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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 9 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DFUV DIMENSIONAL ETF TRUST 7,653.0 $421K 0.05% NEW $55.01 +4.5%
162 WMT WALMART INC Consumer Defensive 3,715.0 $421K 0.05% NEW $113.27 +1.7%
163 TDIV FIRST TR EXCHANGE TRADED FD 3,613.0 $415K 0.05% NEW $114.89 -0.2%
164 AVUS AMERICAN CENTY ETF TR 3,041.0 $389K 0.05% NEW $128.07 +2.5%
165 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 12,996.0 $388K 0.05% NEW $29.85 +3.6%
166 FBND FIDELITY MERRIMACK STR TR 8,430.0 $383K 0.05% NEW $45.49 -1.4%
167 HIW HIGHWOODS PPTYS INC Real Estate 12,490.0 $377K 0.05% NEW $30.16 +2.4%
168 OKE ONEOK INC NEW Energy 4,317.0 $375K 0.05% NEW $86.94 +11.5%
169 QYLD GLOBAL X FDS 19,703.0 $363K 0.05% NEW $18.43 -1.3%
170 UNH UNITEDHEALTH GROUP INC Healthcare 870.0 $362K 0.05% NEW $415.63 -4.5%
171 DIHP DIMENSIONAL ETF TRUST 10,306.0 $352K 0.04% NEW $34.13 +3.4%
172 MRK MERCK & CO INC Healthcare 2,615.0 $336K 0.04% NEW $128.50 +6.7%
173 CTRE CARETRUST REIT INC Real Estate 8,324.0 $336K 0.04% NEW $40.35 -2.0%
174 ISRG INTUITIVE SURGICAL INC Healthcare 843.0 $335K 0.04% NEW $397.68 -0.3%
175 APP APPLOVIN CORP Technology 650.0 $335K 0.04% NEW $515.23 -38.9%
176 NFLX NETFLIX INC. Communication Services 4,681.0 $334K 0.04% NEW $71.39 +9.6%
177 PLTR PALANTIR TECHNOLOGIES INC Technology 2,805.0 $327K 0.04% NEW $116.68 +48.2%
178 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 6,162.0 $326K 0.04% NEW $52.85 -12.1%
179 DFAC DIMENSIONAL ETF TRUST 7,055.0 $313K 0.04% NEW $44.36 +3.2%
180 CRWD CROWDSTRIKE HLDGS INC Technology 408.0 $311K 0.04% NEW $190.78 +10.9%
Page 9 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%