Pasadena Private Wealth, LLC - Q12026 Holdings

Pasadena Private Wealth, LLC holds 245 stocks with a total portfolio value of $ 723.25M as of Q12026. In Q12026, Pasadena Private Wealth, LLC added 31 new positions, increased stakes in 74 stocks, reduced 90 holdings, and fully exited 23 positions. The largest holding is Vanguard Index Fds (VTV), representing 11.14% of the total portfolio.