StockDriftsStockDriftsTop 50 Pasadena Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 11.18% | 410.7K | $80.6M | -8.09%(-36.16K) | $124.62(+67.21%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 10.9% | 180.0K | $78.6M | +0.13%(+229) | $36.01(+142.99%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 6.66% | 639.2K | $48.0M | -10.92%(-78.35K) | $52.98(+56.59%) | 2026-03-31 | |
| BTAL | AGF INVTS TR | 4.43% | 2.29M | $31.9M | new | $14.18(-15.27%) | 2026-03-31 | |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 4.34% | 1.88M | $31.3M | +89.12%(+887.46K) | $15.38(+4.56%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 3.37% | 873.1K | $24.3M | -4.78%(-43.80K) | $21.57(+41.35%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.06% | 101.6K | $22.1M | -14.47%(-17.18K) | $144.34(+59.36%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 2.89% | 559.2K | $20.8M | +17.15%(+81.86K) | $33.40(+19.72%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.55% | 228.4K | $18.4M | -27.54%(-86.79K) | $65.28(+45.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.47% | 70.2K | $17.8M | -3.69%(-2.69K) | $166.22(+79.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.54% | +35.09% |
| Top 20 Holdings Unweighted | +8.78% | +28.71% |
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