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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 5 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMGN AMGEN INC Healthcare 3,319.0 $1.2M 0.15% NEW $362.16 +15.8%
82 SCMB SCHWAB STRATEGIC TR 44,784.0 $1.2M 0.15% NEW $25.82 -2.0%
83 MPLX MPLX LP Energy 20,414.0 $1.1M 0.15% NEW $56.33 +4.9%
84 PFFA ETFIS SER TR I 55,876.0 $1.1M 0.15% NEW $20.57 +2.3%
85 MU CALL MICRON TECHNOLOGY INC Technology 1,100.0 $1.1M 0.14% NEW $1008.95 +0.3%
86 MU MICRON TECHNOLOGY INC Technology 944.0 $1.1M 0.14% NEW $1154.10 -12.3%
87 OSIS OSI SYSTEMS INC Technology 4,829.0 $1.1M 0.13% NEW $218.70 +5.1%
88 VGSH VANGUARD SCOTTSDALE FDS 18,082.0 $1.1M 0.13% NEW $58.20 -0.1%
89 NLR VANECK ETF TRUST 9,050.0 $1.0M 0.13% NEW $115.98 +2.0%
90 INTC INTEL CORP Technology 7,488.0 $1.0M 0.13% NEW $139.63 -25.9%
91 RSP INVESCO EXCHANGE TRADED FD T 4,890.0 $1.0M 0.13% NEW $212.77 +3.8%
92 DEM WISDOMTREE TR 19,215.0 $1.0M 0.13% NEW $53.79 +1.7%
93 XLK SELECT SECTOR SPDR TR 5,420.0 $1.0M 0.13% NEW $190.52 -0.1%
94 VYMI VANGUARD WHITEHALL FDS 10,317.0 $1.0M 0.13% NEW $98.20 +6.3%
95 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,438.0 $1.0M 0.13% NEW $703.34 +1.7%
96 TSLA CALL TESLA INC Consumer Cyclical 3,100.0 $967K 0.12% NEW $311.85 +8.8%
97 SEIX VIRTUS ETF TR II 41,467.0 $959K 0.12% NEW $23.13 +0.6%
98 META META PLATFORMS INC Communication Services 1,698.0 $956K 0.12% NEW $563.22 +1.0%
99 MELI MERCADOLIBRE INC Consumer Cyclical 552.0 $937K 0.12% NEW $1697.39 +5.3%
100 IBM INTERNATIONAL BUSINESS MACHS Technology 3,321.0 $934K 0.12% NEW $281.21 -18.6%
Page 5 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%