SEC Form 13F · Q2 2026

Pasadena Private Wealth, LLC

Institutional Holdings Report

13F-HRCA
$786.1M
Portfolio Value
341
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Pasadena Private Wealth, LLC
CIK
1760578
Accession No.
0002073679-26-000083
Location
PASADENA, CA
Form Type
13F-HR
Portfolio Value
$786.1M
Holdings Reported
341
Reporting Period
Q2 2026
Filed
August 11, 2026

About this Filing

Pasadena Private Wealth, LLC is an institutional investment manager based in PASADENA, CA reporting approximately $786.1M in 13(f) securities across 341 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.