SEC Form 13F

Pasadena Private Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$786,093,537
Positions309

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTVVALUE ETF$89,917,572412,598
VANGUARD INDEX FDSVUGGROWTH ETF$89,184,5511,035,344
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$53,959,250644,290
BONDBLOXX ETF TRUSTXHLFBLOOMBERG SIX MN$30,811,099612,547
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$27,004,857868,323
BLUEROCK PVT REAL ESTATE FDBPRECOM$25,119,0831,930,752
VANGUARD INDEX FDSVBRSM CP VAL ETF$24,973,061102,774
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$23,414,854583,475
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$21,427,717222,072
APPLE INCAAPLCOM$20,369,17370,394

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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