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Portfolio (Quarterly) Guide ↗

Pasadena Private Wealth, LLC

· CIK 0001760578
13F Portfolio $786M AUM 341 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 309 New
Page 11 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STAG STAG INDUSTRIAL INC Real Estate 6,858.0 $261K 0.03% NEW $38.06 -3.9%
202 TEM TEMPUS AI INC Healthcare 4,505.0 $261K 0.03% NEW $57.93 -14.8%
203 SILA SILA REALTY TRUST INC Real Estate 8,385.0 $255K 0.03% NEW $30.36 +0.0%
204 WES WESTERN MIDSTREAM PARTNERS L Energy 5,810.0 $254K 0.03% NEW $43.76 +13.8%
205 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 14,789.0 $254K 0.03% NEW $17.17 +8.0%
206 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 262.0 $253K 0.03% NEW $965.00 -6.4%
207 BSX BOSTON SCIENTIFIC CORP Healthcare 5,868.0 $250K 0.03% NEW $42.68 +18.3%
208 BITB BITWISE BITCOIN ETF TR Financial Services 7,855.0 $250K 0.03% NEW $31.86 +10.1%
209 BXSL BLACKSTONE SECD LENDING FD Financial Services 10,550.0 $250K 0.03% NEW $23.71 +2.7%
210 DLR DIGITAL RLTY TR INC Real Estate 1,393.0 $250K 0.03% NEW $179.55 +8.7%
211 WM WASTE MGMT INC DEL Industrials 1,118.0 $249K 0.03% NEW $222.88 +0.3%
212 BLK BLACKROCK INC Financial Services 255.0 $245K 0.03% NEW $961.56 +20.0%
213 VTWO VANGUARD SCOTTSDALE FDS 2,017.0 $245K 0.03% NEW $121.43 -0.1%
214 VB VANGUARD INDEX FDS 800.0 $242K 0.03% NEW $303.11 +0.2%
215 DVY ISHARES TR 1,551.0 $242K 0.03% NEW $156.31 +5.5%
216 HELO J P MORGAN EXCHANGE TRADED F 3,561.0 $241K 0.03% NEW $67.58 +3.0%
217 IEI ISHARES TR 2,047.0 $240K 0.03% NEW $117.45 -0.7%
218 CAH CARDINAL HEALTH INC Healthcare 1,005.0 $239K 0.03% NEW $237.44 -1.0%
219 FELG FIDELITY COVINGTON TRUST 5,421.0 $237K 0.03% NEW $43.75 +1.0%
220 DUHP DIMENSIONAL ETF TRUST 5,676.0 $237K 0.03% NEW $41.73 +1.4%
Page 11 of 16  ·  309 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.4%
Technology 24.2%
Real Estate 12.1%
Communication Services 8.0%
Consumer Cyclical 6.0%
Energy 4.0%
Healthcare 3.8%
Industrials 1.7%
Consumer Defensive 1.4%
Utilities 0.3%