account_balance
Investment manager · 13F filer · SEC CIK 1760578
Pasadena Private Wealth, LLC
Reported value$832Mas of Sep 30, 2026
Positions274 38 new, 33 sold out
Top 10 weight46.2%VUG alone is 11%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
11.0%Trimmed −2%
VTVVanguard Index FDS
10.5%Trimmed −2%
VEUVanguard Intl Equity Index F
6.4%
FNDXSchwab Strategic Tr
3.2%Trimmed −3%
FENIFidelity Covington Trust
2.9%Added +4%
VBRVanguard Index FDS
2.8%
AAPLApple Inc
2.8%
AVEMAmerican Centy ETF Tr
2.5%
VBKVanguard Index FDS
2.4%Added +13%
VCRMVanguard Mun Bd FDS
1.8%New
CMF1.8%
HGER1.6%
VUGVanguard Index FDS
11.0%Trimmed −2%
VTVVanguard Index FDS
10.5%Trimmed −2%
VEU6.4%
FNDX3.2%
FENI2.9%
VBR2.8%
AAPL2.8%AVEM2.5%
VBK2.4%
VCRM1.8%
CMF1.8%
HGER1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 11.0% Trimmed −2%
VTV Vanguard Index FDS 10.5% Trimmed −2%
VEU Vanguard Intl Equity Index F 6.4% Held
FNDX Schwab Strategic Tr 3.2% Trimmed −3%
FENI Fidelity Covington Trust 2.9% Added +4%
VBR Vanguard Index FDS 2.8% Held
AAPL Apple Inc 2.8% HeldAVEM American Centy ETF Tr 2.5% Held
VBK Vanguard Index FDS 2.4% Added +13%
VCRM Vanguard Mun Bd FDS 1.8% New
CMF iShares Tr 1.8% New
HGER Harbor ETF Trust 1.6% New
What changed