Notify me when Pasadena Private Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 230 | $731,839,714 | +$114,464,733 | -$82,715,938 | +$31,748,795 | VUG, VTV, VEU, VBR, FNDX | 13F-HR | 09 Feb 2026, 19:02 |
| Q3 2025 | 206 | $693,108,828 | +$119,603,392 | -$56,301,581 | +$63,301,811 | VUG, VTV, VEU, VBR, AVEM | 13F-HR | 23 Oct 2025, 18:47 |
| Q2 2025 | 193 | $583,824,934 | +$109,367,087 | -$82,252,341 | +$27,114,746 | VUG, VTV, VEU, CLIP, VBR | 13F-HR | 01 Aug 2025, 08:39 |
| Q1 2025 | 186 | $518,397,012 | +$114,391,354 | -$68,503,831 | +$45,887,523 | VTV, VUG, VEU, VBR, VONE | 13F-HR | 08 May 2025, 14:37 |
| Q4 2024 | 147 | $486,648,691 | +$84,070,841 | -$50,078,535 | +$33,992,306 | VUG, VTV, VEU, VBR, DIVO | 13F-HR | 31 Jan 2025, 19:03 |
| Q3 2024 | 153 | $469,314,016 | +$39,769,604 | -$25,686,786 | +$14,082,818 | VTV, VUG, VEU, VBR, FNDA | 13F-HR | 08 Nov 2024, 13:10 |
| Q2 2024 | 145 | $432,261,792 | +$50,418,405 | -$53,483,736 | -$3,065,331 | VTV, VUG, VEU, VBR, FNDA | 13F-HR | 19 Jul 2024, 17:17 |
| Q1 2024 | 147 | $434,643,086 | +$39,571,388 | -$34,877,775 | +$4,693,613 | VTV, VUG, VEU, VBR, CALF | 13F-HR | 15 Apr 2024, 21:07 |
| Q4 2023 | 149 | $409,621,469 | +$102,908,812 | -$53,426,213 | +$49,482,599 | VTV, VUG, VEU, VBR, FNDA | 13F-HR | 10 Jan 2024, 14:41 |
| Q3 2023 | 98 | $333,900,752 | +$56,078,181 | -$67,639,493 | -$11,561,312 | VTV, VUG, VEU, XYLD, VBR | 13F-HR | 10 Oct 2023, 21:37 |
| Q2 2023 | 108 | $354,943,579 | +$40,981,624 | -$43,918,830 | -$2,937,206 | VTV, VUG, VEU, XYLD, VBR | 13F-HR | 11 Jul 2023, 21:11 |
| Q1 2023 | 106 | $345,669,639 | +$77,013,359 | -$67,713,055 | +$9,300,304 | VTV, VUG, VEU, XYLD, FNDX | 13F-HR | 19 Apr 2023, 20:02 |
| Q4 2022 | 106 | $323,708,856 | +$79,495,986 | -$56,039,879 | +$23,456,107 | VTV, VUG, VEU, SCHB, VGSH | 13F-HR | 02 Feb 2023, 09:56 |
| Q3 2022 | 97 | $284,125,000 | +$66,079,533 | -$58,187,942 | +$7,891,591 | VTV, VUG, VEU, SCHO, GSY | 13F-HR | 18 Nov 2022, 16:13 |
| Q2 2022 | 92 | $292,107,000 | +$80,364,340 | -$63,652,204 | +$16,712,136 | VTV, VUG, VEU, USFR, GSY | 13F-HR | 08 Aug 2022, 15:16 |
| Q1 2022 | 98 | $307,098,000 | +$53,990,959 | -$45,136,789 | +$8,854,170 | VTV, VUG, MINT, VEU, GSY | 13F-HR | 20 Apr 2022, 20:38 |
| Q4 2021 | 112 | $305,467,000 | +$44,149,564 | -$39,023,069 | +$5,126,495 | VTV, VUG, VEU, GSY, VBR | 13F-HR | 14 Feb 2022, 12:30 |
| Q3 2021 | 92 | $285,437,000 | +$36,387,469 | -$37,120,560 | -$733,091 | VTV, VUG, VEU, GSY, VBR | 13F-HR | 08 Nov 2021, 20:39 |
| Q2 2021 | 86 | $291,979,000 | +$40,305,113 | -$37,311,877 | +$2,993,236 | VTV, VUG, VEU, VCSH, VBR | 13F-HR | 06 Aug 2021, 19:15 |
| Q1 2021 | 84 | $276,267,000 | +$31,942,712 | -$29,895,871 | +$2,046,841 | VTV, VUG, VEU, VCSH, GSY | 13F-HR | 30 Apr 2021, 09:35 |
| Q4 2020 | 75 | $264,497,000 | +$54,610,158 | -$69,384,606 | -$14,774,448 | VTV, VUG, VEU, GSY, PSQ | 13F-HR | 09 Feb 2021, 21:42 |
| Q3 2020 | 72 | $257,601,000 | +$49,034,274 | -$64,597,862 | -$15,563,588 | VUG, VTV, VEU, GSY, SH | 13F-HR | 09 Nov 2020, 15:55 |
| Q2 2020 | 70 | $263,513,000 | +$77,287,809 | -$74,082,760 | +$3,205,049 | VUG, VTV, VEU, SCHO, GSY | 13F-HR | 05 Aug 2020, 10:45 |
| Q1 2020 | 69 | $242,792,000 | +$116,207,260 | -$84,346,009 | +$31,861,251 | VUG, VTV, VEU, SCHO, DWSH | 13F-HR | 04 May 2020, 16:33 |
| Q4 2019 | 62 | $227,945,000 | +$9,880,632 | -$7,884,203 | +$1,996,429 | VGSH, VTV, VUG, IXUS, STIP | 13F-HR | 14 Jan 2020, 19:03 |
| Q3 2019 | 58 | $216,755,000 | +$5,662,521 | -$2,265,515 | +$3,397,006 | VGSH, VTV, VUG, IXUS, GSY | 13F-HR | 16 Oct 2019, 14:55 |
| Q2 2019 | 51 | $211,403,000 | +$122,773,041 | -$6,928,276 | +$115,844,765 | VGSH, VTV, VUG, IXUS, GSY | 13F-HR | 06 Aug 2019, 12:44 |
| Q1 2019 | 42 | $92,397,000 | +$25,443,225 | -$15,505,670 | +$9,937,555 | VTV, VUG, VBR, VBK, NEAR | 13F-HR | 09 May 2019, 18:59 |
| Q4 2018 | 30 | $74,799,000 | $0 | $0 | $0 | VTV, VUG, SHM, VBR, VBK | 13F-HR | 11 Feb 2019, 15:56 |