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Portfolio (Quarterly) Guide ↗

Torrey-Payne Wealth Management, LLC

· CIK 0002112151
13F Portfolio $109M AUM 40 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 14 Added 6 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 22,920.0 $14.9M 13.67% -179.0 -0.8% $650.34 +13.1%
2 VEA VANGUARD TAX-MANAGED FDS 7,049.0 $452K 0.41% -1K -13.0% $64.08 +7.9%
3 VUG VANGUARD INDEX FDS 830.0 $363K 0.33% -145.0 -14.9% $436.79 -80.2%
4 VTV VANGUARD INDEX FDS 1,658.0 $325K 0.30% -150.0 -8.3% $196.20 +5.5%
5 BNDX VANGUARD CHARLOTTE FDS 5,870.0 $282K 0.26% -800.0 -12.0% $48.05 -0.7%
6 BIV VANGUARD BD INDEX FDS 2,621.0 $202K 0.19% -400.0 -13.2% $77.18 -1.8%

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 60.5%
Technology 23.1%
Communication Services 6.4%
Industrials 4.2%
Consumer Cyclical 3.4%
Consumer Defensive 1.3%
Energy 1.1%