BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Torrey-Payne Wealth Management, LLC

· CIK 0002112151
13F Portfolio $122M AUM 39 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 18 Added 5 Reduced 3 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 22,568.0 $16.9M 13.86% -352.0 -1.5% $746.77 +2.9%
2 VEA VANGUARD TAX-MANAGED FDS 6,989.0 $498K 0.41% -60.0 -0.8% $71.25 +2.7%
3 QQQ INVESCO QQQ TR Financial Services 441.0 $325K 0.27% -5.0 -1.1% $736.61 -2.5%
4 QUAL ISHARES TR 1,077.0 $236K 0.19% -50.0 -4.4% $219.43 +2.1%
5 ITOT ISHARES TR 1,391.0 $228K 0.19% -40.0 -2.8% $164.27 +2.6%

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 62.6%
Technology 24.2%
Industrials 5.1%
Consumer Cyclical 3.7%
Communication Services 3.4%
Consumer Defensive 1.1%