Pasadena Private Wealth, LLC has disclosed its holdings in a recent filing, revealing a total value of approximately $834.5 million as of September 30, 2026. This report is significant as it sheds light on the firm’s investment strategies and positions across various sectors, including technology and healthcare.

The filing, dated November 10, 2026, is part of the firm’s regular reporting requirements under the SEC guidelines. It provides insights into how Pasadena Private Wealth is managing its investments in a fluctuating market environment.

Background

Pasadena Private Wealth, LLC is a wealth management firm based in Pasadena, California. The firm is registered as an investment advisor and is primarily engaged in providing financial planning and investment management services. Pasadena Private Wealth operates under the Central Index Key (CIK) number 0001760578 and has been filing reports with the SEC since its inception.

What the Filing Says

The recent filing indicates that Pasadena Private Wealth holds a diverse portfolio with a total of 281 positions. The total value of these holdings is reported at $834,475,092. The filing is categorized as a 13F-HR, which is required for institutional investment managers to disclose their equity holdings.

Impact

This disclosure may influence the investment strategies of other firms in the wealth management industry. As competitors analyze Pasadena’s holdings, they may adjust their own investment approaches in response to the insights gained from this filing. The report highlights the importance of transparency in investment management, especially in a competitive market.

What's Next

The filing does not specify what actions Pasadena Private Wealth plans to take next. However, it is expected that the firm will continue to monitor market conditions and adjust its investment strategies accordingly.