.11	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$787k	+22%	62k	12.80	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$735k	+22%	9.9k	73.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$720k	-9%	5.4k	132.90	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$710k	+9%	7.5k	94.24	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$702k	-2%	29k	24.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$697k	+4%	2.1k	337.95	View chart
Procter & Gamble Company (PG)	0.1	$689k	-10%	4.8k	144.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$685k		3.7k	184.28	View chart
Nexpoint Residential Tr (NXRT)	0.1	$682k	-26%	27k	25.00	View chart
Broadcom (AVGO)	0.1	$672k	+5%	2.2k	309.51	View chart
Micron Technology (MU)	0.1	$663k		2.0k	337.73	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$662k		30k	22.33	View chart
Advanced Micro Devices Call Option (AMD)	0.1	$655k	-18%	15k	42.70	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$634k	-13%	31k	20.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$632k		25k	25.64	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$622k		31k	20.41	View chart
Merck & Co (MRK)	0.1	$615k		5.1k	120.29	View chart
Cisco Systems (CSCO)	0.1	$610k	-13%	7.9k	77.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$599k	NEW	11k	52.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$598k		9.3k	64.08	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$579k	+6%	12k	50.04	View chart
Tidal Trust I Gotham Enhncd (GSPY)	0.1	$572k		16k	35.38	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.1	$571k	+7%	16k	36.15	View chart
Jacobs Engineering Group (J)	0.1	$566k		4.4k	127.28	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$563k	-3%	47k	12.05	View chart
Regency Centers Corporation (REG)	0.1	$550k		7.3k	75.66	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$547k	+10%	7.1k	77.38	View chart
Ares Capital Corporation (ARCC)	0.1	$528k		29k	18.02	View chart
Wal-Mart Stores (WMT)	0.1	$520k	-14%	4.2k	124.29	View chart
PNC Financial Services (PNC)	0.1	$517k	+2%	2.5k	208.05	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$516k		6.5k	79.06	View chart
Visa Com Cl A (V)	0.1	$506k	+4%	1.7k	302.24	View chart
FedEx Corporation (FDX)	0.1	$480k		1.3k	356.18	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$467k	+11%	1.1k	407.69	View chart
Cto Realty Growth (CTO)	0.1	$449k		24k	18.49	View chart
Realty Income Call Option (O)	0.1	$448k	+7%	67k	6.65	View chart
Sierra Ban (BSRR)	0.1	$448k		13k	33.92	View chart
Golub Capital BDC (GBDC)	0.1	$446k		35k	12.66	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$443k	+13%	2.2k	203.79	View chart
Netflix (NFLX)	0.1	$442k	-9%	4.6k	96.14	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$433k	NEW	11k	40.54	View chart
Brookfield Real Assets Incom Shs Ben Int (RA)	0.1	$430k		34k	12.86	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$428k		19k	22.95	View chart
Abbvie (ABBV)	0.1	$425k	-11%	2.0k	217.48	View chart
Citigroup Com New (C)	0.1	$424k	+2%	3.7k	113.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$419k	-10%	2.0k	213.67	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$417k		12k	33.74	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$416k	+2%	8.4k	49.37	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$410k		2.8k	146.61	View chart
Cameco Corporation (CCJ)	0.1	$395k	-5%	3.6k	108.61	View chart
Mastercard Incorporated Cl A (MA)	0.1	$391k		783.00	499.66	View chart
C H Robinson Worldwide In Com New (CHRW)	0.1	$386k		2.3k	166.07	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.1	$380k	+72%	9.5k	39.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$372k		1.5k	248.00	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$371k		7.7k	48.46	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$368k		1.8k	208.04	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.1	$362k	-2%	7.9k	46.09	View chart
Palantir Technologies Cl A (PLTR)	0.0	$349k	-8%	2.4k	146.26	View chart
Essential Properties Realty reit (EPRT)	0.0	$349k	-10%	12k	30.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$337k	NEW	3.0k	111.20	View chart
Mid-America Apartment (MAA)	0.0	$333k	-3%	2.7k	122.10	View chart
AvalonBay Communities (AVB)	0.0	$332k	-20%	2.0k	163.38	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$330k	NEW	10k	32.22	View chart
Stag Industrial (STAG)	0.0	$330k	-36%	9.1k	36.06	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$322k	-9%	22k	14.77	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$306k		18k	17.15	View chart
Caretrust Reit (CTRE)	0.0	$305k		8.3k	36.65	View chart
Intuitive Surgical Com New (ISRG)	0.0	$300k		650.00	460.99	View chart
Digital Realty Trust (DLR)	0.0	$290k	-22%	1.6k	180.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$287k	NEW	3.2k	90.54	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$285k	-96%	2.8k	100.59	View chart
Boston Scientific Corporation (BSX)	0.0	$283k		4.5k	62.75	View chart
S&p Global (SPGI)	0.0	$278k		653.00	425.34	View chart
Exxon Mobil Corporation (XOM)	0.0	$271k	NEW	1.6k	169.65	View chart
Highwoods Properties (HIW)	0.0	$268k	-14%	13k	21.41	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$263k	+11%	14k	18.38	View chart
Applovin Corp Com Cl A (APP)	0.0	$259k		650.00	398.00	View chart
Waste Management (WM)	0.0	$257k		1.1k	229.79	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$256k	+13%	6.9k	36.81	View chart
Mdb Cap Hldgs Cl A (MDBH)	0.0	$254k		85k	2.98	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$252k	-45%	2.1k	118.60	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$252k	+5%	6.1k	41.17	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$250k	-5%	11k	23.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$248k		2.6k	97.13	View chart
Blackrock (BLK)	0.0	$245k	+2%	255.00	961.71	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$243k	-97%	2.3k	106.50	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$242k	+19%	2.4k	100.18	View chart
Abbott Laboratories (ABT)	0.0	$240k		2.3k	102.67	View chart
Sea Sponsord Ads (SE)	0.0	$232k		2.8k	82.81	View chart
Kurv Etf Tr Technology Titan (KQQQ)	0.0	$227k		9.4k	24.16	View chart
Raytheon Technologies Corp (RTX)	0.0	$225k	NEW	1.2k	192.94	View chart
Oklo Com Cl A (OKLO)	0.0	$224k	+16%	4.5k	49.59	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$220k		3.4k	63.91	View chart
Epr Pptys Conv Pfd 9% Sr E (EPR.PE)	0.0	$218k	-11%	7.2k	30.38	View chart
Kinder Morgan (KMI)	0.0	$217k	NEW	6.5k	33.53	View chart
Tempus Ai Cl A (TEM)	0.0	$215k	-22%	4.8k	45.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$213k	NEW	1.4k	151.46	View chart
Cardinal Health (CAH)	0.0	$212k		1.0k	211.21	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$212k	-46%	5.6k	37.49	View chart
National Storage Affiliates Com Shs Ben In (NSA)	0.0	$211k	-25%	5.6k	37.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$211k		429.00	491.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$209k	-15%	798.00	261.97	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$209k	NEW	5.7k	36.76	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$207k	NEW	3.9k	52.64	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$206k	NEW	6.1k	33.79	View chart
Home Depot (HD)	0.0	$202k		615.00	328.89	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$187k		13k	14.95	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$184k	-9%	17k	11.06	View chart
Xpeng Ads (XPEV)	0.0	$177k	-65%	10k	17.11	View chart
Energy Transfer 9.250% Fxd Pfd I (ET.PI)	0.0	$176k	NEW	15k	11.57	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.0	$173k	NEW	10k	16.89	View chart
Cornerstone Strategic Value (CLM)	0.0	$172k	+15%	24k	7.28	View chart
Americold Rlty Tr (COLD)	0.0	$164k	-19%	14k	11.46	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$160k	-6%	13k	12.05	View chart
Oneok Call Option (OKE)	0.0	$154k		6.5k	23.55	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$149k		10k	14.85	View chart
Uipath Cl A (PATH)	0.0	$142k	+8%	13k	11.10	View chart
Zscaler Incorporated Call Option (ZS)	0.0	$132k		3.6k	36.69	View chart
Nuveen Global High Income SHS (JGH)	0.0	$128k	-4%	11k	12.22	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$121k		20k	6.05	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$119k		10k	11.90	View chart
International Business Machines Put Option (IBM)	0.0	$111k		3.3k	33.25	View chart
Pimco CA Municipal Income Fund (PCQ)	0.0	$107k		13k	8.58	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$106k	NEW	11k	10.03	View chart
Nuveen (NMCO)	0.0	$106k		10k	10.58	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.0	$101k		10k	10.06	View chart
Boeing Company Call Option (BA)	0.0	$84k	+60%	4.0k	20.89	View chart
Crowdstrike Hldgs Cl A Call Option (CRWD)	0.0	$65k	-62%	300.00	216.57	View chart
Vaalco Energy Com New (EGY)	0.0	$63k	NEW	10k	6.34	View chart
Alexandria Real Estate Equities Call Option (ARE)	0.0	$57k	-33%	11k	5.13	View chart
Carlyle Credit Income Fund Shs Ben Int (CCIF)	0.0	$55k	-10%	17k	3.21	View chart
Medical Properties Trust Call Option (MPT)	0.0	$47k		37k	1.26	View chart
New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP)	0.0	$41k		10k	4.14	View chart
Intel Corporation Call Option (INTC)	0.0	$41k	+13%	9.3k	4.41	View chart
NVIDIA Corporation Put Option (NVDA)	0.0	$40k	-58%	14k	2.80	View chart
UnitedHealth Call Option (UNH)	0.0	$36k	-2%	1.1k	31.85	View chart
Uber Technologies Call Option (UBER)	0.0	$33k		3.2k	10.28	View chart
Ishares Tr 7-10 Yr Trsy Bd Put Option (IEF)	0.0	$13k	-5%	4.0k	3.30	View chart
Tenaya Therapeutics (TNYA)	0.0	$11k	NEW	15k	0.69	View chart
Atyr Pharma Com New (ATYR)	0.0	$9.5k	NEW	12k	0.78	View chart
Pfizer Call Option (PFE)	0.0	$9.4k		10k	0.94	View chart
Ford Motor Company Call Option (F)	0.0	$8.1k		6.5k	1.24	View chart
At&t Put Option (T)	0.0	$7.9k	-33%	11k	0.72	View chart
Energy Transfer Com Ut Ltd Ptn Call Option (ET)	0.0	$6.6k		3.0k	2.22	View chart
Blue Owl Capital Com Cl A Call Option (OWL)	0.0	$5.7k		4.8k	1.19	View chart
Sangamo Biosciences (SGMO)	0.0	$5.5k	NEW	22k	0.25	View chart
Rexford Industrial Realty Inc reit Call Option (REXR)	0.0	$4.0k	-2%	21k	0.19	View chart
Sila Realty Trust Common Stock Call Option (SILA)	0.0	$3.4k	NEW	1.0k	3.35	View chart
Snap Cl A Call Option (SNAP)	0.0	$2.7k	-16%	10k	0.27	View chart
Vici Pptys Put Option (VICI)	0.0	$175.110000		70k	0.00	View chart

Past Filings by Pasadena Private Wealth

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

Pasadena Private Wealth 2026 Q1 filed April 22, 2026
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

View all past filings

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